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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
OCP
4026
Oakcliff Capital Partners
New York
| $132M | +$15.2M | +13% | 8.12% | 133% | 11 | 18.18% | 0.9 |
|
| 4027 |
WC
4027
Westwind Capital
Las Cruces,
New Mexico
| $132M | +$6.95M | +6% | 8.64% | 87.6% | 45 | 15.56% | 0.4 |
|
| 4028 |
FA
4028
Financial Advantage
Columbia,
Maryland
| $132M | +$6.78M | +5% | 3.5% | 24.3% | 35 | 20% | 2.7 |
|
| 4029 |
SHIP
4029
Stone Harbor Investment Partners
New York
| $132M | – | – | 0.93% | – | 6 | – | 0 |
|
| 4030 |
LCM
4030
Lucerne Capital Management
Greenwich,
Connecticut
| $132M | -$6.27M | -5% | 7.68% | – | 1 | 0% | 0.5 |
|
| 4031 |
LBS
4031
Lawrence B. Seidman
| $131M | -$258K | -0.2% | 4.71% | 12.3% | 35 | 28.57% | 1.9 |
|
| 4032 |
MAG
4032
Millrace Asset Group
Berwyn,
Pennsylvania
| $131M | +$27.9M | +27% | 26.9% | 113% | 85 | 45.88% | 0.7 |
|
| 4033 |
WAOTB
4033
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $131M | -$7.29M | -5% | 1.56% | 86.2% | 75 | 14.67% | 0.5 |
|
| 4034 |
GPC
4034
Glacier Peak Capital
Bellevue,
Washington
| $131M | -$34M | -21% | 2.55% | 11.8% | 65 | 49.23% | 0.8 |
|
| 4035 |
BAMG
4035
Brand Asset Management Group
Chesterfield,
Missouri
| $131M | – | – | 0.23% | 70.2% | 243 | – | 0 |
|
| 4036 |
AF
4036
Affiance Financial
St. Louis Park,
Minnesota
| $131M | +$17.6M | +16% | 1.83% | 50.1% | 89 | 13.48% | 2.4 |
|
| 4037 |
KFA
4037
Kabarec Financial Advisors
Palatine,
Illinois
| $131M | -$27.1M | -17% | 1.87% | – | 102 | 31.37% | 0.4 |
|
| 4038 |
WCM
4038
Wildcat Capital Management
New York
| $131M | +$9.5M | +8% | 10.7% | 126% | 17 | 23.53% | 1.2 |
|
| 4039 |
GSC
4039
G&S Capital
Denver,
Colorado
| $131M | +$12.2M | +10% | 2.44% | 77.2% | 217 | 16.59% | 0.4 |
|
| 4040 |
FAM
4040
Foothills Asset Management
Scottsdale,
Arizona
| $131M | +$2.7M | +2% | 1.92% | 8.84% | 62 | 8.06% | 2.6 |
|
| 4041 |
FM
4041
Fondren Management
Houston,
Texas
| $131M | +$51.6M | +65% | 16.4% | 14.2% | 81 | 61.73% | 0.3 |
|
| 4042 |
BI
4042
Bredin Investment
Wilmington,
Delaware
| $130M | +$14.6M | +13% | 0.83% | – | 78 | 2.56% | 0.5 |
|
| 4043 |
GWM
4043
Graybill Wealth Management
Elmhurst,
Illinois
| $130M | -$1.06M | -0.8% | 0.07% | – | 51 | 13.73% | 3 |
|
| 4044 |
EA
4044
Elm Advisors
Burlingame,
California
| $130M | +$943K | +0.7% | 1.69% | 50.5% | 83 | 3.61% | 3.7 |
|
| 4045 |
FBT
4045
First Bank & Trust
Brookings,
South Dakota
| $130M | +$5.77M | +5% | 3.41% | 78.5% | 271 | 5.54% | 1.3 |
|
| 4046 |
HW
4046
Hedeker Wealth
Lincolnshire,
Illinois
| $130M | +$821K | +0.6% | 3.59% | 141% | 72 | 5.56% | 2.1 |
|
| 4047 |
CCIA
4047
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $130M | +$11M | +9% | 6.59% | 31% | 601 | 83.86% | 0.1 |
|
| 4048 |
WPEP
4048
Walnut Private Equity Partners
Omaha,
Nebraska
| $130M | +$16M | +14% | 13.3% | 48% | 23 | 8.7% | 3.2 |
|
| 4049 |
HCM
4049
HM Capital Management
Clayton,
Missouri
| $130M | +$4.73M | +4% | 3.08% | 29.6% | 41 | 7.32% | 3.3 |
|
| 4050 |
AC
4050
Addison Capital
Conshohocken,
Pennsylvania
| $129M | +$6.12M | +5% | 8.44% | 59.7% | 115 | 6.96% | 2.6 |
|