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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
TCOO
3101
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $187M | +$5.05M | +3% | 3.9% | 101% | 113 | 8.85% | 2.4 |
|
| 3102 |
SCM
3102
Shah Capital Management
Raleigh,
North Carolina
| $187M | +$7.02M | +4% | 5.14% | 287% | 18 | 0% | 1.7 |
|
| 3103 |
MIG
3103
Mariner Investment Group
Harrison,
New York
| $187M | -$7.29M | -4% | 0.27% | – | 116 | 50% | 0.9 |
|
| 3104 |
BRC
3104
Bishop Rock Capital
New York
| $187M | – | – | 2.78% | 35.4% | 23 | – | 0 |
|
| 3105 |
NGA
3105
New Generation Advisors
Manchester,
Massachusetts
| $186M | +$9.81M | +6% | 7.18% | 45.1% | 47 | 38.3% | 1.7 |
|
| 3106 |
BSWMG
3106
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $186M | +$9.02M | +5% | 2.64% | 17.9% | 104 | 5.77% | 2.6 |
|
| 3107 |
LCM
3107
Lafitte Capital Management
Austin,
Texas
| $186M | +$10.7M | +6% | 7.37% | 55.2% | 25 | 32% | 1.3 |
|
| 3108 |
AIA
3108
Arbor Investment Advisors
Winston Salem,
North Carolina
| $186M | +$3.2M | +2% | 2.35% | 44.3% | 46 | 17.39% | 2.9 |
|
| 3109 |
WCA
3109
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $186M | -$27M | -13% | 0.57% | 282% | 24 | 29.17% | 1 |
|
| 3110 |
CP
3110
Clover Partners
Dallas,
Texas
| $186M | -$40.4M | -18% | 24.5% | 32.2% | 29 | 41.38% | 1.6 |
|
| 3111 |
BC
3111
Beaconlight Capital
New York
| $186M | -$90M | -33% | 5.74% | 282% | 39 | 56.41% | 0.5 |
|
| 3112 |
PIM
3112
Parker Investment Management
Menlo Park,
California
| $186M | -$96.4M | -34% | 2.92% | 208% | 37 | 48.65% | 0.6 |
|
| 3113 |
DSAM
3113
Dock Street Asset Management
Palm Beach,
Florida
| $186M | +$40.6M | +28% | 1.9% | 175% | 55 | 34.55% | 1.6 |
|
| 3114 |
CPA
3114
Cowen Prime Advisors
New York
| $185M | -$34.9M | -16% | 3.62% | 116% | 273 | 36.63% | 2.4 |
|
| 3115 |
WCM
3115
Windsor Capital Management
Phoenix,
Arizona
| $185M | +$2.53M | +1% | 0.65% | 49.1% | 118 | 8.47% | 2.6 |
|
| 3116 |
SC
3116
Schooner Capital
Vero Beach,
Florida
| $185M | -$28.8M | -13% | 13.5% | 31.1% | 1 | 0% | 3.5 |
|
| 3117 |
PL
3117
Polianta Ltd
St Helier,
Jersey
| $185M | – | – | 4.47% | 31.6% | 75 | – | 0 |
|
| 3118 |
SH
3118
Sandia Holdings
Greenwich,
Connecticut
| $185M | – | – | 2.36% | – | 23 | – | 0 |
|
| 3119 |
SCPM
3119
Sagard Capital Partners Management
New York
| $185M | -$88M | -32% | 7.13% | 37.4% | 8 | 37.5% | 2.1 |
|
| 3120 |
BC
3120
Bocage Capital
San Francisco,
California
| $185M | -$38.3M | -17% | 0.24% | 25.3% | 21 | 52.38% | 0.7 |
|
| 3121 |
WPIC
3121
White Pine Investment Company
Livonia,
Michigan
| $185M | +$14.2M | +8% | 6.21% | 73.3% | 58 | 5.17% | 2.7 |
|
| 3122 |
MC
3122
Matisse Capital
Portland,
Oregon
| $185M | -$2.32M | -1% | 1.62% | 66.9% | 116 | 31.03% | 0.6 |
|
| 3123 |
FCMC
3123
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $185M | +$5.77M | +3% | 4.52% | 88.9% | 57 | 5.26% | 2.4 |
|
| 3124 |
AWM
3124
Altavista Wealth Management
Asheville,
North Carolina
| $185M | +$1.21M | +0.7% | 3.84% | 80.6% | 129 | 6.98% | 2.4 |
|
| 3125 |
3125
Capula Management
Grand Cayman,
Cayman Islands
| $184M | -$403M | -69% | 7.98% | 90.7% | 17 | 64.71% | 0.2 |
|