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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Montecito Bank & Trust
Santa Barbara,
California
| $427M | -$13.5M | -3% | 2.44% | – | 248 | 9.27% | 5.4 |
|
| 3027 |
3027
Blue Grotto Capital
Atlanta,
Georgia
| $426M | +$6.66M | +2% | 2.43% | 300% | 27 | 40.74% | 1 |
|
| 3028 |
3028
Bourgeon Capital Management
Darien,
Connecticut
| $426M | -$2.7M | -0.6% | 0.14% | 121% | 425 | 26.82% | 2.5 |
|
| 3029 |
3029
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $426M | -$34.2M | -7% | 5.09% | 60% | 64 | 6.25% | 4.5 |
|
| 3030 |
3030
Crescent Park Management
East Palo Alto,
California
| $426M | +$83.7M | +24% | 0.99% | 87% | 36 | 33.33% | 1.7 |
|
| 3031 |
3031
PM Capital
Sydney,
Australia
| $426M | -$52.6M | -11% | 4.37% | 105% | 10 | 20% | 5.7 |
|
| 3032 |
PAM
3032
Private Asset Management
San Diego,
California
| $426M | -$94.4M | -18% | 3.19% | 38.2% | 134 | 11.19% | 6.8 |
|
| 3033 |
3033
Hutchinson Capital Management
San Rafael,
California
| $426M | -$636K | -0.1% | 0.37% | 52.6% | 80 | 5% | 4.6 |
|
| 3034 |
3034
Citizens Business Bank
Ontario,
California
| $426M | -$22.8M | -5% | 1.21% | 108% | 113 | 11.5% | 5.6 |
|
| 3035 |
3035
Honeycomb Asset Management
New York
| $425M | -$220M | -34% | 2.01% | 49% | 38 | 65.79% | 0.4 |
|
| 3036 |
3036
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $425M | +$37.2M | +10% | 3.72% | 44.3% | 553 | 91.32% | 0.2 |
|
| 3037 |
CCA
3037
Castle Creek Arbitrage
Avon,
Colorado
| $425M | -$381M | -47% | 1.22% | 17.2% | 390 | 34.62% | 1.3 |
|
| 3038 |
3038
Huber Capital Management
El Segundo,
California
| $425M | +$9.04M | +2% | 3.42% | 70.4% | 110 | 27.27% | 4.2 |
|
| 3039 |
3039
NWF Advisory Services
Los Angeles,
California
| $425M | -$6.79M | -2% | 3.43% | 120% | 305 | 10.82% | 0.5 |
|
| 3040 |
3040
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $425M | +$300M | +242% | 3.74% | 5.26% | 86 | 65.12% | 0.4 |
|
| 3041 |
3041
Ophir Asset Management
Sydney,
Australia
| $424M | -$55.7M | -12% | 6.6% | 282% | 31 | 32.26% | 0.6 |
|
| 3042 |
PWW
3042
Pettyjohn Wood & White
Lynchburg,
Virginia
| $424M | -$10.9M | -3% | 3.04% | 70.9% | 181 | 5.52% | 5.9 |
|
| 3043 |
3043
MA Private Wealth
San Carlos,
California
| $423M | -$8.02M | -2% | 3.72% | 57.5% | 75 | 12% | 2.6 |
|
| 3044 |
3044
StepStone Group
La Jolla,
California
| $423M | -$118M | -22% | 6.4% | 107% | 28 | 35.71% | 1.3 |
|
| 3045 |
3045
Kelman-Lazarov Inc
Memphis,
Tennessee
| $423M | +$7.03M | +2% | 3.03% | 46.6% | 99 | 5.05% | 4.4 |
|
| 3046 |
3046
Shah Capital Management
Raleigh,
North Carolina
| $423M | +$29.2M | +7% | 9.15% | 287% | 15 | 6.67% | 3.8 |
|
| 3047 |
3047
RK Capital Management (Colorado)
Denver,
Colorado
| $423M | -$43.3M | -9% | 3.71% | 89% | 55 | 29.09% | 2.3 |
|
| 3048 |
3048
Benjamin Edwards Inc
Clayton,
Missouri
| $422M | -$8.28M | -2% | 2.93% | 66.5% | 699 | 10.3% | 2.3 |
|
| 3049 |
WPI
3049
Walter Public Investments
Westmount,
Canada
| $422M | -$26.9M | -6% | 1.79% | 72.7% | 44 | 6.82% | 1 |
|
| 3050 |
NG
3050
Northstar Group
New York
| $422M | -$4.67M | -1% | 1.07% | 63.9% | 151 | 7.28% | 5.8 |
|