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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
NRC
5076
North Run Capital
Boston,
Massachusetts
| $86.5M | +$13.6M | +19% | 19.2% | 19.4% | 18 | 11.11% | 1.8 |
|
| 5077 |
MFG
5077
Menard Financial Group
Houston,
Texas
| $86.3M | +$6.39M | +8% | 11.2% | 141% | 147 | 31.29% | 0.2 |
|
| 5078 |
PWM
5078
Provident Wealth Management
Brentwood,
Tennessee
| $86.3M | -$4.55M | -5% | 5.61% | 53.3% | 287 | 76.31% | 0.1 |
|
| 5079 |
TIA
5079
Trust Investment Advisors
Indianapolis,
Indiana
| $86.1M | +$8.11M | +10% | 11.4% | 167% | 75 | 1.33% | 3.2 |
|
| 5080 |
AC
5080
Amia Capital
London,
United Kingdom
| $86.1M | -$35.6M | -29% | 4.57% | 30.1% | 39 | 12.82% | 0.7 |
|
| 5081 |
WB
5081
West Bancorporation
West Des Moines,
Iowa
| $85.3M | -$625K | -0.7% | 7.18% | 64.4% | 310 | 5.81% | 0.7 |
|
| 5082 |
MCM
5082
Magnolia Capital Management
Cold Spring,
New York
| $85.2M | +$6.61M | +8% | 8.57% | 85.9% | 45 | 6.67% | 0.7 |
|
| 5083 |
HFAS
5083
Hummer Financial Advisory Services
Chicago,
Illinois
| $84.9M | +$6.59M | +8% | 7.05% | 71.8% | 97 | 12.37% | 0.6 |
|
| 5084 |
RC
5084
Roubaix Capital
Denver,
Colorado
| $84.8M | +$9.53M | +13% | 8.92% | 174% | 76 | 64.47% | 0.3 |
|
| 5085 |
WGA
5085
Weather Gauge Advisory
Williamsburg,
Virginia
| $84.8M | +$1.06M | +1% | 6% | 39.9% | 78 | 2.56% | 1.7 |
|
| 5086 |
WMA
5086
White Mountains Advisors
Guilford,
Connecticut
| $84.7M | -$358M | -81% | 8.59% | 33.4% | 3 | 0% | 5.6 |
|
| 5087 |
PC
5087
Provenire Capital
Eden Prairie,
Minnesota
| $84.7M | -$23.3M | -22% | 8.14% | – | 53 | 50.94% | 0.3 |
|
| 5088 |
RIA
5088
Regal Investment Advisors
Kentwood,
Michigan
| $84.6M | -$461M | -84% | 4.76% | 64.7% | 330 | 91.52% | 6.4 |
|
| 5089 |
SL
5089
Savior LLC
Wellesley Hills,
Massachusetts
| $84.6M | +$5.57M | +7% | 3.95% | 82.8% | 892 | 8.86% | 0.7 |
|
| 5090 |
ASA
5090
Armstrong Shaw Associates
New Canaan,
Connecticut
| $84.6M | +$2.79M | +3% | 10.8% | 51.2% | 44 | 18.18% | 4.4 |
|
| 5091 |
TBNY
5091
Trustco Bank (New York)
Albany,
New York
| $84M | +$5.35M | +7% | 7.08% | 131% | 67 | 4.48% | 4.3 |
|
| 5092 |
PIG
5092
Pantheon Investment Group
Sierra Madre,
California
| $84M | +$4.3M | +5% | 8.2% | – | 71 | 19.72% | 0.6 |
|
| 5093 |
T2I
5093
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $83.9M | -$14.6M | -15% | 13.6% | 62.1% | 66 | 53.03% | 0.6 |
|
| 5094 |
MVA
5094
Mount Vernon Associates
Baltimore,
Maryland
| $83.6M | +$6.24M | +8% | 9.94% | 119% | 59 | 20.34% | 4.5 |
|
| 5095 |
AIM
5095
Alhambra Investment Management
Palmetto Bay,
Florida
| $83.2M | +$7.06M | +9% | 7.17% | 67.7% | 124 | 23.39% | 0.5 |
|
| 5096 |
LWM
5096
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $83.2M | -$5.63M | -6% | 6.03% | 66% | 48 | 16.67% | 0.6 |
|
| 5097 |
FC
5097
Finepoint Capital
Boston,
Massachusetts
| $83.1M | – | – | 0% | 27.4% | 1 | – | 0 |
|
| 5098 |
SCM
5098
Springhouse Capital Management
Westport,
Connecticut
| $82.7M | -$494K | -0.6% | 3.06% | 52% | 18 | 27.78% | 1.6 |
|
| 5099 |
BRC
5099
Bell Rock Capital
Rehoboth Beach,
Delaware
| $82.5M | +$5.44M | +7% | 14.3% | – | 84 | 10.71% | 2.5 |
|
| 5100 |
BCM
5100
Brightline Capital Management
Miami,
Florida
| $82.4M | +$56M | +212% | 54.2% | 810% | 11 | 45.45% | 0.1 |
|