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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
HCM
3526
HM Capital Management
Clayton,
Missouri
| $85.9M | +$17.3M | +25% | 8.84% | 29.6% | 31 | 29.03% | 1.5 |
|
| 3527 |
NCM
3527
Newland Capital Management
New York
| $85.6M | +$7.73M | +10% | 12.6% | – | 62 | 88.71% | 0.2 |
|
| 3528 |
CCM
3528
Connective Capital Management
Palo Alto,
California
| $85.5M | +$13.7M | +19% | 20.2% | 188% | 40 | 40% | 1.3 |
|
| 3529 |
TIA
3529
Tiemann Investment Advisors
Menlo Park,
California
| $84.5M | – | – | 9.02% | 77% | 134 | – | 0 |
|
| 3530 |
TAM
3530
Telluride Asset Management
Wayzata,
Minnesota
| $84.4M | – | – | 6.01% | – | 190 | – | 0 |
|
| 3531 |
ZL
3531
Zeke LP
Berwyn,
Pennsylvania
| $83.9M | -$1.48M | -2% | 14% | – | 64 | 26.56% | 1.5 |
|
| 3532 |
WCA
3532
Woodbine Capital Advisors
New York
| $83.3M | +$4.53M | +6% | 12.7% | – | 30 | 73.33% | 0.7 |
|
| 3533 |
TMC
3533
Trellus Management Company
Delray Beach,
Florida
| $82.9M | +$4.03M | +5% | 2.78% | 268% | 134 | 55.97% | 1.1 |
|
| 3534 |
CWP
3534
Capital Wealth Planning
Naples,
Florida
| $82.8M | -$139M | -63% | 12.7% | 73.9% | 172 | 75.58% | 1.2 |
|
| 3535 |
SNBOSCI
3535
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $82.5M | +$13.6M | +20% | 8.72% | 61% | 74 | 5.41% | 1.8 |
|
| 3536 |
CCI
3536
Columbia Capital IV
Alexandria,
Virginia
| $82.1M | +$2.26M | +3% | 2.83% | – | 1 | 0% | 2 |
|
| 3537 |
LCM
3537
Levitt Capital Management
Boca Raton,
Florida
| $81.9M | +$10.9M | +15% | 13.5% | – | 59 | 33.9% | 1.3 |
|
| 3538 |
BI
3538
BlueSpruce Investments
Chicago,
Illinois
| $81.7M | – | – | 11.1% | 59.6% | 8 | – | 0 |
|
| 3539 |
SCM
3539
Seamans Capital Management
Boston,
Massachusetts
| $81.5M | -$2.38M | -3% | 21% | – | 72 | 68.06% | 0.6 |
|
| 3540 |
TC
3540
Teilinger Capital
Houston,
Texas
| $81.3M | -$79.1M | -49% | 1.16% | 30.2% | 16 | 75% | 0.8 |
|
| 3541 |
LGWM
3541
Litman Gregory Wealth Management
Larkspur,
California
| $81.1M | -$2.18M | -3% | 3.66% | 55.5% | 26 | 61.54% | 0.8 |
|
| 3542 |
WCM
3542
Weston Capital Management
Los Angeles,
California
| $80.9M | +$4.29M | +6% | 8.3% | – | 39 | 5.13% | 1.9 |
|
| 3543 |
PRHC
3543
P.R. Herzig & Co
Roslyn Heights,
New York
| $80.8M | +$4.12M | +5% | 9.56% | 49.9% | 72 | 16.67% | 1.5 |
|
| 3544 |
BT
3544
Brandywine Trust
Hockessin,
Delaware
| $80.5M | +$8.59M | +12% | 12% | 32.7% | 23 | 8.7% | 1.8 |
|
| 3545 |
PTA
3545
Pear Tree Advisors
Lincoln,
Massachusetts
| $80.4M | -$12.3M | -13% | 10.7% | 45.8% | 52 | 23.08% | 1.5 |
|
| 3546 |
AG
3546
AIA Group
Hong Kong
| $80.2M | +$10.4M | +15% | 10.5% | 82.6% | 2 | 50% | 1 |
|
| 3547 |
LFCM
3547
Lane Five Capital Management
Towson,
Maryland
| $79.8M | +$9.18M | +13% | 14.2% | – | 25 | 24% | 1.6 |
|
| 3548 |
LCP
3548
LeVasseur Capital Partners
Newport Beach,
California
| $79.7M | – | – | 8.88% | 38.8% | 6 | – | 0 |
|
| 3549 |
SC
3549
Salzman & Co
Pittsford,
New York
| $79.6M | -$32.2M | -29% | 13.8% | 15.7% | 8 | 75% | 1.3 |
|
| 3550 |
ICM
3550
IMS Capital Management
Portland,
Oregon
| $79.5M | +$7.16M | +10% | 5.18% | 119% | 180 | 38.89% | 1.3 |
|