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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
CA
2601
Claar Advisors
New York
| $249M | -$17.5M | -7% | 6.17% | 65.5% | 38 | 55.26% | 0.4 |
|
| 2602 |
AIC
2602
Argus Investors Counsel
New York
| $249M | +$5.59M | +2% | 1.1% | 132% | 50 | 0% | 1.7 |
|
| 2603 |
JA
2603
JOYN Advisors
Atlanta,
Georgia
| $248M | +$4.47M | +2% | 2.16% | 0.77% | 31 | 29.03% | 1 |
|
| 2604 |
OCM
2604
Oskie Capital Management
New York
| $248M | +$2.98M | +1% | 10.1% | 69.3% | 31 | 48.39% | 0.7 |
|
| 2605 |
VCM
2605
Venor Capital Management
New York
| $248M | -$237M | -49% | 1.37% | – | 12 | 41.67% | 1.1 |
|
| 2606 |
SCM
2606
Summit Capital Management
Seattle,
Washington
| $248M | -$18.6M | -7% | 1.05% | 12.4% | 77 | 31.17% | 0.8 |
|
| 2607 |
RIM
2607
Rampart Investment Management
Hartford,
Connecticut
| $248M | +$4.71M | +2% | 0.94% | 74% | 15 | 53.33% | 0.2 |
|
| 2608 |
GCA
2608
Gideon Capital Advisors
New York
| $248M | +$35.6M | +17% | 0.39% | 37.6% | 342 | 78.95% | 0.1 |
|
| 2609 |
2609
Lenox Wealth Advisors
New York
| $248M | +$8.01M | +3% | 5.17% | 35.7% | 348 | 11.21% | 0.9 |
|
| 2610 |
LCM
2610
Lucas Capital Management
Red Bank,
New Jersey
| $248M | -$21.3M | -8% | 0.48% | 44.5% | 143 | 11.89% | 1.5 |
|
| 2611 |
CCM
2611
Coe Capital Management
Highland Park,
Illinois
| $248M | -$66.1M | -21% | 7.53% | 84.4% | 301 | 50.83% | 0.7 |
|
| 2612 |
2612
SFE Investment Counsel
Los Angeles,
California
| $247M | +$4.86M | +2% | 1.68% | 105% | 94 | 7.45% | 1.5 |
|
| 2613 |
WAM
2613
Watershed Asset Management
San Francisco,
California
| $247M | +$3.66M | +2% | 0.27% | – | 28 | 39.29% | 0.7 |
|
| 2614 |
2614
GM Advisory Group
Melville,
New York
| $247M | +$61.8M | +33% | 3.31% | 53.6% | 86 | 63.95% | 0.8 |
|
| 2615 |
GB
2615
Gunma Bank
Gunma,
Japan
| $247M | +$3.76M | +2% | 1.57% | 24.5% | 13 | 0% | 1.8 |
|
| 2616 |
HFS
2616
Haverford Financial Services
Radnor,
Pennsylvania
| $247M | +$2.5M | +1% | 0.08% | 57.9% | 46 | 8.7% | 1.4 |
|
| 2617 |
RCM
2617
Riverloft Capital Management
Miami Beach,
Florida
| $247M | +$33M | +15% | 6.85% | – | 80 | 61.25% | 0.1 |
|
| 2618 |
WPC
2618
White Pine Capital
Bloomington,
Minnesota
| $247M | -$50.3M | -17% | 4.27% | 143% | 229 | 12.66% | 1.4 |
|
| 2619 |
CCT
2619
Capital City Trust
Tallahassee,
Florida
| $246M | +$1.35M | +0.6% | 0.55% | 86.1% | 101 | 3.96% | 1.6 |
|
| 2620 |
2620
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $246M | +$31.6M | +15% | 1.73% | 109% | 161 | 22.36% | 1.2 |
|
| 2621 |
2621
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $246M | +$5.33M | +2% | 2.15% | 68.7% | 140 | 15.71% | 0.9 |
|
| 2622 |
HT
2622
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $246M | +$28M | +13% | 0.97% | 40% | 16 | 6.25% | 1 |
|
| 2623 |
ARMC
2623
American Research & Management Company
Marion,
Massachusetts
| $246M | -$25.2M | -9% | 0.22% | 35.1% | 391 | 9.72% | 1.5 |
|
| 2624 |
SCM
2624
Stonebridge Capital Management
Los Angeles,
California
| $246M | -$14.2M | -5% | 2.57% | – | 195 | 19.49% | 1.3 |
|
| 2625 |
CCB
2625
Cutter & Co Brokerage
Ballwin,
Missouri
| $246M | -$16.9M | -6% | 1.26% | 40.4% | 274 | 21.9% | 1.2 |
|