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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
GCM
3976
Goldman Capital Management
New York
| $106M | +$11.6M | +12% | 1.91% | 24.8% | 29 | 17.24% | 3.3 |
|
| 3977 |
JC
3977
JCSD Capital
Walnut Creek,
California
| $106M | +$8.96M | +9% | 4.24% | – | 32 | 21.88% | 1.6 |
|
| 3978 |
3978
CoreCommodity Management
Stamford,
Connecticut
| $106M | +$1.68M | +2% | 11.8% | 65.8% | 213 | 30.05% | 2.5 |
|
| 3979 |
PIM
3979
Partner Investment Management
San Francisco,
California
| $105M | +$31M | +42% | 10.9% | 168% | 105 | 41.9% | 0.7 |
|
| 3980 |
3980
Kassirer Asset Management
Toronto,
Ontario, Canada
| $105M | -$32.8M | -24% | 19.7% | 577% | 112 | 64.29% | 0.4 |
|
| 3981 |
3981
SpiderRock Advisors
Wilimington,
Delaware
| $105M | +$3.69M | +4% | 4.31% | – | 953 | 0% | 0.3 |
|
| 3982 |
AF
3982
Aristotle Fund
Portland,
Maine
| $105M | -$53.7M | -34% | 1.52% | 3.11% | 13 | 46.15% | 1.3 |
|
| 3983 |
3983
Armor Investment Advisors
Raleigh,
North Carolina
| $105M | +$4.56M | +5% | 2.47% | 56.6% | 148 | 12.16% | 0.7 |
|
| 3984 |
KCS
3984
Koonce Calvin Scott
| $105M | +$22M | +26% | 26.4% | 67.9% | 1 | 0% | 2.8 |
|
| 3985 |
3985
HGI Capital Management
New York
| $105M | +$23.4M | +29% | 4.43% | 47% | 38 | 68.42% | 0.2 |
|
| 3986 |
3986
Ridgewood Investments
Springfield,
New Jersey
| $105M | +$5.12M | +5% | 3.62% | – | 145 | 6.9% | 0.7 |
|
| 3987 |
3987
Lederer & Associates Investment Counsel
Long Beach,
California
| $105M | +$1.06M | +1% | 4.62% | 75.5% | 88 | 6.82% | 1.8 |
|
| 3988 |
3988
United Bank (Virginia)
Vienna,
Virginia
| $105M | +$1.78M | +2% | 7.37% | 76.1% | 52 | 17.31% | 2.3 |
|
| 3989 |
3989
Harrington Investments
Napa,
California
| $105M | – | – | 4.52% | 109% | 65 | – | 0 |
|
| 3990 |
TWS
3990
Thomas W. Smith
| $105M | -$8.69M | -8% | 7.31% | – | 11 | 9.09% | 3.5 |
|
| 3991 |
3991
Euclidean Technologies Management
Seattle,
Washington
| $104M | +$764K | +0.7% | 3.81% | 124% | 68 | 22.06% | 1.4 |
|
| 3992 |
3992
Norway Savings Bank
Portland,
Maine
| $104M | +$1.92M | +2% | 3.48% | 117% | 272 | 3.68% | 0.7 |
|
| 3993 |
3993
FinTrust Investment Advisory Services
Greenville,
South Carolina
| $104M | – | – | 3.46% | – | 111 | – | 1.7 |
|
| 3994 |
3994
Smart Portfolios LLC
Seattle,
Washington
| $104M | +$11.4M | +12% | 2.64% | 41.3% | 29 | 34.48% | 1.3 |
|
| 3995 |
3995
Millennium TVP Management
New York
| $104M | – | – | 12.7% | – | 7 | – | 2.9 |
|
| 3996 |
ICP
3996
IBIS Capital Partners
London,
United Kingdom
| $104M | -$21.8M | -17% | 6.21% | 35.1% | 13 | 30.77% | 1.3 |
|
| 3997 |
CRIM
3997
Castle Ridge Investment Management
Greenwich,
Connecticut
| $104M | -$170M | -62% | 2.68% | – | 39 | 71.79% | 0.5 |
|
| 3998 |
RMSCM
3998
R.M. Sincerbeaux Capital Management
New York
| $104M | -$7.26M | -7% | 4.07% | 76.4% | 55 | 7.27% | 3.2 |
|
| 3999 |
3999
Deane Retirement Strategies
New Orleans,
Louisiana
| $104M | -$21.1M | -17% | 5.28% | 73.4% | 81 | 38.27% | 1.1 |
|
| 4000 |
DIS
4000
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $104M | -$519K | -0.5% | 4.86% | 86% | 49 | 18.37% | 2.5 |
|