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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 |
GCM
2776
Grisanti Capital Management
New York
| $212M | -$12.3M | -5% | 2.82% | 17.9% | 59 | 28.81% | 1.6 |
|
| 2777 |
NCIM
2777
New Century Investment Management
Southfield,
Michigan
| $212M | -$4.12M | -2% | 2.71% | 103% | 108 | 35.19% | 1.1 |
|
| 2778 |
2778
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $212M | +$11.2M | +6% | 1.44% | 58% | 160 | 25% | 1.4 |
|
| 2779 |
CIM
2779
Castleton Investment Management
Stamford,
Connecticut
| $212M | +$53.5M | +34% | 14.6% | 15.1% | 49 | 44.9% | 0.2 |
|
| 2780 |
F
2780
Filament
Seattle,
Washington
| $212M | +$5.81M | +3% | 0.91% | 46.9% | 67 | 17.91% | 1.1 |
|
| 2781 |
GBBWRPM
2781
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $212M | +$8M | +4% | 1.62% | 28% | 433 | 19.17% | 0.2 |
|
| 2782 |
I
2782
IberiaBank
Lafayette,
Louisiana
| $212M | -$10.7M | -5% | 4.22% | 39.6% | 180 | 25.56% | 1.7 |
|
| 2783 |
TWMP
2783
Taylor Wealth Management Partners
Boston,
Massachusetts
| $212M | -$20.2M | -9% | 0.87% | 62% | 169 | 22.49% | 0.8 |
|
| 2784 |
PCM
2784
Prime Capital Management
Hong Kong
| $212M | -$240M | -53% | 14% | 579% | 11 | 45.45% | 1.4 |
|
| 2785 |
RP
2785
Rowlandmiller & Partners
Atlanta,
Georgia
| $211M | +$14.4M | +7% | 4.6% | 84% | 129 | 10.08% | 1.1 |
|
| 2786 |
LYV
2786
Live Your Vision
West Conshohocken,
Pennsylvania
| $211M | +$2.98M | +1% | 1.48% | 17.9% | 68 | 13.24% | 1.8 |
|
| 2787 |
PAM
2787
Peak Asset Management
Louisville,
Colorado
| $211M | +$7.31M | +4% | 1.69% | 70.1% | 131 | 12.98% | 0.9 |
|
| 2788 |
PG
2788
Patten Group
Chattanooga,
Tennessee
| $211M | +$2.75M | +1% | 2.15% | 88.1% | 743 | 16.02% | 0.7 |
|
| 2789 |
MG
2789
McCutchen Group
Seattle,
Washington
| $210M | +$12.1M | +6% | 0.72% | 2.54% | 19 | 10.53% | 2.2 |
|
| 2790 |
2790
Cambridge Associates
Boston,
Massachusetts
| $210M | +$18.6M | +10% | 2.76% | 50.1% | 22 | 9.09% | 1.3 |
|
| 2791 |
CCM
2791
Cutler Capital Management
Worcester,
Massachusetts
| $210M | -$7.19M | -3% | 0.33% | 39.7% | 101 | 21.78% | 1.6 |
|
| 2792 |
LA
2792
Lynch & Associates
Newburgh,
Indiana
| $210M | +$15.5M | +8% | 4.06% | 73.5% | 113 | 5.31% | 2.2 |
|
| 2793 |
IIM
2793
Ipswich Investment Management
Beverly,
Massachusetts
| $210M | -$11.7M | -5% | 1.72% | 104% | 402 | 66.67% | 0.7 |
|
| 2794 |
HLA
2794
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $210M | -$17.2M | -8% | 4.9% | 187% | 64 | 37.5% | 0.6 |
|
| 2795 |
CIA
2795
Capital Impact Advisors
Boston,
Massachusetts
| $210M | +$293K | +0.1% | 0.6% | – | 281 | 32.03% | 1.1 |
|
| 2796 |
CCM
2796
Courage Capital Management
Nashville,
Tennessee
| $209M | +$9.04M | +5% | 8.98% | 86.5% | 22 | 40.91% | 0.9 |
|
| 2797 |
PC
2797
Peavine Capital
Reno,
Nevada
| $209M | +$12.3M | +6% | 0.81% | 30.8% | 15 | 6.67% | 1.6 |
|
| 2798 |
PH
2798
Pinnacle Holdings
Tulsa,
Oklahoma
| $209M | -$5.48M | -3% | 1.16% | 79.6% | 237 | 23.21% | 1.9 |
|
| 2799 |
GS
2799
Gagnon Securities
New York
| $209M | -$9.47M | -4% | 3.53% | 129% | 94 | 14.89% | 1.9 |
|
| 2800 |
ACS
2800
Archford Capital Strategies
Swansea,
Illinois
| $209M | -$11M | -5% | 2.95% | 76.2% | 855 | 79.65% | 1.6 |
|