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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
CL
3001
CIM LLC
Albany,
New York
| $199M | -$13.9M | -7% | 0.75% | 108% | 97 | 22.68% | 1.8 |
|
| 3002 |
FCMI
3002
Foresite Capital Management II
Larkspur,
California
| $199M | -$10.2M | -5% | 13.1% | 66.2% | 11 | 27.27% | 1.6 |
|
| 3003 |
EFSCE
3003
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $199M | +$22.2M | +13% | 8.02% | 100% | 1,130 | 12.92% | 2.6 |
|
| 3004 |
GAM
3004
Gemmer Asset Management
Walnut Creek,
California
| $199M | +$2.35M | +1% | 1.91% | 90.5% | 1,303 | 9.13% | 2.3 |
|
| 3005 |
DMK
3005
David M. Knott
| $199M | +$4.98M | +3% | 2.22% | 81% | 71 | 9.86% | 2.2 |
|
| 3006 |
PG
3006
Proffitt & Goodson
Knoxville,
Tennessee
| $199M | +$5.38M | +3% | 3.31% | 48.5% | 51 | 9.8% | 2.4 |
|
| 3007 |
IFA
3007
Interactive Financial Advisors
New Lenox,
Illinois
| $199M | -$1.14M | -0.6% | 1.21% | 47.6% | 119 | 21.85% | 2.3 |
|
| 3008 |
FC
3008
FIC Capital
New York
| $199M | -$24.2M | -11% | 0.02% | 49.7% | 124 | 14.52% | 2.3 |
|
| 3009 |
3009
Nicholas Hoffman & Company
Atlanta,
Georgia
| $198M | +$15.5M | +8% | 2.66% | 65.1% | 158 | 15.82% | 0.4 |
|
| 3010 |
RA
3010
RMR Advisors
Newton,
Massachusetts
| $198M | -$8.77M | -4% | 2.33% | 2.17% | 113 | 7.96% | 2.9 |
|
| 3011 |
FAM
3011
Formidable Asset Management
Cincinnati,
Ohio
| $198M | -$3.27M | -2% | 3.83% | 52.2% | 180 | 9.44% | 2.1 |
|
| 3012 |
MCWS
3012
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $198M | +$3.81M | +2% | 2.01% | 57.4% | 126 | 9.52% | 2.3 |
|
| 3013 |
SCM
3013
Stonehill Capital Management
New York
| $198M | -$13.3M | -6% | 5.05% | 117% | 20 | 55% | 1 |
|
| 3014 |
RWA
3014
River Wealth Advisors
Camp Hill,
Pennsylvania
| $198M | +$16.7M | +9% | 5.46% | 80.3% | 155 | 7.1% | 1.5 |
|
| 3015 |
3015
Bowie Capital Management
Richardson,
Texas
| $197M | – | – | 0.42% | 31.6% | 22 | – | 0 |
|
| 3016 |
NIC
3016
Northwest Investment Counselors
Lake Oswego,
Oregon
| $197M | +$2.82M | +1% | 1.39% | 32.4% | 123 | 3.25% | 2.9 |
|
| 3017 |
SRP
3017
Saddle Road Partners
Omaha,
Nebraska
| $197M | +$20.8M | +12% | 3.64% | – | 123 | 12.2% | 0.9 |
|
| 3018 |
TC
3018
Trust Company
Manhattan,
Kansas
| $197M | -$31.3M | -14% | 4.8% | 40.6% | 418 | 17.7% | 1.3 |
|
| 3019 |
CC
3019
Cambrian Capital
San Francisco,
California
| $197M | +$24.3M | +14% | 5.56% | 17.3% | 55 | 29.09% | 1.8 |
|
| 3020 |
TCMG
3020
TSP Capital Management Group
Summit,
New Jersey
| $197M | -$1.29M | -0.7% | 1.36% | 186% | 64 | 0% | 1.8 |
|
| 3021 |
TAA
3021
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $197M | +$30.3M | +18% | 6.75% | 325% | 7 | 42.86% | 0.9 |
|
| 3022 |
OMC
3022
Oasis Management Company
Grand Cayman,
Cayman Islands
| $197M | -$48M | -20% | 11.7% | 368% | 39 | 58.97% | 0.3 |
|
| 3023 |
CI
3023
Chartist Inc
Seal Beach,
California
| $196M | +$5.32M | +3% | 3.38% | – | 38 | 13.16% | 1.5 |
|
| 3024 |
BPCA
3024
Bank Pictet & Cie (Asia)
Singapore
| $196M | +$23.2M | +13% | 0.15% | 30.4% | 69 | 17.39% | 0.9 |
|
| 3025 |
LSC
3025
Lyon Street Capital
Sausalito,
California
| $196M | -$9.27M | -5% | 7.34% | – | 44 | 34.09% | 1.1 |
|