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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
NOCM
3351
Night Owl Capital Management
Greenwich,
Connecticut
| $140M | +$1.05M | +0.8% | 0.51% | 162% | 16 | 6.25% | 8.1 |
|
| 3352 |
MKC
3352
M. Kraus & Co
Shelburne,
Vermont
| $140M | +$5.38M | +4% | 4.46% | 51.8% | 53 | 7.55% | 8.3 |
|
| 3353 |
CMP
3353
Courage Miller Partners
Norfolk,
Virginia
| $140M | -$2.96M | -2% | 2.26% | 40.3% | 69 | 7.25% | 8.9 |
|
| 3354 |
EGA
3354
Emerging Global Advisors
New York
| $140M | +$3.69M | +3% | 4.91% | 0.93% | 18 | 16.67% | 7.5 |
|
| 3355 |
WAM
3355
Wilsey Asset Management
San Diego,
California
| $140M | -$2.81M | -2% | 3.19% | 55% | 22 | 4.55% | 7.7 |
|
| 3356 |
AP
3356
Agilis Partners
Waltham,
Massachusetts
| $140M | -$9.54M | -6% | 0.7% | 8.47% | 17 | 5.88% | 4.3 |
|
| 3357 |
ACM
3357
Altalis Capital Management
New York
| $140M | +$11.9M | +9% | 1.16% | 3.82% | 20 | 30% | 4.6 |
|
| 3358 |
TCM
3358
Tradewinds Capital Management
Bellingham,
Washington
| $140M | -$7.22M | -5% | 2.17% | 85.2% | 722 | 20.36% | 7.1 |
|
| 3359 |
MSWM
3359
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $139M | -$8.57M | -6% | 2.34% | 53.1% | 11 | 81.82% | 0.4 |
|
| 3360 |
TFO
3360
Tarbox Family Office
Newport Beach,
California
| $139M | +$7.28M | +6% | 2.22% | 60.5% | 628 | 9.71% | 8.1 |
|
| 3361 |
HKIM
3361
Hayek Kallen Investment Management
Fairhope,
Alabama
| $139M | +$4.32M | +3% | 3.27% | 71.9% | 61 | 8.2% | 9.2 |
|
| 3362 |
PO
3362
Private Ocean
San Rafael,
California
| $139M | +$3.84M | +3% | 2.45% | 2.82% | 179 | 6.7% | 8 |
|
| 3363 |
ACM
3363
Alpha Capital Management
Austin,
Texas
| $139M | +$715K | +0.5% | 3.8% | 88% | 81 | 19.75% | 6.1 |
|
| 3364 |
CGI
3364
Cougar Global Investments
Toronto,
Ontario, Canada
| $139M | +$4.69M | +3% | 1.94% | 17.4% | 14 | 50% | 0.9 |
|
| 3365 |
SAM
3365
Solaris Asset Management
New York
| $139M | -$3.34M | -2% | 4.02% | 74% | 236 | 26.69% | 6.2 |
|
| 3366 |
AW
3366
Alpha Windward
Westwood,
Massachusetts
| $139M | -$1.22M | -0.9% | 3.4% | 33.6% | 503 | 36.78% | 6.6 |
|
| 3367 |
WOC
3367
West Oak Capital
Westlake Village,
California
| $139M | +$8.63M | +7% | 3.09% | 110% | 347 | 21.9% | 8.6 |
|
| 3368 |
PCC
3368
Park Circle Company
Baltimore,
Maryland
| $138M | +$6.96M | +5% | 2.16% | 70.5% | 98 | 21.43% | 5.2 |
|
| 3369 |
PMLI
3369
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $138M | +$19.9M | +17% | 4.1% | 1.64% | 26 | 23.08% | 5 |
|
| 3370 |
CCM
3370
CWH Capital Management
Spokane,
Washington
| $138M | -$2.65M | -2% | 2.55% | 29.9% | 51 | 21.57% | 5.9 |
|
| 3371 |
BCM
3371
BHZ Capital Management
San Jose,
California
| $138M | -$9.94M | -7% | 4.09% | 3.24% | 102 | 30.39% | 1.5 |
|
| 3372 |
PMFA
3372
Plante Moran Financial Advisors
Southfield,
Michigan
| $138M | +$8.19M | +6% | 3.69% | 62.8% | 990 | 19.39% | 6.4 |
|
| 3373 |
SAIG
3373
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $138M | -$1.55M | -1% | 7.19% | 95.4% | 31 | 6.45% | 10.3 |
|
| 3374 |
BC
3374
Birchview Capital
Burlington,
Vermont
| $138M | -$2.5M | -2% | 0.74% | 327% | 46 | 15.22% | 4.1 |
|
| 3375 |
LWM
3375
Lenox Wealth Management
Cincinnati,
Ohio
| $138M | -$6.42M | -4% | 2.25% | 24.7% | 259 | 4.25% | 6.1 |
|