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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 |
JCM
2851
Jacobi Capital Management
Pittston,
Pennsylvania
| $211M | +$11.3M | +6% | 2.33% | 76.6% | 784 | 10.46% | 0.2 |
|
| 2852 |
LWAC
2852
Laurel Wealth Advisors (California)
Solana Beach,
California
| $211M | +$3.14M | +2% | 1.48% | 33% | 300 | 13.67% | 0.6 |
|
| 2853 |
NMM
2853
NGP MR Management
Dallas,
Texas
| $211M | +$67.7M | +47% | 0.63% | 21.9% | 2 | 0% | 1.8 |
|
| 2854 |
BPI
2854
Battery Partners IX
Boston,
Massachusetts
| $211M | +$22.4M | +12% | 0.6% | 322% | 5 | 40% | 1.1 |
|
| 2855 |
PP
2855
Pegasus Partners
Mequon,
Wisconsin
| $211M | +$17.8M | +9% | 4.44% | 32.6% | 120 | 13.33% | 0.8 |
|
| 2856 |
SCM
2856
Stonehill Capital Management
New York
| $211M | -$30.1M | -12% | 16.8% | 117% | 19 | 47.37% | 1.3 |
|
| 2857 |
TFM
2857
Trimaran Fund Management
New York
| $211M | -$6.87M | -3% | 3.15% | 82.8% | 1 | 0% | 1.8 |
|
| 2858 |
ACP
2858
Atalan Capital Partners
New York
| $211M | +$32.1M | +18% | 16.5% | 319% | 15 | 20% | 0.5 |
|
| 2859 |
PWAP
2859
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $211M | +$6.91M | +3% | 4.4% | 58.5% | 118 | 7.63% | 2.7 |
|
| 2860 |
DWA
2860
Dorsey Wright & Associates
Pasadena,
California
| $211M | +$22.4M | +12% | 5.93% | 311% | 140 | 45% | 0.6 |
|
| 2861 |
TFF
2861
The Family Firm
Bethesda,
Maryland
| $211M | +$9.19M | +5% | 2.83% | 40.2% | 119 | 10.92% | 1.4 |
|
| 2862 |
CRM
2862
Capital Returns Management
Rye,
New York
| $210M | +$31.6M | +18% | 15% | 4.39% | 21 | 23.81% | 1.2 |
|
| 2863 |
CCM
2863
Contrarian Capital Management
Greenwich,
Connecticut
| $210M | +$64.6M | +44% | 18.8% | 29.4% | 41 | 48.78% | 0.7 |
|
| 2864 |
PWW
2864
Pettyjohn Wood & White
Lynchburg,
Virginia
| $210M | -$43.1M | -17% | 1.9% | 70.9% | 133 | 10.53% | 2.4 |
|
| 2865 |
KJHP
2865
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $210M | +$23.3M | +12% | 5.24% | 140% | 237 | 44.3% | 1.1 |
|
| 2866 |
FCMI
2866
Foresite Capital Management II
Larkspur,
California
| $209M | +$63.1M | +43% | 52.5% | 66.2% | 15 | 33.33% | 1.6 |
|
| 2867 |
FSCM
2867
Front Street Capital Management
Missoula,
Montana
| $209M | +$7.37M | +4% | 6.12% | 316% | 66 | 1.52% | 0.2 |
|
| 2868 |
RSVP
2868
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $209M | +$6.33M | +3% | 3.08% | 64.3% | 61 | 4.92% | 2.6 |
|
| 2869 |
RIG
2869
Renaissance Investment Group
Lenox,
Massachusetts
| $209M | +$7.04M | +3% | 3.97% | 99.6% | 82 | 9.76% | 2.5 |
|
| 2870 |
OIM
2870
Oceanic Investment Management
Douglas,
Isle Of Man
| $208M | -$2.15M | -1% | 10.8% | – | 29 | 58.62% | 0.7 |
|
| 2871 |
SLT
2871
St Louis Trust
Saint Louis,
Missouri
| $208M | +$20.1M | +11% | 3.09% | 71.4% | 54 | 14.81% | 0.7 |
|
| 2872 |
SIC
2872
SFE Investment Counsel
Los Angeles,
California
| $208M | -$6.63M | -3% | 3.46% | 105% | 94 | 1.06% | 2.6 |
|
| 2873 |
BCC
2873
Bain Capital Credit
Boston,
Massachusetts
| $208M | – | – | 3.2% | 14.4% | 18 | – | 1.2 |
|
| 2874 |
GCM
2874
Grisanti Capital Management
New York
| $207M | +$25.8M | +14% | 2.85% | 17.9% | 57 | 24.56% | 1.7 |
|
| 2875 |
RA
2875
RMR Advisors
Newton,
Massachusetts
| $207M | -$2.5M | -1% | 0.23% | 2.17% | 114 | 4.39% | 2.7 |
|