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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 |
MVM
3526
Matrix VII Management
Cambridge,
Massachusetts
| $89.8M | – | – | 31.9% | – | 1 | – | 0 |
|
| 3527 |
PC
3527
Permanens Capital
New York
| $89.6M | -$18.6M | -17% | 0.84% | 76.9% | 11 | 45.45% | 1 |
|
| 3528 |
MSS
3528
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $89.4M | +$394K | +0.4% | 0.5% | 72.2% | 92 | 14.13% | 2.5 |
|
| 3529 |
BCM
3529
Brightfield Capital Management
New York
| $89.3M | +$17.2M | +24% | 2.98% | – | 44 | 27.27% | 2.1 |
|
| 3530 |
TIA
3530
Tiemann Investment Advisors
Menlo Park,
California
| $89.1M | +$4.67M | +6% | 2.1% | 77% | 144 | 6.94% | 0.9 |
|
| 3531 |
SCM
3531
Stellar Capital Management
Phoenix,
Arizona
| $89.1M | -$4.43M | -5% | 1.15% | 23.4% | 78 | 16.67% | 1 |
|
| 3532 |
WA
3532
WealthTrust-Arizona
Scottsdale,
Arizona
| $88.6M | +$2.67M | +3% | 2.03% | 20.2% | 755 | 16.29% | 2.5 |
|
| 3533 |
RU
3533
RobecoSam USA
New York
| $88M | -$4.62M | -5% | 3.29% | 50.1% | 80 | 35% | 1.9 |
|
| 3534 |
FCFC
3534
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $87.8M | -$1.22M | -1% | 1.42% | 72.9% | 87 | 5.75% | 2.8 |
|
| 3535 |
PSW
3535
Portfolio Strategies (Washington)
Tacoma,
Washington
| $87.8M | +$10.4M | +13% | 1.6% | – | 63 | 50.79% | 0.7 |
|
| 3536 |
IL
3536
Investure LLC
Charlottesville,
Virginia
| $87.2M | -$118M | -58% | 0.01% | 55.4% | 5 | 20% | 2.8 |
|
| 3537 |
HPA
3537
Hilltop Park Associates
New York
| $87M | -$46M | -35% | 12.4% | 293% | 88 | 76.14% | 0.8 |
|
| 3538 |
GOCM
3538
Grey Owl Capital Management
Falls Church,
Virginia
| $86.8M | +$10.8M | +14% | 5.65% | – | 47 | 23.4% | 0.8 |
|
| 3539 |
VP
3539
Value Partners
Hong Kong
| $86.8M | -$46.8M | -35% | 3.45% | – | 29 | 48.28% | 0.6 |
|
| 3540 |
HWA
3540
Heritage Wealth Advisors
Richmond,
Virginia
| $86.4M | +$7.07M | +9% | 1.16% | 65% | 69 | 11.59% | 0.9 |
|
| 3541 |
GIM
3541
Guardian Investment Management
Tiburon,
California
| $86.4M | -$3.81M | -4% | 1.53% | 89.7% | 66 | 24.24% | 2.6 |
|
| 3542 |
BI
3542
Braeside Investments
Dallas,
Texas
| $86.1M | +$8.29M | +11% | 14.3% | – | 18 | 0% | 2.9 |
|
| 3543 |
GC
3543
Gruss & Co
West Palm Beach,
Florida
| $85.8M | -$1.25M | -1% | 1.81% | 163% | 66 | 37.88% | 2.1 |
|
| 3544 |
PFG
3544
Piershale Financial Group
Barrington,
Illinois
| $85.6M | +$16.7M | +24% | 11.6% | 82% | 203 | 43.35% | 1.7 |
|
| 3545 |
QAM
3545
Quantres Asset Management
Cayman,
Cayman Islands
| $85.4M | – | – | 0.73% | 11% | 173 | – | 0 |
|
| 3546 |
SNBOSCI
3546
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $85.4M | +$2.87M | +3% | 1.62% | 61% | 83 | 20.48% | 2.5 |
|
| 3547 |
LCP
3547
LeVasseur Capital Partners
Newport Beach,
California
| $85M | +$5.36M | +7% | 5.81% | 38.8% | 7 | 14.29% | 0.9 |
|
| 3548 |
ICM
3548
IMS Capital Management
Portland,
Oregon
| $84.8M | +$5.26M | +7% | 0.57% | 119% | 189 | 42.33% | 1.8 |
|
| 3549 |
CAW
3549
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $84.8M | +$13.6M | +19% | 1.88% | 24.3% | 621 | 42.35% | 1.5 |
|
| 3550 |
SPIO
3550
Seven Post Investment Office
San Francisco,
California
| $84.7M | -$4.15M | -5% | 1.05% | 52.6% | 8 | 25% | 3 |
|