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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 |
VCM
2876
Verger Capital Management
Winston-Salem,
North Carolina
| $204M | -$3.95M | -2% | 0.37% | 53.1% | 10 | 40% | 0.3 |
|
| 2877 |
RSVP
2877
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $204M | -$2.82M | -1% | 1.22% | 64.3% | 62 | 3.23% | 1.6 |
|
| 2878 |
PSC
2878
Prentiss Smith & Co
Brattleboro,
Vermont
| $204M | -$5.68M | -3% | 0.55% | 63.9% | 352 | 20.74% | 1.3 |
|
| 2879 |
IP
2879
InvenTrust Properties
Downers Grove,
Illinois
| $203M | -$50.2M | -20% | 7.6% | 7.56% | 31 | 38.71% | 0.2 |
|
| 2880 |
AC
2880
Alley Company
Lake Forest,
Illinois
| $203M | -$949K | -0.5% | 0.51% | 88.2% | 83 | 4.82% | 1.6 |
|
| 2881 |
CW
2881
Cabot-Wellington
Boston,
Massachusetts
| $203M | -$32.4M | -14% | 2.18% | 65% | 40 | 27.5% | 1.8 |
|
| 2882 |
RAM
2882
Redmond Asset Management
Henrico,
Virginia
| $203M | +$4.17M | +2% | 1.81% | 61.5% | 142 | 10.56% | 1.5 |
|
| 2883 |
CCM
2883
Concourse Capital Management
Atlanta,
Georgia
| $202M | +$20M | +11% | 1.23% | 107% | 61 | 39.34% | 0.5 |
|
| 2884 |
SCM
2884
Sio Capital Management
New York
| $202M | +$26.7M | +15% | 5.98% | 564% | 54 | 72.22% | 0.2 |
|
| 2885 |
CCM
2885
Contrarian Capital Management
Greenwich,
Connecticut
| $202M | -$65.8M | -25% | 4.01% | 29.4% | 32 | 34.38% | 1.1 |
|
| 2886 |
GI
2886
Gavea Investimentos
Rj,
Brazil
| $202M | +$49M | +32% | 3.23% | 60.3% | 12 | 83.33% | 0.2 |
|
| 2887 |
2887
Pure Financial Advisors
San Diego,
California
| $202M | -$97.8M | -33% | 2.73% | 47.2% | 73 | 21.92% | 1.3 |
|
| 2888 |
VP
2888
Value Partners
Hong Kong
| $202M | +$170M | +528% | 27.4% | – | 18 | 66.67% | 0.3 |
|
| 2889 |
RAM
2889
Riggs Asset Management
Dallas,
Pennsylvania
| $202M | -$6.74M | -3% | 2.44% | 207% | 347 | 19.02% | 0.7 |
|
| 2890 |
BA
2890
Bard Associates
Chicago,
Illinois
| $202M | -$6.95M | -3% | 1.38% | 241% | 177 | 7.91% | 1.5 |
|
| 2891 |
MBT
2891
Montecito Bank & Trust
Santa Barbara,
California
| $201M | $0 | 0% | 1.57% | – | 159 | 0% | 1.5 |
|
| 2892 |
PLCM
2892
Plymouth Lane Capital Management
New York
| $201M | -$100M | -33% | 8.74% | – | 36 | 77.78% | 0.2 |
|
| 2893 |
PAS
2893
Partnervest Advisory Services
Santa Barbara,
California
| $201M | +$8.16M | +4% | 0.88% | 45.1% | 201 | 25.37% | 1.2 |
|
| 2894 |
VNA
2894
VNBTrust National Association
Charlottesville,
Virginia
| $201M | -$8.54M | -4% | 0.07% | 42.9% | 172 | 16.28% | 1.4 |
|
| 2895 |
RP
2895
Rowlandmiller & Partners
Atlanta,
Georgia
| $201M | -$273K | -0.1% | 1.62% | 84% | 136 | 13.97% | 0.5 |
|
| 2896 |
FFS
2896
Founders Financial Securities
Towson,
Maryland
| $201M | +$7.38M | +4% | 0.31% | 64.3% | 87 | 41.38% | 0.7 |
|
| 2897 |
CICI
2897
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $201M | -$11.6M | -5% | 2.7% | 153% | 141 | 4.96% | 1.7 |
|
| 2898 |
T
2898
Tinicum
New York
| $201M | +$24.9M | +14% | 8.72% | 21.1% | 12 | 25% | 1.2 |
|
| 2899 |
KS
2899
Karpas Strategies
Litchfield,
Connecticut
| $201M | -$5.78M | -3% | 1.62% | 16.1% | 122 | 4.1% | 1.7 |
|
| 2900 |
FAG
2900
Financial Advisory Group
Houston,
Texas
| $200M | -$5.68M | -3% | 1.56% | 20.6% | 51 | 5.88% | 1.6 |
|