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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
RSCM
2301
Rail-Splitter Capital Management
Chicago,
Illinois
| $235M | +$8.15M | +4% | 16% | 64.1% | 56 | 41.07% | 0.2 |
|
| 2302 |
AAI
2302
American Assets Inc
San Diego,
California
| $234M | -$1.77M | -0.7% | 0.75% | 63.2% | 2 | 0% | 0.3 |
|
| 2303 |
SCI
2303
Seneca Capital Investments
New York
| $234M | -$26.3M | -10% | 7.78% | – | 51 | 56.86% | 0.2 |
|
| 2304 |
2304
SignatureFD
Atlanta,
Georgia
| $234M | +$40M | +21% | 4.15% | 73.6% | 847 | 35.3% | 0.2 |
|
| 2305 |
SC
2305
Schooner Capital
Vero Beach,
Florida
| $233M | +$3.54M | +2% | 1.55% | 31.1% | 1 | 0% | 0.3 |
|
| 2306 |
UBWV
2306
United Bank (West Virginia)
Parkersburg,
West Virginia
| $233M | +$11.7M | +5% | 3.66% | 22.5% | 126 | 11.11% | 0.2 |
|
| 2307 |
ECM
2307
Everence Capital Management
Goshen,
Indiana
| $233M | +$12.3M | +6% | 5.87% | 108% | 264 | 6.44% | 0.2 |
|
| 2308 |
AT
2308
Acadia Trust
Portland,
Maine
| $233M | +$7.8M | +3% | 1.58% | 36.1% | 75 | 4% | 0.3 |
|
| 2309 |
RC
2309
RBO & Co
Saint Helena,
California
| $233M | +$6.35M | +3% | 3.32% | 27.9% | 54 | 9.26% | 0.2 |
|
| 2310 |
TAG
2310
Tactical Allocation Group
Birmingham,
Michigan
| $233M | -$74M | -24% | 7.44% | 15.2% | 25 | 52% | 0.2 |
|
| 2311 |
KIA
2311
King Investment Advisors
Houston,
Texas
| $232M | -$9.26M | -4% | 7.63% | – | 137 | 21.17% | 0.2 |
|
| 2312 |
ACM
2312
Azentus Capital Management
Hong Kong
| $232M | -$34.7M | -13% | 20.5% | – | 15 | 60% | 0.2 |
|
| 2313 |
GIM
2313
Groesbeck Investment Management
Paramus,
New Jersey
| $231M | -$6.19M | -3% | 3.86% | 147% | 73 | 8.22% | 0.2 |
|
| 2314 |
HIM
2314
Herald Investment Management
London,
United Kingdom
| $231M | +$16.6M | +8% | 12.7% | 493% | 86 | 10.47% | 0.2 |
|
| 2315 |
AA
2315
Apriem Advisors
Irvine,
California
| $230M | +$26.3M | +13% | 5.51% | 74.3% | 573 | 15.01% | 0.2 |
|
| 2316 |
FSA
2316
Financial Sense Advisors
San Diego,
California
| $230M | +$6.5M | +3% | 7.39% | 152% | 167 | 40.72% | 0.2 |
|
| 2317 |
BO
2317
Bank OZK
Little Rock,
Arkansas
| $230M | +$94.6M | +70% | 8.56% | 112% | 107 | 54.21% | 0.1 |
|
| 2318 |
AWM
2318
Affinity Wealth Management
Wilmington,
Delaware
| $230M | +$14.1M | +7% | 3.03% | 116% | 71 | 36.62% | 0.2 |
|
| 2319 |
FIM
2319
Friedberg Investment Management
Houston,
Texas
| $230M | +$7.26M | +3% | 7.31% | 44.8% | 100 | 20% | 0.2 |
|
| 2320 |
BMM
2320
Berkshire Money Management
Dalton,
Massachusetts
| $230M | +$18.9M | +9% | 5.17% | 56.5% | 19 | 36.84% | 0.2 |
|
| 2321 |
SCM
2321
SG Capital Management
Chicago,
Illinois
| $230M | -$937K | -0.4% | 12.4% | 250% | 71 | 88.73% | 0.1 |
|
| 2322 |
TA
2322
TRB Advisors
New York
| $230M | +$227M | +8,528% | 2.34% | 64% | 6 | 83.33% | 0 |
|
| 2323 |
SAA
2323
Southeast Asset Advisors
Thomasville,
Georgia
| $229M | +$9.9M | +5% | 4.35% | 91.5% | 108 | 22.22% | 0.2 |
|
| 2324 |
HL
2324
HeadInvest LLC
Portland,
Maine
| $229M | +$2.06M | +0.9% | 6.27% | 59.1% | 109 | 10.09% | 0.2 |
|
| 2325 |
SFSG
2325
Stearns Financial Services Group
Greensboro,
North Carolina
| $229M | +$6.22M | +3% | 5.4% | 26.1% | 105 | 6.67% | 0.2 |
|