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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
TCMI
3301
Technology Crossover Management IX
Menlo Park,
California
| $205M | – | – | 10.6% | 13% | 3 | – | 0 |
|
| 3302 |
PSC
3302
Prentiss Smith & Co
Brattleboro,
Vermont
| $205M | +$31.8M | +18% | 5.05% | 63.9% | 331 | 34.74% | 2 |
|
| 3303 |
TCM
3303
Tradewinds Capital Management
Bellingham,
Washington
| $205M | +$9.01M | +5% | 5.33% | 85.2% | 787 | 18.55% | 2.3 |
|
| 3304 |
ZF
3304
Zhang Financial
Portage,
Michigan
| $205M | +$8.15M | +4% | 4.29% | 67.9% | 87 | 12.64% | 3 |
|
| 3305 |
BC
3305
Barnett & Company
Chattanooga,
Tennessee
| $205M | +$7.33M | +4% | 4.42% | 65.9% | 333 | 8.11% | 2.1 |
|
| 3306 |
JGGDR
3306
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $205M | +$107M | +110% | 1.26% | 261% | 34 | 64.71% | 0.3 |
|
| 3307 |
DFG
3307
Delphi Financial Group
Wilmington,
Delaware
| $204M | -$14.1M | -6% | 7.46% | 66.3% | 27 | 48.15% | 1.9 |
|
| 3308 |
PCI
3308
Pacifica Capital Investments
Leander,
Texas
| $204M | +$12.5M | +7% | 8.1% | 70.4% | 18 | 0% | 3.4 |
|
| 3309 |
HFBOT
3309
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $204M | +$8.7M | +4% | 5.54% | 74% | 67 | 8.96% | 1.7 |
|
| 3310 |
CT
3310
CPF Texas
Plano,
Texas
| $204M | – | – | 4.26% | – | 270 | – | 0 |
|
| 3311 |
AOWM
3311
Alpha Omega Wealth Management
Richmond,
Virginia
| $204M | +$3.63M | +2% | 5.65% | 60.7% | 509 | 9.63% | 1.3 |
|
| 3312 |
PTB
3312
Pioneer Trust Bank
Salem,
Oregon
| $204M | +$11.4M | +6% | 8.27% | 61.4% | 74 | 1.35% | 3.6 |
|
| 3313 |
GC
3313
Gobi Capital
San Francisco,
California
| $204M | +$16.5M | +9% | 7.16% | 93.7% | 10 | 20% | 0.8 |
|
| 3314 |
GCM
3314
GoodHaven Capital Management
Millburn,
New Jersey
| $204M | +$6.24M | +3% | 9.11% | 80.7% | 22 | 4.55% | 3.1 |
|
| 3315 |
HFM
3315
Hartford Financial Management
Hartford,
Connecticut
| $204M | +$6.67M | +3% | 6.09% | 79.6% | 400 | 17.5% | 2.2 |
|
| 3316 |
VIA
3316
Vantis Investment Advisers
Miami,
Florida
| $204M | +$14.6M | +8% | 7.96% | 39.6% | 9 | 44.44% | 0.5 |
|
| 3317 |
HIC
3317
Holderness Investments Company
Greensboro,
North Carolina
| $204M | +$11.2M | +6% | 6.2% | 144% | 202 | 7.43% | 1.8 |
|
| 3318 |
WA
3318
WealthTrust-Arizona
Scottsdale,
Arizona
| $204M | +$6.37M | +3% | 4.38% | 20.2% | 703 | 10.81% | 2.6 |
|
| 3319 |
2L
3319
22NW LP
Seattle,
Washington
| $203M | +$32M | +19% | 9.48% | 138% | 91 | 35.16% | 0.8 |
|
| 3320 |
RMCP
3320
Red Mountain Capital Partners
Los Angeles,
California
| $203M | -$117M | -37% | 5.77% | 37.4% | 7 | 14.29% | 3.9 |
|
| 3321 |
TCM
3321
Tegean Capital Management
New York
| $203M | +$13.7M | +7% | 2.71% | – | 24 | 33.33% | 1.1 |
|
| 3322 |
WPIC
3322
White Pine Investment Company
Livonia,
Michigan
| $203M | +$14.5M | +8% | 6.89% | 73.3% | 59 | 13.56% | 3.3 |
|
| 3323 |
BHA
3323
Beech Hill Advisors
New York
| $203M | +$12.9M | +7% | 6.81% | 105% | 91 | 18.68% | 1.9 |
|
| 3324 |
CFG
3324
Cambridge Financial Group
Columbus,
Ohio
| $202M | +$11.2M | +6% | 7.32% | – | 32 | 6.25% | 2.1 |
|
| 3325 |
LCP
3325
Legacy Capital Partners
Milwaukee,
Wisconsin
| $202M | +$12M | +6% | 7.07% | 85.6% | 120 | 10.83% | 2.9 |
|