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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
HMI Capital Management
San Francisco,
California
| $214M | +$20.8M | +11% | 2.58% | 5.95% | 10 | 20% | 1 |
|
| 2652 |
CCCPI
2652
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $214M | -$6.28M | -3% | 2.95% | 47.7% | 11 | 0% | 1.1 |
|
| 2653 |
BFIC
2653
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $214M | +$16.5M | +8% | 1.07% | 72.5% | 58 | 27.59% | 0.7 |
|
| 2654 |
BA
2654
Bard Associates
Chicago,
Illinois
| $214M | -$39.1M | -15% | 3.8% | 241% | 206 | 33.01% | 1 |
|
| 2655 |
LSC
2655
Lyon Street Capital
Sausalito,
California
| $213M | -$13.5M | -6% | 6.34% | – | 57 | 19.3% | 0.8 |
|
| 2656 |
2656
Atlantic Union Bankshares
Glen Allen,
Virginia
| $213M | -$1.1M | -0.5% | 0.4% | 78.9% | 133 | 8.27% | 0.4 |
|
| 2657 |
2657
Univest Financial
Souderton,
Pennsylvania
| $213M | +$810K | +0.4% | 0.41% | 82.6% | 83 | 6.02% | 1.1 |
|
| 2658 |
TFF
2658
Timothy F. Fidgeon
| $213M | -$5.36M | -2% | 0.13% | – | 130 | 8.46% | 1.1 |
|
| 2659 |
FAM
2659
Fortaleza Asset Management
Chicago,
Illinois
| $213M | -$3.88M | -2% | 1.77% | 121% | 259 | 27.8% | 0.7 |
|
| 2660 |
APV
2660
AV Partners VIII
Austin,
Texas
| $212M | +$135K | +0.1% | 2.93% | – | 3 | 0% | 0.8 |
|
| 2661 |
MWP
2661
Moller Wealth Partners
| $212M | -$7.9M | -4% | 3.37% | 44.1% | 49 | 4.08% | 1.1 |
|
| 2662 |
2662
Alpha Cubed Investments
Irvine,
California
| $212M | -$12.4M | -6% | 1.39% | 126% | 194 | 39.18% | 0.5 |
|
| 2663 |
2663
IMA Advisory Services
Denver,
Colorado
| $212M | -$6.7M | -3% | 0.38% | 74.5% | 175 | 14.86% | 1 |
|
| 2664 |
AAM
2664
American Asset Management
Boca Raton,
Florida
| $212M | -$2.22M | -1% | 1.24% | 42.5% | 125 | 92% | 0.1 |
|
| 2665 |
AIM
2665
Act II Management
New York
| $212M | -$14.5M | -6% | 0.76% | 43.6% | 29 | 34.48% | 0.7 |
|
| 2666 |
BHA
2666
Beech Hill Advisors
New York
| $211M | -$15.6M | -7% | 0.35% | 105% | 155 | 30.97% | 0.8 |
|
| 2667 |
WCMN
2667
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $211M | -$1.1M | -0.5% | 0.61% | 107% | 58 | 36.21% | 1 |
|
| 2668 |
WAM
2668
Water Asset Management
New York
| $211M | -$6.25M | -3% | 2.24% | 48.9% | 25 | 24% | 0.8 |
|
| 2669 |
2669
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $210M | -$6.01M | -3% | 0.93% | 68.7% | 133 | 18.8% | 0.6 |
|
| 2670 |
2670
Algebris Investments (UK)
London,
United Kingdom
| $210M | +$23M | +12% | 2.69% | 15.3% | 83 | 36.14% | 0.5 |
|
| 2671 |
RCP
2671
RPM Capital Partners
New York
| $210M | -$132M | -39% | 0.09% | – | 1 | 0% | 1.3 |
|
| 2672 |
2672
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $210M | +$8.58M | +4% | 0.34% | 77.6% | 106 | 6.6% | 1.1 |
|
| 2673 |
GIM
2673
Groesbeck Investment Management
Paramus,
New Jersey
| $210M | -$19.6M | -9% | 0.43% | 147% | 91 | 8.79% | 0.9 |
|
| 2674 |
HRIA
2674
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| $210M | -$15.2M | -7% | 0.63% | – | 457 | 7.88% | 1.1 |
|
| 2675 |
BJ
2675
Brouwer & Janachowski
Mill Valley,
California
| $210M | +$633K | +0.3% | 1.06% | 41.8% | 54 | 20.37% | 0.6 |
|