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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
AGPM
3351
ASA Gold & Precious Metals
Portland,
Maine
| $161M | -$38M | -19% | 16.7% | 7.34% | 20 | 15% | 2.9 |
|
| 3352 |
VAS
3352
Valicenti Advisory Services
Elmira,
New York
| $160M | +$7.59M | +5% | 0.58% | 119% | 54 | 11.11% | 2.3 |
|
| 3353 |
PMFA
3353
Plante Moran Financial Advisors
Southfield,
Michigan
| $160M | +$12.1M | +8% | 4.15% | 62.8% | 1,095 | 22.65% | 1.8 |
|
| 3354 |
DCM
3354
DeGreen Capital Management
Scottsdale,
Arizona
| $160M | +$24.5M | +18% | 1.83% | 28.5% | 22 | 45.45% | 0.5 |
|
| 3355 |
SAM
3355
Summit Asset Management
Memphis,
Tennessee
| $160M | -$2.78M | -2% | 2.73% | 48.9% | 106 | 15.09% | 2.6 |
|
| 3356 |
BCM
3356
Blockhouse Capital Management
New York
| $160M | – | – | 32.3% | – | 16 | – | 0 |
|
| 3357 |
BC
3357
Blackstart Capital
New York
| $160M | – | – | 1.69% | 9% | 22 | – | 0 |
|
| 3358 |
KCMRT
3358
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $160M | -$1.41M | -0.9% | 1.31% | 21.9% | 98 | 11.22% | 2.5 |
|
| 3359 |
GB
3359
Gunma Bank
Gunma,
Japan
| $160M | -$96.5M | -38% | 4.08% | 24.5% | 14 | 21.43% | 1.3 |
|
| 3360 |
CIG
3360
Consolidated Investment Group
Englewood,
Colorado
| $160M | -$3.84M | -2% | 8.52% | 140% | 60 | 25% | 2.4 |
|
| 3361 |
EECFV
3361
EnCap Energy Capital Fund VIII
Houston,
Texas
| $159M | – | – | 18.8% | 6.16% | 1 | – | 0 |
|
| 3362 |
VST
3362
Van Strum & Towne
San Francisco,
California
| $159M | +$7.36M | +5% | 6.49% | 62.2% | 81 | 8.64% | 2.4 |
|
| 3363 |
HC
3363
Hendley & Co
Zanesville,
Ohio
| $159M | +$704K | +0.4% | 1.53% | 54.8% | 58 | 3.45% | 2.8 |
|
| 3364 |
BCM
3364
Bourgeon Capital Management
Darien,
Connecticut
| $159M | +$3.18M | +2% | 0.37% | 117% | 107 | 28.04% | 1.8 |
|
| 3365 |
SFA
3365
Stewardship Financial Advisors
Stockbridge,
Georgia
| $159M | +$3.23M | +2% | 0.58% | 39.1% | 43 | 2.33% | 0.9 |
|
| 3366 |
TCA
3366
Teewinot Capital Advisers
New York
| $159M | +$49.3M | +45% | 26% | 149% | 46 | 21.74% | 1.9 |
|
| 3367 |
QI
3367
Quotient Investors
New York
| $159M | +$4.23M | +3% | 3.7% | 24.9% | 207 | 33.82% | 1.3 |
|
| 3368 |
FVCM
3368
F&V Capital Management
Boca Raton,
Florida
| $159M | +$14.3M | +10% | 2.98% | 107% | 66 | 22.73% | 2 |
|
| 3369 |
CF
3369
CenterStar Fund
Chicago,
Illinois
| $159M | +$35.4M | +29% | 4.78% | – | 1,932 | 0% | 0.7 |
|
| 3370 |
PC
3370
Palo Capital
Newport Beach,
California
| $159M | +$14.8M | +10% | 6.1% | 34.6% | 153 | 36.6% | 1 |
|
| 3371 |
CFMC
3371
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $159M | -$153M | -49% | 1.72% | 63.3% | 170 | 5.88% | 2.1 |
|
| 3372 |
ECM
3372
EagleClaw Capital Management
Boston,
Massachusetts
| $159M | +$2.21M | +1% | 2.17% | 104% | 109 | 7.34% | 2.2 |
|
| 3373 |
VCA
3373
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $158M | – | – | 3.13% | 30.6% | 21 | – | 0 |
|
| 3374 |
KCPG
3374
Kavar Capital Partners Group
Leawood,
Kansas
| $158M | +$2.88M | +2% | 4.03% | 77.2% | 102 | 7.84% | 2.3 |
|
| 3375 |
SC
3375
Saybrook Capital
Winston Salem,
North Carolina
| $158M | +$1.2M | +0.8% | 3.32% | 67.1% | 48 | 4.17% | 2.9 |
|