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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
BCM
4076
Billings Capital Management
Arlington,
Virginia
| $127M | -$1.09M | -0.8% | 4.45% | – | 8 | 0% | 1.5 |
|
| 4077 |
GAMC
4077
Garner Asset Management Corp
Plano,
Texas
| $127M | +$7.94M | +7% | 4.07% | 95.3% | 160 | 9.38% | 0.9 |
|
| 4078 |
LMAM
4078
Legg Mason Asset Management
Tokyo,
Japan
| $127M | -$14.2M | -10% | 1.3% | – | 143 | 20.98% | 1.5 |
|
| 4079 |
BIMC
4079
Benson Investment Management Company
Roanoke,
Virginia
| $127M | +$3.67M | +3% | 0.54% | 99.8% | 88 | 27.27% | 0.7 |
|
| 4080 |
SBA
4080
Secrest Blakey & Associates
Raleigh,
North Carolina
| $127M | +$10.1M | +9% | 2.17% | 19.4% | 112 | 16.07% | 0.4 |
|
| 4081 |
SI
4081
SimpliFi Inc
San Diego,
California
| $127M | +$5.27M | +4% | 0.06% | 26.7% | 18 | 27.78% | 0.4 |
|
| 4082 |
DC
4082
DeDora Capital
Napa,
California
| $127M | +$3.95M | +3% | 3.87% | 81.7% | 97 | 13.4% | 0.4 |
|
| 4083 |
WBC
4083
West Branch Capital
Amherst,
Massachusetts
| $127M | +$35.8M | +39% | 4.57% | 139% | 105 | 46.67% | 0.2 |
|
| 4084 |
MCM
4084
Mainstay Capital Management
Grand Blanc,
Michigan
| $127M | -$4.68M | -4% | 5.02% | 131% | 460 | 31.3% | 0.3 |
|
| 4085 |
KIP
4085
Kayak Investment Partners
San Francisco,
California
| $127M | +$5.61M | +5% | 15.2% | 27% | 17 | 29.41% | 0.9 |
|
| 4086 |
PK
4086
Pflug Koory
Omaha,
Nebraska
| $127M | +$5.36M | +4% | 1.89% | – | 442 | 7.24% | 1.3 |
|
| 4087 |
HBWM
4087
Hollow Brook Wealth Management
Katonah,
New York
| $127M | +$1.82M | +1% | 1.97% | 92.8% | 63 | 23.81% | 2.4 |
|
| 4088 |
MC
4088
Matisse Capital
Portland,
Oregon
| $126M | -$38.6M | -23% | 1.21% | 66.9% | 144 | 26.39% | 1.4 |
|
| 4089 |
CAM
4089
Caprin Asset Management
Henrico,
Virginia
| $126M | +$1.25M | +1% | 0.17% | 7.87% | 18 | 0% | 1.7 |
|
| 4090 |
PVAM
4090
Pacific View Asset Management
San Francisco,
California
| $126M | -$6.42M | -5% | 5.69% | – | 126 | 38.89% | 0.4 |
|
| 4091 |
AIA
4091
Arcadia Investment Advisors
Eagle,
Idaho
| $126M | +$9.48M | +8% | 2.3% | 56.4% | 74 | 16.22% | 0.4 |
|
| 4092 |
ROC
4092
River Oaks Capital
Wayzata,
Minnesota
| $126M | -$799K | -0.6% | 4.65% | – | 61 | 14.75% | 1.3 |
|
| 4093 |
FG
4093
FSI Group
Cincinnati,
Ohio
| $126M | +$19.3M | +18% | 1.17% | 44.1% | 45 | 33.33% | 0.8 |
|
| 4094 |
GP
4094
Geneva Partners
Lake Geneva,
Wisconsin
| $126M | +$4.45M | +4% | 4.89% | 401% | 92 | 25% | 1.4 |
|
| 4095 |
EIG
4095
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $126M | +$5.28M | +4% | 1.89% | 56.3% | 51 | 13.73% | 0.4 |
|
| 4096 |
RCM
4096
Red Cedar Management
Park City,
Utah
| $126M | +$7.84M | +7% | 1.65% | – | 17 | 23.53% | 0.4 |
|
| 4097 |
SST
4097
S Squared Technology
New York
| $126M | +$9.07M | +8% | 9.16% | 223% | 47 | 19.15% | 1.9 |
|
| 4098 |
PIM
4098
Profit Investment Management
North Bethesda,
Maryland
| $126M | +$8.04M | +7% | 8.86% | 101% | 73 | 2.74% | 3.7 |
|
| 4099 |
AFM
4099
Abbot Financial Management
Andover,
Massachusetts
| $126M | +$1.14M | +0.9% | 2.51% | 102% | 117 | 9.4% | 0.9 |
|
| 4100 |
EM
4100
Excalibur Management
Waltham,
Massachusetts
| $126M | +$2.62M | +2% | 2.19% | 81.7% | 81 | 9.88% | 3.2 |
|