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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 |
CCM
3276
Crestwood Capital Management
New York
| $187M | -$7.53M | -4% | 8.14% | 203% | 28 | 35.71% | 1.3 |
|
| 3277 |
RA
3277
Rational Advisors
Huntington,
New York
| $187M | +$26.4M | +16% | 3.01% | 37.7% | 408 | 45.1% | 0.4 |
|
| 3278 |
RGIA
3278
Rainier Group Investment Advisory
Bellevue,
Washington
| $186M | +$10.3M | +6% | 4.07% | 41.4% | 42 | 11.9% | 0.7 |
|
| 3279 |
ACM
3279
Archon Capital Management
Seattle,
Washington
| $186M | +$63.4M | +52% | 11.9% | 222% | 32 | 43.75% | 0.5 |
|
| 3280 |
PCA
3280
Prospect Capital Advisors
Sausalito,
California
| $186M | +$2.83M | +2% | 1.31% | 202% | 25 | 12% | 1.2 |
|
| 3281 |
SVC
3281
Strycker View Capital
New York
| $186M | -$14.7M | -7% | 9.79% | 114% | 23 | 65.22% | 0.3 |
|
| 3282 |
LF
3282
Lannebo Fonder
Stockholm,
Sweden
| $186M | +$11.5M | +7% | 7.87% | 49.8% | 22 | 4.55% | 1.5 |
|
| 3283 |
RCS
3283
Retirement Capital Strategies
San Jose,
California
| $185M | +$7.57M | +4% | 2.74% | 59% | 15 | 0% | 2.8 |
|
| 3284 |
TSS
3284
Thomas Story & Son
Culver,
Indiana
| $185M | +$16.3M | +10% | 6.25% | 101% | 57 | 12.28% | 3.1 |
|
| 3285 |
HPIA
3285
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $185M | +$6.6M | +4% | 4.4% | 79.3% | 77 | 10.39% | 2.8 |
|
| 3286 |
3286
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $185M | +$3.71M | +2% | 2.44% | 112% | 64 | 6.25% | 2.1 |
|
| 3287 |
UIM
3287
Underhill Investment Management
Greenbrae,
California
| $185M | +$26.4M | +17% | 11.7% | 59.8% | 26 | 15.38% | 1.8 |
|
| 3288 |
MFS
3288
Monetta Financial Services
Wheaton,
Illinois
| $184M | +$6.44M | +4% | 6.69% | 275% | 55 | 36.36% | 1.7 |
|
| 3289 |
CVM
3289
Cheviot Value Management
Beverly Hills,
California
| $184M | +$12.3M | +7% | 4.94% | 77.8% | 55 | 7.27% | 2.5 |
|
| 3290 |
SFPIA
3290
Stevens First Principles Investment Advisors
Newport Beach,
California
| $184M | +$14.4M | +8% | 4.73% | 44% | 200 | 18.5% | 2.4 |
|
| 3291 |
FC
3291
Financial Consulate
Hunt Valley,
Maryland
| $184M | +$13.7M | +8% | 4.63% | 53.3% | 95 | 10.53% | 1.6 |
|
| 3292 |
PC
3292
Peavine Capital
Reno,
Nevada
| $184M | +$7.32M | +4% | 3.33% | 30.8% | 15 | 6.67% | 3 |
|
| 3293 |
LK
3293
Lumbard & Kellner
Hollis,
New Hampshire
| $184M | +$8.7M | +5% | 4.07% | 137% | 91 | 9.89% | 2.4 |
|
| 3294 |
IHM
3294
Iguana Healthcare Management
New York
| $184M | +$6.64M | +4% | 16.5% | 141% | 86 | 50% | 0.7 |
|
| 3295 |
PC
3295
Premise Capital
Naperville,
Illinois
| $183M | +$8.17M | +5% | 3.77% | 43% | 19 | 0% | 1.3 |
|
| 3296 |
VCM
3296
Versant Capital Management
Phoenix,
Arizona
| $183M | +$1.74M | +1% | 4.06% | 97.3% | 1,680 | 6.07% | 1.5 |
|
| 3297 |
SM
3297
Selkirk Management
Chatham,
New Jersey
| $183M | +$6.62M | +4% | 3.4% | 245% | 20 | 5% | 2.9 |
|
| 3298 |
HC
3298
Hendley & Co
Zanesville,
Ohio
| $183M | +$3.31M | +2% | 3.97% | 54.8% | 55 | 10.91% | 3.2 |
|
| 3299 |
PBO
3299
Peoples Bank (Ohio)
Marietta,
Ohio
| $183M | +$3.97M | +2% | 3.66% | 71.7% | 106 | 8.49% | 1.5 |
|
| 3300 |
BCM
3300
Brookmont Capital Management
Dallas,
Texas
| $183M | -$82.5M | -31% | 6.81% | 36.6% | 68 | 16.18% | 2.5 |
|