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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 |
SFS
3251
Shaker Financial Services
Arlington,
Virginia
| $212M | +$22.7M | +12% | 1.09% | 12.9% | 145 | 50.34% | 0.7 |
|
| 3252 |
BPM
3252
Blue Pool Management
Causeway Bay,
Hong Kong
| $211M | – | – | 4.65% | 72.8% | 34 | – | 0 |
|
| 3253 |
RMPT
3253
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $211M | +$128M | +154% | 5.62% | 36.3% | 5 | 40% | 1.4 |
|
| 3254 |
TL
3254
TowerView LLC
New York
| $211M | +$18.3M | +10% | 0.44% | 17.9% | 25 | 16% | 2.9 |
|
| 3255 |
PGC
3255
Pacific Grove Capital
San Francisco,
California
| $211M | -$40M | -16% | 2.52% | 9.9% | 118 | 64.41% | 0.3 |
|
| 3256 |
PVWM
3256
Point View Wealth Management
Summit,
New Jersey
| $211M | +$2.52M | +1% | 6.5% | 27% | 279 | 13.62% | 2.8 |
|
| 3257 |
CWM
3257
Confluence Wealth Management
Portland,
Oregon
| $211M | +$6.48M | +3% | 4.8% | 31.9% | 127 | 7.09% | 2.5 |
|
| 3258 |
SCM
3258
Stordahl Capital Management
Greenwood Village,
Colorado
| $210M | – | – | 3.94% | 50.1% | 43 | – | 0 |
|
| 3259 |
UIM
3259
Underhill Investment Management
Greenbrae,
California
| $210M | +$25.3M | +14% | 13.6% | 59.8% | 26 | 15.38% | 2 |
|
| 3260 |
ANRIA
3260
American National Registered Investment Advisor
Galveston,
Texas
| $210M | +$10.5M | +5% | 6.78% | 95.8% | 247 | 4.05% | 3.4 |
|
| 3261 |
BCM
3261
BlueMar Capital Management
Miami,
Florida
| $210M | +$10M | +5% | 12.5% | 27.4% | 79 | 51.9% | 0.9 |
|
| 3262 |
VM
3262
VPR Management
Houston,
Texas
| $209M | +$8.42M | +4% | 5.08% | 54.5% | 14 | 7.14% | 0.4 |
|
| 3263 |
3263
Lannebo Fonder
Stockholm,
Sweden
| $209M | +$23.5M | +13% | 9.74% | 49.8% | 23 | 8.7% | 1.6 |
|
| 3264 |
3264
SigFig Wealth Management
San Francisco,
California
| $209M | +$59.6M | +40% | 3.45% | 49.3% | 32 | 12.5% | 0.7 |
|
| 3265 |
RAM
3265
Roanoke Asset Management
Jersey City,
New Jersey
| $209M | -$3.18M | -1% | 6.62% | 50.3% | 108 | 3.7% | 3.4 |
|
| 3266 |
KFBMI
3266
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $209M | +$9.7M | +5% | 7.02% | 83.3% | 83 | 7.23% | 1.6 |
|
| 3267 |
ACM
3267
Aquamarine Capital Management
New York
| $209M | +$11.8M | +6% | 6.11% | 23% | 18 | 11.11% | 2.5 |
|
| 3268 |
TCOO
3268
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $209M | +$8.41M | +4% | 5.77% | 101% | 127 | 19.69% | 2.7 |
|
| 3269 |
3269
Summit Asset Management
Memphis,
Tennessee
| $209M | +$9.08M | +5% | 5.11% | 48.9% | 111 | 8.11% | 3.2 |
|
| 3270 |
BA
3270
Bard Associates
Chicago,
Illinois
| $208M | -$6.31M | -3% | 0.1% | 241% | 183 | 7.1% | 3.1 |
|
| 3271 |
CC
3271
Cedar Capital
Barrington,
Illinois
| $208M | -$3.7M | -2% | 3.99% | 98% | 138 | 20.29% | 0.9 |
|
| 3272 |
BCA
3272
Bray Capital Advisors
Naples,
Florida
| $208M | +$19.1M | +10% | 5.02% | 36.6% | 141 | 18.44% | 1.7 |
|
| 3273 |
HEC
3273
Hudson Executive Capital
New York
| $208M | +$9.47M | +5% | 12.2% | 127% | 8 | 37.5% | 0.9 |
|
| 3274 |
WAM
3274
Water Asset Management
New York
| $208M | +$8.38M | +4% | 7.63% | 48.9% | 21 | 23.81% | 2.2 |
|
| 3275 |
RCM
3275
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $208M | -$15.2M | -7% | 2.31% | 7.8% | 101 | 32.67% | 1.3 |
|