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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
WCM
2876
Waterstone Capital Management
St. Louis Park,
Minnesota
| $206M | -$763K | -0.4% | 3.54% | 23.4% | 29 | 44.83% | 0.7 |
|
| 2877 |
ACM
2877
Altalis Capital Management
New York
| $206M | +$27M | +15% | 1.16% | 3.82% | 23 | 26.09% | 0.7 |
|
| 2878 |
KS
2878
Karpas Strategies
Litchfield,
Connecticut
| $206M | -$2.08M | -1% | 0.3% | 16.1% | 123 | 2.44% | 1.5 |
|
| 2879 |
GIM
2879
Groesbeck Investment Management
Paramus,
New Jersey
| $206M | +$2.48M | +1% | 4.7% | 147% | 100 | 19% | 1.2 |
|
| 2880 |
DBIA
2880
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $206M | +$3.88M | +2% | 0.79% | 78.3% | 174 | 12.07% | 1.4 |
|
| 2881 |
ICM
2881
Indaba Capital Management
San Francisco,
California
| $206M | -$89.7M | -30% | 6.91% | 66.7% | 18 | 50% | 0.6 |
|
| 2882 |
IAS
2882
IMA Advisory Services
Denver,
Colorado
| $206M | +$12.2M | +6% | 3.49% | 74.5% | 163 | 22.09% | 1.2 |
|
| 2883 |
FAG
2883
Financial Advisory Group
Houston,
Texas
| $206M | +$15M | +8% | 1.74% | 20.6% | 50 | 6% | 1.5 |
|
| 2884 |
GPC
2884
Glacier Peak Capital
Bellevue,
Washington
| $205M | +$7.54M | +4% | 1.98% | 11.8% | 70 | 21.43% | 0.7 |
|
| 2885 |
RB
2885
Rodgers Brothers
Harmony,
Pennsylvania
| $205M | +$4.29M | +2% | 1.55% | 108% | 161 | 10.56% | 1.4 |
|
| 2886 |
ICM
2886
ISZO Capital Management
New York
| $205M | -$10.2M | -5% | 5.37% | 68.2% | 18 | 83.33% | 0.3 |
|
| 2887 |
GHA
2887
Garcia Hamilton & Associates
Houston,
Texas
| $204M | -$52.6M | -20% | 2.15% | 39.1% | 70 | 12.86% | 1.3 |
|
| 2888 |
AC
2888
Alley Company
Lake Forest,
Illinois
| $204M | +$9.45M | +5% | 0.53% | 88.2% | 86 | 6.98% | 1.4 |
|
| 2889 |
KAM
2889
Knightsbridge Asset Management
Newport Beach,
California
| $204M | -$106M | -34% | 2.27% | 150% | 55 | 23.64% | 1.2 |
|
| 2890 |
AFA
2890
Abacus FCF Advisors
Orlando,
Florida
| $204M | +$41.1M | +25% | 2.29% | 197% | 153 | 77.12% | 0.1 |
|
| 2891 |
GAM
2891
Gould Asset Management
Claremont,
California
| $203M | -$41K | -0% | 1.08% | 42.8% | 115 | 11.3% | 1.3 |
|
| 2892 |
SC
2892
Stratford Consulting
Addison,
Texas
| $203M | +$8.04M | +4% | 1.16% | 8.23% | 54 | 9.26% | 1.6 |
|
| 2893 |
TCOO
2893
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $203M | +$319K | +0.2% | 0.48% | 101% | 108 | 15.74% | 1.3 |
|
| 2894 |
MG
2894
McCutchen Group
Seattle,
Washington
| $203M | +$14M | +7% | 3.11% | 2.54% | 17 | 0% | 1.4 |
|
| 2895 |
WCMN
2895
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $202M | -$6.02M | -3% | 0.52% | 107% | 39 | 5.13% | 1.5 |
|
| 2896 |
YCM
2896
Yost Capital Management
Houston,
Texas
| $202M | +$54M | +36% | 7.76% | 125% | 19 | 52.63% | 0.2 |
|
| 2897 |
MFM
2897
Mohican Financial Management
Wilton,
Connecticut
| $202M | -$1.32M | -0.6% | 0.01% | 0% | 47 | 17.02% | 0.9 |
|
| 2898 |
WIM
2898
Wingspan Investment Management
New York
| $202M | +$48.9M | +32% | 7.42% | – | 25 | 76% | 0.1 |
|
| 2899 |
CFG
2899
Cambridge Financial Group
Columbus,
Ohio
| $202M | +$181M | +882% | 2.88% | – | 35 | 28.57% | 1 |
|
| 2900 |
UIM
2900
Underhill Investment Management
Greenbrae,
California
| $202M | -$28.1M | -12% | 2.63% | 59.8% | 23 | 30.43% | 1.3 |
|