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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
MC
3076
Mathes Company
New York
| $176M | +$5M | +3% | 5.43% | 121% | 140 | 12.14% | 2.2 |
|
| 3077 |
AAM
3077
American Asset Management
Boca Raton,
Florida
| $176M | +$29.5M | +20% | 1.26% | 42.5% | 72 | 87.5% | 0.1 |
|
| 3078 |
3078
SC US (TTGP)
Menlo Park,
California
| $176M | +$13.3M | +8% | 12.6% | 65.2% | 12 | 50% | 1.3 |
|
| 3079 |
SRP
3079
Saddle Road Partners
Omaha,
Nebraska
| $176M | +$9.16M | +5% | 4.95% | – | 123 | 6.5% | 0.7 |
|
| 3080 |
VCM
3080
Versant Capital Management
Phoenix,
Arizona
| $176M | +$6.33M | +4% | 2.26% | 97.3% | 1,591 | 5.78% | 0.7 |
|
| 3081 |
GA
3081
Geller Advisors
New York
| $176M | +$1.93M | +1% | 2.72% | 20.4% | 28 | 21.43% | 2.2 |
|
| 3082 |
VW
3082
Vantage Wealth
Pasadena,
California
| $176M | +$18.4M | +12% | 5.71% | 56.1% | 21 | 4.76% | 2.6 |
|
| 3083 |
LCM
3083
Lafitte Capital Management
Austin,
Texas
| $175M | +$23.5M | +16% | 11.9% | 55.2% | 27 | 33.33% | 1.3 |
|
| 3084 |
AF
3084
AMG Funds
Stamford,
Connecticut
| $175M | – | – | 5.89% | 6.28% | 107 | – | 0 |
|
| 3085 |
VNA
3085
VNBTrust National Association
Charlottesville,
Virginia
| $175M | +$4.48M | +3% | 7.87% | 42.9% | 138 | 10.87% | 2.2 |
|
| 3086 |
GCP
3086
Garelick Capital Partners
Boston,
Massachusetts
| $175M | +$44.4M | +34% | 21.5% | 195% | 37 | 56.76% | 0.3 |
|
| 3087 |
AI
3087
ArchPoint Investors
Coral Gables,
Florida
| $175M | -$222K | -0.1% | 3.81% | 111% | 162 | 44.44% | 2.1 |
|
| 3088 |
LGC
3088
Laurel Grove Capital
Los Angeles,
California
| $175M | +$8.63M | +5% | 3.64% | 59.2% | 99 | 5.05% | 2.4 |
|
| 3089 |
IAS
3089
IMA Advisory Services
Denver,
Colorado
| $175M | +$15.5M | +10% | 2.81% | 74.5% | 117 | 19.66% | 1.7 |
|
| 3090 |
SCC
3090
Second Curve Capital
Radnor,
Pennsylvania
| $175M | +$45.5M | +35% | 23.3% | 160% | 20 | 15% | 2.2 |
|
| 3091 |
WFC
3091
West Face Capital
Toronto,
Ontario, Canada
| $175M | -$1.11M | -0.6% | 12.5% | 10.9% | 4 | 0% | 2.4 |
|
| 3092 |
AWA
3092
Arete Wealth Advisors
Chicago,
Illinois
| $175M | +$15.6M | +10% | 4.89% | 85.3% | 174 | 31.61% | 1.2 |
|
| 3093 |
AC
3093
Adelphi Capital
London,
United Kingdom
| $175M | -$27.4M | -14% | 14.1% | – | 3 | 33.33% | 1.8 |
|
| 3094 |
SAM
3094
Shamrock Asset Management
Dallas,
Texas
| $174M | +$1.96M | +1% | 1.99% | 31% | 290 | 18.62% | 1.7 |
|
| 3095 |
HP
3095
HT Partners
Centerbrook,
Connecticut
| $174M | -$11M | -6% | 3.64% | 63.1% | 20 | 5% | 1.6 |
|
| 3096 |
WRTC
3096
Wind River Trust Company
Jackson,
Wyoming
| $174M | +$6M | +4% | 3.59% | 62.1% | 8 | 0% | 2.9 |
|
| 3097 |
AHC
3097
Anderson Hoagland & Co
St Louis,
Missouri
| $174M | +$11.5M | +7% | 5.92% | 95.1% | 124 | 18.55% | 2 |
|
| 3098 |
WCM
3098
Weik Capital Management
Wyomissing,
Pennsylvania
| $174M | +$6.55M | +4% | 2.33% | 66.9% | 112 | 5.36% | 2.5 |
|
| 3099 |
RCS
3099
Retirement Capital Strategies
San Jose,
California
| $174M | +$4.04M | +2% | 2.76% | 59% | 16 | 12.5% | 1.8 |
|
| 3100 |
AMIM
3100
Aull & Monroe Investment Management
Mobile,
Alabama
| $174M | +$109K | +0.1% | 1.82% | 96.6% | 128 | 7.03% | 2.6 |
|