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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
CCM
2901
Carderock Capital Management
Chevy Chase,
Maryland
| $179M | -$19.9M | -10% | 3.14% | 88.6% | 84 | 9.52% | 2 |
|
| 2902 |
GAM
2902
Gould Asset Management
Claremont,
California
| $179M | -$18.1M | -9% | 7.46% | 42.8% | 119 | 10.92% | 1.7 |
|
| 2903 |
PC
2903
Peavine Capital
Reno,
Nevada
| $179M | +$30.9M | +21% | 4.39% | 30.8% | 16 | 0% | 1.4 |
|
| 2904 |
KP
2904
Keel Point
Huntsville,
Alabama
| $179M | -$30.9M | -15% | 6.49% | 76.4% | 121 | 25.62% | 0.4 |
|
| 2905 |
SHI
2905
SV Health Investors
Boston,
Massachusetts
| $179M | -$82.4M | -32% | 28.4% | 97.4% | 6 | 16.67% | 0.7 |
|
| 2906 |
2906
Merriman Wealth Management
Seattle,
Washington
| $178M | +$128M | +255% | 1.36% | 18.3% | 48 | 68.75% | 0.5 |
|
| 2907 |
FPM
2907
Francisco Partners Management
San Francisco,
California
| $178M | -$177M | -50% | 42.8% | 14.3% | 3 | 0% | 0.7 |
|
| 2908 |
TCMG
2908
TSP Capital Management Group
Summit,
New Jersey
| $178M | -$36.9M | -17% | 13.2% | 186% | 80 | 2.5% | 0.7 |
|
| 2909 |
FFC
2909
First Financial Corp
Terre Haute,
Indiana
| $178M | -$19.5M | -10% | 6.57% | 95.3% | 498 | 12.65% | 1.9 |
|
| 2910 |
YCM
2910
Yakira Capital Management
Westport,
Connecticut
| $178M | -$12.1M | -6% | 2.17% | 74.1% | 165 | 54.55% | 0.6 |
|
| 2911 |
OFM
2911
Omega Fund Management
Boston,
Massachusetts
| $178M | -$20.4M | -10% | 20.6% | 106% | 11 | 45.45% | 0.5 |
|
| 2912 |
RA
2912
RMR Advisors
Newton,
Massachusetts
| $177M | -$1.21M | -0.7% | 2.29% | 2.17% | 122 | 8.2% | 1.8 |
|
| 2913 |
IP
2913
InvenTrust Properties
Downers Grove,
Illinois
| $177M | -$26M | -13% | 11.7% | 7.56% | 21 | 9.52% | 0.5 |
|
| 2914 |
PLFAM
2914
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $177M | -$15.8M | -8% | 6.73% | 81.6% | 104 | 12.5% | 1.7 |
|
| 2915 |
VIA
2915
Vantage Investment Advisors
State College,
Pennsylvania
| $177M | -$4.13M | -2% | 5.54% | 56.3% | 876 | 13.24% | 1.3 |
|
| 2916 |
2916
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $177M | -$29.6M | -14% | 19.1% | 32.7% | 1 | 0% | 1.8 |
|
| 2917 |
ECP
2917
Electron Capital Partners
New York
| $177M | -$11.5M | -6% | 4.58% | 333% | 37 | 48.65% | 0.7 |
|
| 2918 |
CA
2918
Corrado Advisors
Ramsey,
New Jersey
| $177M | -$45.4M | -20% | 10.2% | 64% | 94 | 37.23% | 1.3 |
|
| 2919 |
KCM
2919
Kempner Capital Management
Galveston,
Texas
| $176M | -$15.6M | -8% | 12.2% | 60.9% | 78 | 14.1% | 1.6 |
|
| 2920 |
GP
2920
Girard Partners
King Of Prussia,
Pennsylvania
| $176M | -$2.47M | -1% | 5.6% | 25.7% | 166 | 19.88% | 1.3 |
|
| 2921 |
IFA
2921
Interactive Financial Advisors
New Lenox,
Illinois
| $176M | -$8.87M | -5% | 4.16% | 47.6% | 123 | 26.83% | 1.4 |
|
| 2922 |
TC
2922
Trust Company
Manhattan,
Kansas
| $176M | +$16.2M | +10% | 6.7% | 40.6% | 409 | 22.74% | 0.4 |
|
| 2923 |
ICM
2923
ISZO Capital Management
New York
| $176M | -$17.1M | -9% | 2.07% | 68.2% | 14 | 64.29% | 0.4 |
|
| 2924 |
PP
2924
Pegasus Partners
Mequon,
Wisconsin
| $176M | -$50.9M | -22% | 8.06% | 32.6% | 107 | 19.63% | 0.2 |
|
| 2925 |
PFBT
2925
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $176M | -$12.2M | -6% | 10.3% | 73.6% | 1,144 | 86.01% | 0.3 |
|