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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $86.6M | -$70K | -0.1% | 1.58% | 72.7% | 67 | 2.99% | 4.5 |
|
| 4677 |
4677
Corundum Group
Colorado Springs,
Colorado
| $86.3M | -$709K | -0.8% | 0.2% | 80.5% | 70 | 5.71% | 2.2 |
|
| 4678 |
LSCM
4678
LaSalle Street Capital Management
Chicago,
Illinois
| $86.2M | +$731K | +0.9% | 0.13% | 30.5% | 90 | 6.67% | 2.7 |
|
| 4679 |
4679
Point72 Europe
London,
United Kingdom
| $86.2M | -$6.46M | -7% | 3.27% | 95.4% | 13 | 38.46% | 0.8 |
|
| 4680 |
4680
Appleton Group
Appleton,
Wisconsin
| $86.1M | -$3.48M | -4% | 0.65% | 58.3% | 31 | 12.9% | 2.6 |
|
| 4681 |
4681
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $86M | -$9.6M | -10% | 1.63% | 64.5% | 330 | 74.55% | 1.5 |
|
| 4682 |
4682
MHI Funds
Woodstock,
New York
| $86M | +$554K | +0.6% | 2.43% | – | 67 | 16.42% | 1.1 |
|
| 4683 |
4683
National Investment Services
Milwaukee,
Wisconsin
| $86M | -$797K | -0.9% | 3.77% | 47.2% | 82 | 15.85% | 1.9 |
|
| 4684 |
4684
Security National Bank of So Dak
Sioux City,
Iowa
| $85.9M | +$1.05M | +1% | 2.02% | 67.7% | 83 | 8.43% | 3.7 |
|
| 4685 |
EFEM
4685
Eos Focused Equity Management
New York
| $85.8M | +$3.67M | +4% | 1.38% | 55.7% | 30 | 33.33% | 0.8 |
|
| 4686 |
4686
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $85.7M | +$3.12M | +4% | 1.22% | 234% | 140 | 24.29% | 1 |
|
| 4687 |
4687
EnCap Energy Capital Fund VIII
Houston,
Texas
| $85.7M | -$54.6M | -39% | 38.9% | 6.16% | 3 | 33.33% | 2.3 |
|
| 4688 |
4688
Orser Capital Management
Southlake,
Texas
| $85.3M | -$11.6M | -12% | 2.82% | 128% | 78 | 25.64% | 1.3 |
|
| 4689 |
4689
Millrace Asset Group
Berwyn,
Pennsylvania
| $85.3M | -$11.4M | -12% | 0.41% | 113% | 81 | 39.51% | 1 |
|
| 4690 |
4690
Technology Crossover Management V
Menlo Park,
California
| $85.2M | -$1.55M | -2% | 1.72% | 2.5% | 2 | 0% | 4.3 |
|
| 4691 |
SC
4691
Sovarnum Capital
New York
| $85.2M | +$10.9M | +15% | 1.48% | – | 64 | 48.44% | 0.6 |
|
| 4692 |
4692
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $85.2M | +$1.39M | +2% | 3.66% | 161% | 287 | 41.81% | 2.4 |
|
| 4693 |
PIPST
4693
Prescott Investors Profit Sharing Trust
Boca Raton,
Florida
| $85M | -$2.71M | -3% | 1.68% | – | 8 | 0% | 0.8 |
|
| 4694 |
4694
Lagoda Investment Management
New York
| $85M | -$1.28M | -1% | 9.22% | 250% | 27 | 7.41% | 3.5 |
|
| 4695 |
4695
RHS Financial
San Francisco,
California
| $84.9M | +$5.06M | +6% | 0.9% | 65.6% | 67 | 7.46% | 0.7 |
|
| 4696 |
4696
Orca Investment Management
Roseburg,
Oregon
| $84.8M | -$4.92M | -5% | 2.69% | 122% | 69 | 4.35% | 3.7 |
|
| 4697 |
4697
Alterna Wealth Management
Houston,
Texas
| $84.6M | +$1.32M | +2% | 1.55% | 48% | 130 | 38.46% | 0.4 |
|
| 4698 |
4698
Avalon Capital Management
Port Of Redwood City,
California
| $84.5M | -$3.13M | -4% | 3% | 151% | 43 | 39.53% | 1.4 |
|
| 4699 |
CCA
4699
Covey Capital Advisors
Atlanta,
Georgia
| $84.4M | +$922K | +1% | 2.86% | 118% | 31 | 9.68% | 2.5 |
|
| 4700 |
4700
Credit Capital Investments
Livingston,
New Jersey
| $84.1M | +$6.28M | +8% | 3.05% | 500% | 40 | 35% | 1.4 |
|