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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 |
TCAM
3251
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $138M | -$24.1M | -15% | 8.2% | 2.37% | 8 | 0% | 0.9 |
|
| 3252 |
IVMX
3252
Institutional Venture Management XIII
Menlo Park,
California
| $138M | -$36.8M | -21% | 11.5% | – | 7 | 0% | 1.1 |
|
| 3253 |
LFG
3253
LifePlan Financial Group
Dayton,
Ohio
| $138M | -$11.4M | -8% | 5.84% | 20.2% | 103 | 23.3% | 1.5 |
|
| 3254 |
DP
3254
DW Partners
New York
| $138M | -$195M | -59% | 16.8% | 44.5% | 35 | 62.86% | 0.9 |
|
| 3255 |
3255
Michael & Susan Dell Foundation
New York
| $137M | -$36.9M | -21% | 14.4% | 238% | 9 | 0% | 1.3 |
|
| 3256 |
GAM
3256
Garrison Asset Management
Fayetteville,
Arkansas
| $137M | -$11.8M | -8% | 7.51% | 52.1% | 85 | 2.35% | 1.9 |
|
| 3257 |
SIA
3257
Starfire Investment Advisers
Southfield,
Michigan
| $137M | -$14.3M | -9% | 7.74% | 19.2% | 134 | 9.7% | 0.5 |
|
| 3258 |
SCM
3258
Samson Capital Management
Leawood,
Kansas
| $137M | -$47.5M | -26% | 24.4% | 13.4% | 21 | 14.29% | 1.2 |
|
| 3259 |
FA
3259
Fagan Associates
Troy,
New York
| $136M | -$13.4M | -9% | 3.8% | 127% | 98 | 15.31% | 1.1 |
|
| 3260 |
FCCM
3260
First City Capital Management
Savannah,
Georgia
| $136M | -$7.84M | -5% | 6.16% | 76.5% | 693 | 20.78% | 1.2 |
|
| 3261 |
RTS
3261
Round Table Services
Westfield,
New Jersey
| $136M | +$7.95M | +6% | 10% | 16.1% | 105 | 32.38% | 1 |
|
| 3262 |
SIG
3262
Stanford Investment Group
Mountain View,
California
| $136M | +$2.43M | +2% | 7.36% | – | 374 | 14.97% | 0.7 |
|
| 3263 |
PO
3263
Private Ocean
San Rafael,
California
| $136M | -$669K | -0.5% | 2.99% | 2.82% | 192 | 18.75% | 1.4 |
|
| 3264 |
PFM
3264
PacWest Financial Management
Phoenix,
Arizona
| $135M | -$6.77M | -5% | 5.8% | 19.2% | 91 | 12.09% | 1.9 |
|
| 3265 |
3265
Weiss Asset Management
Boston,
Massachusetts
| $135M | +$52.1M | +63% | 4.59% | 138% | 54 | 50% | 0.4 |
|
| 3266 |
BPCA
3266
Bank Pictet & Cie (Asia)
Singapore
| $135M | +$106M | +359% | 6.05% | 30.4% | 70 | 92.86% | 0.2 |
|
| 3267 |
AW
3267
Alpha Windward
Westwood,
Massachusetts
| $135M | -$13.3M | -9% | 5.46% | 33.6% | 476 | 23.11% | 1.4 |
|
| 3268 |
SSI
3268
Scott & Selber Inc
Houston,
Texas
| $135M | -$9.92M | -7% | 3.89% | 187% | 71 | 29.58% | 1.3 |
|
| 3269 |
PA
3269
Parkside Advisors
Berkeley,
California
| $135M | -$11.3M | -8% | 6.73% | 36.7% | 33 | 15.15% | 1.5 |
|
| 3270 |
DA
3270
Doliver Advisors
Houston,
Texas
| $135M | -$15.2M | -10% | 12.7% | 92.3% | 316 | 51.9% | 0.8 |
|
| 3271 |
NCM
3271
Newgate Capital Management
Greenwich,
Connecticut
| $135M | -$563K | -0.4% | 9.31% | 7.68% | 113 | 30.09% | 1 |
|
| 3272 |
3272
Hawk Ridge Capital Management
Los Angeles,
California
| $134M | +$12M | +10% | 9.35% | 84.9% | 50 | 46% | 0.5 |
|
| 3273 |
CMP
3273
Courage Miller Partners
Norfolk,
Virginia
| $134M | -$207K | -0.2% | 6.07% | 40.3% | 63 | 11.11% | 1.6 |
|
| 3274 |
WRM
3274
Weybosset Research & Management
Province,
Rhode Island
| $134M | -$17.1M | -11% | 7.57% | 73.4% | 57 | 12.28% | 1.7 |
|
| 3275 |
LCM
3275
Lafitte Capital Management
Austin,
Texas
| $134M | -$10.7M | -7% | 13.1% | 55.2% | 30 | 26.67% | 0.8 |
|