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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
TCM
4401
TAM Capital Management
Stamford,
Connecticut
| $97.8M | -$8.01M | -8% | 4.66% | 4.15% | 12 | 58.33% | 0.4 |
|
| 4402 |
PI
4402
Pachira Investments
Dana Point,
California
| $97.6M | -$22.2M | -19% | 4.89% | 82.3% | 13 | 23.08% | 1 |
|
| 4403 |
4403
Waterstone Capital Management
St. Louis Park,
Minnesota
| $97.5M | -$12.9M | -12% | 1.61% | 23.4% | 15 | 26.67% | 1.9 |
|
| 4404 |
4404
Western Asset Management Company
Pasadena,
California
| $97.3M | -$141M | -59% | 0.01% | 2.29% | 24 | 37.5% | 0.7 |
|
| 4405 |
4405
Washington Capital Management
Seattle,
Washington
| $97.3M | -$2.36M | -2% | 2.72% | 81.8% | 110 | 16.36% | 2.2 |
|
| 4406 |
4406
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $97.2M | +$2.52M | +3% | 3.84% | 72.9% | 127 | 7.87% | 2.8 |
|
| 4407 |
4407
Pacific Sun Financial
Los Angeles,
California
| $97.1M | +$21.3M | +28% | 5.53% | 70.3% | 132 | 25% | 0.2 |
|
| 4408 |
4408
EDMP Inc
Lutz,
Florida
| $97M | -$4.12M | -4% | 3.37% | 78% | 61 | 13.11% | 3.3 |
|
| 4409 |
GIM
4409
Greenwich Investment Management
Norwalk,
Connecticut
| $96.9M | +$12.7M | +15% | 4.84% | – | 68 | 14.71% | 1.8 |
|
| 4410 |
4410
WESPAC Advisors
Orinda,
California
| $96.9M | -$66.8M | -41% | 3.1% | 112% | 159 | 43.4% | 1 |
|
| 4411 |
4411
venBio Partners
San Francisco,
California
| $96.9M | -$65.3M | -40% | 13.7% | 564% | 4 | 0% | 0.4 |
|
| 4412 |
SSP
4412
Sapphire Star Partners
Redmond,
Washington
| $96.9M | +$6.39M | +7% | 7.67% | 47.4% | 124 | 17.74% | 1.1 |
|
| 4413 |
4413
Trustees of Princeton University
Princeton,
New Jersey
| $96.4M | +$29.5M | +44% | 10% | – | 14 | 85.71% | 0.1 |
|
| 4414 |
4414
All-Stars Investment
Hong Kong
| $96.4M | +$6.78M | +8% | 2.3% | 41.7% | 10 | 40% | 0.8 |
|
| 4415 |
4415
Independence Wealth Advisors
Mclean,
Virginia
| $96.3M | -$11.9M | -11% | 0.15% | 34.1% | 26 | 23.08% | 0.5 |
|
| 4416 |
4416
Equinox Partners Investment Management
Stamford,
Connecticut
| $96.2M | +$2.55M | +3% | 6.57% | 241% | 9 | 0% | 0.7 |
|
| 4417 |
4417
Clifford Capital Partners
Alpine,
Utah
| $96.2M | +$1.43M | +2% | 4.04% | 77.3% | 35 | 17.14% | 0.5 |
|
| 4418 |
4418
Trustco Bank (New York)
Albany,
New York
| $96.2M | -$2.14M | -2% | 1.12% | 131% | 69 | 1.45% | 3.7 |
|
| 4419 |
4419
Meritech Capital Associates IV
Palo Alto,
California
| $96M | -$88.1M | -48% | 28.4% | – | 4 | 50% | 1 |
|
| 4420 |
4420
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $95.5M | +$2.8M | +3% | 4.24% | 61.1% | 113 | 7.96% | 3 |
|
| 4421 |
4421
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $95.3M | +$8.13M | +9% | 5.39% | 161% | 359 | 24.51% | 1.6 |
|
| 4422 |
4422
Camarda Financial Advisors
Fleming Island,
Florida
| $95.2M | -$1.52M | -2% | 0.72% | 196% | 195 | 19.49% | 2.1 |
|
| 4423 |
4423
Gunma Bank
Gunma,
Japan
| $95M | +$4.5M | +5% | 5.03% | 24.5% | 9 | 0% | 2.3 |
|
| 4424 |
4424
Pring Turner Capital Group
Alamo,
California
| $94.6M | -$1.65M | -2% | 2.49% | 70.8% | 48 | 4.17% | 2.2 |
|
| 4425 |
4425
StepStone Group
La Jolla,
California
| $94.3M | -$41.6M | -31% | 7.41% | 107% | 8 | 50% | 1.7 |
|