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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Bouchey Financial Group
Troy,
New York
| $187M | +$22.1M | +13% | 6.52% | 66.7% | 74 | 27.03% | 0.4 |
|
| 2852 |
AHC
2852
Adams Hill Capital
Westport,
Connecticut
| $186M | +$84.1M | +82% | 3.24% | – | 25 | 76% | 0.1 |
|
| 2853 |
DA
2853
DSC Advisors
Chicago,
Illinois
| $186M | -$16.5M | -8% | 4.61% | 3.18% | 91 | 57.14% | 0.4 |
|
| 2854 |
2854
Harvey Partners
Tarrytown,
New York
| $186M | -$26.3M | -12% | 2.04% | 174% | 78 | 51.28% | 0.4 |
|
| 2855 |
CBN
2855
Cadence Bank NA
Houston,
Texas
| $186M | +$18.1M | +11% | 4.09% | 33.3% | 163 | 22.7% | 0.7 |
|
| 2856 |
2856
Moneta Group Investment Advisors
St Louis,
Missouri
| $186M | +$16.3M | +10% | 3.31% | 64% | 137 | 15.33% | 0.8 |
|
| 2857 |
CCM
2857
Compton Capital Management
Providence,
Rhode Island
| $185M | +$11.9M | +7% | 5.6% | 75.6% | 150 | 10.67% | 0.9 |
|
| 2858 |
LBS
2858
Lawrence B. Seidman
| $185M | +$23.8M | +15% | 5.51% | 12.3% | 28 | 21.43% | 0.4 |
|
| 2859 |
AMG
2859
Asset Management Group
Stamford,
Connecticut
| $185M | +$11.2M | +6% | 4.31% | 57% | 84 | 4.76% | 0.9 |
|
| 2860 |
2860
Regents of the University of California
Oakland,
California
| $185M | – | – | 5.49% | 86.1% | 78 | – | 0.6 |
|
| 2861 |
HCP
2861
Holt Capital Partners
Fort Worth,
Texas
| $185M | +$11.5M | +7% | 4.62% | 69.5% | 213 | 2.35% | 0.5 |
|
| 2862 |
2862
RWWM Inc
Rocklin,
California
| $185M | +$17.8M | +11% | 7.39% | 40.6% | 8 | 12.5% | 0.9 |
|
| 2863 |
MG
2863
McCutchen Group
Seattle,
Washington
| $185M | +$10.3M | +6% | 3.88% | 2.54% | 15 | 0% | 0.8 |
|
| 2864 |
ACM
2864
Azentus Capital Management
Hong Kong
| $184M | +$54.3M | +42% | 11.6% | – | 15 | 66.67% | 0.2 |
|
| 2865 |
WRTC
2865
Wind River Trust Company
Jackson,
Wyoming
| $184M | +$7.36M | +4% | 4.09% | 62.1% | 13 | 7.69% | 0.9 |
|
| 2866 |
COPM
2866
Charter Oak Partners Management
Westport,
Connecticut
| $184M | +$45M | +32% | 5.53% | – | 40 | 42.5% | 0.5 |
|
| 2867 |
NCIM
2867
New Century Investment Management
Southfield,
Michigan
| $184M | +$8.44M | +5% | 11.1% | 103% | 100 | 31% | 0.7 |
|
| 2868 |
IVMX
2868
Institutional Venture Management XII
Menlo Park,
California
| $184M | -$560M | -75% | 12.2% | – | 2 | 50% | 0.3 |
|
| 2869 |
NEIRG
2869
New England Investment & Retirement Group
North Andover,
Massachusetts
| $184M | +$20.4M | +12% | 6.34% | 72.5% | 64 | 32.81% | 0.6 |
|
| 2870 |
BMC
2870
Benin Management Corp
Wilton,
Connecticut
| $184M | +$20.2M | +12% | 6.57% | 76.3% | 99 | 6.06% | 0.9 |
|
| 2871 |
LCM
2871
Lafitte Capital Management
Austin,
Texas
| $184M | +$13.1M | +8% | 7.35% | 55.2% | 30 | 26.67% | 0.5 |
|
| 2872 |
AIS
2872
American Investment Services
Great Barrington,
Massachusetts
| $184M | +$9.6M | +6% | 5.68% | 63.1% | 83 | 19.28% | 0.8 |
|
| 2873 |
2873
Bourgeon Capital Management
Darien,
Connecticut
| $184M | +$24.8M | +16% | 4.82% | 121% | 129 | 37.98% | 0.6 |
|
| 2874 |
AGCJ
2874
Alden Global Capital (Jersey)
St. Helier,
Jersey
| $183M | -$79.1M | -30% | 5% | – | 24 | 66.67% | 0.4 |
|
| 2875 |
TCGI
2875
Three Corner Global Investors
New York
| $183M | +$24M | +15% | 3.94% | 57.5% | 38 | 65.79% | 0.2 |
|