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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
TIA
5251
Trust Investment Advisors
Indianapolis,
Indiana
| $80.3M | +$3M | +4% | 11.1% | 167% | 79 | 10.13% | 12.4 |
|
| 5252 |
HP
5252
Hartree Partners
New York
| $80.2M | +$11.5M | +17% | 11.7% | 138% | 40 | 70% | 0.8 |
|
| 5253 |
GBA
5253
Garrison Bradford & Associates
New York
| $79.7M | +$6.41M | +9% | 14.1% | 63.5% | 57 | 7.02% | 14 |
|
| 5254 |
LCM
5254
Lucerne Capital Management
Greenwich,
Connecticut
| $79.2M | -$99M | -56% | 4.67% | – | 2 | 0% | 6 |
|
| 5255 |
NCM
5255
NovaQuest Capital Management
Raleigh,
North Carolina
| $79.2M | +$40.9M | +107% | 143% | 45.1% | 2 | 0% | 8 |
|
| 5256 |
AG
5256
Appleton Group
Appleton,
Wisconsin
| $78.8M | -$7.33M | -9% | 7.14% | 58.3% | 35 | 22.86% | 10 |
|
| 5257 |
MIOT
5257
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $78.7M | -$15.4M | -16% | 4.05% | 35.7% | 6 | 50% | 3 |
|
| 5258 |
MF
5258
MHI Funds
Woodstock,
New York
| $78.5M | -$7.44M | -9% | 6.75% | – | 62 | 45.16% | 5.5 |
|
| 5259 |
FPC
5259
Falcon Point Capital
San Francisco,
California
| $78.5M | -$104M | -57% | 16.2% | 119% | 118 | 16.1% | 7.6 |
|
| 5260 |
WA
5260
Wheatland Advisors
Lancaster,
Pennsylvania
| $78.5M | -$31.7M | -29% | 6.21% | 30.5% | 100 | 14% | 19.2 |
|
| 5261 |
RIA
5261
Recurrent Investment Advisors
Houston,
Texas
| $78.4M | – | – | 0.1% | 99.7% | 44 | – | 0 |
|
| 5262 |
SXM
5262
SC XII Management
Menlo Park,
California
| $78.3M | -$99.5M | -56% | 2.71% | 73.4% | 1 | 0% | 17 |
|
| 5263 |
CCM
5263
Coe Capital Management
Highland Park,
Illinois
| $78.2M | -$12.1M | -13% | 8.64% | 84.4% | 83 | 16.87% | 15.2 |
|
| 5264 |
MECA
5264
Miller Equity Capital Advisors
Irving,
Texas
| $78.1M | – | – | 6.55% | 23.7% | 40 | – | 0 |
|
| 5265 |
DRD
5265
Dennis R. Delaney
| $78M | +$4.44M | +6% | 7.17% | 84.3% | 50 | 4% | 13.4 |
|
| 5266 |
ACM
5266
Axel Capital Management
New York
| $78M | -$63.3M | -45% | 8.71% | 194% | 19 | 68.42% | 5.7 |
|
| 5267 |
FG
5267
FSI Group
Cincinnati,
Ohio
| $78M | +$5.49M | +8% | 13.8% | 44.1% | 40 | 25% | 5.1 |
|
| 5268 |
GIM
5268
Guild Investment Management
Los Angeles,
California
| $77.9M | +$5.47M | +8% | 8.15% | 101% | 60 | 48.33% | 2.7 |
|
| 5269 |
JAWM
5269
J. Arnold Wealth Management
Youngstown,
Ohio
| $77.9M | – | – | 9.23% | 46.2% | 82 | – | 0 |
|
| 5270 |
ARCM
5270
Asia Research & Capital Management
Hong Kong
| $77.5M | +$74M | +2,113% | 11.9% | – | 4 | 50% | 2 |
|
| 5271 |
AF
5271
Apexium Financial
Dallas,
Texas
| $77.4M | – | – | 8.18% | 89.6% | 79 | – | 0.6 |
|
| 5272 |
RC
5272
Raine Capital
New York
| $77.3M | -$1.25M | -2% | 8.48% | 119% | 10 | 10% | 7.1 |
|
| 5273 |
AVM
5273
Arch Venture Management
Chicago,
Illinois
| $76.7M | -$14.6M | -16% | 3.99% | 228% | 6 | 33.33% | 2.6 |
|
| 5274 |
SHCM
5274
Stone House Capital Management
Bay Harbor Islands,
Florida
| $76.4M | +$23.2M | +44% | 27.8% | 151% | 3 | 66.67% | 5.3 |
|
| 5275 |
SRCM
5275
Swift Run Capital Management
Charlottesville,
Virginia
| $76.3M | -$31M | -29% | 5.93% | 9.9% | 39 | 17.95% | 14.5 |
|