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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
BL
2801
BCWM LLC
Overland Park,
Kansas
| $196M | +$6.25M | +3% | 4.68% | – | 97 | 23.71% | 3 |
|
| 2802 |
GC
2802
Gratia Capital
Los Angeles,
California
| $196M | -$28.6M | -13% | 1.89% | 42.4% | 64 | 53.13% | 1 |
|
| 2803 |
PCP
2803
Perimeter Capital Partners
Atlanta,
Georgia
| $196M | -$5.03M | -3% | 5.24% | – | 218 | 33.94% | 2.3 |
|
| 2804 |
WIP
2804
Wayzata Investment Partners
Wayzata,
Minnesota
| $196M | -$22.7M | -10% | 10.4% | – | 1 | 0% | 4 |
|
| 2805 |
DA
2805
Dillon & Associates
Jackson,
Michigan
| $195M | +$8.05M | +4% | 5.45% | 98.2% | 63 | 3.17% | 3.8 |
|
| 2806 |
PWAP
2806
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $195M | +$11.2M | +6% | 6.32% | 58.5% | 128 | 8.59% | 3.6 |
|
| 2807 |
VV
2807
Verity & Verity
Beaufort,
South Carolina
| $195M | +$10.6M | +6% | 4.31% | 76.4% | 64 | 7.81% | 3.7 |
|
| 2808 |
1CM
2808
1492 Capital Management
Milwaukee,
Wisconsin
| $195M | -$6.87M | -3% | 3.63% | 332% | 159 | 40.25% | 1.4 |
|
| 2809 |
FCT
2809
Family Capital Trust
Peabody,
Massachusetts
| $194M | +$10M | +5% | 5.18% | 32.3% | 94 | 7.45% | 3.7 |
|
| 2810 |
CP
2810
Cinque Partners
Los Angeles,
California
| $194M | +$9.96M | +5% | 6.15% | – | 42 | 4.76% | 3.7 |
|
| 2811 |
BCM
2811
Bodri Capital Management
San Francisco,
California
| $194M | -$6.06M | -3% | 8.15% | – | 65 | 61.54% | 1.4 |
|
| 2812 |
HCM
2812
HMI Capital Management
San Francisco,
California
| $194M | +$12.9M | +7% | 2.09% | 5.95% | 9 | 0% | 3.4 |
|
| 2813 |
IIC
2813
Ironwood Investment Counsel
Scottsdale,
Arizona
| $193M | +$10.2M | +6% | 5.08% | 64% | 146 | 11.64% | 3.1 |
|
| 2814 |
SC
2814
Stratford Consulting
Addison,
Texas
| $193M | +$9.42M | +5% | 4.41% | 8.23% | 56 | 3.57% | 3.4 |
|
| 2815 |
LS
2815
Lattice Strategies
Wayne,
Pennsylvania
| $193M | -$5.52M | -3% | 4.47% | 19.9% | 105 | 6.67% | 3.5 |
|
| 2816 |
TCMV
2816
Technology Crossover Management VI
Menlo Park,
California
| $193M | +$16.1M | +9% | 10.4% | 25.5% | 3 | 0% | 4 |
|
| 2817 |
ICM
2817
ISZO Capital Management
New York
| $193M | +$26.7M | +16% | 23.9% | 68.2% | 19 | 47.37% | 0.7 |
|
| 2818 |
GHAM
2818
Gilman Hill Asset Management
New Canaan,
Connecticut
| $193M | +$23.5M | +14% | 5.86% | 54.2% | 164 | 11.59% | 2.9 |
|
| 2819 |
TSBJ
2819
Trevor, Stewart, Burton & Jacobsen
New York
| $193M | -$13.7M | -7% | 2.56% | – | 62 | 20.97% | 3.2 |
|
| 2820 |
KC
2820
Kingfisher Capital
Charlotte,
North Carolina
| $192M | +$2.79M | +1% | 4.69% | 58.5% | 165 | 21.21% | 2.9 |
|
| 2821 |
RCM
2821
Raptor Capital Management
Boston,
Massachusetts
| $192M | +$5.06M | +3% | 6.84% | – | 49 | 51.02% | 1.5 |
|
| 2822 |
AC
2822
AYM Capital
New York
| $192M | +$28.7M | +18% | 22.5% | – | 60 | 16.67% | 1 |
|
| 2823 |
SHWM
2823
Smith & Howard Wealth Management
Atlanta,
Georgia
| $192M | +$14.4M | +8% | 5.12% | 40.4% | 49 | 30.61% | 3.1 |
|
| 2824 |
SFG
2824
Sather Financial Group
Victoria,
Texas
| $192M | +$33.8M | +21% | 4.04% | 70% | 62 | 33.87% | 3 |
|
| 2825 |
TBAM
2825
True Bearing Asset Management
San Francisco,
California
| $192M | +$14.3M | +8% | 5.03% | 66.3% | 89 | 15.73% | 3.2 |
|