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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Buckingham Strategic Wealth
Clayton,
Missouri
| $189M | +$11.4M | +6% | 19.2% | 16.3% | 147 | 15.65% | 0.2 |
|
| 2527 |
BC
2527
Bocage Capital
San Francisco,
California
| $188M | -$354M | -65% | 9.9% | 25.3% | 27 | 62.96% | 0.2 |
|
| 2528 |
GA
2528
GFS Advisors
Houston,
Texas
| $188M | +$15.5M | +9% | 7.44% | 97.9% | 100 | 5% | 0.2 |
|
| 2529 |
HCM
2529
Horrell Capital Management
Little Rock,
Arkansas
| $188M | +$12.5M | +7% | 6.32% | 55.6% | 320 | 12.81% | 0.2 |
|
| 2530 |
BAM
2530
Broadmark Asset Management
San Francisco,
California
| $188M | +$55.1M | +42% | 5.27% | 39.6% | 2 | 50% | 0.1 |
|
| 2531 |
FBFS
2531
First Business Financial Services
Madison,
Wisconsin
| $188M | +$17M | +10% | 5.56% | 74% | 33 | 27.27% | 0.2 |
|
| 2532 |
UF
2532
Univest Financial
Souderton,
Pennsylvania
| $188M | +$5.05M | +3% | 3.05% | 82.6% | 76 | 10.53% | 0.2 |
|
| 2533 |
KCM
2533
Knoll Capital Management
Miami,
Florida
| $187M | +$41.2M | +28% | 28.3% | 258% | 13 | 30.77% | 0.2 |
|
| 2534 |
SAC
2534
Smith Affiliated Capital
New York
| $187M | +$15.5M | +9% | 6.29% | 6.89% | 118 | 0% | 0.2 |
|
| 2535 |
SA
2535
Steadfast Advisors
New York
| $187M | +$22.2M | +13% | 19.3% | 81.4% | 59 | 47.46% | 0.2 |
|
| 2536 |
HM
2536
Heronetta Management
New York
| $187M | +$6.95M | +4% | 0.33% | 59.7% | 37 | 5.41% | 0.2 |
|
| 2537 |
RSS
2537
Rosenblum Silverman Sutton
San Francisco,
California
| $187M | – | – | 14.8% | 90.1% | 65 | – | 0 |
|
| 2538 |
CANC
2538
Culbertson A N & Co
Charlottesville,
Virginia
| $187M | +$8.98M | +5% | 4.62% | 80.7% | 78 | 5.13% | 0.2 |
|
| 2539 |
PAAMCP
2539
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $187M | -$49.6M | -21% | 8.77% | 87.2% | 48 | 56.25% | 0.2 |
|
| 2540 |
G
2540
GlobalBridge
Minneapolis,
Minnesota
| $187M | +$2.96M | +2% | 7.23% | – | 352 | 21.59% | 0.2 |
|
| 2541 |
CCP
2541
Caymus Capital Partners
The Woodlands,
Texas
| $186M | -$11.1M | -6% | 19.9% | 57.3% | 24 | 29.17% | 0.2 |
|
| 2542 |
PM
2542
Platinum Management
New York
| $186M | -$98.2M | -35% | 17% | 9.74% | 165 | 78.18% | 0.1 |
|
| 2543 |
HJMC
2543
Hellman Jordan Management Company
Quincy,
Massachusetts
| $186M | +$30.9M | +20% | 12% | 203% | 56 | 41.07% | 0.2 |
|
| 2544 |
7AM
2544
7x7 Asset Management
San Francisco,
California
| $186M | -$5.65M | -3% | 7.54% | – | 46 | 56.52% | 0.2 |
|
| 2545 |
SCM
2545
Stonerise Capital Management
San Francisco,
California
| $186M | -$25.4M | -12% | 1.05% | 0.77% | 15 | 40% | 0.2 |
|
| 2546 |
LCP
2546
Longbow Capital Partners
New York
| $186M | -$36.8M | -17% | 21.3% | 179% | 79 | 65.82% | 0.1 |
|
| 2547 |
ANBTV
2547
American National Bank & Trust (Virginia)
Danville,
Virginia
| $185M | +$5.2M | +3% | 6.32% | – | 110 | 12.73% | 0.2 |
|
| 2548 |
LS
2548
Lattice Strategies
Wayne,
Pennsylvania
| $185M | +$18.3M | +11% | 4.66% | 19.9% | 108 | 15.74% | 0.2 |
|
| 2549 |
BHA
2549
Beech Hill Advisors
New York
| $185M | +$8.11M | +5% | 9.84% | 105% | 157 | 37.58% | 0.2 |
|
| 2550 |
CYG
2550
Clean Yield Group
Norwich,
Vermont
| $185M | +$9.71M | +6% | 7.83% | 65% | 110 | 3.64% | 0.2 |
|