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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
BM
3201
Bislett Management
Palo Alto,
California
| $159M | +$1.38M | +0.9% | 3.79% | 19.8% | 29 | 17.24% | 1.3 |
|
| 3202 |
LWM
3202
LBA Wealth Management
Jacksonville,
Florida
| $159M | +$7.62M | +5% | 2.17% | 19.2% | 324 | 13.27% | 1 |
|
| 3203 |
SCM
3203
SkyTop Capital Management
Rutherford,
New Jersey
| $159M | -$21.1M | -12% | 0.38% | 50.2% | 21 | 47.62% | 0.5 |
|
| 3204 |
CM
3204
CoreCommodity Management
Stamford,
Connecticut
| $159M | +$25M | +19% | 3.24% | 65.8% | 253 | 35.18% | 0.7 |
|
| 3205 |
FCM
3205
Firsthand Capital Management
San Jose,
California
| $159M | -$11.8M | -7% | 6.54% | 265% | 57 | 8.77% | 1.4 |
|
| 3206 |
NFGCM
3206
Norman Fields Gottscho Capital Management
New York
| $158M | +$5.5M | +4% | 3.92% | 96.9% | 75 | 21.33% | 1.2 |
|
| 3207 |
TC
3207
Trust Company
Manhattan,
Kansas
| $158M | – | – | 0.66% | 40.6% | 291 | – | 0 |
|
| 3208 |
WRM
3208
Weybosset Research & Management
Province,
Rhode Island
| $158M | -$77K | -0% | 0.24% | 73.4% | 56 | 12.5% | 1.4 |
|
| 3209 |
DPI
3209
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $158M | -$10.4M | -6% | 1.7% | 38.2% | 83 | 42.17% | 0.2 |
|
| 3210 |
IT
3210
Independence Trust
Franklin,
Tennessee
| $158M | -$7.25M | -4% | 2.04% | 28.9% | 139 | 16.55% | 1.1 |
|
| 3211 |
NVPX
3211
Norwest Venture Partners XI
Palo Alto,
California
| $158M | +$84.6M | +115% | 17.5% | – | 3 | 33.33% | 0.6 |
|
| 3212 |
BRM
3212
Boston Research & Management
Manchester,
Massachusetts
| $158M | -$1.89M | -1% | 0.46% | 53.2% | 104 | 5.77% | 1.6 |
|
| 3213 |
BP
3213
Banbury Partners
Charlotte,
North Carolina
| $158M | +$17.6M | +13% | 12.5% | 138% | 14 | 42.86% | 0.2 |
|
| 3214 |
HMPV
3214
Highland Management Partners VII
Cambridge,
Massachusetts
| $158M | -$37.3M | -19% | 23.6% | 131% | 4 | 25% | 1.2 |
|
| 3215 |
KCM
3215
Kempner Capital Management
Galveston,
Texas
| $157M | -$64.9M | -29% | 0.41% | 60.9% | 80 | 10% | 1.2 |
|
| 3216 |
BWP
3216
BSW Wealth Partners
Boulder,
Colorado
| $157M | +$33.4M | +27% | 2.44% | 75.4% | 57 | 12.28% | 1.4 |
|
| 3217 |
ISB
3217
Iowa State Bank
Urbandale,
Iowa
| $157M | -$1.25M | -0.8% | 1.95% | 85.7% | 79 | 5.06% | 1.6 |
|
| 3218 |
CPA
3218
Court Place Advisors
Ellicott City,
Maryland
| $157M | +$2.71M | +2% | 1.88% | 92% | 137 | 5.11% | 1.1 |
|
| 3219 |
PC
3219
Peavine Capital
Reno,
Nevada
| $157M | +$2.4M | +2% | 1.74% | 30.8% | 18 | 16.67% | 0.9 |
|
| 3220 |
PCM
3220
Pamplona Capital Management
New York
| $157M | +$101M | +181% | 2.49% | – | 5 | 60% | 0.5 |
|
| 3221 |
KTC
3221
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $157M | +$4.16M | +3% | 0.84% | 52% | 653 | 11.94% | 1.5 |
|
| 3222 |
LCP
3222
Legacy Capital Partners
Milwaukee,
Wisconsin
| $157M | +$634K | +0.4% | 0.85% | 85.6% | 118 | 8.47% | 1.5 |
|
| 3223 |
NCM
3223
Neumann Capital Management
Foster City,
California
| $157M | +$3.28M | +2% | 1.64% | 79.4% | 86 | 3.49% | 0.3 |
|
| 3224 |
MJP
3224
Michael J. Puzo
| $157M | +$4.2M | +3% | 0.56% | 90.3% | 129 | 35.66% | 1 |
|
| 3225 |
HIP
3225
Hengistbury Investment Partners
London,
United Kingdom
| $156M | +$6.92M | +5% | 2.98% | 108% | 4 | 25% | 0.7 |
|