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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
LSC
3176
Lesa Sroufe & Co
Seattle,
Washington
| $158M | -$13.7M | -8% | 0.1% | – | 47 | 17.02% | 1.1 |
|
| 3177 |
TCM
3177
Trafelet Capital Management
New York
| $158M | +$33.2M | +27% | 11.8% | 101% | 21 | 42.86% | 0.8 |
|
| 3178 |
WRM
3178
Weybosset Research & Management
Province,
Rhode Island
| $158M | +$9.89M | +7% | 4.15% | 73.4% | 56 | 16.07% | 1.2 |
|
| 3179 |
TCM
3179
TCS Capital Management
New York
| $158M | -$16.5M | -9% | 19.3% | 271% | 48 | 70.83% | 0.4 |
|
| 3180 |
PAPAIJV
3180
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $158M | +$23.1M | +17% | 14.7% | 168% | 20 | 20% | 0.7 |
|
| 3181 |
CFA
3181
Camarda Financial Advisors
Fleming Island,
Florida
| $157M | +$13.3M | +9% | 2.7% | 196% | 304 | 37.5% | 0.7 |
|
| 3182 |
TAG
3182
Tactical Allocation Group
Birmingham,
Michigan
| $157M | -$27.2M | -15% | 0.47% | 15.2% | 26 | 50% | 0.7 |
|
| 3183 |
RCM
3183
Riverpark Capital Management
New York
| $157M | +$9.27M | +6% | 3.55% | 152% | 54 | 20.37% | 0.4 |
|
| 3184 |
BM
3184
Bislett Management
Palo Alto,
California
| $157M | +$4.8M | +3% | 9.4% | 19.8% | 30 | 23.33% | 1.2 |
|
| 3185 |
EHWM
3185
Eads & Heald Wealth Management
Atlanta,
Georgia
| $157M | +$9.45M | +6% | 7.33% | 84.4% | 134 | 10.45% | 1.3 |
|
| 3186 |
MCM
3186
Moon Capital Management
New York
| $157M | +$1.03M | +0.7% | 4.5% | 76.3% | 22 | 31.82% | 0.8 |
|
| 3187 |
SAC
3187
Smith Affiliated Capital
New York
| $157M | -$95.7K | -0.1% | 3.64% | 6.89% | 113 | 7.08% | 0.6 |
|
| 3188 |
CFA
3188
Carroll Financial Associates
Charlotte,
North Carolina
| $157M | -$168M | -52% | 3.54% | 79.9% | 1,019 | 33.86% | 1.1 |
|
| 3189 |
NIC
3189
Northwest Investment Counselors
Lake Oswego,
Oregon
| $157M | +$7.87M | +5% | 4.72% | 32.4% | 109 | 6.42% | 1.3 |
|
| 3190 |
SAIG
3190
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $157M | -$6.5M | -4% | 1.99% | 95.4% | 30 | 0% | 1.4 |
|
| 3191 |
GVT
3191
Genesee Valley Trust
Pittsford,
New York
| $156M | -$4.31M | -3% | 5.73% | 30.2% | 333 | 25.83% | 0.9 |
|
| 3192 |
BSWMG
3192
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $156M | +$2.1M | +1% | 2.61% | 17.9% | 107 | 13.08% | 1.3 |
|
| 3193 |
BCM
3193
Breithorn Capital Management
New York
| $156M | +$2.67M | +2% | 7.66% | 43.9% | 59 | 37.29% | 0.9 |
|
| 3194 |
SFS
3194
Shaker Financial Services
Arlington,
Virginia
| $156M | +$1.81M | +1% | 3.61% | 12.9% | 179 | 50.28% | 0.7 |
|
| 3195 |
LCP
3195
Legacy Capital Partners
Milwaukee,
Wisconsin
| $156M | +$5.57M | +4% | 3.99% | 85.6% | 123 | 13.01% | 1.3 |
|
| 3196 |
MCO
3196
MAK Capital One
New York
| $156M | +$2.78M | +2% | 9.75% | 200% | 8 | 62.5% | 0.6 |
|
| 3197 |
BGIM
3197
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $156M | -$15.8M | -9% | 3.55% | 25.8% | 120 | 55% | 0.2 |
|
| 3198 |
PCI
3198
Pacifica Capital Investments
Leander,
Texas
| $156M | +$10.9M | +8% | 7.17% | 70.4% | 14 | 7.14% | 1.2 |
|
| 3199 |
DR
3199
Davis Rea
Toronto,
Ontario, Canada
| $155M | +$5.95M | +4% | 2.59% | 66.9% | 44 | 6.82% | 1.2 |
|
| 3200 |
DCM
3200
Delta Capital Management
Red Bank,
New Jersey
| $155M | +$575K | +0.4% | 3.74% | 125% | 72 | 11.11% | 1.2 |
|