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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 |
BL
2901
BCWM LLC
Overland Park,
Kansas
| $215M | -$162K | -0.1% | 1.26% | – | 77 | 23.38% | 2.1 |
|
| 2902 |
CRIM
2902
Castle Ridge Investment Management
Greenwich,
Connecticut
| $215M | +$3.14M | +1% | 0.78% | – | 46 | 69.57% | 0.3 |
|
| 2903 |
RGIA
2903
Rainier Group Investment Advisory
Bellevue,
Washington
| $215M | – | – | 0.49% | 41.4% | 49 | – | 0 |
|
| 2904 |
HCM
2904
Harvey Capital Management
Palm Beach,
Florida
| $215M | -$109M | -34% | 2.85% | 147% | 83 | 13.25% | 2.2 |
|
| 2905 |
PCM
2905
Punch Card Management
Winter Park,
Florida
| $214M | +$14.6M | +7% | 12.5% | 41% | 3 | 0% | 1.8 |
|
| 2906 |
TCM
2906
Texan Capital Management
Houston,
Texas
| $214M | +$1.85M | +0.9% | 2.76% | 19.3% | 135 | 8.89% | 2.3 |
|
| 2907 |
AGM
2907
Alpine Global Management
New York
| $214M | -$133M | -38% | 4.97% | 149% | 217 | 85.25% | 0.1 |
|
| 2908 |
CBN
2908
Cadence Bank NA
Houston,
Texas
| $214M | -$7.84M | -4% | 3.59% | 33.3% | 139 | 10.79% | 2.5 |
|
| 2909 |
FC
2909
Finepoint Capital
Boston,
Massachusetts
| $213M | -$12.1M | -5% | 5.29% | 27.4% | 5 | 0% | 2 |
|
| 2910 |
AC
2910
Abbrea Capital
Greenbrae,
California
| $213M | – | – | 1.47% | 38% | 136 | – | 0 |
|
| 2911 |
AFP
2911
Ausdal Financial Partners
Davenport,
Iowa
| $213M | +$14.8M | +7% | 2.31% | 63.2% | 287 | 17.07% | 0.8 |
|
| 2912 |
DBIA
2912
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $213M | +$9.5M | +5% | 3.89% | 78.3% | 200 | 9.5% | 2.4 |
|
| 2913 |
CCM
2913
Cutler Capital Management
Worcester,
Massachusetts
| $213M | -$97.4M | -31% | 3.85% | 39.7% | 87 | 17.24% | 1.9 |
|
| 2914 |
BA
2914
BKS Advisors
Southfield,
Michigan
| $213M | -$4.17M | -2% | 0.98% | 58% | 253 | 34.39% | 1.1 |
|
| 2915 |
CA
2915
Claar Advisors
New York
| $213M | +$14.9M | +8% | 1.89% | 65.5% | 37 | 54.05% | 0.7 |
|
| 2916 |
ACP
2916
Atalan Capital Partners
New York
| $212M | +$1.62M | +0.8% | 0.91% | 319% | 16 | 25% | 0.6 |
|
| 2917 |
MM
2917
Midas Management
New York
| $212M | +$49.4M | +30% | 5.76% | 43.3% | 169 | 23.08% | 1.4 |
|
| 2918 |
AC
2918
Argentiere Capital
Zug,
Switzerland
| $212M | +$107M | +102% | 2.65% | 1.96% | 83 | 74.7% | 0.2 |
|
| 2919 |
2919
IFM Investors
Melbourne,
Australia
| $212M | – | – | 5.08% | 147% | 294 | – | 0 |
|
| 2920 |
TFF
2920
The Family Firm
Bethesda,
Maryland
| $212M | +$1.71M | +0.8% | 1.29% | 40.2% | 117 | 9.4% | 1.7 |
|
| 2921 |
CFSG
2921
Community Financial Services Group
Newport,
Vermont
| $212M | +$440K | +0.2% | 4.71% | – | 64 | 14.06% | 2.7 |
|
| 2922 |
KS
2922
Karpas Strategies
Litchfield,
Connecticut
| $212M | +$7.43M | +4% | 4.81% | 16.1% | 123 | 4.07% | 3 |
|
| 2923 |
RIG
2923
Renaissance Investment Group
Lenox,
Massachusetts
| $212M | +$3.42M | +2% | 3.09% | 99.6% | 83 | 12.05% | 2.7 |
|
| 2924 |
MAM
2924
MPM Asset Management
Boston,
Massachusetts
| $212M | -$93.4M | -31% | 21.8% | 5.89% | 8 | 0% | 2.2 |
|
| 2925 |
KIC
2925
Keating Investment Counselors
Delray Beach,
Florida
| $212M | +$6.47M | +3% | 1.63% | 50% | 64 | 6.25% | 2.8 |
|