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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
GIM
2476
Greylin Investment Management
Orange,
Virginia
| $197M | -$117M | -37% | 4.24% | 52.1% | 42 | 14.29% | 0.2 |
|
| 2477 |
WAM
2477
Weatherly Asset Management
Del Mar,
California
| $197M | +$15.4M | +8% | 5.53% | 108% | 146 | 13.01% | 0.2 |
|
| 2478 |
IC
2478
InterOcean Capital
Chicago,
Illinois
| $197M | +$17.4M | +10% | 3.05% | 32.1% | 79 | 5.06% | 0.2 |
|
| 2479 |
ACI
2479
Advance Capital I
Southfield,
Michigan
| $197M | -$6.47M | -3% | 7.12% | 34.1% | 383 | 17.49% | 0.2 |
|
| 2480 |
HS
2480
Huntington Steele
Oaks,
Pennsylvania
| $196M | +$12.3M | +7% | 5.67% | 69.8% | 62 | 1.61% | 0.3 |
|
| 2481 |
MC
2481
Menta Capital
San Francisco,
California
| $196M | +$40.8M | +26% | 7.08% | 61.2% | 548 | 65.69% | 0.1 |
|
| 2482 |
PCM
2482
Peg Capital Management
Canaan,
New Hampshire
| $196M | +$9.56M | +5% | 3.98% | – | 34 | 5.88% | 0.2 |
|
| 2483 |
KC
2483
Kingfisher Capital
Charlotte,
North Carolina
| $196M | +$13.7M | +8% | 6.21% | 58.5% | 145 | 13.1% | 0.2 |
|
| 2484 |
NAMP
2484
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $196M | -$37.8M | -16% | 6.73% | 73.1% | 110 | 30% | 0.2 |
|
| 2485 |
PAS
2485
Partnervest Advisory Services
Santa Barbara,
California
| $196M | -$23.1M | -11% | 3.44% | 45.1% | 1,094 | 17.18% | 0.2 |
|
| 2486 |
CAIMH
2486
Central Asset Investments & Management Holdings
Hong Kong
| $196M | +$120M | +157% | 52.2% | 3,210% | 38 | 68.42% | 0.1 |
|
| 2487 |
FBT
2487
Founders Bank & Trust
Grand Rapids,
Michigan
| $196M | +$8.75M | +5% | 3.12% | – | 378 | 13.23% | 0.2 |
|
| 2488 |
2488
Waverly Advisors
Birmingham,
Alabama
| $196M | +$22.3M | +13% | 7.28% | 67.6% | 585 | 83.59% | 0 |
|
| 2489 |
TFF
2489
Timothy F. Fidgeon
| $196M | +$10.7M | +6% | 5.46% | – | 124 | 8.06% | 0.2 |
|
| 2490 |
UIM
2490
Underhill Investment Management
Greenbrae,
California
| $196M | +$26.2M | +15% | 8.02% | 59.8% | 25 | 20% | 0.2 |
|
| 2491 |
PCMK
2491
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $195M | +$4.36M | +2% | 4.65% | 87.5% | 71 | 9.86% | 0.2 |
|
| 2492 |
SAS
2492
Stelac Advisory Services
New York
| $195M | +$28.6M | +17% | 4.86% | 84.9% | 30 | 6.67% | 0.2 |
|
| 2493 |
BC
2493
Barnett & Company
Chattanooga,
Tennessee
| $194M | +$11.9M | +7% | 1.51% | 65.9% | 196 | 8.67% | 0.2 |
|
| 2494 |
EI
2494
Enterprise Investors
New York
| $194M | -$49.9M | -20% | 23.1% | – | 1 | 0% | 0.3 |
|
| 2495 |
EVC
2495
Eidelman Virant Capital
Saint Louis,
Missouri
| $194M | +$23.7M | +14% | 8.58% | 46.2% | 178 | 28.65% | 0.2 |
|
| 2496 |
DMAM
2496
Del Mar Asset Management
New York
| $194M | +$37.8M | +24% | 4.69% | – | 45 | 66.67% | 0.1 |
|
| 2497 |
TSBJ
2497
Trevor, Stewart, Burton & Jacobsen
New York
| $194M | +$6.24M | +3% | 5.78% | – | 72 | 29.17% | 0.2 |
|
| 2498 |
RBLCM
2498
Roaring Blue Lion Capital Management
Dallas,
Texas
| $193M | -$353K | -0.2% | 10.9% | – | 63 | 28.57% | 0.2 |
|
| 2499 |
2499
Allworth Financial
Folsom,
California
| $193M | +$14.8M | +8% | 5.03% | 53.3% | 83 | 32.53% | 0.2 |
|
| 2500 |
PSC
2500
Prentiss Smith & Co
Brattleboro,
Vermont
| $193M | -$328K | -0.2% | 6.39% | 63.9% | 277 | 13.36% | 0.2 |
|