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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
SHJ
3326
Sharkey, Howes & Javer
Denver,
Colorado
| $177M | -$11.8M | -6% | 2.26% | 54.6% | 256 | 23.83% | 1.7 |
|
| 3327 |
CCM
3327
Concourse Capital Management
Atlanta,
Georgia
| $177M | +$8.59M | +5% | 6.49% | 107% | 66 | 36.36% | 0.7 |
|
| 3328 |
3328
Simon Quick Advisors
Morristown,
New Jersey
| $177M | +$8.28M | +5% | 3.47% | 69.5% | 410 | 40.49% | 0.3 |
|
| 3329 |
NFG
3329
NewFocus Financial Group
Vancouver,
Washington
| $177M | +$15M | +9% | 2.01% | 55.4% | 68 | 10.29% | 1.9 |
|
| 3330 |
BI
3330
Boulegeris Investments
Sandy Springs,
Georgia
| $177M | +$9.96M | +6% | 4.21% | 39.1% | 54 | 7.41% | 1.8 |
|
| 3331 |
2L
3331
22NW LP
Seattle,
Washington
| $177M | +$4.1M | +2% | 7.72% | 138% | 95 | 15.79% | 0.5 |
|
| 3332 |
IHM
3332
Iguana Healthcare Management
New York
| $177M | -$25.3M | -13% | 5.83% | 141% | 91 | 57.14% | 0.6 |
|
| 3333 |
PC
3333
Palo Capital
Newport Beach,
California
| $177M | +$7.04M | +4% | 2.41% | 34.6% | 129 | 10.08% | 1.3 |
|
| 3334 |
GG
3334
GCM Grosvenor
Chicago,
Illinois
| $176M | +$63.1M | +56% | 3.79% | – | 8 | 25% | 0.2 |
|
| 3335 |
SM
3335
Selkirk Management
Chatham,
New Jersey
| $176M | -$273K | -0.2% | 9.34% | 245% | 23 | 26.09% | 2.6 |
|
| 3336 |
PC
3336
Peavine Capital
Reno,
Nevada
| $176M | +$8.63M | +5% | 2.55% | 30.8% | 14 | 0% | 2.9 |
|
| 3337 |
FVCM
3337
F&V Capital Management
Boca Raton,
Florida
| $176M | +$4.18M | +2% | 1.62% | 107% | 67 | 10.45% | 2.2 |
|
| 3338 |
BCC
3338
Bain Capital Credit
Boston,
Massachusetts
| $176M | – | – | 0.57% | 14.4% | 13 | – | 0.5 |
|
| 3339 |
BCM
3339
Blume Capital Management
Berkeley,
California
| $176M | +$3.33M | +2% | 0.08% | 96.9% | 222 | 15.32% | 2.4 |
|
| 3340 |
KL
3340
Kinsight LLC
Birmingham,
Alabama
| $176M | -$9.02M | -5% | 2.17% | 15.7% | 35 | 8.57% | 3.2 |
|
| 3341 |
AJ
3341
Ashburton (Jersey)
St Helier,
Jersey
| $176M | -$34.7M | -16% | 1% | – | 50 | 6% | 1.3 |
|
| 3342 |
RGIA
3342
Rainier Group Investment Advisory
Bellevue,
Washington
| $176M | -$36.3M | -17% | 3.18% | 41.4% | 46 | 13.04% | 0.5 |
|
| 3343 |
LGWM
3343
Litman Gregory Wealth Management
Larkspur,
California
| $176M | +$14.4M | +9% | 4.2% | 55.5% | 52 | 19.23% | 1.4 |
|
| 3344 |
WCWM
3344
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $175M | +$9.63M | +6% | 3.5% | 39.1% | 34 | 20.59% | 1.8 |
|
| 3345 |
PC
3345
Premise Capital
Naperville,
Illinois
| $175M | -$13.2M | -7% | 2.73% | 43% | 19 | 26.32% | 1 |
|
| 3346 |
CSM
3346
CAMG Solamere Management
Charlotte,
North Carolina
| $175M | +$3.97M | +2% | 2.29% | 51.7% | 130 | 7.69% | 0.5 |
|
| 3347 |
EM
3347
Endicott Management
New York
| $175M | -$18.4M | -10% | 9.41% | 229% | 33 | 69.7% | 2.1 |
|
| 3348 |
ACM
3348
AidennLair Capital Management
New York
| $175M | +$12.1M | +7% | 3.97% | – | 40 | 72.5% | 0.2 |
|
| 3349 |
LK
3349
Lumbard & Kellner
Hollis,
New Hampshire
| $175M | +$5.74M | +3% | 2.15% | 137% | 92 | 7.61% | 2.1 |
|
| 3350 |
SAM
3350
Selway Asset Management
| $175M | -$3.41M | -2% | 1.4% | 36.5% | 82 | 7.32% | 2.4 |
|