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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 |
NCM
3251
Nebula Capital Management
Stamford,
Connecticut
| $154M | +$6.19M | +4% | 6.01% | 25.6% | 41 | 46.34% | 0.7 |
|
| 3252 |
3252
Advisory Alpha
Holland,
Michigan
| $154M | +$11M | +8% | 2.18% | 50.3% | 36 | 5.56% | 1.2 |
|
| 3253 |
AW
3253
Alpha Windward
Westwood,
Massachusetts
| $154M | +$1.62M | +1% | 3.69% | 33.6% | 451 | 16.63% | 1.2 |
|
| 3254 |
DR
3254
Davis Rea
Toronto,
Ontario, Canada
| $154M | -$1.24M | -0.8% | 1.44% | 66.9% | 48 | 20.83% | 1.2 |
|
| 3255 |
CS
3255
Credential Securities
Vancouver,
| $154M | -$351K | -0.2% | 2.36% | 32.5% | 222 | 11.26% | 0.9 |
|
| 3256 |
PCMC
3256
Paragon Capital Management (Colorado)
Denver,
Colorado
| $154M | +$10.6M | +7% | 0.11% | 109% | 80 | 17.5% | 1.3 |
|
| 3257 |
WAMC
3257
Western Asset Management Company
Pasadena,
California
| $154M | -$76.4M | -33% | 1.44% | 2.29% | 19 | 15.79% | 1.2 |
|
| 3258 |
OCM
3258
Orleans Capital Management
Mandeville,
Louisiana
| $154M | -$10.2M | -6% | 0.97% | 94.6% | 97 | 11.34% | 1.4 |
|
| 3259 |
PCC
3259
Park Circle Company
Baltimore,
Maryland
| $154M | -$18.2M | -11% | 2.4% | 70.5% | 104 | 28.85% | 0.6 |
|
| 3260 |
SAIG
3260
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $154M | -$2.73M | -2% | 2.69% | 95.4% | 32 | 9.38% | 1.6 |
|
| 3261 |
CBCM
3261
Cook & Bynum Capital Management
Birmingham,
Alabama
| $154M | -$10.3M | -6% | 6.14% | 46.8% | 5 | 0% | 1.8 |
|
| 3262 |
P
3262
PhaseCapital
New York
| $153M | +$42.6M | +39% | 1.23% | 25.1% | 14 | 50% | 0.1 |
|
| 3263 |
GI
3263
Gavea Investimentos
Rj,
Brazil
| $153M | -$60M | -28% | 16% | 60.3% | 8 | 75% | 0.5 |
|
| 3264 |
MHS
3264
M Holdings Securities
Portland,
Oregon
| $153M | -$1.02M | -0.7% | 0.89% | 83.9% | 202 | 16.83% | 0.9 |
|
| 3265 |
FPCM
3265
Fox Point Capital Management
New York
| $153M | -$14.2M | -8% | 14.1% | 201% | 30 | 60% | 0.3 |
|
| 3266 |
PAA
3266
Peregrine Asset Advisers
Portland,
Oregon
| $153M | +$10.8M | +8% | 3.83% | 182% | 156 | 39.1% | 0.9 |
|
| 3267 |
TA
3267
TRB Advisors
New York
| $153M | -$91.5M | -37% | 9.08% | 64% | 1 | 0% | 1.5 |
|
| 3268 |
AGAM
3268
Avalon Global Asset Management
San Francisco,
California
| $153M | +$36.9M | +32% | 5.81% | 278% | 47 | 34.04% | 0.7 |
|
| 3269 |
TCM
3269
TCS Capital Management
New York
| $153M | -$5.33M | -3% | 3.27% | 271% | 44 | 65.91% | 0.4 |
|
| 3270 |
SIA
3270
Starfire Investment Advisers
Southfield,
Michigan
| $153M | – | – | 2.12% | 19.2% | 125 | – | 0 |
|
| 3271 |
KC
3271
Kellner Capital
New York
| $153M | +$6.16M | +4% | 13.8% | 390% | 62 | 64.52% | 0.1 |
|
| 3272 |
LFFS
3272
La Francaise Forum Securities
Old Greenwich,
Connecticut
| $152M | +$15.5M | +11% | 5.26% | 29.8% | 50 | 4% | 1.5 |
|
| 3273 |
LSC
3273
Lesa Sroufe & Co
Seattle,
Washington
| $152M | -$6.09M | -4% | 1.04% | – | 47 | 14.89% | 1.4 |
|
| 3274 |
GCM
3274
Garland Capital Management
Bellevue,
Washington
| $152M | -$1.52M | -1% | 1% | 55.7% | 39 | 0% | 1.6 |
|
| 3275 |
FAM
3275
Formidable Asset Management
Cincinnati,
Ohio
| $152M | +$5.58M | +4% | 0.89% | 52.2% | 547 | 14.08% | 1.2 |
|