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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
Steamboat Capital Partners
Rye,
New York
| $381M | +$101M | +36% | 9.02% | 280% | 34 | 14.71% | 1 |
|
| 2527 |
2527
Vision Capital Management
Portland,
Oregon
| $381M | +$21.5M | +6% | 4.99% | 78.4% | 85 | 7.06% | 3 |
|
| 2528 |
2528
Battery Partners IX
Boston,
Massachusetts
| $381M | +$2.65M | +0.7% | 17.1% | 322% | 5 | 20% | 1.6 |
|
| 2529 |
CFMC
2529
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $381M | +$13.2M | +4% | 2.29% | 69.6% | 178 | 7.3% | 3.8 |
|
| 2530 |
2530
Columbia Asset Management
Ann Arbor,
Michigan
| $380M | +$5.19M | +1% | 5.42% | 94.1% | 222 | 27.48% | 4 |
|
| 2531 |
2531
American Assets Inc
San Diego,
California
| $379M | +$14.3M | +4% | 1.69% | 63.2% | 4 | 50% | 6 |
|
| 2532 |
2532
Litman Gregory Wealth Management
Larkspur,
California
| $379M | +$11.7M | +3% | 2.09% | 55.5% | 245 | 48.16% | 0.9 |
|
| 2533 |
FAG
2533
Financial Advisory Group
Houston,
Texas
| $378M | +$15.7M | +4% | 2.78% | 20.6% | 73 | 8.22% | 3.4 |
|
| 2534 |
2534
Serengeti Asset Management
New York
| $377M | +$23M | +7% | 3.79% | 14.9% | 31 | 35.48% | 1.3 |
|
| 2535 |
2535
Simcoe Capital Management
New York
| $377M | -$20.5M | -5% | 0.54% | 48.7% | 13 | 23.08% | 1.5 |
|
| 2536 |
2536
Viking Fund Management
Minot,
North Dakota
| $377M | -$25.3M | -6% | 1.25% | 105% | 126 | 15.87% | 2.2 |
|
| 2537 |
2537
Baker Ellis Asset Management
Vancouver,
Washington
| $377M | +$17.5M | +5% | 3.84% | 91.9% | 236 | 11.86% | 4 |
|
| 2538 |
AR
2538
Argyll Research
Wilmington,
Delaware
| $376M | -$33.4M | -8% | 0.56% | 0.8% | 3 | 33.33% | 3.3 |
|
| 2539 |
2539
Brasada Capital Management
Houston,
Texas
| $376M | +$41.7M | +12% | 5.8% | 76.5% | 177 | 25.42% | 1 |
|
| 2540 |
2540
L.J. Altfest & Co
New York
| $376M | -$35M | -9% | 2.04% | 90.3% | 209 | 25.84% | 1.8 |
|
| 2541 |
2541
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $376M | +$12M | +3% | 3.22% | 34.2% | 42 | 4.76% | 4.5 |
|
| 2542 |
2542
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $375M | +$24.9M | +7% | 2.34% | 28% | 106 | 11.32% | 1.7 |
|
| 2543 |
2543
Brown Advisory Securities
Baltimore,
Maryland
| $375M | -$50.1M | -12% | 4.63% | 51% | 288 | 16.67% | 4.1 |
|
| 2544 |
2544
Traphagen Investment Advisors
Oradell,
New Jersey
| $375M | +$20.4M | +6% | 2.54% | 65.8% | 114 | 10.53% | 0.2 |
|
| 2545 |
2545
Private Ocean
San Rafael,
California
| $374M | +$6.69M | +2% | 1.91% | 2.82% | 555 | 36.22% | 1.6 |
|
| 2546 |
2546
Focused Wealth Management
Newburgh,
New York
| $374M | +$44M | +13% | 3.02% | 73.9% | 853 | 22.39% | 3.1 |
|
| 2547 |
2547
East Coast Asset Management
Essex,
Massachusetts
| $374M | -$29.4M | -7% | 6.83% | 147% | 72 | 4.17% | 5 |
|
| 2548 |
2548
Greenwood Gearhart
Fayetteville,
Arkansas
| $373M | +$32.4M | +10% | 2.82% | 70.6% | 78 | 20.51% | 3.7 |
|
| 2549 |
2549
Gemmer Asset Management
Walnut Creek,
California
| $373M | +$5.71M | +2% | 5% | 96.8% | 1,508 | 13.06% | 3.6 |
|
| 2550 |
2550
New Leaf Venture Partners
New York
| $373M | +$8.14M | +2% | 7.11% | 3.91% | 22 | 13.64% | 1 |
|