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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 |
GCM
2601
Glendon Capital Management
Santa Monica,
California
| $238M | +$49M | +26% | 0.59% | 142% | 26 | 15.38% | 0.9 |
|
| 2602 |
GFWEX
2602
G.F.W. Energy X
Dallas,
Texas
| $238M | -$65.5M | -22% | 20% | 71.3% | 4 | 25% | 1.6 |
|
| 2603 |
CP
2603
Clover Partners
Dallas,
Texas
| $238M | +$12.9M | +6% | 5.98% | 32.2% | 35 | 17.14% | 1.3 |
|
| 2604 |
ARMC
2604
American Research & Management Company
Marion,
Massachusetts
| $238M | +$4.11M | +2% | 3.31% | 35.1% | 396 | 5.81% | 2.2 |
|
| 2605 |
CCMINC
2605
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $238M | +$14.2M | +6% | 2.74% | 77.6% | 122 | 7.38% | 2.1 |
|
| 2606 |
CC
2606
Cannell Capital
Alta,
Wyoming
| $238M | +$390K | +0.2% | 4.16% | 127% | 59 | 22.03% | 1.4 |
|
| 2607 |
ICP
2607
IBIS Capital Partners
London,
United Kingdom
| $238M | -$34.1M | -13% | 0.84% | 35.1% | 21 | 23.81% | 1.1 |
|
| 2608 |
DOA
2608
D'Orazio & Associates
Falls Church,
Virginia
| $238M | +$33.1M | +16% | 4.49% | 61.2% | 338 | 27.22% | 1.2 |
|
| 2609 |
RI
2609
RWWM Inc
Rocklin,
California
| $238M | +$14.9M | +7% | 5.6% | 40.6% | 9 | 11.11% | 2.4 |
|
| 2610 |
UFG
2610
United Fire Group
Cedar Rapids,
Iowa
| $238M | +$1.89M | +0.8% | 2.13% | 27.4% | 114 | 0.88% | 2.5 |
|
| 2611 |
SP
2611
Stairway Partners
Chicago,
Illinois
| $238M | +$17.9M | +8% | 0.18% | 48.1% | 10 | 20% | 2.4 |
|
| 2612 |
IWMPD
2612
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $237M | +$5.01M | +2% | 2.96% | – | 1,439 | 13.9% | 0.9 |
|
| 2613 |
FL
2613
Fort LP
Chevy Chase,
Maryland
| $237M | +$27.3M | +13% | 6.74% | 56.8% | 63 | 34.92% | 0.7 |
|
| 2614 |
HFS
2614
Haverford Financial Services
Radnor,
Pennsylvania
| $237M | +$2.65M | +1% | 2.73% | 57.9% | 63 | 22.22% | 1.5 |
|
| 2615 |
BPM
2615
Bronson Point Management
Fairfield,
Connecticut
| $237M | -$119M | -33% | 1.5% | 7.56% | 75 | 78.67% | 0.2 |
|
| 2616 |
TCM
2616
Timpani Capital Management
Milwaukee,
Wisconsin
| $237M | -$9.54M | -4% | 2.52% | 383% | 121 | 49.59% | 0.7 |
|
| 2617 |
ACH
2617
Axis Capital Holdings
Pembroke,
| $237M | +$23.8M | +11% | 0.38% | 67% | 5 | 20% | 1.7 |
|
| 2618 |
BFG
2618
Bouchey Financial Group
Troy,
New York
| $236M | +$4.98M | +2% | 0.32% | 66.7% | 67 | 8.96% | 1.5 |
|
| 2619 |
GIM
2619
Greystone Investment Management
Cincinnati,
Ohio
| $236M | -$1.62M | -0.7% | 0.62% | 32.8% | 62 | 19.35% | 1.6 |
|
| 2620 |
LHC
2620
Levy Harkins & Co
New York
| $236M | +$9.12M | +4% | 6.76% | 62.9% | 21 | 9.52% | 2.1 |
|
| 2621 |
VV
2621
Verity & Verity
Beaufort,
South Carolina
| $236M | +$15.3M | +7% | 3.9% | 76.4% | 77 | 12.99% | 2 |
|
| 2622 |
PIM
2622
Profit Investment Management
North Bethesda,
Maryland
| $236M | -$80.2M | -25% | 0.91% | 101% | 111 | 16.22% | 2.2 |
|
| 2623 |
CF
2623
CenterStar Fund
Chicago,
Illinois
| $236M | +$1.99M | +0.9% | 0.16% | – | 2,462 | 0% | 0.4 |
|
| 2624 |
2624
Dynamic Advisor Solutions
Phoenix,
Arizona
| $236M | -$6.32M | -3% | 5.71% | 70.9% | 222 | 16.67% | 1.1 |
|
| 2625 |
PWPCM
2625
Perella Weinberg Partners Capital Management
New York
| $235M | -$57.1M | -20% | 4.13% | 1.52% | 82 | 60.98% | 0.4 |
|