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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
HIM
3151
HughesLittle Investment Management
Vancouver,
| $148M | +$3.02M | +2% | 2.93% | 106% | 17 | 0% | 1.6 |
|
| 3152 |
TCM
3152
Trafelet Capital Management
New York
| $148M | -$24.5M | -14% | 11.5% | 101% | 19 | 42.11% | 0.9 |
|
| 3153 |
GSBTD
3153
Glenview State Bank Trust Department
Glenview,
Illinois
| $148M | -$14.9M | -9% | 5.84% | 76.6% | 87 | 5.75% | 1.6 |
|
| 3154 |
NCM
3154
Nebula Capital Management
Stamford,
Connecticut
| $148M | -$17.4M | -10% | 9.87% | 25.6% | 37 | 35.14% | 0.9 |
|
| 3155 |
UAM
3155
UAS Asset Management
New York
| $148M | -$43.9M | -23% | 5.76% | 98% | 32 | 37.5% | 1.7 |
|
| 3156 |
CBCM
3156
Cook & Bynum Capital Management
Birmingham,
Alabama
| $148M | +$4.12M | +3% | 2.58% | 46.8% | 5 | 0% | 2.3 |
|
| 3157 |
LBS
3157
Lawrence B. Seidman
| $148M | +$610K | +0.4% | 4.41% | 12.3% | 30 | 23.33% | 1.1 |
|
| 3158 |
BRA
3158
Bender Robert & Associates
Pasadena,
California
| $148M | -$20.7M | -12% | 8.52% | 116% | 55 | 10.91% | 2 |
|
| 3159 |
FMP
3159
Financial Management Professionals
Austin,
Texas
| $148M | -$65.9M | -31% | 8.49% | 62.1% | 341 | 14.08% | 1.6 |
|
| 3160 |
LCP
3160
Legacy Capital Partners
Milwaukee,
Wisconsin
| $147M | -$6.21M | -4% | 6.02% | 85.6% | 124 | 20.16% | 1.7 |
|
| 3161 |
AACA
3161
American Assets Capital Advisers
San Diego,
California
| $147M | +$9.67M | +7% | 1.55% | 73.5% | 36 | 22.22% | 0.5 |
|
| 3162 |
HC
3162
Hendley & Co
Zanesville,
Ohio
| $147M | -$14.5M | -9% | 5.72% | 54.8% | 67 | 11.94% | 1.8 |
|
| 3163 |
PVMCV
3163
Polaris Venture Management Co V
Boston,
Massachusetts
| $147M | -$77.5M | -35% | 17.8% | 281% | 9 | 0% | 1 |
|
| 3164 |
EVC
3164
Eidelman Virant Capital
Saint Louis,
Missouri
| $147M | -$76.7M | -34% | 5.88% | 46.2% | 193 | 37.31% | 1.3 |
|
| 3165 |
KCM
3165
Karp Capital Management
Sausalito,
California
| $146M | -$1.7M | -1% | 3.44% | 21.3% | 414 | 19.32% | 0.6 |
|
| 3166 |
VST
3166
Van Strum & Towne
San Francisco,
California
| $146M | -$16.2M | -10% | 8.38% | 62.2% | 75 | 12% | 1.8 |
|
| 3167 |
ISB
3167
Iowa State Bank
Urbandale,
Iowa
| $146M | -$12.5M | -8% | 5.65% | 85.7% | 84 | 8.33% | 1.9 |
|
| 3168 |
NFGCM
3168
Norman Fields Gottscho Capital Management
New York
| $146M | -$14.2M | -9% | 4.69% | 96.9% | 81 | 24.69% | 1.4 |
|
| 3169 |
3169
Advisory Alpha
Holland,
Michigan
| $146M | -$10.2M | -7% | 6% | 50.3% | 52 | 17.31% | 1.1 |
|
| 3170 |
SIG
3170
Schaller Investment Group
Winston Salem,
North Carolina
| $146M | -$17M | -10% | 2.41% | 21.9% | 42 | 11.9% | 1.9 |
|
| 3171 |
3171
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $146M | -$19.6M | -12% | 6.82% | 112% | 58 | 13.79% | 0.7 |
|
| 3172 |
GPCM
3172
Granite Point Capital Management
Boston,
Massachusetts
| $146M | -$198M | -58% | 13% | 125% | 117 | 41.03% | 0.6 |
|
| 3173 |
SCM
3173
Sio Capital Management
New York
| $146M | -$56.5M | -28% | 13.1% | 564% | 49 | 51.02% | 0.3 |
|
| 3174 |
PTA
3174
Pear Tree Advisors
Lincoln,
Massachusetts
| $146M | +$137M | +1,509% | 2.13% | 45.8% | 48 | 16.67% | 1.9 |
|
| 3175 |
RWA
3175
River Wealth Advisors
Camp Hill,
Pennsylvania
| $146M | -$11.7M | -7% | 8.59% | 80.3% | 137 | 2.19% | 0.5 |
|