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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
BPCA
2951
Bank Pictet & Cie (Asia)
Singapore
| $161M | +$10.7M | +7% | 1.38% | 30.4% | 54 | 25.93% | 0.2 |
|
| 2952 |
SJ
2952
Stilwell Joseph
| $161M | -$4.81M | -3% | 0.75% | – | 54 | 9.26% | 0.7 |
|
| 2953 |
TA
2953
TBP Advisors
Purchase,
New York
| $161M | +$4.92M | +3% | 4.13% | – | 53 | 1.89% | 0.7 |
|
| 2954 |
OWIM
2954
Old West Investment Management
Los Angeles,
California
| $161M | -$4.99M | -3% | 0.94% | 242% | 89 | 12.36% | 0.7 |
|
| 2955 |
CP
2955
Clover Partners
Dallas,
Texas
| $161M | +$20.6M | +15% | 3.12% | 32.2% | 35 | 25.71% | 0.6 |
|
| 2956 |
TCM
2956
Tieton Capital Management
Yakima,
Washington
| $160M | +$1.79M | +1% | 6.55% | 172% | 28 | 7.14% | 0.7 |
|
| 2957 |
SGH
2957
Sivik Global Healthcare
Greenwich,
Connecticut
| $160M | +$19.5M | +14% | 8.42% | 83.8% | 76 | 38.16% | 0.2 |
|
| 2958 |
FNBOH
2958
First National Bank of Hutchinson
Hutchinson,
Kansas
| $160M | +$9.21M | +6% | 1.85% | 121% | 88 | 15.91% | 0.6 |
|
| 2959 |
SSWM
2959
Smith Salley Wealth Management
Greensboro,
North Carolina
| $160M | +$6.72M | +4% | 1.19% | 106% | 114 | 11.4% | 0.6 |
|
| 2960 |
TAM
2960
Target Asset Management
Singapore
| $160M | +$41.4M | +35% | 9.26% | – | 3 | 0% | 0.3 |
|
| 2961 |
RA
2961
RMR Advisors
Newton,
Massachusetts
| $160M | +$12.1M | +8% | 7.89% | 2.17% | 112 | 6.25% | 0.7 |
|
| 2962 |
OPTFSNA
2962
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $160M | +$6.59M | +4% | 4.02% | 72.6% | 79 | 3.8% | 0.7 |
|
| 2963 |
PFBT
2963
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $160M | +$12M | +8% | 0.38% | 73.6% | 177 | 18.08% | 0.6 |
|
| 2964 |
TCGI
2964
Three Corner Global Investors
New York
| $159M | +$37M | +30% | 2.22% | 57.5% | 43 | 74.42% | 0.1 |
|
| 2965 |
TCA
2965
Teewinot Capital Advisers
New York
| $159M | +$17.6M | +12% | 6.74% | 149% | 66 | 40.91% | 0.2 |
|
| 2966 |
NRCM
2966
Northern Right Capital Management
Darien,
Connecticut
| $159M | -$32M | -17% | 3.5% | 187% | 21 | 42.86% | 0.4 |
|
| 2967 |
MBT
2967
Montecito Bank & Trust
Santa Barbara,
California
| $159M | -$1.48M | -0.9% | 1.58% | – | 147 | 10.88% | 0.6 |
|
| 2968 |
BCM
2968
Bourgeon Capital Management
Darien,
Connecticut
| $159M | +$3.19M | +2% | 0.72% | 117% | 110 | 30% | 0.5 |
|
| 2969 |
YP
2969
Yellowstone Partners
Idaho Falls,
Idaho
| $159M | +$3.72M | +2% | 2.76% | – | 196 | 18.88% | 0.2 |
|
| 2970 |
WCM
2970
Weik Capital Management
Wyomissing,
Pennsylvania
| $159M | -$3.67M | -2% | 1.24% | 66.9% | 104 | 3.85% | 0.7 |
|
| 2971 |
WSC
2971
Wellington Shields & Co
New York
| $159M | +$10.6M | +7% | 8.88% | 109% | 124 | 15.32% | 0.7 |
|
| 2972 |
TT
2972
Tower Trust
Fort Wayne,
Indiana
| $159M | -$6.89M | -4% | 1.49% | – | 178 | 9.55% | 0.6 |
|
| 2973 |
SM
2973
SLS Management
New York
| $159M | +$39.9M | +34% | 7.96% | 11.3% | 22 | 40.91% | 0.5 |
|
| 2974 |
BM
2974
Bislett Management
Palo Alto,
California
| $158M | +$3.79M | +2% | 0.03% | 19.8% | 27 | 14.81% | 0.7 |
|
| 2975 |
KC
2975
Kepos Capital
New York
| $158M | +$52.5M | +50% | 0.74% | 21.1% | 6 | 0% | 0.7 |
|