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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
BC
3776
Breakline Capital
New York
| $149M | +$47.1M | +46% | 10.7% | – | 32 | 62.5% | 0.1 |
|
| 3777 |
3777
Progressive Investment Management
Lake Oswego,
Oregon
| $149M | +$276K | +0.2% | 4.64% | 126% | 44 | 15.91% | 2.9 |
|
| 3778 |
3778
Invictus RG
Hamilton,
Bermuda
| $149M | +$54.9M | +58% | 7.08% | 289% | 413 | 91.28% | 0.1 |
|
| 3779 |
NERM
3779
New England Research & Management
Chicago,
Illinois
| $149M | +$9.49M | +7% | 2.59% | 65% | 182 | 31.87% | 1.9 |
|
| 3780 |
3780
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $149M | +$10.2M | +7% | 2.5% | 151% | 79 | 29.11% | 0.5 |
|
| 3781 |
3781
Colorado Capital Management
Boulder,
Colorado
| $149M | +$6.14M | +4% | 1.97% | 60.4% | 88 | 14.77% | 1.6 |
|
| 3782 |
3782
Aldebaran Financial
| $149M | -$1.37M | -0.9% | 1.56% | 89.7% | 99 | 8.08% | 3 |
|
| 3783 |
LBC
3783
Lawrence B. Cohen
| $149M | -$8.61M | -5% | 0.7% | 41.8% | 70 | 5.71% | 3.6 |
|
| 3784 |
DIM
3784
DC Investments Management
Mclean,
Virginia
| $149M | -$93.5M | -39% | 0.31% | 56.3% | 356 | 43.54% | 0.2 |
|
| 3785 |
3785
Cook & Bynum Capital Management
Birmingham,
Alabama
| $149M | +$12.1M | +9% | 2.26% | 46.8% | 6 | 33.33% | 2.2 |
|
| 3786 |
3786
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $149M | -$10.7M | -7% | 1.47% | 63.9% | 92 | 8.7% | 2.6 |
|
| 3787 |
3787
Bridge City Capital
Lake Oswego,
Oregon
| $149M | +$10.9M | +8% | 2.12% | 120% | 95 | 8.42% | 0.7 |
|
| 3788 |
SCM
3788
Stormborn Capital Management
Greenwich,
Connecticut
| $149M | +$8.65M | +6% | 3.78% | 256% | 37 | 81.08% | 0.1 |
|
| 3789 |
3789
BMT Investment Advisors
Berwyn,
Pennsylvania
| $148M | +$10.3M | +7% | 0.91% | – | 82 | 3.66% | 0.5 |
|
| 3790 |
3790
CMH Wealth Management
Portsmouth,
New Hampshire
| $148M | -$2.84M | -2% | 0.46% | 88% | 59 | 18.64% | 0.9 |
|
| 3791 |
3791
Harvest Group Wealth Management
Waltham,
Massachusetts
| $148M | -$16M | -10% | 0.64% | 28.1% | 46 | 8.7% | 0.2 |
|
| 3792 |
SC
3792
Sawyer & Company
Boston,
Massachusetts
| $148M | -$4.43M | -3% | 2.42% | 111% | 202 | 8.42% | 0.2 |
|
| 3793 |
3793
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $148M | -$308K | -0.2% | 0.97% | 70.3% | 44 | 2.27% | 1.9 |
|
| 3794 |
FIM
3794
Farmhouse Investment Management
Greenbrae,
California
| $148M | -$12.8M | -8% | 4.6% | – | 20 | 20% | 0.7 |
|
| 3795 |
3795
Numen Capital
London,
United Kingdom
| $148M | -$15.6M | -10% | 0.2% | 146% | 17 | 58.82% | 0.2 |
|
| 3796 |
3796
Aquiline Capital Partners
New York
| $147M | -$22M | -13% | 3.17% | 14.7% | 1 | 0% | 0.8 |
|
| 3797 |
BIA
3797
Bigelow Investment Advisors
Portland,
Maine
| $147M | +$46.9M | +47% | 1.27% | 75.7% | 151 | 38.41% | 0.2 |
|
| 3798 |
3798
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $147M | -$4.01M | -3% | 0.81% | 24.3% | 1,224 | 27.78% | 2.2 |
|
| 3799 |
KCM
3799
Kempner Capital Management
Galveston,
Texas
| $147M | -$13.4M | -8% | 0.07% | 60.9% | 66 | 13.64% | 3.1 |
|
| 3800 |
3800
MYDA Advisors
Woodmere,
New York
| $147M | -$78.9M | -35% | 4.12% | 232% | 228 | 82.02% | 0.1 |
|