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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
Coe Capital Management
Highland Park,
Illinois
| $275M | +$27.5M | +11% | 1.72% | 84.4% | 280 | 46.43% | 0.7 |
|
| 2502 |
EM
2502
Endicott Management
New York
| $275M | +$8.46M | +3% | 4.7% | 229% | 44 | 63.64% | 0.5 |
|
| 2503 |
IIA
2503
IPG Investment Advisors
San Diego,
California
| $275M | +$11.6M | +4% | 4.89% | 106% | 150 | 27.33% | 0.8 |
|
| 2504 |
IFLIT
2504
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $275M | +$21.2M | +8% | 0.78% | 45.7% | 16 | 25% | 1.1 |
|
| 2505 |
NCM
2505
Narwhal Capital Management
Marietta,
Georgia
| $275M | +$1.45M | +0.5% | 0.15% | 93.8% | 131 | 9.16% | 1.5 |
|
| 2506 |
KCM
2506
KSA Capital Management
Morristown,
New Jersey
| $275M | -$116M | -30% | 1.58% | 109% | 69 | 72.46% | 0.6 |
|
| 2507 |
CIC
2507
Chase Investment Counsel
Charlottesville,
Virginia
| $275M | -$10M | -4% | 2.72% | 350% | 108 | 15.74% | 1.2 |
|
| 2508 |
WIC
2508
Wilkins Investment Counsel
Boston,
Massachusetts
| $274M | -$8.51M | -3% | 1.18% | 56.2% | 77 | 2.6% | 1.8 |
|
| 2509 |
PH
2509
Pinnacle Holdings
Tulsa,
Oklahoma
| $274M | -$1.69M | -0.6% | 0.09% | 79.6% | 239 | 15.48% | 1.5 |
|
| 2510 |
SCM
2510
SOL Capital Management
Rockville,
Maryland
| $274M | +$1.53M | +0.6% | 1.83% | 56.6% | 197 | 4.06% | 1.7 |
|
| 2511 |
GIPM
2511
G2 Investment Partners Management
New York
| $274M | +$13.8M | +5% | 16.9% | 1,145% | 93 | 46.24% | 0.6 |
|
| 2512 |
GFG
2512
Gray Financial Group
Atlanta,
Georgia
| $273M | -$17.2M | -6% | 2.27% | – | 60 | 3.33% | 0.3 |
|
| 2513 |
BBI
2513
Baxter Bros Inc
Riverside,
Connecticut
| $273M | -$2.31M | -0.8% | 0.33% | 73.8% | 117 | 8.55% | 1.6 |
|
| 2514 |
ARM
2514
Adirondack Research & Management
Guilderland,
New York
| $272M | +$14.4M | +6% | 1.89% | 47.8% | 103 | 14.56% | 1.6 |
|
| 2515 |
SMG
2515
Spectrum Management Group
Indianapolis,
Indiana
| $272M | +$3.39M | +1% | 0.89% | 44% | 138 | 22.46% | 1.1 |
|
| 2516 |
GBCP
2516
Glade Brook Capital Partners
Greenwich,
Connecticut
| $272M | -$428M | -61% | 6.15% | – | 15 | 60% | 0.8 |
|
| 2517 |
WA
2517
WealthTrust Axiom
Wayne,
Pennsylvania
| $271M | -$9.84M | -4% | 2.08% | 125% | 241 | 9.13% | 1.6 |
|
| 2518 |
AT
2518
Acadia Trust
Portland,
Maine
| $271M | -$13.1M | -5% | 0.93% | 36.1% | 81 | 14.81% | 1.9 |
|
| 2519 |
FAT
2519
First American Trust
Santa Ana,
California
| $270M | -$10.4M | -4% | 0.85% | 84.6% | 101 | 20.79% | 1.4 |
|
| 2520 |
2520
Hills Bank & Trust
North Liberty,
Iowa
| $270M | +$2.43M | +0.9% | 0.51% | 52.8% | 86 | 3.49% | 1.8 |
|
| 2521 |
HL
2521
HeadInvest LLC
Portland,
Maine
| $270M | -$8.62M | -3% | 0.74% | 59.1% | 122 | 5.74% | 1.6 |
|
| 2522 |
SC
2522
Schooner Capital
Vero Beach,
Florida
| $270M | -$47.5M | -15% | 14.4% | 31.1% | 2 | 0% | 1.6 |
|
| 2523 |
TAM
2523
TFG Asset Management
Grand Cayman,
Cayman Islands
| $270M | -$52.2M | -16% | 0.62% | 72.1% | 25 | 20% | 0.6 |
|
| 2524 |
GHP
2524
Great Hill Partners
Boston,
Massachusetts
| $269M | +$39.5M | +17% | 17.2% | 24% | 1 | 0% | 0.5 |
|
| 2525 |
KLC
2525
Knowledge Leaders Capital
Denver,
Colorado
| $269M | -$25.7M | -9% | 1.05% | 51.6% | 41 | 46.34% | 0.7 |
|