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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
EA
3451
Elm Advisors
Burlingame,
California
| $104M | +$518K | +0.5% | 1.47% | 50.5% | 76 | 7.89% | 1 |
|
| 3452 |
FPCP
3452
Fort Point Capital Partners
San Francisco,
California
| $104M | -$29.6M | -22% | 0.8% | 62.2% | 53 | 41.51% | 0.7 |
|
| 3453 |
PCTC
3453
Perkins Coie Trust Company
Seattle,
Washington
| $104M | +$2M | +2% | 2.49% | 70.8% | 221 | 7.24% | 0.9 |
|
| 3454 |
FMB
3454
Field & Main Bank
Henderson,
Kentucky
| $104M | +$846K | +0.8% | 1% | 107% | 192 | 7.29% | 1 |
|
| 3455 |
LBIM
3455
Land & Buildings Investment Management
Stamford,
Connecticut
| $103M | -$11.3M | -10% | 5.44% | 53.9% | 40 | 72.5% | 0.9 |
|
| 3456 |
CCM
3456
Crossvault Capital Management
San Antonio,
Texas
| $103M | -$501K | -0.5% | 0.96% | 56.4% | 63 | 12.7% | 0.9 |
|
| 3457 |
WI
3457
WrapManager Inc
Mill Valley,
California
| $103M | -$30.7M | -23% | 1.93% | 64.6% | 53 | 15.09% | 2.7 |
|
| 3458 |
AIC
3458
Atlantic Investment Company
Atlanta,
Georgia
| $103M | -$10.7M | -9% | 1.16% | – | 58 | 13.79% | 2.7 |
|
| 3459 |
KCP
3459
Kortright Capital Partners
New York
| $103M | -$3.15M | -3% | 5.7% | – | 22 | 50% | 0.7 |
|
| 3460 |
FA
3460
Financial Advantage
Columbia,
Maryland
| $103M | -$15.6M | -13% | 0.54% | 24.3% | 240 | 47.08% | 2.8 |
|
| 3461 |
CMO
3461
Covenant Multifamily Offices
San Antonio,
Texas
| $102M | -$20.8M | -17% | 1.12% | 38.3% | 46 | 50% | 1 |
|
| 3462 |
AHC
3462
Adams Hill Capital
Westport,
Connecticut
| $102M | -$115M | -53% | 3.16% | – | 30 | 90% | 0.3 |
|
| 3463 |
RT
3463
Reliance Trust
Atlanta,
Georgia
| $102M | -$2.94M | -3% | 1.42% | 32.1% | 166 | 10.24% | 2.7 |
|
| 3464 |
FHC
3464
First Houston Capital
Houston,
Texas
| $102M | +$232K | +0.2% | 2.98% | 39.2% | 71 | 15.49% | 1.7 |
|
| 3465 |
ACM
3465
Afton Capital Management
Charlotte,
North Carolina
| $102M | -$8.46M | -8% | 7.41% | – | 38 | 36.84% | 2.1 |
|
| 3466 |
WSIB
3466
Washington State Investment Board
Olympia,
Washington
| $102M | -$4.3M | -4% | 1.85% | 567% | 27 | 7.41% | 2.8 |
|
| 3467 |
BHBT
3467
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $102M | +$1.22M | +1% | 1.21% | 67.8% | 107 | 4.67% | 2.8 |
|
| 3468 |
RMSCM
3468
R.M. Sincerbeaux Capital Management
New York
| $102M | -$67K | -0.1% | 1.58% | 76.4% | 58 | 3.45% | 1 |
|
| 3469 |
PAWC
3469
P.A.W. Capital
Greenwich,
Connecticut
| $102M | -$11.1M | -10% | 0.87% | 54.6% | 75 | 37.33% | 2.2 |
|
| 3470 |
PC
3470
Pecaut & Co
Sioux City,
Iowa
| $101M | -$1.53M | -1% | 1.74% | 67.6% | 49 | 10.2% | 1 |
|
| 3471 |
RHFI
3471
Reilly Herbert Faulkner III
| $101M | -$321K | -0.3% | 0.55% | 80.6% | 42 | 7.14% | 1 |
|
| 3472 |
PAPAIJV
3472
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $100M | -$48.5M | -33% | 12.4% | 168% | 21 | 28.57% | 0.9 |
|
| 3473 |
ODCM
3473
Old Dominion Capital Management
Charlottesville,
Virginia
| $100M | +$592K | +0.6% | 2.76% | 45.9% | 48 | 14.58% | 2.3 |
|
| 3474 |
RA
3474
Raffles Associates
New York
| $100M | +$4.37M | +5% | 4.31% | 50% | 57 | 17.54% | 2.4 |
|
| 3475 |
GAAM
3475
Guinness Atkinson Asset Management
Pasadena,
California
| $100M | -$1.26M | -1% | 4.33% | 132% | 71 | 4.23% | 2.9 |
|