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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Amiral Gestion
Paris,
France
| $182M | +$23.3M | +15% | 6.25% | – | 36 | 38.89% | 0.2 |
|
| 5852 |
5852
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $182M | -$2.53M | -1% | 0.71% | 83% | 180 | 23.33% | 1.7 |
|
| 5853 |
5853
Colonial River Investments
Midlothian,
Virginia
| $182M | -$25M | -12% | 3.62% | 156% | 267 | 47.57% | 1.7 |
|
| 5854 |
5854
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $182M | -$6.32M | -3% | 4.11% | – | 61 | 11.48% | 0.5 |
|
| 5855 |
5855
TradeWell Securities
Fort Wayne,
Indiana
| $182M | -$11.5M | -6% | 7.54% | – | 44 | 13.64% | 0.2 |
|
| 5856 |
5856
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $181M | -$4.99M | -3% | 2.29% | 92.4% | 474 | 15.19% | 5.2 |
|
| 5857 |
5857
Concorde Financial
Dallas,
Texas
| $181M | +$13.3M | +8% | 6.13% | 81.3% | 36 | 5.56% | 2.3 |
|
| 5858 |
PCM
5858
Perritt Capital Management
Chicago,
Illinois
| $181M | -$11.1M | -6% | 1.14% | 80.9% | 364 | 19.78% | 3.2 |
|
| 5859 |
5859
Blue Oak Capital
Menlo Park,
California
| $181M | +$16.6M | +10% | 0.5% | – | 88 | 35.23% | 0.2 |
|
| 5860 |
5860
First County Bank
Stamford,
Connecticut
| $181M | +$2.05M | +1% | 0.59% | 101% | 172 | 19.19% | 1.7 |
|
| 5861 |
UFAC
5861
Urban Financial Advisory Corp
Chicago,
Illinois
| $181M | -$1.06M | -0.6% | 2.32% | – | 53 | 5.66% | 0.8 |
|
| 5862 |
5862
FOCUS Wealth Advisors
Houston,
Texas
| $181M | -$7.59M | -4% | 2.04% | 68.7% | 57 | 1.75% | 2.5 |
|
| 5863 |
5863
ELCO Management
New York
| $181M | -$9.41M | -5% | 1.12% | 98.3% | 169 | 14.79% | 3.8 |
|
| 5864 |
5864
Krensavage Asset Management
New York
| $181M | +$11.9M | +7% | 0.13% | 124% | 15 | 26.67% | 2.7 |
|
| 5865 |
5865
Vista Investment Partners II
Richmond,
Indiana
| $181M | +$11.5M | +7% | 0.94% | – | 141 | 19.15% | 0.2 |
|
| 5866 |
5866
FMB Wealth Management
Westlake Village,
California
| $181M | +$3.19M | +2% | 1.31% | 71.1% | 76 | 13.16% | 1.7 |
|
| 5867 |
5867
Constitution Capital
Shelton,
Connecticut
| $181M | +$2.32M | +1% | 2.72% | 91.1% | 64 | 18.75% | 2.9 |
|
| 5868 |
5868
Prudent Man Investment Management
Louisville,
Colorado
| $180M | -$216K | -0.1% | 1.37% | – | 169 | 0% | 0.3 |
|
| 5869 |
5869
Azarias Capital Management
Berwyn,
Pennsylvania
| $180M | -$42.7M | -19% | 12.3% | 58.2% | 25 | 20% | 2 |
|
| 5870 |
5870
Values Added Financial
Washington,
District of Columbia
| $180M | +$7.54M | +4% | 0.63% | 65.9% | 120 | 6.67% | 1.3 |
|
| 5871 |
5871
Aurora Investment Counsel
Atlanta,
Georgia
| $180M | -$2.2M | -1% | 1.09% | 31.7% | 130 | 27.69% | 1.4 |
|
| 5872 |
5872
Prospect Financial Services
Melville,
New York
| $180M | -$3.01M | -2% | 5.14% | – | 125 | 17.6% | 0.9 |
|
| 5873 |
5873
Southern Capital Advisors
Jackson,
Tennessee
| $180M | -$431K | -0.2% | 3.37% | 66.8% | 83 | 16.87% | 2 |
|
| 5874 |
5874
HMS Capital Management
Nashville,
Tennessee
| $180M | -$26.6M | -13% | 3.41% | 140% | 121 | 25.62% | 2.8 |
|
| 5875 |
5875
D. Scott Neal
Lexington,
Kentucky
| $180M | -$2.02M | -1% | 5.11% | 105% | 57 | 8.77% | 4.2 |
|