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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
PCC
5051
Park Circle Company
Baltimore,
Maryland
| $90.5M | +$12M | +15% | 8.31% | 70.5% | 99 | 33.33% | 2 |
|
| 5052 |
5052
Stringer Asset Management
Memphis,
Tennessee
| $90.4M | +$4.43M | +5% | 7.1% | 16.4% | 38 | 28.95% | 1 |
|
| 5053 |
GIM
5053
Greenwich Investment Management
Norwalk,
Connecticut
| $90.3M | +$11.2M | +14% | 1.89% | – | 60 | 15% | 2.8 |
|
| 5054 |
5054
MU Investments Company
Tokyo,
Japan
| $90M | +$9.6M | +12% | 11.2% | 40.4% | 22 | 0% | 4.4 |
|
| 5055 |
QCMC
5055
Quantum Capital Management (California)
San Francisco,
California
| $89.7M | -$81.6M | -48% | 5.81% | 53.7% | 311 | 29.9% | 2.2 |
|
| 5056 |
5056
Courage Capital Management
Nashville,
Tennessee
| $89.5M | +$35.2M | +65% | 7.11% | 86.5% | 34 | 38.24% | 1.1 |
|
| 5057 |
SM
5057
Salzhauer Michael
| $89.5M | +$13.2M | +17% | 2.15% | 98% | 103 | 31.07% | 3 |
|
| 5058 |
5058
Freestate Advisors
Overland Park,
Kansas
| $89.4M | -$945K | -1% | 2.43% | – | 6 | 0% | 0.4 |
|
| 5059 |
5059
Kessler Investment Group
Columbus,
Indiana
| $89.2M | +$7.04M | +9% | 18.3% | 251% | 134 | 33.58% | 1.9 |
|
| 5060 |
5060
First Dallas Securities
Dallas,
Texas
| $88.9M | – | – | 4.08% | 163% | 83 | – | 3.3 |
|
| 5061 |
5061
Chicago Wealth Management
Chicago,
Illinois
| $88.5M | +$6.64M | +8% | 5.48% | 134% | 27 | 11.11% | 0.4 |
|
| 5062 |
5062
Snow Lake Capital
Central,
Hong Kong
| $88.5M | +$47M | +113% | 36.2% | – | 2 | 50% | 0.3 |
|
| 5063 |
AIM
5063
Axiom Investment Management
New York
| $88.3M | +$12.7M | +17% | 27.8% | – | 143 | 20.98% | 1 |
|
| 5064 |
5064
Hansberger Growth Investors
Madison,
Wisconsin
| $88.2M | +$5.04M | +6% | 10.6% | 36.4% | 23 | 0% | 3.5 |
|
| 5065 |
AMCI
5065
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $88.2M | -$2.38M | -3% | 2.63% | – | 1 | 0% | 0.8 |
|
| 5066 |
5066
Smart Portfolios LLC
Seattle,
Washington
| $88.2M | -$1.6M | -2% | 5.98% | 41.3% | 43 | 2.33% | 1.5 |
|
| 5067 |
5067
Western Standard LLC
Los Angeles,
California
| $88.1M | +$4.71M | +6% | 30.6% | 83.7% | 39 | 48.72% | 0.8 |
|
| 5068 |
5068
S. Muoio & Co
New York
| $88M | +$6.47M | +8% | 25.9% | 327% | 88 | 45.45% | 2.1 |
|
| 5069 |
5069
Farley Capital
New York
| $87.6M | +$4.22M | +5% | 8.74% | 105% | 19 | 5.26% | 2.9 |
|
| 5070 |
5070
Tatro Capital
Lexington,
Kentucky
| $87.5M | +$17.8M | +26% | 6.58% | – | 71 | 28.17% | 0.4 |
|
| 5071 |
5071
Legacy Wealth Planning
Reno,
Nevada
| $87.5M | +$3.47M | +4% | 7.55% | 14.6% | 85 | 16.47% | 0.6 |
|
| 5072 |
5072
Westbourne Investment Advisors
Annapolis,
Maryland
| $87.2M | +$6.06M | +7% | 9.31% | 107% | 52 | 13.46% | 3.1 |
|
| 5073 |
5073
Riverview Trust Company
Vancouver,
Washington
| $87M | -$16.1M | -16% | 7.36% | 87.6% | 264 | 9.09% | 1.6 |
|
| 5074 |
5074
Kopion Asset Management
Mckinney,
Texas
| $87M | -$1.31M | -1% | 3.11% | 80.5% | 22 | 9.09% | 0.7 |
|
| 5075 |
5075
Alatus Capital
Geneva,
Switzerland
| $86.9M | +$5.1M | +6% | 7.65% | 33% | 1 | 0% | 2.8 |
|