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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
WC
2626
Whitnell & Co
Oak Brook,
Illinois
| $213M | -$4.77M | -2% | 2.06% | 36.6% | 282 | 11.35% | 0.7 |
|
| 2627 |
TCM
2627
TCS Capital Management
New York
| $213M | +$4.65M | +2% | 3.17% | 271% | 53 | 66.04% | 0.3 |
|
| 2628 |
TAM
2628
TPH Asset Management
Houston,
Texas
| $213M | -$49.9M | -19% | 7.3% | 8.46% | 126 | 49.21% | 0.5 |
|
| 2629 |
BHA
2629
Beech Hill Advisors
New York
| $213M | +$14.9M | +8% | 2% | 105% | 156 | 32.69% | 0.5 |
|
| 2630 |
PCM
2630
Prime Capital Management
Hong Kong
| $213M | -$70.5M | -25% | 1.6% | 579% | 9 | 44.44% | 0.4 |
|
| 2631 |
SBK
2631
Steven B. Klinsky
| $213M | +$11.9M | +6% | 5.64% | – | 3 | 0% | 0.6 |
|
| 2632 |
HP
2632
Harvey Partners
Tarrytown,
New York
| $212M | -$11.7M | -5% | 10.8% | 174% | 71 | 54.93% | 0.3 |
|
| 2633 |
AFIA
2633
America First Investment Advisors
Omaha,
Nebraska
| $212M | -$1.72M | -0.8% | 0.28% | 78.2% | 206 | 17.96% | 0.7 |
|
| 2634 |
FBC
2634
Fairfield, Bush & Co
Darien,
Connecticut
| $212M | -$11.4M | -5% | 4.56% | 112% | 130 | 8.46% | 0.7 |
|
| 2635 |
HDIM
2635
Hanson & Doremus Investment Management
Burlington,
Vermont
| $212M | +$4.07M | +2% | 3.99% | 80.8% | 436 | 6.42% | 0.7 |
|
| 2636 |
TA
2636
TRB Advisors
New York
| $212M | -$105M | -33% | 10.9% | 64% | 5 | 60% | 0.5 |
|
| 2637 |
SWM
2637
SVA Wealth Management
Madison,
Wisconsin
| $212M | +$44.2M | +26% | 1.44% | 44.5% | 161 | 19.25% | 0.2 |
|
| 2638 |
PM
2638
Platinum Management
New York
| $212M | +$143M | +209% | 3.91% | 9.74% | 147 | 76.87% | 0.2 |
|
| 2639 |
HCM
2639
Harvest Capital Management
Concord,
New Hampshire
| $212M | +$19M | +10% | 1.63% | 19.5% | 85 | 12.94% | 0.6 |
|
| 2640 |
CCMIC
2640
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $211M | – | – | 4.23% | 77.8% | 43 | – | 0 |
|
| 2641 |
FIM
2641
Fruth Investment Management
Houston,
Texas
| $211M | +$1.45M | +0.7% | 1.39% | 79.4% | 198 | 3.03% | 0.7 |
|
| 2642 |
PA
2642
Para Advisors
New York
| $211M | +$58.3M | +38% | 0.89% | 19.4% | 52 | 82.69% | 0.1 |
|
| 2643 |
RSS
2643
Rosenblum Silverman Sutton
San Francisco,
California
| $211M | -$444K | -0.2% | 2% | 90.1% | 74 | 14.86% | 0.5 |
|
| 2644 |
CFG
2644
CKW Financial Group
Honolulu,
Hawaii
| $210M | +$19.2M | +10% | 1.28% | 62.4% | 390 | 21.03% | 0.2 |
|
| 2645 |
TFF
2645
Timothy F. Fidgeon
| $210M | +$199K | +0.1% | 1.18% | – | 127 | 6.3% | 0.7 |
|
| 2646 |
CIPU
2646
Caledonia Investments plc (UK)
London England,
United Kingdom
| $210M | +$1.97M | +0.9% | 0.16% | 61.9% | 12 | 0% | 0.7 |
|
| 2647 |
BS
2647
Bow Street
New York
| $210M | -$5.31M | -2% | 10.3% | 43.3% | 41 | 65.85% | 0.1 |
|
| 2648 |
AFGI4KRSP
2648
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $209M | -$4.24M | -2% | 0.02% | 17.8% | 1 | 0% | 0.8 |
|
| 2649 |
SR
2649
Swiss Reinsurance
Zurich,
Switzerland
| $209M | -$2.03B | -91% | 3.37% | – | 22 | 54.55% | 0.6 |
|
| 2650 |
NJBEST
2650
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $209M | +$4M | +2% | 0.24% | 42% | 206 | 36.41% | 0.5 |
|