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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
FA
2826
FCG Advisors
Chatham,
New Jersey
| $140M | +$17.2M | +14% | 16.6% | 19.7% | 76 | 23.68% | 0.8 |
|
| 2827 |
OC
2827
Oppenheimer & Close
New York
| $140M | +$4.86M | +4% | 4.11% | 149% | 63 | 11.11% | 0.9 |
|
| 2828 |
MCM
2828
McMillion Capital Management
Greensboro,
North Carolina
| $140M | +$4.59M | +3% | 2.56% | 59.3% | 58 | 6.9% | 0.9 |
|
| 2829 |
EHWM
2829
Eads & Heald Wealth Management
Atlanta,
Georgia
| $140M | -$1.24M | -0.9% | 6.28% | 84.4% | 112 | 0.89% | 1 |
|
| 2830 |
AP
2830
Advisor Partners
Walnut Creek,
California
| $140M | +$17.8M | +15% | 6.08% | 63.8% | 226 | 13.72% | 0.9 |
|
| 2831 |
MG
2831
McCutchen Group
Seattle,
Washington
| $140M | +$29.4M | +27% | 7.33% | 2.54% | 12 | 8.33% | 1 |
|
| 2832 |
BOS
2832
Bank of Stockton
Stockton,
California
| $140M | +$12.3M | +10% | 6.53% | 92.3% | 116 | 10.34% | 1 |
|
| 2833 |
PA
2833
Para Advisors
New York
| $140M | -$59.9M | -30% | 8.28% | 19.4% | 48 | 83.33% | 0.3 |
|
| 2834 |
KI
2834
Koch Industries
Wichita,
Kansas
| $140M | +$17.9M | +15% | 4.35% | 56.9% | 3 | 0% | 1 |
|
| 2835 |
BCA
2835
Benchmark Capital Advisors
New York
| $139M | +$9.62M | +7% | 9.68% | 29.5% | 157 | 21.02% | 0.9 |
|
| 2836 |
PCM
2836
Perkins Capital Management
Wayzata,
Minnesota
| $139M | +$13.2M | +10% | 26.6% | 303% | 140 | 20% | 0.9 |
|
| 2837 |
SFG
2837
Sather Financial Group
Victoria,
Texas
| $139M | +$18.2M | +15% | 4.56% | 70% | 53 | 9.43% | 0.9 |
|
| 2838 |
SIA
2838
Spruce Investment Advisors
Stamford,
Connecticut
| $139M | +$57.3M | +70% | 5.84% | 23.5% | 22 | 22.73% | 0.9 |
|
| 2839 |
NCM
2839
Niemann Capital Management
Stateline,
Nevada
| $139M | +$17.6M | +14% | 16.6% | 103% | 24 | 58.33% | 0.6 |
|
| 2840 |
TMNFIC
2840
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $139M | +$5.19M | +4% | 3.71% | – | 5 | 40% | 0.8 |
|
| 2841 |
GHAM
2841
Gilman Hill Asset Management
New Canaan,
Connecticut
| $139M | +$1.39M | +1% | 1.36% | 54.2% | 128 | 21.09% | 0.9 |
|
| 2842 |
PC
2842
Permit Capital
West Conshohocken,
Pennsylvania
| $139M | +$5.99M | +5% | 6.23% | 121% | 65 | 10.77% | 1 |
|
| 2843 |
UOTTAIMCU
2843
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $139M | -$1.21M | -0.9% | 0.18% | 68.3% | 31 | 3.23% | 1 |
|
| 2844 |
NCMG
2844
NCM Capital Management Group
Durham,
North Carolina
| $139M | +$8.69M | +7% | 10.5% | 38.5% | 114 | 13.16% | 0.9 |
|
| 2845 |
PG
2845
Proffitt & Goodson
Knoxville,
Tennessee
| $139M | +$8.76M | +7% | 6.1% | 48.5% | 38 | 0% | 1 |
|
| 2846 |
BA
2846
Bennicas & Associates
Portola Valley,
California
| $139M | -$6.17M | -4% | 3.17% | 40.3% | 91 | 7.69% | 1 |
|
| 2847 |
TCM
2847
Trafelet Capital Management
New York
| $139M | -$17.9M | -11% | 6.12% | 101% | 17 | 41.18% | 0.8 |
|
| 2848 |
RCA
2848
Restructuring Capital Associates
Stamford,
Connecticut
| $139M | -$24.3M | -15% | 2.05% | 71.2% | 22 | 27.27% | 0.8 |
|
| 2849 |
SC
2849
Schulhoff & Co
Cincinnati,
Ohio
| $138M | +$5.69M | +4% | 0.71% | 51.8% | 107 | 4.67% | 1 |
|
| 2850 |
IC
2850
Iconiq Capital
San Francisco,
California
| $138M | – | – | 11% | 0.21% | 33 | – | 0 |
|