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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
SIC
2426
SFE Investment Counsel
Los Angeles,
California
| $207M | +$12.8M | +7% | 5.9% | 105% | 84 | 7.14% | 0.2 |
|
| 2427 |
IFS
2427
Ifrah Financial Services
Little Rock,
Arkansas
| $207M | +$7.96M | +4% | 5.46% | 64.1% | 116 | 15.52% | 0.2 |
|
| 2428 |
TL
2428
TowerView LLC
New York
| $206M | -$47.9M | -19% | 2.54% | 17.9% | 26 | 26.92% | 0.2 |
|
| 2429 |
CCM
2429
Contrarian Capital Management
Greenwich,
Connecticut
| $206M | -$1.23M | -0.6% | 7.63% | 29.4% | 38 | 34.21% | 0.2 |
|
| 2430 |
RAM
2430
Roanoke Asset Management
Jersey City,
New Jersey
| $206M | – | – | 10.4% | 50.3% | 112 | – | 0 |
|
| 2431 |
NL
2431
NWAM LLC
Mercer Island,
Washington
| $206M | +$8.06M | +4% | 4% | 112% | 224 | 14.73% | 0.2 |
|
| 2432 |
KCP
2432
Kenmare Capital Partners
New York
| $206M | +$7.94M | +4% | 8.1% | 48.8% | 18 | 27.78% | 0.2 |
|
| 2433 |
HVIA
2433
Hudson Valley Investment Advisors
Goshen,
New York
| $206M | -$3.42M | -2% | 3.83% | 94.6% | 134 | 11.19% | 0.2 |
|
| 2434 |
LI
2434
Lafayette Investments
Ashton,
Maryland
| $206M | -$2.82M | -1% | 2.93% | 77.9% | 71 | 8.45% | 0.2 |
|
| 2435 |
2435
Hills Bank & Trust
North Liberty,
Iowa
| $205M | +$13.2M | +7% | 4.49% | 52.8% | 81 | 3.7% | 0.2 |
|
| 2436 |
NOCM
2436
Night Owl Capital Management
Greenwich,
Connecticut
| $205M | +$23.5M | +13% | 10.4% | 162% | 25 | 4% | 0.3 |
|
| 2437 |
PWM
2437
ParenteBeard Wealth Management
York,
Pennsylvania
| $205M | -$15.6M | -7% | 3.4% | – | 101 | 8.91% | 0.2 |
|
| 2438 |
NMLIC
2438
Northwestern Mutual Life Insurance Company
Milwaukee,
Wisconsin
| $205M | +$36M | +21% | 8.15% | – | 103 | 78.64% | 0.1 |
|
| 2439 |
CC
2439
Caspian Capital
New York
| $205M | -$5.81M | -3% | 0.59% | – | 18 | 33.33% | 0.2 |
|
| 2440 |
CC
2440
Cannell Capital
Alta,
Wyoming
| $205M | +$36M | +21% | 13.4% | 127% | 86 | 34.88% | 0.2 |
|
| 2441 |
GCM
2441
Grandmaster Capital Management
San Francisco,
California
| $204M | +$47.5M | +30% | 5.66% | – | 24 | 37.5% | 0.2 |
|
| 2442 |
LFFS
2442
La Francaise Forum Securities
Old Greenwich,
Connecticut
| $204M | +$35.7M | +21% | 3.74% | 29.8% | 53 | 24.53% | 0.2 |
|
| 2443 |
IAS
2443
IMA Advisory Services
Denver,
Colorado
| $204M | +$19.7M | +11% | 3.11% | 74.5% | 179 | 22.35% | 0.2 |
|
| 2444 |
FFC
2444
First Financial Corp
Terre Haute,
Indiana
| $203M | +$1.43M | +0.7% | 3.63% | 95.3% | 460 | 5.22% | 0.2 |
|
| 2445 |
WC
2445
Whitnell & Co
Oak Brook,
Illinois
| $203M | +$2.08M | +1% | 2.91% | 36.6% | 426 | 38.26% | 0.2 |
|
| 2446 |
LSC
2446
Lyon Street Capital
Sausalito,
California
| $203M | +$933K | +0.5% | 16.5% | – | 53 | 22.64% | 0.2 |
|
| 2447 |
VCAM
2447
Van Cleef Asset Management
Beachwood,
Ohio
| $203M | +$13.6M | +7% | 6.49% | 87.3% | 94 | 3.19% | 0.2 |
|
| 2448 |
MMCM
2448
Marque Millennium Capital Management
New York
| $203M | +$13.2M | +7% | 8.26% | – | 80 | 1.25% | 0.3 |
|
| 2449 |
FGA
2449
Flood Gamble Associates
New York
| $202M | +$20.3M | +11% | 9.44% | – | 46 | 8.7% | 0.2 |
|
| 2450 |
TCM
2450
Tang Capital Management
San Diego,
California
| $202M | -$51.9M | -20% | 13.2% | 493% | 21 | 28.57% | 0.2 |
|