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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
WM
2801
WCG Management
New York
| $215M | +$108M | +100% | 0.77% | 29.5% | 27 | 51.85% | 0.8 |
|
| 2802 |
SGK
2802
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $215M | +$15.2M | +8% | 2.8% | 59.5% | 54 | 9.26% | 1.4 |
|
| 2803 |
MIC
2803
MU Investments Company
Tokyo,
Japan
| $215M | -$15.6M | -7% | 1.51% | 40.4% | 321 | 11.53% | 1.5 |
|
| 2804 |
WP
2804
WealthPLAN Partners
Omaha,
Nebraska
| $215M | – | – | 1.11% | 71.6% | 591 | – | 0 |
|
| 2805 |
TJHA
2805
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $215M | +$15.6M | +8% | 0.43% | 17.7% | 327 | 16.51% | 1.1 |
|
| 2806 |
UMA
2806
USA Mutuals Advisors
Dallas,
Texas
| $215M | -$22.4M | -9% | 1.74% | 14.1% | 60 | 23.33% | 1.2 |
|
| 2807 |
RO
2807
Reservoir Operations
New York
| $214M | -$8.26M | -4% | 6.12% | 12% | 40 | 30% | 1.1 |
|
| 2808 |
LCM
2808
Lionstone Capital Management
New York
| $214M | +$9.7M | +5% | 9.31% | 74.1% | 14 | 0% | 1.5 |
|
| 2809 |
PCM
2809
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $214M | – | – | 0.01% | 62.6% | 164 | – | 0 |
|
| 2810 |
CL
2810
CIM LLC
Albany,
New York
| $214M | +$2.57M | +1% | 7.3% | 108% | 92 | 30.43% | 1.1 |
|
| 2811 |
PWAP
2811
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $214M | +$6.86M | +3% | 1.75% | 58.5% | 135 | 12.59% | 1.4 |
|
| 2812 |
BCM
2812
Brenham Capital Management
Dallas,
Texas
| $214M | +$107M | +101% | 22.1% | 234% | 13 | 61.54% | 0.1 |
|
| 2813 |
LCP
2813
Longhorn Capital Partners
Dallas,
Texas
| $214M | -$39.4M | -16% | 0.71% | 30.2% | 11 | 27.27% | 1.7 |
|
| 2814 |
FMP
2814
Financial Management Professionals
Austin,
Texas
| $213M | +$32.3M | +18% | 2.18% | 62.1% | 357 | 14.85% | 1.3 |
|
| 2815 |
2815
Guinness Asset Management
London,
United Kingdom
| $213M | +$10.7M | +5% | 1.59% | 73.9% | 82 | 2.44% | 1.3 |
|
| 2816 |
JWA
2816
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $213M | -$416M | -66% | 0.67% | 54.8% | 565 | 16.11% | 0.8 |
|
| 2817 |
CFSG
2817
Community Financial Services Group
Newport,
Vermont
| $213M | -$4.28M | -2% | 1.14% | – | 368 | 25.27% | 0.8 |
|
| 2818 |
WIP
2818
Wayzata Investment Partners
Wayzata,
Minnesota
| $213M | +$31.5M | +17% | 21.2% | – | 1 | 0% | 1.8 |
|
| 2819 |
BHA
2819
Beech Hill Advisors
New York
| $213M | +$12.1M | +6% | 4.13% | 105% | 149 | 39.6% | 0.9 |
|
| 2820 |
CC
2820
Chanos & Company
New York
| $213M | -$67.6M | -24% | 8.35% | – | 49 | 59.18% | 0.4 |
|
| 2821 |
SACTSONJ
2821
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $213M | -$239K | -0.1% | 1.09% | 147% | 187 | 2.67% | 1.7 |
|
| 2822 |
MKCM
2822
Mount Kellett Capital Management
New York
| $213M | -$88.2M | -29% | 4.23% | 20.1% | 9 | 22.22% | 1.3 |
|
| 2823 |
ANBTV
2823
American National Bank & Trust (Virginia)
Danville,
Virginia
| $213M | +$3.1M | +1% | 0.62% | – | 142 | 16.9% | 1.2 |
|
| 2824 |
SC
2824
Sageview Capital
Greenwich,
Connecticut
| $213M | -$44.2M | -17% | 7.55% | 335% | 5 | 20% | 1.4 |
|
| 2825 |
CICI
2825
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $212M | +$4.77M | +2% | 1.61% | 153% | 145 | 8.28% | 1.5 |
|