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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
GB
4426
Gunma Bank
Gunma,
Japan
| $94.8M | -$179K | -0.2% | 0.14% | 24.5% | 9 | 0% | 10.2 |
|
| 4427 |
AG
4427
Appleton Group
Appleton,
Wisconsin
| $94.4M | +$18.3M | +24% | 4.81% | 58.3% | 32 | 25% | 7.2 |
|
| 4428 |
PAWC
4428
P.A.W. Capital
Greenwich,
Connecticut
| $94.2M | -$4.78M | -5% | 8.74% | 54.6% | 73 | 21.92% | 10 |
|
| 4429 |
NCM
4429
Northwest Capital Management
Lake Oswego,
Oregon
| $94.1M | +$13.7M | +17% | 3.8% | 57% | 75 | 28% | 2.1 |
|
| 4430 |
CCM
4430
Cox Capital Management
Andover,
Massachusetts
| $94M | +$11.1M | +13% | 8.82% | 106% | 68 | 13.24% | 0.9 |
|
| 4431 |
GIM
4431
Greenwich Investment Management
Norwalk,
Connecticut
| $94M | -$2.94M | -3% | 1.22% | – | 71 | 19.72% | 7.8 |
|
| 4432 |
CC
4432
Colrain Capital
Boston,
Massachusetts
| $93.7M | +$8.85M | +10% | 9.72% | – | 40 | 15% | 16.8 |
|
| 4433 |
LP
4433
Luzich Partners
Las Vegas,
Nevada
| $93.2M | -$9.72M | -9% | 0.04% | – | 13 | 30.77% | 4.6 |
|
| 4434 |
MCM
4434
Mudrick Capital Management
New York
| $92.7M | +$21.3M | +30% | 0.37% | 212% | 5 | 80% | 1 |
|
| 4435 |
AP
4435
Agilis Partners
Waltham,
Massachusetts
| $92.6M | -$15.5M | -14% | 3.3% | 8.47% | 12 | 25% | 12.1 |
|
| 4436 |
TBNY
4436
Trustco Bank (New York)
Albany,
New York
| $92.3M | -$3.86M | -4% | 6.06% | 131% | 69 | 4.35% | 15.8 |
|
| 4437 |
SP
4437
Successful Portfolios
Clearwater,
Florida
| $91.8M | +$6.21M | +7% | 6.24% | 110% | 141 | 5.67% | 2.7 |
|
| 4438 |
CRIG
4438
Charter Research & Investment Group
Southport,
Connecticut
| $91.7M | +$4.48M | +5% | 5.17% | 82.3% | 77 | 2.6% | 11.8 |
|
| 4439 |
ALIONA
4439
Allianz Life Insurance of North America
Minneapolis,
Minnesota
| $91.6M | +$7.01M | +8% | 5.16% | – | 136 | 21.32% | 2.4 |
|
| 4440 |
GPC
4440
Glacier Peak Capital
Bellevue,
Washington
| $91.6M | -$39.3M | -30% | 0.1% | 11.8% | 57 | 43.86% | 2.7 |
|
| 4441 |
CFGF
4441
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $91.5M | +$4.86M | +6% | 4.16% | 44.1% | 19 | 5.26% | 7.3 |
|
| 4442 |
CC
4442
Cambrian Capital
San Francisco,
California
| $91.1M | -$12M | -12% | 0.91% | 17.3% | 44 | 29.55% | 9.9 |
|
| 4443 |
SRA
4443
Summit Rock Advisors
New York
| $90.9M | -$51.4M | -36% | 2.29% | – | 5 | 0% | 7 |
|
| 4444 |
YEPX
4444
Yorktown Energy Partners XI
New York
| $90.3M | -$11.9M | -12% | 9.11% | 105% | 2 | 0% | 6.5 |
|
| 4445 |
CFC
4445
Coyle Financial Counsel
Glenview,
Illinois
| $89.9M | -$16.8M | -16% | 4.19% | 62.4% | 327 | 91.44% | 4.4 |
|
| 4446 |
SCM
4446
Samson Capital Management
Leawood,
Kansas
| $89.7M | -$1.1M | -1% | 2.21% | 13.4% | 14 | 14.29% | 9.3 |
|
| 4447 |
JCM
4447
Jayhawk Capital Management
Shawnee,
Kansas
| $89.5M | -$52.7M | -37% | 26.3% | – | 2 | 50% | 3 |
|
| 4448 |
NED
4448
Nancy E. Dempze
| $89.3M | +$7.48M | +9% | 10.3% | 83.1% | 79 | 5.06% | 9.2 |
|
| 4449 |
DFIG
4449
Dragon Financial & Investment Group
San Mateo,
California
| $88.2M | +$826K | +0.9% | 4.33% | – | 32 | 31.25% | 2.4 |
|
| 4450 |
CFA
4450
Camarda Financial Advisors
Fleming Island,
Florida
| $88.2M | -$7.01M | -7% | 4.08% | 196% | 257 | 43.58% | 6.8 |
|