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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Appleton Group
Appleton,
Wisconsin
| $84.2M | +$7.43M | +10% | 1.07% | 58.3% | 23 | 47.83% | 1.2 |
|
| 3902 |
3902
Old Dominion Capital Management
Charlottesville,
Virginia
| $83.7M | +$4.52M | +6% | 2.56% | 45.9% | 48 | 22.92% | 2 |
|
| 3903 |
3903
Boyle Capital Management
West Des Moines,
Iowa
| $83.4M | +$10.9M | +15% | 5.23% | 19.5% | 23 | 30.43% | 1.4 |
|
| 3904 |
3904
Plancorp LLC
Saint Louis,
Missouri
| $83.4M | -$271K | -0.3% | 4.84% | 67.3% | 88 | 64.77% | 1.5 |
|
| 3905 |
GIM
3905
Greenwich Investment Management
Norwalk,
Connecticut
| $83.2M | -$1.85M | -2% | 1.48% | – | 56 | 25% | 1.4 |
|
| 3906 |
3906
Squadra Investments
Rio De Janeiro,
Brazil
| $83M | -$30.9M | -27% | 1.48% | 1.55% | 7 | 42.86% | 0.7 |
|
| 3907 |
3907
Occidental Asset Management
Burlingame,
California
| $82.9M | +$5.07M | +7% | 3.46% | 82.5% | 76 | 13.16% | 1.5 |
|
| 3908 |
WM
3908
WCG Management
New York
| $82.8M | -$54.3M | -40% | 1.11% | 29.5% | 39 | 64.1% | 0.6 |
|
| 3909 |
3909
Invictus RG
Hamilton,
Bermuda
| $82.6M | -$22M | -21% | 3.79% | 289% | 787 | 49.43% | 0.2 |
|
| 3910 |
3910
Sloane Robinson
London,
United Kingdom
| $82.5M | -$16.9M | -17% | 26.3% | 175% | 17 | 47.06% | 0.7 |
|
| 3911 |
3911
IMS Capital Management
Portland,
Oregon
| $82.5M | +$1.43M | +2% | 1.66% | 119% | 137 | 24.82% | 1.5 |
|
| 3912 |
SCP
3912
Syntal Capital Partners
Midland,
Texas
| $82.4M | -$8.5M | -9% | 4.19% | 102% | 84 | 47.62% | 1.1 |
|
| 3913 |
TSP
3913
Tappan Street Partners
Chicago,
Illinois
| $82M | +$4.85M | +6% | 8.7% | – | 35 | 45.71% | 0.2 |
|
| 3914 |
3914
Glen Capital Partners
Waltham,
Massachusetts
| $81.9M | -$3.66M | -4% | 0.34% | – | 6 | 0% | 0.3 |
|
| 3915 |
3915
Lancaster Investment Management
London,
United Kingdom
| $81.9M | -$15.2M | -16% | 17.3% | 0.78% | 1 | 0% | 0.3 |
|
| 3916 |
3916
University of Notre Dame du Lac
South Bend,
Indiana
| $81.4M | -$26.1M | -24% | 0.55% | – | 59 | 47.46% | 0.2 |
|
| 3917 |
3917
Johanson Financial Advisors
Campbell,
California
| $81.2M | +$4.55M | +6% | 2.63% | 101% | 70 | 8.57% | 0.2 |
|
| 3918 |
HMC
3918
Higher Moment Capital
Boston,
Massachusetts
| $81.1M | +$38.3M | +89% | 3.24% | 11.8% | 5 | 20% | 0.9 |
|
| 3919 |
3919
DG Capital Management
New York
| $81.1M | +$18.5M | +30% | 0.96% | 76.7% | 17 | 41.18% | 0.7 |
|
| 3920 |
PPCM
3920
PW Partners Capital Management
Chicago,
Illinois
| $81.1M | -$32.4M | -29% | 12.5% | – | 10 | 20% | 0.3 |
|
| 3921 |
3921
Catterton Management Company
Greenwich,
Connecticut
| $81.1M | +$14.8M | +22% | 22.4% | 13.2% | 1 | 0% | 2.8 |
|
| 3922 |
3922
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $80.5M | -$3.88M | -5% | 1.02% | 72.9% | 92 | 19.57% | 2.1 |
|
| 3923 |
3923
Context Capital Management
Lajolla,
California
| $80.4M | +$16.2M | +25% | 0.48% | 3.38% | 49 | 12.24% | 0.6 |
|
| 3924 |
3924
WESPAC Advisors
Orinda,
California
| $80.4M | -$5.96M | -7% | 2.97% | 112% | 138 | 71.01% | 0.6 |
|
| 3925 |
3925
Technology Crossover Management VI
Menlo Park,
California
| $80.3M | -$3.17M | -4% | 3.8% | 25.5% | 1 | 0% | 2.8 |
|