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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3201 |
TWS
3201
Thomas W. Smith
| $130M | -$6.31M | -5% | 1.54% | – | 15 | 0% |
|
| 3202 |
OC
3202
Oarsman Capital
Milwaukee,
Wisconsin
| $130M | +$4.99M | +4% | 2.26% | 70.6% | 168 | 3.57% |
|
| 3203 |
FCPV
3203
FS Capital Partners V
Los Angeles,
California
| $130M | -$58.8M | -31% | 31.2% | 89.8% | 1 | 0% |
|
| 3204 |
PAA
3204
Peregrine Asset Advisers
Portland,
Oregon
| $129M | +$14.9M | +13% | 5.3% | 182% | 145 | 40% |
|
| 3205 |
WGCA
3205
Wolf Group Capital Advisors
Fairfax,
Virginia
| $129M | +$4.99M | +4% | 0.36% | 28.2% | 99 | 7.07% |
|
| 3206 |
LJHT
3206
Laurie J. Hall Trustee
| $129M | -$724K | -0.6% | 1.18% | 96% | 88 | 4.55% |
|
| 3207 |
DJC
3207
Daily Journal Corp
Los Angeles,
California
| $129M | +$10.4M | +9% | 8.96% | 108% | 4 | 0% |
|
| 3208 |
KFP
3208
Keystone Financial Planning
Cleveland,
Ohio
| $129M | +$4.14M | +3% | 2.31% | 34.1% | 102 | 51.96% |
|
| 3209 |
PFM
3209
PacWest Financial Management
Phoenix,
Arizona
| $129M | -$203M | -61% | 1.11% | 19.2% | 96 | 12.5% |
|
| 3210 |
GIS
3210
Guardian Investor Services
New York
| $129M | -$2.75M | -2% | 1.91% | – | 506 | 2.37% |
|
| 3211 |
EAM
3211
Eclectica Asset Management
London,
United Kingdom
| $129M | -$75.3M | -37% | 2.98% | – | 79 | 41.77% |
|
| 3212 |
GAG
3212
GM Advisory Group
Melville,
New York
| $129M | +$31.7M | +33% | 1.41% | 53.6% | 90 | 34.44% |
|
| 3213 |
CWM
3213
CIBC World Markets
New York
| $129M | -$73.1M | -36% | 3.79% | – | 69 | 79.71% |
|
| 3214 |
FCM
3214
Forester Capital Management
Lake Forest,
Illinois
| $129M | +$3.03M | +2% | 4.02% | 33.4% | 58 | 22.41% |
|
| 3215 |
J
3215
JWest
Carmel,
Indiana
| $128M | +$2.52M | +2% | 5.8% | – | 36 | 52.78% |
|
| 3216 |
CNC
3216
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $128M | -$3.67M | -3% | 2% | 73.3% | 81 | 6.17% |
|
| 3217 |
ACM
3217
Alpha Capital Management
Austin,
Texas
| $128M | +$3.64M | +3% | 3.36% | 88% | 89 | 26.97% |
|
| 3218 |
GAM
3218
Garrison Asset Management
Fayetteville,
Arkansas
| $128M | +$5.44M | +4% | 1.24% | 52.1% | 83 | 12.05% |
|
| 3219 |
PCA
3219
Peddock Capital Advisors
Braintree,
Massachusetts
| $128M | -$1.14M | -0.9% | 0.47% | 104% | 94 | 13.83% |
|
| 3220 |
MG
3220
Meditor Group
Hamilton,
Bermuda
| $128M | -$7.75M | -6% | 23.1% | 41.1% | 3 | 0% |
|
| 3221 |
TPCM
3221
Three Peaks Capital Management
Castle Rock,
Colorado
| $128M | -$71.9M | -36% | 4.89% | 84.5% | 77 | 15.58% |
|
| 3222 |
HRC
3222
Hoertkorn Richard Charles
| $127M | -$2.06M | -2% | 0.02% | 172% | 97 | 8.25% |
|
| 3223 |
RH
3223
Rayner & Haynor
Mill Valley,
California
| $127M | -$2.57M | -2% | 1.79% | – | 93 | 7.53% |
|
| 3224 |
CMP
3224
Courage Miller Partners
Norfolk,
Virginia
| $127M | +$9.13M | +8% | 1.92% | 40.3% | 55 | 10.91% |
|
| 3225 |
DOA
3225
D'Orazio & Associates
Falls Church,
Virginia
| $127M | +$9.3M | +8% | 5.76% | 61.2% | 257 | 8.56% |
|