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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
SG
2876
Somerset Group
Wayzata,
Minnesota
| $135M | +$1.21M | +0.9% | 4.56% | 84.6% | 89 | 20.22% | 0.9 |
|
| 2877 |
DCM
2877
Delta Capital Management
Red Bank,
New Jersey
| $135M | +$7.04M | +5% | 5.92% | 125% | 66 | 10.61% | 0.9 |
|
| 2878 |
DA
2878
Dunvegan Associates
Santa Barbara,
California
| $135M | +$5.78M | +4% | 8.82% | – | 86 | 10.47% | 0.9 |
|
| 2879 |
KSC
2879
Kendall Square Capital
San Francisco,
California
| $135M | -$34M | -20% | 0.58% | – | 59 | 74.58% | 0.5 |
|
| 2880 |
SFS
2880
Shaker Financial Services
Arlington,
Virginia
| $135M | -$1.06M | -0.8% | 0.77% | 13.1% | 187 | 34.22% | 0.8 |
|
| 2881 |
TCOO
2881
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $135M | +$5.68M | +4% | 5.5% | 88.7% | 85 | 3.53% | 1 |
|
| 2882 |
RA
2882
RiverPark Advisors
New York
| $135M | +$18.5M | +16% | 9.46% | 87.5% | 52 | 9.62% | 0.9 |
|
| 2883 |
OL
2883
Orbitronix LP
Newport Beach,
California
| $135M | +$6.87M | +5% | 6.37% | 6.68% | 132 | 69.7% | 0.4 |
|
| 2884 |
CLA
2884
Cranberry Lake Advisors
Houston,
Texas
| $134M | +$9.86M | +8% | 6.43% | 31.5% | 9 | 0% | 1 |
|
| 2885 |
LCP
2885
Legacy Capital Partners
Milwaukee,
Wisconsin
| $134M | +$3.32M | +3% | 5.32% | 85.6% | 110 | 7.27% | 1 |
|
| 2886 |
RP
2886
Realm Partners
New York
| $134M | +$13.5M | +11% | 7.96% | – | 44 | 68.18% | 0.5 |
|
| 2887 |
TFMS
2887
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $134M | -$11M | -8% | 1.16% | – | 130 | 21.54% | 0.9 |
|
| 2888 |
VST
2888
Van Strum & Towne
San Francisco,
California
| $134M | +$4.07M | +3% | 4.28% | 62.2% | 55 | 7.27% | 1 |
|
| 2889 |
LCM
2889
Lafitte Capital Management
Austin,
Texas
| $134M | +$21.3M | +19% | 20.4% | 55.2% | 35 | 48.57% | 0.7 |
|
| 2890 |
AB
2890
Atlas Brown
Louisville,
Kentucky
| $133M | -$335M | -71% | 0.57% | 115% | 128 | 41.41% | 1 |
|
| 2891 |
NFGCM
2891
Norman Fields Gottscho Capital Management
New York
| $133M | -$2.08M | -2% | 6.81% | 96.9% | 71 | 14.08% | 0.9 |
|
| 2892 |
AIM
2892
AMI Investment Management
Kendallville,
Indiana
| $133M | +$24.1M | +22% | 4.1% | 47.9% | 38 | 21.05% | 0.9 |
|
| 2893 |
AC
2893
Aperimus Capital
Marina Del Rey,
California
| $133M | +$13.6M | +11% | 8.15% | 44% | 4 | 25% | 0.8 |
|
| 2894 |
GA
2894
Geller Advisors
New York
| $133M | +$15.1M | +13% | 10.1% | 20.4% | 28 | 32.14% | 0.7 |
|
| 2895 |
ROC
2895
Robertson Opportunity Capital
Dallas,
Texas
| $133M | +$2.77M | +2% | 8.76% | 93.4% | 33 | 15.15% | 1 |
|
| 2896 |
AW
2896
Alpha Windward
Westwood,
Massachusetts
| $133M | +$7.7M | +6% | 7.68% | 33.6% | 420 | 15.71% | 0.9 |
|
| 2897 |
LBC
2897
Lawrence B. Cohen
| $132M | -$3.41M | -3% | 4.51% | 41.8% | 77 | 14.29% | 0.9 |
|
| 2898 |
CCMU
2898
Cheyne Capital Management (UK)
London,
United Kingdom
| $132M | -$19.4M | -13% | 12.2% | 35.6% | 66 | 69.7% | 0.3 |
|
| 2899 |
SCM
2899
Shah Capital Management
Raleigh,
North Carolina
| $132M | +$28.3M | +27% | 28.7% | 287% | 18 | 27.78% | 0.8 |
|
| 2900 |
PIM
2900
Parasol Investment Management
Westmont,
Illinois
| $132M | – | – | 2.56% | 20.9% | 29 | – | 0 |
|