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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
CCCPI
2776
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $187M | +$10.6M | +6% | 4.81% | 47.7% | 10 | 0% | 0.7 |
|
| 2777 |
LSA
2777
L & S Advisors
Los Angeles,
California
| $187M | -$88.1M | -32% | 7.73% | 231% | 113 | 57.52% | 0.3 |
|
| 2778 |
CI
2778
Chartist Inc
Seal Beach,
California
| $187M | -$5.38M | -3% | 1.55% | – | 56 | 32.14% | 0.6 |
|
| 2779 |
RCM
2779
Raptor Capital Management
Boston,
Massachusetts
| $187M | +$4.84M | +3% | 3.58% | – | 48 | 50% | 0.3 |
|
| 2780 |
DA
2780
Dillon & Associates
Jackson,
Michigan
| $187M | +$1.66M | +0.9% | 0.81% | 98.2% | 64 | 3.13% | 0.7 |
|
| 2781 |
SRCM
2781
Swift Run Capital Management
Charlottesville,
Virginia
| $187M | +$61.5M | +49% | 3.64% | 9.9% | 70 | 55.71% | 0.1 |
|
| 2782 |
MC
2782
Mathes Company
New York
| $187M | +$440K | +0.2% | 0.62% | 121% | 175 | 14.86% | 0.4 |
|
| 2783 |
AB
2783
Atlas Brown
Louisville,
Kentucky
| $186M | +$42.7M | +30% | 12.7% | 115% | 92 | 22.83% | 0.6 |
|
| 2784 |
EEG
2784
E.E. Geduld
| $185M | -$21.9M | -11% | 5.61% | 59.9% | 415 | 43.86% | 0.5 |
|
| 2785 |
MFS
2785
Monetta Financial Services
Wheaton,
Illinois
| $185M | +$12.1M | +7% | 3.5% | 275% | 89 | 51.69% | 0.4 |
|
| 2786 |
GCM
2786
Goldman Capital Management
New York
| $185M | +$1.48M | +0.8% | 4.61% | 24.3% | 31 | 22.58% | 0.6 |
|
| 2787 |
SCM
2787
Sterneck Capital Management
Kansas City,
Missouri
| $184M | +$19.4M | +12% | 2.92% | 61.5% | 155 | 18.71% | 0.6 |
|
| 2788 |
IGM
2788
Incline Global Management
New York
| $184M | +$28.2M | +18% | 1.55% | 40.1% | 34 | 38.24% | 0.4 |
|
| 2789 |
FCT
2789
Family Capital Trust
Peabody,
Massachusetts
| $184M | +$752K | +0.4% | 3.91% | 32.3% | 94 | 7.45% | 0.7 |
|
| 2790 |
VV
2790
Verity & Verity
Beaufort,
South Carolina
| $184M | +$3.15M | +2% | 1.93% | 76.4% | 71 | 14.08% | 0.7 |
|
| 2791 |
CP
2791
Cinque Partners
Los Angeles,
California
| $184M | -$11.7M | -6% | 2.11% | – | 43 | 4.65% | 0.7 |
|
| 2792 |
LSC
2792
Lesa Sroufe & Co
Seattle,
Washington
| $184M | +$341K | +0.2% | 5.61% | – | 46 | 15.22% | 0.7 |
|
| 2793 |
KFA
2793
Kelleher Financial Advisors
New York
| $184M | -$9.2M | -5% | 3.31% | 72.4% | 111 | 8.11% | 0.7 |
|
| 2794 |
CCM
2794
Courage Capital Management
Nashville,
Tennessee
| $184M | -$102M | -36% | 2.29% | 86.5% | 32 | 34.38% | 0.6 |
|
| 2795 |
SC
2795
Stratford Consulting
Addison,
Texas
| $184M | +$8.39M | +5% | 1.65% | 8.23% | 61 | 21.31% | 0.6 |
|
| 2796 |
PWAP
2796
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $184M | +$683K | +0.4% | 0.81% | 58.5% | 123 | 6.5% | 0.7 |
|
| 2797 |
2797
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $184M | -$107M | -37% | 2.98% | 95.1% | 63 | 15.87% | 0.2 |
|
| 2798 |
AIM
2798
Acuity Investment Management
Toronto,
Ontario, Canada
| $184M | -$69.5M | -27% | 1.72% | – | 155 | 19.35% | 0.5 |
|
| 2799 |
TSS
2799
Thomas Story & Son
Culver,
Indiana
| $184M | +$1.17M | +0.6% | 0.8% | 101% | 65 | 6.15% | 0.7 |
|
| 2800 |
HIS
2800
Horizon Investment Services
Hammond,
Indiana
| $183M | +$18M | +11% | 9.32% | 250% | 153 | 49.02% | 0.4 |
|