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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 |
AC
2826
Abbrea Capital
Greenbrae,
California
| $251M | +$6.15M | +3% | 2.3% | 38% | 144 | 2.78% | 0.5 |
|
| 2827 |
GII
2827
Gryphon International Investment
Toronto,
Ontario, Canada
| $251M | -$113M | -31% | 0% | 5.67% | 22 | 4.55% | 2.8 |
|
| 2828 |
RSS
2828
Rosenblum Silverman Sutton
San Francisco,
California
| $250M | +$14M | +6% | 8.07% | 90.1% | 66 | 10.61% | 2.2 |
|
| 2829 |
VMI
2829
VHCP Management II
New York
| $250M | +$5.97M | +2% | 7.82% | 2,334% | 23 | 30.43% | 1 |
|
| 2830 |
TCM
2830
Telos Capital Management
San Diego,
California
| $250M | +$10.2M | +4% | 2.9% | 71.1% | 152 | 7.89% | 2.7 |
|
| 2831 |
GC
2831
Grace Capital
Quincy,
Massachusetts
| $250M | +$6.9M | +3% | 1.17% | 127% | 97 | 11.34% | 2 |
|
| 2832 |
GIP
2832
Greatmark Investment Partners
Columbus,
Georgia
| $250M | +$6.77M | +3% | 2.12% | 62% | 110 | 10% | 2.8 |
|
| 2833 |
PGA
2833
Portland Global Advisors
Portland,
Maine
| $249M | +$9.52M | +4% | 3.18% | 43.4% | 99 | 3.03% | 3.2 |
|
| 2834 |
F
2834
Filament
Seattle,
Washington
| $249M | +$23.1M | +10% | 8.51% | 46.9% | 38 | 15.79% | 2.5 |
|
| 2835 |
BIM
2835
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $249M | -$9.17M | -4% | 2.53% | 74.8% | 121 | 11.57% | 3.4 |
|
| 2836 |
BC
2836
Blackstart Capital
New York
| $249M | +$46.1M | +23% | 0.47% | 9% | 37 | 51.35% | 0.3 |
|
| 2837 |
IIA
2837
IPG Investment Advisors
San Diego,
California
| $249M | +$27.1M | +12% | 1.85% | 106% | 165 | 36.97% | 1.4 |
|
| 2838 |
YP
2838
YG Partners
New York
| $249M | -$10.1M | -4% | 4.4% | – | 41 | 34.15% | 0.7 |
|
| 2839 |
LSC
2839
Lyon Street Capital
Sausalito,
California
| $249M | -$845K | -0.3% | 12.1% | – | 58 | 32.76% | 1 |
|
| 2840 |
BCM
2840
Birmingham Capital Management
Birmingham,
Alabama
| $248M | +$1.8M | +0.7% | 1.34% | 103% | 106 | 3.77% | 3.5 |
|
| 2841 |
VNA
2841
VNBTrust National Association
Charlottesville,
Virginia
| $248M | -$6.42M | -3% | 4.36% | 42.9% | 125 | 11.2% | 2.6 |
|
| 2842 |
HCM
2842
Harvest Capital Management
Concord,
New Hampshire
| $248M | +$7.56M | +3% | 1.93% | 19.5% | 92 | 6.52% | 2.8 |
|
| 2843 |
VFP
2843
Verus Financial Partners
Richmond,
Virginia
| $248M | +$4.08M | +2% | 2.13% | 41.6% | 52 | 13.46% | 3.2 |
|
| 2844 |
HA
2844
Harfst & Associates
Sheridan,
Wyoming
| $248M | +$16.4M | +7% | 3.59% | 82.5% | 309 | 27.83% | 0.6 |
|
| 2845 |
CA
2845
Cambridge Advisors
Omaha,
Nebraska
| $247M | +$4.95M | +2% | 2.35% | 52.9% | 138 | 7.97% | 2.1 |
|
| 2846 |
AWA
2846
ARS Wealth Advisors
St. Petersburg,
Florida
| $247M | +$13.5M | +6% | 1.68% | 61.8% | 119 | 9.24% | 1.8 |
|
| 2847 |
BCM
2847
Beddow Capital Management
Jackson,
Wyoming
| $247M | -$5.83M | -2% | 2.77% | 50.7% | 40 | 0% | 3.1 |
|
| 2848 |
PG
2848
Patten Group
Chattanooga,
Tennessee
| $247M | +$16.3M | +7% | 2.78% | 88.1% | 712 | 15.31% | 1.7 |
|
| 2849 |
LWM
2849
Lenox Wealth Management
Cincinnati,
Ohio
| $247M | +$108M | +77% | 0.68% | 24.7% | 536 | 61.75% | 1 |
|
| 2850 |
CC
2850
Colrain Capital
Boston,
Massachusetts
| $246M | -$86.2M | -26% | 1.4% | – | 88 | 34.09% | 2.9 |
|