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 |
MCA
3251
Morris Capital Advisors
Malvern,
Pennsylvania
| $148M | +$4.11M | +3% | 1.7% | 72.9% | 70 | 17.14% | 0.2 |
|
| 3252 |
BRA
3252
Bender Robert & Associates
Pasadena,
California
| $148M | -$8.5M | -5% | 1.4% | 116% | 50 | 0% | 2.4 |
|
| 3253 |
BM
3253
Bislett Management
Palo Alto,
California
| $148M | +$3.7M | +3% | 2.69% | 19.8% | 25 | 16% | 2.1 |
|
| 3254 |
EMR
3254
Errol M. Rudman
| $148M | -$116M | -44% | 2.65% | 60.5% | 39 | 43.59% | 1.9 |
|
| 3255 |
EVC
3255
Eidelman Virant Capital
Saint Louis,
Missouri
| $148M | -$18.9M | -11% | 2.38% | 46.2% | 168 | 26.79% | 1.5 |
|
| 3256 |
SRSA
3256
S.R. Schill & Associates
Mercer Island,
Washington
| $148M | +$3.8M | +3% | 4.14% | 36.7% | 70 | 11.43% | 1 |
|
| 3257 |
CGH
3257
Cleary Gull Holdings
Milwaukee,
Wisconsin
| $148M | -$22M | -13% | 0.67% | – | 118 | 28.81% | 0.6 |
|
| 3258 |
ECM
3258
EagleClaw Capital Management
Boston,
Massachusetts
| $148M | -$3.18M | -2% | 0.27% | 104% | 111 | 12.61% | 1.6 |
|
| 3259 |
WA
3259
Winfield Associates
Cleveland,
Ohio
| $147M | -$1.82M | -1% | 0.19% | 77.8% | 729 | 59.81% | 0.7 |
|
| 3260 |
MA
3260
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $147M | -$3.88M | -3% | 1.69% | 166% | 75 | 10.67% | 2.2 |
|
| 3261 |
WAMC
3261
Western Asset Management Company
Pasadena,
California
| $147M | +$46M | +45% | 7.36% | 2.29% | 71 | 83.1% | 0.3 |
|
| 3262 |
SV
3262
Stilwell Value
New York
| $147M | -$13.6M | -8% | 4.24% | 87.9% | 52 | 9.62% | 0.9 |
|
| 3263 |
SGDR
3263
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $147M | +$1.38M | +0.9% | 10% | 98.1% | 28 | 60.71% | 0.3 |
|
| 3264 |
PCTC
3264
Perkins Coie Trust Company
Seattle,
Washington
| $147M | +$13.6M | +10% | 2.06% | 70.8% | 269 | 8.92% | 1.8 |
|
| 3265 |
TCM
3265
Tradewinds Capital Management
Bellingham,
Washington
| $147M | +$8.37M | +6% | 2.47% | 85.2% | 735 | 20.14% | 1.7 |
|
| 3266 |
BBPWM
3266
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $147M | -$603K | -0.4% | 0.13% | 62.5% | 453 | 4.86% | 2 |
|
| 3267 |
DCCA
3267
D.C. Capital Advisors
New York
| $147M | +$128K | +0.1% | 8.92% | 59.9% | 26 | 23.08% | 1.4 |
|
| 3268 |
QC
3268
QCM Cayman
Houston,
Texas
| $147M | +$25.9M | +21% | 1.98% | 74% | 278 | 79.14% | 0.3 |
|
| 3269 |
BOIA
3269
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $147M | +$2.68M | +2% | 0.74% | 45.9% | 47 | 8.51% | 2.2 |
|
| 3270 |
MC
3270
MRJ Capital
New York
| $147M | -$6.62M | -4% | 0.08% | 127% | 55 | 12.73% | 2 |
|
| 3271 |
ACM
3271
Armbruster Capital Management
Pittsford,
New York
| $146M | +$34.3M | +31% | 2.06% | 64.3% | 353 | 27.48% | 0.2 |
|
| 3272 |
SAM
3272
Sequent Asset Management
Houston,
Texas
| $146M | +$9.3M | +7% | 1.97% | 51.3% | 68 | 19.12% | 2 |
|
| 3273 |
FCCM
3273
First City Capital Management
Savannah,
Georgia
| $146M | -$2.78M | -2% | 3.47% | 76.5% | 705 | 10.5% | 1.6 |
|
| 3274 |
LC
3274
Lightyear Capital
New York
| $146M | -$3.04M | -2% | 1.17% | – | 3 | 0% | 1.3 |
|
| 3275 |
RCI
3275
Redwood Capital Investments
Hanover,
Maryland
| $146M | +$12.1M | +9% | 9.04% | – | 2 | 0% | 0.3 |
|