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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
LBIM
2976
Land & Buildings Investment Management
Stamford,
Connecticut
| $185M | -$35.6M | -16% | 0.11% | 53.9% | 26 | 69.23% | 0.4 |
|
| 2977 |
ISB
2977
Iowa State Bank
Urbandale,
Iowa
| $185M | +$7.56M | +4% | 3.43% | 85.7% | 100 | 13% | 2.1 |
|
| 2978 |
MC
2978
Matisse Capital
Portland,
Oregon
| $185M | -$4.89M | -3% | 3.96% | 66.9% | 110 | 26.36% | 0.4 |
|
| 2979 |
FP
2979
FDO Partners
Cambridge,
Massachusetts
| $184M | +$30.7M | +20% | 1.59% | – | 314 | 64.33% | 0.2 |
|
| 2980 |
GA
2980
Giralda Advisors
New York
| $184M | -$5.9M | -3% | 2.68% | 36.8% | 22 | 13.64% | 1 |
|
| 2981 |
GGPE
2981
Golden Gate Private Equity
San Francisco,
California
| $184M | -$109M | -37% | 19.6% | 8.72% | 17 | 29.41% | 1 |
|
| 2982 |
LP
2982
LGL Partners
Philadelphia,
Pennsylvania
| $184M | -$10.5M | -5% | 2.98% | 68.9% | 106 | 9.43% | 0.4 |
|
| 2983 |
RIM
2983
Regent Investment Management
Louisville,
Kentucky
| $184M | +$4.11M | +2% | 1.47% | 44% | 191 | 9.42% | 2.3 |
|
| 2984 |
YP
2984
YG Partners
New York
| $184M | +$30.3M | +20% | 5.6% | – | 29 | 34.48% | 0.4 |
|
| 2985 |
YCM
2985
Yost Capital Management
Houston,
Texas
| $184M | +$19.4M | +12% | 4.41% | 125% | 16 | 37.5% | 0.5 |
|
| 2986 |
TSS
2986
Two Sigma Securities
New York
| $184M | +$106M | +136% | 6.48% | 109% | 619 | 83.52% | 0.1 |
|
| 2987 |
SLCM
2987
Seven Locks Capital Management
New York
| $184M | -$76.3M | -29% | 4.94% | 49.8% | 31 | 48.39% | 0.7 |
|
| 2988 |
CGI
2988
Calixto Global Investors
Coral Gables,
Florida
| $183M | +$13.3M | +8% | 1.44% | 180% | 14 | 42.86% | 0.3 |
|
| 2989 |
NIC
2989
Northwest Investment Counselors
Lake Oswego,
Oregon
| $183M | +$7.06M | +4% | 2.23% | 32.4% | 123 | 4.07% | 2.5 |
|
| 2990 |
HI
2990
Hudock Inc
Williamsport,
Pennsylvania
| $183M | +$2.58M | +1% | 3.53% | 69.7% | 646 | 7.74% | 2.2 |
|
| 2991 |
2991
Koshinski Asset Management
Decatur,
Illinois
| $183M | +$28.5M | +18% | 4.15% | 76.5% | 276 | 27.9% | 1 |
|
| 2992 |
TAM
2992
Toscafund Asset Management
London,
United Kingdom
| $183M | -$130M | -41% | 4.02% | 80.9% | 10 | 40% | 1.3 |
|
| 2993 |
ECAM
2993
East Coast Asset Management
Essex,
Massachusetts
| $183M | -$5.76M | -3% | 1.13% | 147% | 105 | 10.48% | 2.5 |
|
| 2994 |
KFBMI
2994
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $183M | +$3.32M | +2% | 2.18% | 83.3% | 85 | 2.35% | 0.2 |
|
| 2995 |
CCA
2995
Covey Capital Advisors
Atlanta,
Georgia
| $183M | -$6.1M | -3% | 1.98% | 118% | 46 | 15.22% | 1.3 |
|
| 2996 |
CBTWT
2996
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $182M | +$6.31M | +4% | 3.17% | 108% | 118 | 8.47% | 0.5 |
|
| 2997 |
USGIU
2997
U.S. Global Investors (USGI)
San Antonio,
Texas
| $182M | -$4.11M | -2% | 16.2% | 119% | 230 | 51.74% | 0.6 |
|
| 2998 |
PCM
2998
Prime Capital Management
Hong Kong
| $182M | -$29.5M | -14% | 7.18% | 579% | 7 | 42.86% | 1.3 |
|
| 2999 |
ZF
2999
Zhang Financial
Portage,
Michigan
| $182M | +$4.99M | +3% | 3.48% | 67.9% | 75 | 5.33% | 2.3 |
|
| 3000 |
PCMC
3000
Paragon Capital Management (Colorado)
Denver,
Colorado
| $182M | +$18.6M | +11% | 1.23% | 109% | 93 | 24.73% | 1.8 |
|