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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $178M | -$34.7M | -16% | 1.33% | 72.5% | 70 | 42.86% | 0.5 |
|
| 2827 |
2827
Miller Investment Management
West Conshohocken,
Pennsylvania
| $178M | -$1.14M | -0.6% | 2.9% | 60.2% | 81 | 9.88% | 0.7 |
|
| 2828 |
SCM
2828
Samson Capital Management
Leawood,
Kansas
| $178M | +$18.4M | +11% | 7.41% | 13.4% | 24 | 25% | 0.5 |
|
| 2829 |
2829
Consolidated Investment Group
Englewood,
Colorado
| $178M | +$13.4M | +8% | 0.64% | 140% | 56 | 10.71% | 0.6 |
|
| 2830 |
2830
Smith & Howard Wealth Management
Atlanta,
Georgia
| $178M | -$3.92M | -2% | 0.76% | 40.4% | 253 | 84.19% | 0.7 |
|
| 2831 |
TBAM
2831
True Bearing Asset Management
San Francisco,
California
| $178M | -$32.6M | -15% | 2.33% | 66.3% | 100 | 25% | 0.7 |
|
| 2832 |
2832
Cranberry Lake Advisors
Houston,
Texas
| $177M | +$33.5M | +23% | 1.13% | 31.5% | 12 | 25% | 0.6 |
|
| 2833 |
2833
Tegean Capital Management
New York
| $177M | +$19M | +12% | 1.69% | – | 17 | 41.18% | 0.5 |
|
| 2834 |
2834
Technology Crossover Management VI
Menlo Park,
California
| $177M | -$75.5M | -30% | 9.19% | 25.5% | 3 | 0% | 0.8 |
|
| 2835 |
2835
Yale University
New Haven,
Connecticut
| $177M | +$120M | +210% | 0.56% | 33.7% | 11 | 63.64% | 0.4 |
|
| 2836 |
2836
Wind River Trust Company
Jackson,
Wyoming
| $177M | -$51.2M | -22% | 0.92% | 62.1% | 13 | 7.69% | 0.6 |
|
| 2837 |
CAS
2837
CTC Alternative Strategies
Chicago,
Illinois
| $177M | +$45.6M | +35% | 3.64% | 111% | 253 | 79.45% | 0.2 |
|
| 2838 |
2838
Equinox Partners Investment Management
Stamford,
Connecticut
| $177M | -$29.8M | -14% | 15% | 241% | 16 | 25% | 0.7 |
|
| 2839 |
GA
2839
Gagnon Advisors
New York
| $177M | +$3.7M | +2% | 2.79% | 129% | 32 | 25% | 0.2 |
|
| 2840 |
2840
Avidian Wealth Enterprises
Houston,
Texas
| $177M | +$67.9M | +63% | 1.47% | 71.7% | 31 | 64.52% | 0.2 |
|
| 2841 |
2841
United Asset Strategies
Garden City,
New York
| $177M | +$31M | +21% | 1.7% | 94.6% | 134 | 61.19% | 0.3 |
|
| 2842 |
2842
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $176M | -$31.7M | -15% | 1.42% | 62% | 57 | 71.93% | 0.1 |
|
| 2843 |
NCIM
2843
New Century Investment Management
Southfield,
Michigan
| $176M | +$8.52M | +5% | 4.51% | 103% | 86 | 6.98% | 0.6 |
|
| 2844 |
2844
Aull & Monroe Investment Management
Mobile,
Alabama
| $175M | +$3.92M | +2% | 2.22% | 98.3% | 115 | 5.22% | 0.7 |
|
| 2845 |
2845
Cook & Bynum Capital Management
Birmingham,
Alabama
| $175M | +$2.82M | +2% | 2.06% | 46.8% | 5 | 0% | 0.8 |
|
| 2846 |
2846
FJ Capital Management
Mclean,
Virginia
| $175M | +$27M | +18% | 3.18% | 97.9% | 80 | 30% | 0.2 |
|
| 2847 |
2847
Arbor Investment Advisors
Winston Salem,
North Carolina
| $175M | +$8.67M | +5% | 0.99% | 44.3% | 55 | 27.27% | 0.5 |
|
| 2848 |
PAM
2848
Pope Asset Management
Memphis,
Tennessee
| $174M | +$102M | +142% | 3.3% | – | 25 | 44% | 0.4 |
|
| 2849 |
2849
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $174M | +$6.98M | +4% | 1.9% | 59.5% | 44 | 6.82% | 0.7 |
|
| 2850 |
2850
McCutchen Group
Seattle,
Washington
| $174M | -$69.4M | -28% | 0.93% | 2.54% | 15 | 26.67% | 0.6 |
|