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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
CCM
2501
Carlson Capital Management
Northfield,
Minnesota
| $236M | -$2.31M | -1% | 1.01% | 9.85% | 58 | 15.52% | 0.7 |
|
| 2502 |
SCA
2502
Signpost Capital Advisors
New York
| $236M | +$23.2M | +11% | 5.33% | 24.7% | 20 | 65% | 0.3 |
|
| 2503 |
OCM
2503
Otter Creek Management
West Palm Beach,
Florida
| $236M | -$190M | -45% | 2.07% | – | 59 | 35.59% | 0.5 |
|
| 2504 |
CCM
2504
Castine Capital Management
Boston,
Massachusetts
| $235M | -$921K | -0.4% | 6.61% | 13.9% | 52 | 21.15% | 0.6 |
|
| 2505 |
KI
2505
Koch Industries
Wichita,
Kansas
| $234M | +$30.4M | +15% | 4.34% | 56.9% | 5 | 0% | 0.4 |
|
| 2506 |
2506
Hills Bank & Trust
North Liberty,
Iowa
| $234M | +$8.06M | +4% | 1.27% | 52.8% | 84 | 10.71% | 0.7 |
|
| 2507 |
HVIA
2507
Hudson Valley Investment Advisors
Goshen,
New York
| $234M | +$6.73M | +3% | 1.71% | 94.6% | 135 | 11.85% | 0.7 |
|
| 2508 |
NMIS
2508
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $233M | +$35.8M | +18% | 1.34% | – | 148 | 77.03% | 0.1 |
|
| 2509 |
PCMK
2509
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $233M | +$25.4M | +12% | 2.24% | 87.5% | 66 | 6.06% | 0.7 |
|
| 2510 |
TAG
2510
Tactical Allocation Group
Birmingham,
Michigan
| $233M | -$41.7M | -15% | 3.12% | 15.2% | 24 | 25% | 0.5 |
|
| 2511 |
QCM
2511
QFR Capital Management
New York
| $233M | +$220M | +1,726% | 1.89% | – | 5 | 100% | 0 |
|
| 2512 |
IIM
2512
Ipswich Investment Management
Beverly,
Massachusetts
| $232M | -$7.07M | -3% | 1.02% | 104% | 150 | 17.33% | 0.7 |
|
| 2513 |
NLCM
2513
Neon Liberty Capital Management
New York
| $232M | +$128M | +123% | 11.5% | – | 14 | 14.29% | 0.2 |
|
| 2514 |
2514
Capital Wealth Planning
Naples,
Florida
| $232M | +$149M | +181% | 1.29% | 73.9% | 161 | 82.61% | 0.2 |
|
| 2515 |
HL
2515
HeadInvest LLC
Portland,
Maine
| $232M | -$5.02M | -2% | 1.87% | 59.1% | 97 | 2.06% | 0.7 |
|
| 2516 |
DVC
2516
Deer VI & Co
Larchmont,
New York
| $232M | -$71.5M | -24% | 2.07% | 1,560% | 3 | 0% | 0.8 |
|
| 2517 |
ECP
2517
Elk Creek Partners
Denver,
Colorado
| $232M | +$93.1M | +67% | 3.19% | 16.4% | 112 | 23.21% | 0.2 |
|
| 2518 |
LCG
2518
Lisanti Capital Growth
New York
| $232M | -$6.01M | -3% | 15.5% | 1,490% | 149 | 64.43% | 0.3 |
|
| 2519 |
IC
2519
InterOcean Capital
Chicago,
Illinois
| $231M | -$5.2M | -2% | 1.06% | 32.1% | 109 | 19.27% | 0.6 |
|
| 2520 |
FSA
2520
Financial Sense Advisors
San Diego,
California
| $231M | -$6.4M | -3% | 5.32% | 152% | 143 | 33.57% | 0.5 |
|
| 2521 |
MBE
2521
Michael B. Elefante
| $231M | +$14.3M | +7% | 2.45% | – | 146 | 28.08% | 0.5 |
|
| 2522 |
GCM
2522
Grandmaster Capital Management
San Francisco,
California
| $231M | -$8.46M | -4% | 3.12% | – | 23 | 30.43% | 0.6 |
|
| 2523 |
SIC
2523
SFE Investment Counsel
Los Angeles,
California
| $231M | +$853K | +0.4% | 1.12% | 105% | 90 | 6.67% | 0.7 |
|
| 2524 |
CCT
2524
Capital City Trust
Tallahassee,
Florida
| $230M | -$1.03M | -0.4% | 0.76% | 86.1% | 106 | 17.92% | 0.7 |
|
| 2525 |
CAM
2525
Columbia Asset Management
Ann Arbor,
Michigan
| $230M | +$3.84M | +2% | 1.45% | 84.4% | 195 | 18.97% | 0.2 |
|