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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 |
2751
Alpha Cubed Investments
Irvine,
California
| $193M | -$86.9M | -31% | 0.88% | 126% | 228 | 39.91% | 0.2 |
|
| 2752 |
VM
2752
VHCP Management
New York
| $192M | +$6.56M | +4% | 25.8% | 234% | 20 | 35% | 0.5 |
|
| 2753 |
FM
2753
Family Management
New York
| $192M | +$18.5M | +11% | 1.7% | 69% | 84 | 28.57% | 0.5 |
|
| 2754 |
DBIA
2754
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $192M | -$1.76M | -0.9% | 1.72% | 78.3% | 160 | 8.13% | 0.7 |
|
| 2755 |
ACI
2755
Advance Capital I
Southfield,
Michigan
| $192M | -$17.6M | -8% | 2.36% | 34.1% | 336 | 69.64% | 0.4 |
|
| 2756 |
RSVP
2756
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $192M | +$2.87M | +2% | 0.27% | 64.3% | 51 | 0% | 0.7 |
|
| 2757 |
RCA
2757
Restructuring Capital Associates
Stamford,
Connecticut
| $192M | +$9.71M | +5% | 1.59% | 71.2% | 23 | 21.74% | 0.5 |
|
| 2758 |
GPP
2758
Great Point Partners
Greenwich,
Connecticut
| $191M | +$49.9M | +35% | 26.1% | 710% | 46 | 60.87% | 0.2 |
|
| 2759 |
LG
2759
Laidlaw Group
Bedford Hills,
New York
| $191M | +$4.1M | +2% | 2.6% | – | 90 | 16.67% | 0.7 |
|
| 2760 |
BL
2760
BCWM LLC
Overland Park,
Kansas
| $190M | +$13.3M | +8% | 4.28% | – | 85 | 14.12% | 0.6 |
|
| 2761 |
JFA
2761
JNBA Financial Advisors
Bloomington,
Minnesota
| $190M | +$7.29M | +4% | 2.33% | 61.8% | 506 | 16.8% | 0.6 |
|
| 2762 |
KC
2762
Kingfisher Capital
Charlotte,
North Carolina
| $190M | +$3.86M | +2% | 1.88% | 58.5% | 173 | 29.48% | 0.5 |
|
| 2763 |
LYV
2763
Live Your Vision
West Conshohocken,
Pennsylvania
| $189M | +$8.07M | +4% | 1.21% | 17.9% | 43 | 11.63% | 0.5 |
|
| 2764 |
RIM
2764
Regent Investment Management
Louisville,
Kentucky
| $189M | +$10.9M | +6% | 1.65% | 44% | 202 | 15.35% | 0.6 |
|
| 2765 |
DSAM
2765
Dock Street Asset Management
Palm Beach,
Florida
| $189M | -$19.7M | -9% | 0.47% | 175% | 68 | 13.24% | 0.6 |
|
| 2766 |
PAMG
2766
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $189M | +$18.7M | +11% | 1.88% | 109% | 165 | 23.03% | 0.5 |
|
| 2767 |
TCM
2767
Timpani Capital Management
Milwaukee,
Wisconsin
| $189M | -$12.2M | -6% | 11.4% | 383% | 117 | 49.57% | 0.3 |
|
| 2768 |
SAM
2768
Senzar Asset Management
New York
| $189M | +$66.4M | +54% | 9% | 0.75% | 25 | 52% | 0.2 |
|
| 2769 |
GAM
2769
Gould Asset Management
Claremont,
California
| $189M | +$17.1M | +10% | 1.82% | 42.8% | 97 | 12.37% | 0.6 |
|
| 2770 |
CD
2770
Carl Domino
West Palm Beach,
Florida
| $189M | +$4.63M | +3% | 1.55% | 38.3% | 178 | 10.11% | 0.7 |
|
| 2771 |
PSC
2771
Prentiss Smith & Co
Brattleboro,
Vermont
| $189M | -$2.55M | -1% | 1.59% | 63.9% | 275 | 13.82% | 0.6 |
|
| 2772 |
KS
2772
Karpas Strategies
Litchfield,
Connecticut
| $188M | +$6.77M | +4% | 2.3% | 16.1% | 113 | 8.85% | 0.7 |
|
| 2773 |
RAM
2773
Redmond Asset Management
Henrico,
Virginia
| $188M | +$64K | +0% | 3.01% | 61.5% | 154 | 11.69% | 0.6 |
|
| 2774 |
BCM
2774
Breithorn Capital Management
New York
| $188M | +$9.52M | +5% | 4.58% | 43.9% | 60 | 23.33% | 0.6 |
|
| 2775 |
CL
2775
CIM LLC
Albany,
New York
| $188M | +$4.35M | +2% | 4.58% | 108% | 81 | 24.69% | 0.6 |
|