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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
BRCM
2726
Bright Rock Capital Management
Hanover,
Massachusetts
| $197M | +$6.5M | +3% | 1.1% | 53.1% | 96 | 32.29% | 0.6 |
|
| 2727 |
BA
2727
Birinyi Associates
Westport,
Connecticut
| $197M | +$9.29M | +5% | 0.18% | 113% | 84 | 16.67% | 0.6 |
|
| 2728 |
GCG
2728
Giovine Capital Group
Santa Monica,
California
| $197M | -$33.5M | -15% | 1.91% | – | 55 | 25.45% | 0.5 |
|
| 2729 |
CFG
2729
Cambridge Financial Group
Columbus,
Ohio
| $197M | +$608K | +0.3% | 4.26% | – | 33 | 18.18% | 0.6 |
|
| 2730 |
HCM
2730
Horrell Capital Management
Little Rock,
Arkansas
| $197M | -$4.44M | -2% | 3.06% | 55.6% | 314 | 16.24% | 0.7 |
|
| 2731 |
OCM
2731
Orleans Capital Management
Mandeville,
Louisiana
| $196M | +$3.55M | +2% | 2.26% | 94.6% | 99 | 6.06% | 0.7 |
|
| 2732 |
PCA
2732
PL Capital Advisors
Naples,
Florida
| $196M | -$8.98M | -4% | 1.53% | 100% | 62 | 20.97% | 0.6 |
|
| 2733 |
WPP
2733
Whalerock Point Partners
Providence,
Rhode Island
| $196M | +$4.99M | +3% | 2.64% | 103% | 139 | 13.67% | 0.2 |
|
| 2734 |
RA
2734
RiverPark Advisors
New York
| $196M | +$45M | +30% | 0.91% | 87.5% | 51 | 11.76% | 0.7 |
|
| 2735 |
AIU
2735
Algebris Investments (UK)
London,
United Kingdom
| $196M | +$32.6M | +20% | 0.96% | 15.3% | 86 | 52.33% | 0.3 |
|
| 2736 |
MWP
2736
Moller Wealth Partners
| $196M | +$9.74M | +5% | 2.52% | 44.1% | 50 | 10% | 0.6 |
|
| 2737 |
FAM
2737
Fortaleza Asset Management
Chicago,
Illinois
| $196M | -$500K | -0.3% | 2.94% | 121% | 242 | 26.03% | 0.5 |
|
| 2738 |
ANBTV
2738
American National Bank & Trust (Virginia)
Danville,
Virginia
| $196M | -$2.06M | -1% | 1.1% | – | 107 | 4.67% | 0.7 |
|
| 2739 |
CIA
2739
CSat Investment Advisory
Detroit,
Michigan
| $195M | -$57.8M | -23% | 0.05% | 87.4% | 33 | 27.27% | 0.5 |
|
| 2740 |
BOIA
2740
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $195M | +$5.4M | +3% | 1.43% | 45.9% | 47 | 4.26% | 0.7 |
|
| 2741 |
DAM
2741
Doheny Asset Management
Los Angeles,
California
| $195M | +$4.78M | +3% | 2.67% | 135% | 105 | 9.52% | 0.6 |
|
| 2742 |
CCMINC
2742
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $194M | -$740K | -0.4% | 2.39% | 77.6% | 102 | 7.84% | 0.6 |
|
| 2743 |
LWM
2743
Lenox Wealth Management
Cincinnati,
Ohio
| $194M | +$43.1M | +29% | 0.76% | 24.7% | 187 | 1.6% | 0.2 |
|
| 2744 |
2744
Advisory Services Network
Atlanta,
Georgia
| $194M | -$5.2M | -3% | 1.2% | 105% | 1,116 | 82.53% | 0.4 |
|
| 2745 |
WAM
2745
Water Asset Management
New York
| $194M | +$11M | +6% | 4.87% | 48.9% | 21 | 28.57% | 0.5 |
|
| 2746 |
TC
2746
Taylor Cottrill
New London,
New Hampshire
| $194M | +$1.04M | +0.5% | 1.11% | – | 100 | 9% | 0.7 |
|
| 2747 |
CYG
2747
Clean Yield Group
Norwich,
Vermont
| $193M | +$6.54M | +3% | 2.18% | 65% | 116 | 4.31% | 0.7 |
|
| 2748 |
LFR
2748
Lehman Financial Resources
Media,
Pennsylvania
| $193M | +$31.5M | +19% | 6.83% | 58.2% | 429 | 10.26% | 0.7 |
|
| 2749 |
KCM
2749
Knoll Capital Management
Miami,
Florida
| $193M | -$5.35M | -3% | 2.27% | 258% | 18 | 33.33% | 0.4 |
|
| 2750 |
MC
2750
Miles Capital
West Des Moines,
Iowa
| $193M | -$11.1M | -5% | 1.79% | 15.4% | 121 | 24.79% | 0.6 |
|