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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 |
GCMG
3176
Gyroscope Capital Management Group
Naples,
Florida
| $198M | -$1.93M | -1% | 3.64% | 24.8% | 132 | 34.85% | 0.8 |
|
| 3177 |
3177
Consolidated Investment Group
Englewood,
Colorado
| $198M | +$10.3M | +5% | 6.73% | 140% | 48 | 4.17% | 3 |
|
| 3178 |
FCT
3178
Family Capital Trust
Peabody,
Massachusetts
| $198M | +$4.5M | +2% | 3.63% | 39.1% | 59 | 10.17% | 3.2 |
|
| 3179 |
3179
Windsor Capital Management
Phoenix,
Arizona
| $198M | -$1.13M | -0.6% | 2.36% | 49.1% | 108 | 1.85% | 3.3 |
|
| 3180 |
PCMI
3180
Princeton Capital Management Inc
Princeton,
New Jersey
| $198M | +$39.1M | +25% | 7.13% | 57.9% | 73 | 9.59% | 2.7 |
|
| 3181 |
3181
GoodHaven Capital Management
Millburn,
New Jersey
| $198M | -$2.52M | -1% | 7.49% | 80.7% | 24 | 20.83% | 2.7 |
|
| 3182 |
3182
SignalPoint Asset Management
Springfield,
Missouri
| $198M | -$167M | -46% | 4.49% | 36% | 214 | 45.33% | 1.9 |
|
| 3183 |
3183
Barnett & Company
Chattanooga,
Tennessee
| $198M | -$12.6M | -6% | 1.99% | 65.9% | 378 | 17.46% | 1.9 |
|
| 3184 |
3184
V Wealth Advisors
Overland Park,
Kansas
| $197M | -$16.2M | -8% | 6.2% | 36.9% | 863 | 78.91% | 1 |
|
| 3185 |
3185
Inspirion Wealth Advisors
Libertyville,
Illinois
| $197M | +$13M | +7% | 5.63% | 52.5% | 70 | 7.14% | 2.1 |
|
| 3186 |
3186
WealthTrust-Arizona
Scottsdale,
Arizona
| $197M | +$3.23M | +2% | 3.76% | 20.2% | 700 | 12.14% | 2.5 |
|
| 3187 |
3187
Hartford Financial Management
Hartford,
Connecticut
| $197M | -$25.5M | -11% | 3.85% | 87.9% | 420 | 20.24% | 1.8 |
|
| 3188 |
3188
Aquamarine Capital Management
New York
| $197M | +$33.2M | +20% | 23.7% | 23% | 17 | 0% | 2.3 |
|
| 3189 |
3189
Wind River Trust Company
Jackson,
Wyoming
| $197M | +$26.3M | +15% | 3.76% | 62.1% | 8 | 0% | 3.9 |
|
| 3190 |
3190
Zhang Financial
Portage,
Michigan
| $197M | +$8.51M | +5% | 3.47% | 67.9% | 82 | 7.32% | 2.8 |
|
| 3191 |
LFR
3191
Lehman Financial Resources
Media,
Pennsylvania
| $197M | +$19M | +11% | 4.24% | 58.2% | 68 | 8.82% | 2.5 |
|
| 3192 |
3192
Black Diamond Capital Management
Stamford,
Connecticut
| $196M | +$115M | +141% | 43.2% | 28.3% | 4 | 50% | 2.5 |
|
| 3193 |
3193
Symmetry Partners
Glastonbury,
Connecticut
| $196M | +$13.1M | +7% | 2.85% | 58.5% | 32 | 3.13% | 0.7 |
|
| 3194 |
3194
Kayak Investment Partners
San Francisco,
California
| $196M | -$16.2M | -8% | 12.3% | 27% | 19 | 15.79% | 0.6 |
|
| 3195 |
3195
Tradewinds Capital Management
Bellingham,
Washington
| $196M | +$5.9M | +3% | 5.05% | 96.9% | 733 | 12.55% | 2.3 |
|
| 3196 |
3196
Lingohr Asset Management
Duesseldorf,
Germany
| $196M | +$23M | +13% | 8.92% | 141% | 127 | 25.2% | 1.1 |
|
| 3197 |
3197
Boston Research & Management
Manchester,
Massachusetts
| $196M | +$10.8M | +6% | 4.75% | 53.2% | 98 | 5.1% | 3.7 |
|
| 3198 |
3198
GCM Grosvenor
Chicago,
Illinois
| $196M | +$19.1M | +11% | 7.01% | – | 10 | 60% | 0.3 |
|
| 3199 |
3199
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $195M | +$8.54M | +5% | 3.87% | 74% | 63 | 3.17% | 1.6 |
|
| 3200 |
3200
Cat Rock Capital Management
Greenwich,
Connecticut
| $195M | -$37.1M | -16% | 4.71% | 66.7% | 7 | 28.57% | 1 |
|