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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 |
PTB
3326
Pioneer Trust Bank
Salem,
Oregon
| $209M | +$11.9M | +6% | 3.69% | 61.4% | 78 | 8.97% | 3.8 |
|
| 3327 |
SVCP
3327
Silicon Valley Capital Partners
San Jose,
California
| $209M | +$37.6M | +22% | 4.98% | 103% | 32 | 34.38% | 1.2 |
|
| 3328 |
SIRP
3328
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $208M | -$6.86M | -3% | 1.24% | 60.5% | 45 | 8.89% | 3.9 |
|
| 3329 |
SC
3329
Spitfire Capital
Mill Valley,
California
| $208M | -$4.39M | -2% | 1.01% | 25.9% | 21 | 9.52% | 3.4 |
|
| 3330 |
VW
3330
Vantage Wealth
Pasadena,
California
| $208M | +$11.1M | +6% | 1.93% | 56.1% | 25 | 4% | 3.6 |
|
| 3331 |
RAM
3331
Roanoke Asset Management
Jersey City,
New Jersey
| $208M | +$219K | +0.1% | 3.63% | 50.3% | 113 | 12.39% | 3.6 |
|
| 3332 |
CCM
3332
Cloverdale Capital Management
Dallas,
Texas
| $208M | +$29M | +16% | 9.3% | 20.8% | 35 | 77.14% | 0.2 |
|
| 3333 |
IC
3333
Intersect Capital
San Ramon,
California
| $208M | +$18.5M | +10% | 2.65% | 57.2% | 130 | 12.31% | 2.1 |
|
| 3334 |
WMG
3334
WESCAP Management Group
Glendale,
California
| $207M | -$42.4M | -17% | 0.4% | 45.7% | 81 | 12.35% | 1.6 |
|
| 3335 |
BGC
3335
Birch Grove Capital
New York
| $207M | +$16.3M | +9% | 0.03% | 2.66% | 33 | 48.48% | 0.5 |
|
| 3336 |
LCM
3336
Lucha Capital Management
San Francisco,
California
| $207M | -$6.24M | -3% | 8.32% | 84.3% | 34 | 52.94% | 0.5 |
|
| 3337 |
CCA
3337
Cruiser Capital Advisors
Stamford,
Connecticut
| $207M | +$51.1M | +33% | 7.38% | 192% | 44 | 45.45% | 0.3 |
|
| 3338 |
CWM
3338
Catamount Wealth Management
Westport,
Connecticut
| $207M | +$19.3M | +10% | 6.68% | 70.7% | 205 | 22.93% | 1.7 |
|
| 3339 |
BCM
3339
Beck Capital Management
Austin,
Texas
| $207M | -$10.5M | -5% | 4.68% | 291% | 117 | 27.35% | 1.5 |
|
| 3340 |
CIG
3340
Consolidated Investment Group
Englewood,
Colorado
| $206M | -$311K | -0.2% | 0.24% | 140% | 48 | 12.5% | 3.4 |
|
| 3341 |
HFBOT
3341
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $206M | +$9.2M | +5% | 2.21% | 74% | 66 | 3.03% | 2.2 |
|
| 3342 |
BC
3342
Barnett & Company
Chattanooga,
Tennessee
| $206M | +$11.2M | +6% | 2.94% | 65.9% | 361 | 21.61% | 2.1 |
|
| 3343 |
ECM
3343
EagleClaw Capital Management
Boston,
Massachusetts
| $206M | +$8.61M | +4% | 5.82% | 104% | 117 | 6.84% | 3.1 |
|
| 3344 |
KOCAA
3344
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $206M | -$13.4M | -6% | 2.31% | 137% | 93 | 11.83% | 1.1 |
|
| 3345 |
3345
MKP Capital Management
New York
| $206M | +$73.9M | +56% | 6.61% | 69.8% | 16 | 87.5% | 0.2 |
|
| 3346 |
AIC
3346
Aurora Investment Counsel
Atlanta,
Georgia
| $206M | +$6.69M | +3% | 4.53% | 31.7% | 124 | 23.39% | 0.6 |
|
| 3347 |
SFS
3347
Summit Financial Strategies
Columbus,
Ohio
| $206M | +$12.7M | +7% | 2.68% | 59.4% | 59 | 13.56% | 2.1 |
|
| 3348 |
VCM
3348
Virtue Capital Management
Brentwood,
Tennessee
| $206M | +$15.9M | +8% | 2.59% | 91% | 548 | 66.79% | 0.4 |
|
| 3349 |
HIC
3349
Holderness Investments Company
Greensboro,
North Carolina
| $206M | +$3.25M | +2% | 2.59% | 144% | 203 | 8.87% | 2.2 |
|
| 3350 |
AGM
3350
Alpine Global Management
New York
| $206M | -$219M | -52% | 7.51% | 149% | 151 | 80.13% | 0.3 |
|