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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
SCM
2751
Samson Capital Management
Leawood,
Kansas
| $153M | – | – | 1.23% | 13.4% | 22 | – | 0 |
|
| 2752 |
2752
East Coast Asset Management
Essex,
Massachusetts
| $153M | -$32M | -17% | 4.95% | 147% | 431 | 72.39% | 0.2 |
|
| 2753 |
2753
IberiaBank
Lafayette,
Louisiana
| $152M | +$19.9M | +15% | 4.94% | 39.6% | 158 | 18.35% | 0.2 |
|
| 2754 |
2754
Mill Road Capital Management
Greenwich,
Connecticut
| $152M | +$49.1M | +48% | 51.4% | 85.1% | 20 | 15% | 0.2 |
|
| 2755 |
IPRC
2755
Indices-Pac Research Corporation
Montvale,
New Jersey
| $152M | -$905K | -0.6% | 3.17% | – | 246 | 48.78% | 0.2 |
|
| 2756 |
2756
Tegean Capital Management
New York
| $152M | +$20.9M | +16% | 2.12% | – | 18 | 44.44% | 0.2 |
|
| 2757 |
2757
Moneta Group Investment Advisors
St Louis,
Missouri
| $152M | +$9.8M | +7% | 6.78% | 64.3% | 123 | 13.82% | 0.2 |
|
| 2758 |
2758
Ironwood Investment Counsel
Scottsdale,
Arizona
| $151M | -$3.04M | -2% | 2.8% | 64% | 106 | 1.89% | 0.3 |
|
| 2759 |
GCM
2759
Goldman Capital Management
New York
| $151M | -$23.9M | -14% | 15.5% | 24.8% | 36 | 27.78% | 0.2 |
|
| 2760 |
2760
Essex Woodlands Management
The Woodlands,
Texas
| $151M | +$21M | +16% | 11.2% | 55% | 11 | 0% | 0.3 |
|
| 2761 |
RIM
2761
Regent Investment Management
Louisville,
Kentucky
| $151M | +$21.7M | +17% | 5.69% | 44% | 180 | 14.44% | 0.2 |
|
| 2762 |
STIA
2762
Stone Toro Investment Advisers
Princeton,
New Jersey
| $151M | -$14.8M | -9% | 16.5% | – | 277 | 74.01% | 0.1 |
|
| 2763 |
2763
Hatteras Alternative Mutual Funds
Raleigh,
North Carolina
| $151M | +$57M | +60% | 9.38% | – | 212 | 59.91% | 0.1 |
|
| 2764 |
2764
Sophrosyne Capital
New York
| $151M | +$23.7M | +19% | 35.3% | – | 78 | 47.44% | 0.2 |
|
| 2765 |
LGC
2765
Laurel Grove Capital
Los Angeles,
California
| $151M | +$10.4M | +7% | 6.64% | 59.2% | 104 | 16.35% | 0.2 |
|
| 2766 |
2766
AIA (Singapore)
Singapore
| $151M | +$6.43M | +4% | 3.01% | 15.4% | 2 | 0% | 0.3 |
|
| 2767 |
2767
Abner Herrman & Brock
Jersey City,
New Jersey
| $151M | -$85.4M | -36% | 5.76% | 156% | 100 | 16% | 0.2 |
|
| 2768 |
2768
Bankers Trust Company of South Dakota
Des Moines,
Iowa
| $150M | +$12.7M | +9% | 0.47% | – | 34 | 32.35% | 0.2 |
|
| 2769 |
2769
Montecito Bank & Trust
Santa Barbara,
California
| $150M | +$1.5M | +1% | 5.39% | – | 129 | 13.18% | 0.2 |
|
| 2770 |
LA
2770
Lynch & Associates
Newburgh,
Indiana
| $150M | +$5.18M | +4% | 3.06% | 73.5% | 100 | 7% | 0.2 |
|
| 2771 |
WIM
2771
Wilen Investment Management
Bonita Springs,
Florida
| $150M | +$14M | +10% | 15.8% | 79.9% | 83 | 12.05% | 0.2 |
|
| 2772 |
CP
2772
Cinque Partners
Los Angeles,
California
| $150M | -$16M | -10% | 6.16% | – | 45 | 15.56% | 0.2 |
|
| 2773 |
2773
Harrison Street Securities
Chicago,
Illinois
| $150M | +$1.99M | +1% | 2.41% | 41.2% | 36 | 38.89% | 0.2 |
|
| 2774 |
2774
Coe Capital Management
Highland Park,
Illinois
| $150M | -$111M | -43% | 15.2% | 84.4% | 262 | 74.43% | 0.2 |
|
| 2775 |
2775
Hanseatic Management Services
Albuquerque,
New Mexico
| $149M | -$16.7M | -10% | 22.9% | – | 307 | 47.23% | 0.2 |
|