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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 |
HP
3201
Harbourvest Partners
Boston,
Massachusetts
| $166M | -$15.6M | -9% | 12.4% | 6.18% | 18 | 61.11% |
|
| 3202 |
RCM
3202
Ratan Capital Management
Miami Beach,
Florida
| $166M | +$30.3M | +22% | 18.3% | 320% | 26 | 76.92% |
|
| 3203 |
FI
3203
FCM Investments
Dallas,
Texas
| $165M | -$13.2M | -7% | 1.42% | 40.1% | 101 | 12.87% |
|
| 3204 |
AWW
3204
Alan W. Weber
| $165M | +$2.35M | +1% | 7.64% | 192% | 64 | 12.5% |
|
| 3205 |
CCM
3205
Concourse Capital Management
Atlanta,
Georgia
| $165M | +$11.1M | +7% | 2.84% | 107% | 76 | 71.05% |
|
| 3206 |
LCP
3206
Legacy Capital Partners
Milwaukee,
Wisconsin
| $165M | +$6.19M | +4% | 1.55% | 85.6% | 115 | 5.22% |
|
| 3207 |
SHJ
3207
Sharkey, Howes & Javer
Denver,
Colorado
| $165M | -$78K | -0% | 2.28% | 54.6% | 250 | 14.8% |
|
| 3208 |
EM
3208
EnTrustPermal Management
New York
| $165M | -$8.73M | -5% | 1.04% | 19.3% | 33 | 42.42% |
|
| 3209 |
PCTC
3209
Perkins Coie Trust Company
Seattle,
Washington
| $165M | +$7.12M | +5% | 3.69% | 70.8% | 305 | 18.03% |
|
| 3210 |
EP
3210
Elkhorn Partners
Omaha,
Nebraska
| $165M | -$1.83M | -1% | 2.24% | 31.5% | 43 | 6.98% |
|
| 3211 |
LBC
3211
Lawrence B. Cohen
| $165M | -$3.31M | -2% | 1.55% | 41.8% | 79 | 10.13% |
|
| 3212 |
FNBOH
3212
First National Bank of Hutchinson
Hutchinson,
Kansas
| $165M | +$6.51M | +4% | 4.81% | 94.8% | 90 | 18.89% |
|
| 3213 |
BI
3213
Boulegeris Investments
Sandy Springs,
Georgia
| $164M | +$6.58M | +4% | 5.69% | 39.1% | 50 | 10% |
|
| 3214 |
CCM
3214
CWH Capital Management
Spokane,
Washington
| $164M | +$19.9M | +14% | 5.86% | 29.9% | 51 | 17.65% |
|
| 3215 |
SWM
3215
Stockman Wealth Management
Billings,
Montana
| $164M | +$2.96M | +2% | 3.26% | 61.9% | 138 | 13.04% |
|
| 3216 |
CFA
3216
Cahill Financial Advisors
Edina,
Minnesota
| $164M | +$10.4M | +7% | 2.15% | 45.2% | 132 | 11.36% |
|
| 3217 |
BBPWM
3217
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $164M | -$7.57M | -4% | 1.07% | 53.3% | 434 | 39.17% |
|
| 3218 |
PSC
3218
Prentiss Smith & Co
Brattleboro,
Vermont
| $164M | -$14.9M | -8% | 1.04% | 55.2% | 290 | 22.07% |
|
| 3219 |
NDSI
3219
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $164M | +$4.9M | +3% | 3.18% | 73.5% | 151 | 10.6% |
|
| 3220 |
SAM
3220
Shamrock Asset Management
Dallas,
Texas
| $164M | -$10.3M | -6% | 3.15% | 31% | 304 | 27.96% |
|
| 3221 |
JCM
3221
Jacobi Capital Management
Pittston,
Pennsylvania
| $164M | -$47.7M | -23% | 2.29% | 62.7% | 781 | 23.56% |
|
| 3222 |
MC
3222
Miles Capital
West Des Moines,
Iowa
| $164M | +$16M | +11% | 3.43% | 15.4% | 205 | 37.56% |
|
| 3223 |
OWIM
3223
Old West Investment Management
Los Angeles,
California
| $164M | +$26.2M | +19% | 5.65% | 235% | 61 | 27.87% |
|
| 3224 |
CCM
3224
Cribstone Capital Management
Augusta,
Maine
| $164M | +$1.03M | +0.6% | 0.58% | 22.4% | 771 | 14.01% |
|
| 3225 |
LAM
3225
Lingohr Asset Management
Duesseldorf,
Germany
| $164M | +$52.9M | +48% | 9.01% | 141% | 120 | 50.83% |
|