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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 |
CA
2851
Corrado Advisors
Ramsey,
New Jersey
| $206M | -$17.2M | -8% | 3.71% | 64% | 78 | 21.79% | 1 |
|
| 2852 |
PG
2852
Patten Group
Chattanooga,
Tennessee
| $206M | – | – | 4.35% | 88.1% | 259 | – | 0 |
|
| 2853 |
DA
2853
Dillon & Associates
Jackson,
Michigan
| $206M | +$9.7M | +5% | 6.24% | 98.2% | 66 | 7.58% | 1.4 |
|
| 2854 |
NLVP
2854
New Leaf Venture Partners
New York
| $206M | – | – | 36.5% | 17.1% | 13 | – | 0 |
|
| 2855 |
PSC
2855
Piper Sandler & Co
Minneapolis,
Minnesota
| $205M | +$11.4M | +6% | 1.71% | 0.04% | 202 | 73.27% | 0.2 |
|
| 2856 |
LS
2856
Lupo Securities
Chicago,
Illinois
| $205M | – | – | 7.52% | – | 598 | – | 0 |
|
| 2857 |
RAM
2857
Riggs Asset Management
Dallas,
Pennsylvania
| $205M | +$32.9M | +19% | 7.67% | 207% | 337 | 15.43% | 0.3 |
|
| 2858 |
I2I
2858
Insight 2811 Inc
Chicago,
Illinois
| $205M | -$28.1M | -12% | 4.46% | 30.8% | 187 | 48.13% | 1 |
|
| 2859 |
AA
2859
Alta Advisers
London,
United Kingdom
| $204M | -$27M | -12% | 28.9% | 114% | 56 | 26.79% | 1.3 |
|
| 2860 |
LCM
2860
Lionstone Capital Management
New York
| $204M | +$19.5M | +11% | 12.8% | 74.1% | 14 | 0% | 1.3 |
|
| 2861 |
BFIC
2861
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $204M | -$9.95M | -5% | 1.61% | 72.5% | 67 | 38.81% | 0.8 |
|
| 2862 |
LCM
2862
Landscape Capital Management
Englewood,
New Jersey
| $204M | +$58.7M | +40% | 0.88% | 92.5% | 682 | 71.55% | 0.2 |
|
| 2863 |
GIM
2863
Groesbeck Investment Management
Paramus,
New Jersey
| $204M | -$6.32M | -3% | 5.53% | 147% | 98 | 18.37% | 1 |
|
| 2864 |
LFR
2864
Lehman Financial Resources
Media,
Pennsylvania
| $204M | +$12.1M | +6% | 3.35% | 58.2% | 457 | 14.66% | 1.2 |
|
| 2865 |
WIS
2865
Wright Investors Service
Shelton,
Connecticut
| $204M | +$1.14M | +0.6% | 4.36% | 146% | 239 | 28.45% | 1 |
|
| 2866 |
GAM
2866
Gould Asset Management
Claremont,
California
| $204M | -$3.22M | -2% | 3.25% | 42.8% | 116 | 19.83% | 1.1 |
|
| 2867 |
MFM
2867
Mohican Financial Management
Wilton,
Connecticut
| $203M | -$1.52M | -0.7% | 0% | 0% | 49 | 26.53% | 0.8 |
|
| 2868 |
SFU
2868
Stonehage Fleming (UK)
London,
United Kingdom
| $203M | -$21.1M | -9% | 5.54% | – | 369 | 36.59% | 0.5 |
|
| 2869 |
KL
2869
Kinsight LLC
Birmingham,
Alabama
| $203M | +$21.6M | +12% | 2.82% | 15.7% | 35 | 8.57% | 1.2 |
|
| 2870 |
NOCM
2870
Night Owl Capital Management
Greenwich,
Connecticut
| $203M | -$20M | -9% | 4.97% | 162% | 29 | 24.14% | 1 |
|
| 2871 |
TPCM
2871
Three Peaks Capital Management
Castle Rock,
Colorado
| $203M | +$24.7M | +14% | 9.18% | 84.5% | 76 | 27.63% | 0.8 |
|
| 2872 |
CCM
2872
Carderock Capital Management
Chevy Chase,
Maryland
| $203M | +$8.24M | +4% | 7.21% | 88.6% | 91 | 5.49% | 1.3 |
|
| 2873 |
V
2873
ValueWorks
New York
| $203M | +$8.17M | +4% | 3.46% | 190% | 35 | 2.86% | 1.3 |
|
| 2874 |
2874
Guinness Asset Management
London,
United Kingdom
| $203M | -$34.2M | -14% | 11.6% | 73.9% | 84 | 27.38% | 1 |
|
| 2875 |
TCOO
2875
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $203M | +$3.33M | +2% | 4.59% | 101% | 110 | 16.36% | 1.2 |
|