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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
PPCP
3801
Pivot Point Capital Partners
San Francisco,
California
| $125M | +$17.4M | +16% | 11.5% | 30.3% | 7 | 28.57% | 7.7 |
|
| 3802 |
TG
3802
Threshold Group
Seattle,
Washington
| $125M | +$12.3M | +11% | 4.33% | – | 48 | 25% | 4.3 |
|
| 3803 |
BW
3803
Bison Wealth
Atlanta,
Georgia
| $125M | +$3.92M | +3% | 3.29% | 37.4% | 207 | 13.53% | 6.7 |
|
| 3804 |
GI
3804
GS Investments
Minneapolis,
Minnesota
| $125M | -$8.68M | -7% | 7.96% | 94.1% | 123 | 10.57% | 1 |
|
| 3805 |
WPEP
3805
Walnut Private Equity Partners
Omaha,
Nebraska
| $125M | +$545K | +0.4% | 1.12% | 60.6% | 25 | 20% | 10 |
|
| 3806 |
MCAI
3806
Meritech Capital Associates III
Palo Alto,
California
| $124M | -$19.1M | -13% | 2.41% | 135% | 4 | 25% | 9 |
|
| 3807 |
ADMI
3807
Albert D. Mason Inc
Boston,
Massachusetts
| $124M | +$4.75M | +4% | 1.84% | 82% | 124 | 3.23% | 12.8 |
|
| 3808 |
FM
3808
Fondren Management
Houston,
Texas
| $124M | +$32.6M | +35% | 1.35% | 14.2% | 73 | 61.64% | 1.1 |
|
| 3809 |
JIC
3809
JRM Investment Counsel
Omaha,
Nebraska
| $124M | -$3.71M | -3% | 2.57% | 65.5% | 32 | 3.13% | 7.3 |
|
| 3810 |
AF
3810
Affiance Financial
St. Louis Park,
Minnesota
| $124M | -$1.35M | -1% | 1.84% | 50.1% | 77 | 5.19% | 9 |
|
| 3811 |
ACH
3811
Axis Capital Holdings
Pembroke,
| $124M | -$42.4M | -25% | 3.91% | 67% | 2 | 0% | 11.5 |
|
| 3812 |
CG
3812
CFO4Life Group
Coppell,
Texas
| $124M | +$15.4M | +14% | 6.61% | 56.7% | 110 | 30% | 1.5 |
|
| 3813 |
CCIA
3813
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $124M | +$16.2M | +15% | 5.78% | 31% | 524 | 76.34% | 0.5 |
|
| 3814 |
BKA
3814
Brick & Kyle Associates
Newtown,
Pennsylvania
| $124M | +$7.25M | +6% | 4.48% | 97.4% | 100 | 5% | 9.9 |
|
| 3815 |
APSI
3815
Asset Planning Services Inc
Covington,
Louisiana
| $124M | +$4.53M | +4% | 4.74% | 117% | 35 | 8.57% | 2.8 |
|
| 3816 |
LCM
3816
Lee Capital Management
New York
| $123M | +$11.1M | +10% | 4.77% | – | 92 | 23.91% | 2.3 |
|
| 3817 |
MCM
3817
Mork Capital Management
Healdsburg,
California
| $123M | +$7.22M | +6% | 6.97% | 61.9% | 115 | 6.96% | 6.2 |
|
| 3818 |
AGC
3818
Alden Global Capital
Brandon,
Florida
| $123M | -$39.9M | -24% | 8.94% | 99.8% | 7 | 14.29% | 4.7 |
|
| 3819 |
FA
3819
Financial Advantage
Columbia,
Maryland
| $123M | +$5.28M | +4% | 2.6% | 24.3% | 106 | 71.7% | 2.8 |
|
| 3820 |
CV
3820
Clarus Ventures
Cambridge,
Massachusetts
| $123M | +$14.1M | +13% | 20% | 70.3% | 5 | 0% | 10.6 |
|
| 3821 |
FBT
3821
First Bank & Trust
Brookings,
South Dakota
| $123M | +$4.65M | +4% | 4.41% | 78.5% | 308 | 23.7% | 2.3 |
|
| 3822 |
ACM
3822
Adalta Capital Management
New York
| $122M | -$1.44M | -1% | 6.11% | 80.4% | 76 | 9.21% | 1.9 |
|
| 3823 |
MCM
3823
Millie Capital Management
Walnut Creek,
California
| $122M | +$7.23M | +6% | 2.97% | 24.5% | 70 | 10% | 6.2 |
|
| 3824 |
CPA
3824
Clear Perspective Advisors
Aurora,
Illinois
| $122M | +$3.48M | +3% | 4.16% | 88.5% | 564 | 29.43% | 2.3 |
|
| 3825 |
PK
3825
Pflug Koory
Omaha,
Nebraska
| $122M | +$3.95M | +3% | 4.23% | – | 411 | 4.87% | 2.8 |
|