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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
PC
3276
Peavine Capital
Reno,
Nevada
| $167M | -$38.5M | -19% | 0.29% | 30.8% | 18 | 22.22% | 2.4 |
|
| 3277 |
OBWP
3277
O'Brien Wealth Partners
Waltham,
Massachusetts
| $167M | +$14M | +9% | 0.52% | 56.7% | 32 | 6.25% | 0.9 |
|
| 3278 |
CVM
3278
Cheviot Value Management
Beverly Hills,
California
| $167M | +$5.93M | +4% | 0.83% | 77.8% | 50 | 22% | 2 |
|
| 3279 |
OPTFSNA
3279
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $167M | +$4.5M | +3% | 3.14% | 72.6% | 75 | 6.67% | 3 |
|
| 3280 |
SAM
3280
Selway Asset Management
| $167M | +$6.06M | +4% | 3.14% | 36.5% | 80 | 7.5% | 2 |
|
| 3281 |
PHAM
3281
Portland Hill Asset Management
London,
United Kingdom
| $167M | – | – | 6.13% | 30.2% | 21 | – | 0 |
|
| 3282 |
KKAMG
3282
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| $167M | +$6.04M | +4% | 3.37% | – | 350 | 22.29% | 0.8 |
|
| 3283 |
BCA
3283
Bray Capital Advisors
Naples,
Florida
| $167M | +$1.04M | +0.6% | 1.74% | 36.6% | 126 | 15.08% | 1.2 |
|
| 3284 |
2L
3284
22NW LP
Seattle,
Washington
| $167M | – | – | 10.9% | 138% | 104 | – | 0 |
|
| 3285 |
DCCA
3285
D.C. Capital Advisors
New York
| $167M | +$2.47M | +2% | 13.9% | 59.9% | 25 | 24% | 1.6 |
|
| 3286 |
AC
3286
Axon Capital
New York
| $166M | -$305M | -65% | 15.7% | – | 13 | 61.54% | 0.5 |
|
| 3287 |
TSS
3287
Thomas Story & Son
Culver,
Indiana
| $166M | +$3.52M | +2% | 1.52% | 101% | 50 | 8% | 3 |
|
| 3288 |
BCM
3288
Blume Capital Management
Berkeley,
California
| $166M | +$3.17M | +2% | 3.41% | 96.9% | 217 | 11.06% | 2 |
|
| 3289 |
PPCP
3289
Pivot Point Capital Partners
San Francisco,
California
| $166M | +$32.8M | +25% | 7.26% | 30.3% | 11 | 63.64% | 1.2 |
|
| 3290 |
SCM
3290
SkyTop Capital Management
Rutherford,
New Jersey
| $166M | +$26.4M | +19% | 17.7% | 50.2% | 25 | 64% | 0.6 |
|
| 3291 |
BJCM
3291
Blue Jay Capital Management
Los Angeles,
California
| $166M | -$17.4M | -10% | 1.23% | – | 25 | 72% | 0.1 |
|
| 3292 |
SI
3292
SQN Investors
Menlo Park,
California
| $166M | -$27.1M | -14% | 3.07% | – | 22 | 50% | 0.6 |
|
| 3293 |
MSAM
3293
Moloney Securities Asset Management
Manchester,
Missouri
| $166M | – | – | 2.73% | 86% | 235 | – | 0 |
|
| 3294 |
HP
3294
Harbourvest Partners
Boston,
Massachusetts
| $166M | -$15.6M | -9% | 12.4% | 8.96% | 18 | 61.11% | 0.6 |
|
| 3295 |
RCM
3295
Ratan Capital Management
Miami Beach,
Florida
| $166M | +$30.3M | +22% | 18.3% | 616% | 26 | 76.92% | 0.3 |
|
| 3296 |
FI
3296
FCM Investments
Dallas,
Texas
| $165M | -$13.2M | -7% | 1.42% | 40.1% | 101 | 12.87% | 2.6 |
|
| 3297 |
AWW
3297
Alan W. Weber
| $165M | +$2.35M | +1% | 7.64% | 192% | 64 | 12.5% | 1.5 |
|
| 3298 |
CCM
3298
Concourse Capital Management
Atlanta,
Georgia
| $165M | +$11.1M | +7% | 2.84% | 107% | 76 | 71.05% | 0.8 |
|
| 3299 |
LCP
3299
Legacy Capital Partners
Milwaukee,
Wisconsin
| $165M | +$6.19M | +4% | 1.55% | 85.6% | 115 | 5.22% | 2.6 |
|
| 3300 |
SHJ
3300
Sharkey, Howes & Javer
Denver,
Colorado
| $165M | -$78K | -0% | 2.28% | 54.6% | 250 | 14.8% | 1.3 |
|