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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
CRCM
2926
Cat Rock Capital Management
Greenwich,
Connecticut
| $233M | -$15.2M | -6% | 11.7% | 66.7% | 8 | 25% | 0.8 |
|
| 2927 |
OSNBOA
2927
Old Second National Bank of Aurora
Aurora,
Illinois
| $233M | +$8.9M | +4% | 2.94% | 89.5% | 350 | 12.86% | 2.7 |
|
| 2928 |
EM
2928
EnTrustPermal Management
New York
| $233M | +$36M | +18% | 8.69% | 19.3% | 52 | 36.54% | 1 |
|
| 2929 |
BRCA
2929
Birch Run Capital Advisors
Dallas,
Texas
| $233M | -$14.2M | -6% | 3.11% | 8.22% | 19 | 15.79% | 2.5 |
|
| 2930 |
AWP
2930
Ascent Wealth Partners
New Hartford,
New York
| $233M | +$10.9M | +5% | 4.17% | 94.4% | 128 | 12.5% | 2.3 |
|
| 2931 |
BMC
2931
Benin Management Corp
Wilton,
Connecticut
| $232M | +$12.4M | +6% | 2.49% | 76.3% | 101 | 5.94% | 3.1 |
|
| 2932 |
CVSCT
2932
C.V. Starr & Co Trust
New York
| $232M | -$11.9M | -5% | 4.06% | 51.7% | 30 | 3.33% | 3.4 |
|
| 2933 |
HP
2933
Harbourvest Partners
Boston,
Massachusetts
| $232M | +$53.5M | +30% | 55.5% | 8.96% | 27 | 48.15% | 0.6 |
|
| 2934 |
GCM
2934
Grisanti Capital Management
New York
| $232M | -$5.99M | -3% | 0.52% | 17.9% | 70 | 35.71% | 1.7 |
|
| 2935 |
AIP
2935
Ahrens Investment Partners
Lafayette,
Louisiana
| $232M | +$23.8M | +11% | 1.92% | 82.3% | 188 | 27.13% | 0.4 |
|
| 2936 |
SAM
2936
Shikiar Asset Management
New York
| $232M | +$10.4M | +5% | 5.16% | 97.8% | 129 | 24.03% | 1.7 |
|
| 2937 |
TFM
2937
Trimaran Fund Management
New York
| $232M | +$31.8M | +16% | 15.9% | 82.8% | 1 | 0% | 2.5 |
|
| 2938 |
YEPV
2938
Yorktown Energy Partners VII
New York
| $232M | +$94.1M | +68% | 2.87% | 22.4% | 4 | 25% | 1.1 |
|
| 2939 |
III
2939
Independent Investors Inc
Nesconset,
New York
| $231M | -$3.74M | -2% | 3.05% | 61.6% | 79 | 1.27% | 3.5 |
|
| 2940 |
RWM
2940
Raffa Wealth Management
Washington,
District of Columbia
| $231M | +$25.6M | +12% | 2.89% | 35.8% | 409 | 11.98% | 2.4 |
|
| 2941 |
GHAM
2941
Gilman Hill Asset Management
New Canaan,
Connecticut
| $231M | +$1.14M | +0.5% | 1.8% | 54.2% | 172 | 10.47% | 2.5 |
|
| 2942 |
NCM
2942
Northside Capital Management
Hood River,
Oregon
| $231M | -$135M | -37% | 0.14% | 99.6% | 132 | 56.06% | 1.9 |
|
| 2943 |
IAA
2943
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $231M | +$2.37M | +1% | 1.19% | 44.9% | 92 | 25% | 1.7 |
|
| 2944 |
HPC
2944
Hill Path Capital
New York
| $231M | +$142M | +159% | 9.63% | 5.23% | 3 | 33.33% | 0.3 |
|
| 2945 |
CWM
2945
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $230M | +$16.5M | +8% | 2.44% | 48.8% | 254 | 10.63% | 2.3 |
|
| 2946 |
MAM
2946
MPM Asset Management
Boston,
Massachusetts
| $230M | +$22.3M | +11% | 12.1% | 5.89% | 9 | 11.11% | 2 |
|
| 2947 |
TBA
2947
Train Babcock Advisors
New York
| $230M | +$7.31M | +3% | 4.25% | 41.9% | 116 | 8.62% | 3 |
|
| 2948 |
SCM
2948
Simcoe Capital Management
New York
| $230M | +$11.2M | +5% | 0.87% | 48.7% | 18 | 44.44% | 0.9 |
|
| 2949 |
VCM
2949
Verger Capital Management
Winston-Salem,
North Carolina
| $230M | +$4.89M | +2% | 1.41% | 53.1% | 14 | 0% | 1.8 |
|
| 2950 |
RSVP
2950
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $230M | +$10.4M | +5% | 3.42% | 64.3% | 60 | 3.33% | 3.3 |
|