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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
DCM
2576
Dinsmore Capital Management
Morristown,
New Jersey
| $255M | -$326K | -0.1% | 0.06% | – | 148 | 4.73% | 1 |
|
| 2577 |
SIM
2577
Strategic Investment Management
Arlington,
Virginia
| $255M | -$93.4M | -27% | 2.11% | 53.3% | 151 | 62.25% | 0.4 |
|
| 2578 |
BC
2578
Barnett & Company
Chattanooga,
Tennessee
| $255M | -$4.73M | -2% | 2.68% | 65.9% | 190 | 12.11% | 1.3 |
|
| 2579 |
MMCM
2579
Marque Millennium Capital Management
New York
| $254M | -$237K | -0.1% | 1.74% | – | 80 | 0% | 1.7 |
|
| 2580 |
2580
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $254M | -$5.98M | -2% | 0.76% | 76.1% | 152 | 9.87% | 1.5 |
|
| 2581 |
IFLIT
2581
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $254M | +$2.27M | +0.9% | 1.43% | 45.7% | 12 | 8.33% | 1.2 |
|
| 2582 |
IP
2582
InvenTrust Properties
Downers Grove,
Illinois
| $253M | – | – | 6.46% | 7.56% | 30 | – | 0 |
|
| 2583 |
2583
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $253M | +$135M | +115% | 1.43% | 73.7% | 60 | 43.33% | 0.6 |
|
| 2584 |
SCC
2584
Second Curve Capital
Radnor,
Pennsylvania
| $253M | +$6.54M | +3% | 0.21% | 160% | 28 | 25% | 1.3 |
|
| 2585 |
BS
2585
Bow Street
New York
| $253M | -$29.3M | -10% | 6.63% | 43.3% | 42 | 61.9% | 0.4 |
|
| 2586 |
2586
Roundview Capital
Princeton,
New Jersey
| $253M | +$9.13M | +4% | 0.13% | 77.7% | 164 | 19.51% | 1.1 |
|
| 2587 |
2587
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $253M | -$5.38M | -2% | 1.74% | 74.8% | 136 | 4.41% | 1.6 |
|
| 2588 |
PRCP
2588
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $252M | +$16.5M | +7% | 10.3% | 149% | 151 | 3.97% | 1.2 |
|
| 2589 |
2589
CKW Financial Group
Honolulu,
Hawaii
| $252M | +$14.8M | +6% | 2.9% | 62.4% | 390 | 18.97% | 1 |
|
| 2590 |
SAM
2590
Shamrock Asset Management
Dallas,
Texas
| $252M | +$2.35M | +0.9% | 2.77% | 31% | 313 | 23% | 0.9 |
|
| 2591 |
AHS
2591
Aspiriant Holdings S3
Los Angeles,
California
| $251M | +$9.14M | +4% | 1.42% | – | 118 | 12.71% | 1.4 |
|
| 2592 |
2592
Harvey Partners
Tarrytown,
New York
| $251M | -$54.4M | -18% | 4.57% | 174% | 60 | 50% | 0.6 |
|
| 2593 |
CANC
2593
Culbertson A N & Co
Charlottesville,
Virginia
| $251M | +$8.86M | +4% | 0.18% | 80.7% | 87 | 8.05% | 1.6 |
|
| 2594 |
RPGK
2594
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $251M | -$73.3M | -23% | 0.95% | 49.7% | 69 | 13.04% | 1.5 |
|
| 2595 |
2595
Marquette Asset Management
Minneapolis,
Minnesota
| $251M | +$3.57M | +1% | 2.01% | 69.6% | 95 | 7.37% | 1.4 |
|
| 2596 |
RCP
2596
RPM Capital Partners
New York
| $251M | +$21.3M | +9% | 28.4% | – | 1 | 0% | 1.8 |
|
| 2597 |
VE
2597
Vega Energy
New York
| $251M | +$4.5M | +2% | 1.96% | 12.1% | 9 | 11.11% | 1.4 |
|
| 2598 |
2598
Weatherly Asset Management
Del Mar,
California
| $250M | +$11.8M | +5% | 3.8% | 108% | 149 | 4.03% | 1.5 |
|
| 2599 |
AAM
2599
AR Asset Management
West Hollywood,
California
| $249M | +$1.31M | +0.5% | 0.52% | 64.9% | 108 | 3.7% | 1.7 |
|
| 2600 |
BWAM
2600
Boyd Watterson Asset Management
Cleveland,
Ohio
| $249M | +$15.1M | +6% | 1.43% | 101% | 184 | 13.04% | 1.4 |
|