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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $62.4M | -$69K | -0.1% | 1.48% | 63.9% | 68 | 44.12% | 0.2 |
|
| 3252 |
3252
GCP Capital Partners
New York
| $62.2M | -$295M | -83% | 10.8% | – | 1 | 0% | 0.3 |
|
| 3253 |
3253
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $61.6M | -$38.8M | -39% | 4.87% | 80.4% | 30 | 13.33% | 0.2 |
|
| 3254 |
3254
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $61.1M | +$31.1M | +104% | 7.69% | – | 275 | 34.55% | 0.2 |
|
| 3255 |
EWP
3255
Edmunds White Partners
Richmond,
Virginia
| $60.4M | -$1.28M | -2% | 14.1% | – | 70 | 67.14% | 0.1 |
|
| 3256 |
BCM
3256
Blenheim Capital Management
Berkeley Heights,
New Jersey
| $60.3M | +$22.2M | +58% | 25.6% | – | 12 | 33.33% | 0.2 |
|
| 3257 |
3257
BP Capital Management
Dallas,
Texas
| $60.1M | -$41.8M | -41% | 18.9% | – | 43 | 69.77% | 0.2 |
|
| 3258 |
SM
3258
Southport Management
Wilson,
Wyoming
| $59.5M | -$11.6M | -16% | 11.5% | 107% | 48 | 64.58% | 0.1 |
|
| 3259 |
3259
Thoma Cressey Bravo
Chicago,
Illinois
| $59.3M | +$872K | +1% | 18% | – | 2 | 0% | 0.3 |
|
| 3260 |
3260
Post Advisory Group
Santa Monica,
California
| $58.4M | -$10.7M | -15% | 0% | – | 3 | 0% | 0.3 |
|
| 3261 |
3261
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $58.4M | -$1.26M | -2% | 3.2% | 72.7% | 64 | 7.81% | 0.2 |
|
| 3262 |
CCM
3262
Credo Capital Management
Baltimore,
Maryland
| $58.2M | -$71.6M | -55% | 9.56% | – | 193 | 30.05% | 0.2 |
|
| 3263 |
3263
Macroview Investment Management
Bethesda,
Maryland
| $58.1M | -$37.9M | -39% | 0% | 67.2% | 299 | 47.49% | 0.2 |
|
| 3264 |
3264
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $58M | +$17.3M | +43% | 2.5% | 24.3% | 357 | 18.77% | 0.2 |
|
| 3265 |
3265
Charles River Partnership XIII
Cambridge,
Massachusetts
| $57.8M | – | – | 3.54% | – | 2 | – | 0 |
|
| 3266 |
3266
SCGF Genpar
Menlo Park,
California
| $56.9M | -$488M | -90% | 31.5% | – | 3 | 33.33% | 0.3 |
|
| 3267 |
RJ
3267
Ronald Juvonen
| $55.5M | +$4.69M | +9% | 30.4% | – | 8 | 0% | 0.3 |
|
| 3268 |
AWS
3268
Aris Wealth Services
State College,
Pennsylvania
| $54.6M | +$7.88M | +17% | 1.35% | – | 98 | 26.53% | 0.2 |
|
| 3269 |
DAL
3269
David A. Lorber
| $54.5M | +$25.9M | +91% | 11.4% | 44.6% | 59 | 71.19% | 0.1 |
|
| 3270 |
3270
Security National Bank of So Dak
Sioux City,
Iowa
| $54.4M | -$4.16M | -7% | 4.88% | 67.7% | 74 | 10.81% | 0.2 |
|
| 3271 |
RCM
3271
Rotella Capital Management
Bellevue,
Washington
| $53.7M | +$22.3M | +71% | 5.62% | 26.6% | 216 | 72.22% | 0.1 |
|
| 3272 |
3272
Marshall & Sullivan
Seattle,
Washington
| $53.5M | +$4.14M | +8% | 8.58% | 82% | 37 | 5.41% | 0.2 |
|
| 3273 |
UPA
3273
Union Point Advisors
San Mateo,
California
| $53.4M | – | – | 23.2% | – | 21 | – | 0 |
|
| 3274 |
3274
Marcuard Family Office
Zurich,
Switzerland
| $52.4M | -$9.8M | -16% | 5.65% | – | 35 | 14.29% | 0.2 |
|
| 3275 |
GDF
3275
Graham & Dodd Fund
New York
| $51.8M | +$1.59M | +3% | 6.05% | – | 61 | 29.51% | 0.2 |
|