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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
PGA
2951
Portland Global Advisors
Portland,
Maine
| $194M | -$843K | -0.4% | 1.86% | 43.4% | 118 | 12.71% | 1.4 |
|
| 2952 |
CGC
2952
Cloud Gate Capital
Chicago,
Illinois
| $193M | +$93.3M | +93% | 4.87% | – | 31 | 38.71% | 0.2 |
|
| 2953 |
PAS
2953
Partnervest Advisory Services
Santa Barbara,
California
| $193M | -$13.2M | -6% | 0.38% | 45.1% | 190 | 28.95% | 1.2 |
|
| 2954 |
KC
2954
Kingfisher Capital
Charlotte,
North Carolina
| $193M | -$2.03M | -1% | 2.46% | 58.5% | 151 | 23.18% | 1.1 |
|
| 2955 |
RWA
2955
Ropes Wealth Advisors
Boston,
Massachusetts
| $193M | – | – | 0.08% | 71% | 330 | – | 0 |
|
| 2956 |
CA
2956
Cumberland Advisors
Sarasota,
Florida
| $193M | +$20.9M | +12% | 3.98% | 73.5% | 76 | 28.95% | 0.6 |
|
| 2957 |
CAL
2957
Capital Advisors Ltd
Shaker Heights,
Ohio
| $193M | +$9.29M | +5% | 1.59% | 54.2% | 346 | 9.25% | 1.1 |
|
| 2958 |
CCM
2958
CrestPoint Capital Management
Four Seasons,
Missouri
| $192M | +$8.08M | +4% | 1.82% | 42.6% | 265 | 35.09% | 0.8 |
|
| 2959 |
ECM
2959
Empire Capital Management
Westport,
Connecticut
| $192M | -$164M | -46% | 0.41% | 17.2% | 68 | 83.82% | 0.2 |
|
| 2960 |
2960
Capital Wealth Planning
Naples,
Florida
| $192M | -$22.4M | -10% | 0.09% | 73.9% | 150 | 27.33% | 0.8 |
|
| 2961 |
BCCM
2961
Blue Clay Capital Management
Minneapolis,
Minnesota
| $192M | +$54.9M | +40% | 12.5% | – | 83 | 28.92% | 0.2 |
|
| 2962 |
PLFAM
2962
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $192M | +$22.3M | +13% | 0.64% | 81.6% | 112 | 17.86% | 1.3 |
|
| 2963 |
RVGI
2963
RRE Ventures GP III
New York
| $192M | -$25.3M | -12% | 6.16% | 74.5% | 5 | 40% | 1.2 |
|
| 2964 |
NOCM
2964
Night Owl Capital Management
Greenwich,
Connecticut
| $191M | -$11.8M | -6% | 1.97% | 162% | 27 | 14.81% | 1.2 |
|
| 2965 |
FCM
2965
Ferox Capital Management
London,
United Kingdom
| $191M | -$8.24M | -4% | 0% | 2.07% | 26 | 0% | 0.6 |
|
| 2966 |
BC
2966
Birchview Capital
Burlington,
Vermont
| $190M | +$18.1M | +11% | 9.57% | 327% | 38 | 13.16% | 0.2 |
|
| 2967 |
V
2967
ValueWorks
New York
| $190M | -$12.9M | -6% | 0.57% | 190% | 36 | 8.33% | 1.5 |
|
| 2968 |
7A
2968
734 Agriculture
New York
| $190M | +$4.56M | +2% | 2.46% | 23.8% | 1 | 0% | 1 |
|
| 2969 |
LA
2969
Lynch & Associates
Newburgh,
Indiana
| $190M | +$3.97M | +2% | 1.9% | 73.5% | 108 | 12.04% | 1.4 |
|
| 2970 |
HI
2970
Hendershot Investments
Centreville,
Virginia
| $190M | -$874K | -0.5% | 0.53% | 50.5% | 60 | 5% | 1.5 |
|
| 2971 |
SMC
2971
Smith, Moore & Co
Clayton,
Missouri
| $189M | +$1.7M | +0.9% | 1.9% | 67% | 183 | 15.3% | 0.9 |
|
| 2972 |
ECML
2972
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $189M | -$60.4M | -24% | 3.89% | 93.6% | 63 | 15.87% | 0.9 |
|
| 2973 |
SAM
2973
Selway Asset Management
| $189M | +$3.41M | +2% | 0.48% | 36.5% | 75 | 16% | 1.1 |
|
| 2974 |
AP
2974
Advisors Preferred
Rockville,
Maryland
| $189M | -$23.8M | -11% | 5.38% | 102% | 405 | 72.59% | 0.2 |
|
| 2975 |
ECAM
2975
East Coast Asset Management
Essex,
Massachusetts
| $188M | +$5.71M | +3% | 1.77% | 147% | 117 | 5.13% | 1.6 |
|