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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 |
GAM
2951
Gould Asset Management
Claremont,
California
| $186M | -$952K | -0.5% | 2.09% | 42.8% | 105 | 12.38% | 2.1 |
|
| 2952 |
RCP
2952
RIT Capital Partners
London,
United Kingdom
| $185M | -$187M | -50% | 1.46% | 71.4% | 13 | 61.54% | 0.7 |
|
| 2953 |
RIM
2953
Rampart Investment Management
Hartford,
Connecticut
| $185M | -$6.87M | -4% | 3.9% | 74% | 15 | 53.33% | 0.5 |
|
| 2954 |
BGIM
2954
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $185M | +$105M | +131% | 16.7% | 25.8% | 22 | 31.82% | 0.5 |
|
| 2955 |
ZCA
2955
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $185M | +$68.2M | +59% | 0.53% | 41% | 65 | 98.46% | 0 |
|
| 2956 |
PP
2956
Pegasus Partners
Mequon,
Wisconsin
| $184M | -$15M | -8% | 1.35% | 32.6% | 136 | 48.53% | 0.4 |
|
| 2957 |
BMC
2957
Benin Management Corp
Wilton,
Connecticut
| $184M | +$4.34M | +2% | 1.18% | 76.3% | 97 | 3.09% | 2.2 |
|
| 2958 |
VEPM
2958
Vista Equity Partners Management
San Francisco,
California
| $184M | +$39.9M | +28% | 10.6% | 3.45% | 32 | 43.75% | 0.8 |
|
| 2959 |
CCM
2959
CrestPoint Capital Management
Four Seasons,
Missouri
| $184M | +$7.19M | +4% | 3.18% | 42.6% | 251 | 41.43% | 1.1 |
|
| 2960 |
BOS
2960
Bank of Stockton
Stockton,
California
| $184M | +$9.66M | +6% | 1.78% | 92.3% | 121 | 18.18% | 1.9 |
|
| 2961 |
BC
2961
BHR Capital
New York
| $184M | -$257M | -58% | 2.35% | 5.89% | 31 | 41.94% | 1.3 |
|
| 2962 |
SLT
2962
St Louis Trust
Saint Louis,
Missouri
| $183M | +$25.1M | +16% | 1.8% | 71.4% | 63 | 23.81% | 0.2 |
|
| 2963 |
KIA
2963
Kopp Investment Advisors
Bloomington,
Minnesota
| $183M | -$20.1M | -10% | 12.3% | 109% | 72 | 18.06% | 1.8 |
|
| 2964 |
FWM
2964
Focused Wealth Management
Newburgh,
New York
| $183M | +$9.09M | +5% | 0.34% | 73.9% | 781 | 13.44% | 1.9 |
|
| 2965 |
MIM
2965
Merion Investment Management
Bay Harbor Islands,
Florida
| $183M | +$22.3M | +14% | 3.36% | 27.6% | 3 | 66.67% | 0.3 |
|
| 2966 |
RCP
2966
Rho Capital Partners
New York
| $183M | -$108M | -37% | 30.7% | – | 10 | 10% | 1.6 |
|
| 2967 |
NEIRG
2967
New England Investment & Retirement Group
North Andover,
Massachusetts
| $183M | -$6.98M | -4% | 2.44% | 72.5% | 97 | 56.7% | 1.2 |
|
| 2968 |
AI
2968
ArchPoint Investors
Coral Gables,
Florida
| $183M | +$40.4M | +28% | 1.83% | 111% | 171 | 13.45% | 1.2 |
|
| 2969 |
TCMG
2969
TSP Capital Management Group
Summit,
New Jersey
| $182M | -$5.37M | -3% | 10.6% | 178% | 74 | 16.22% | 1.2 |
|
| 2970 |
FPTW
2970
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $182M | +$12.6M | +7% | 2.7% | 41.6% | 132 | 6.82% | 1.2 |
|
| 2971 |
KFA
2971
Kelleher Financial Advisors
New York
| $181M | +$33.8M | +23% | 5.15% | 72.4% | 247 | 53.04% | 1.1 |
|
| 2972 |
HI
2972
Hudock Inc
Williamsport,
Pennsylvania
| $181M | -$44M | -20% | 3.01% | 69.7% | 648 | 13.12% | 2 |
|
| 2973 |
AIM
2973
Ashford Investment Management
Dallas,
Texas
| $181M | +$16M | +10% | 0.81% | – | 50 | 100% | 0 |
|
| 2974 |
HC
2974
Hillman Company
Pittsburgh,
Pennsylvania
| $181M | -$9.21M | -5% | 0.06% | 134% | 13 | 7.69% | 0.8 |
|
| 2975 |
2975
TCI Wealth Advisors
Tucson,
Arizona
| $180M | +$910K | +0.5% | 2.33% | 65% | 1,508 | 35.34% | 1.3 |
|