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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
CCM
4451
Coe Capital Management
Highland Park,
Illinois
| $89.9M | -$2.32M | -3% | 2.93% | 84.4% | 90 | 13.33% | 11.6 |
|
| 4452 |
TA
4452
Townsend & Associates
Westminster,
Colorado
| $89.1M | -$36.1M | -29% | 0.05% | 54.1% | 190 | 27.37% | 1.6 |
|
| 4453 |
BA
4453
Ballew Advisors
Jackson,
Mississippi
| $88.7M | -$25.7M | -22% | 1.48% | 68% | 325 | 11.38% | 1.2 |
|
| 4454 |
KCS
4454
Koonce Calvin Scott
| $88.3M | -$7.28M | -8% | 7.62% | 67.9% | 1 | 0% | 14 |
|
| 4455 |
BCP
4455
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $88M | -$29.7M | -25% | 4.8% | 87.2% | 369 | 27.91% | 1.5 |
|
| 4456 |
NVIM
4456
New Vernon Investment Management
Highland Park,
Illinois
| $87.7M | +$4M | +5% | 3.54% | 83.1% | 52 | 17.31% | 7.9 |
|
| 4457 |
CAM
4457
Concorde Asset Management
Ann Arbor,
Michigan
| $87.6M | +$5.84M | +7% | 3.01% | – | 129 | 15.5% | 5.8 |
|
| 4458 |
GCM
4458
Gator Capital Management
Tampa,
Florida
| $87.5M | -$16.2M | -16% | 4.23% | 245% | 117 | 43.59% | 4 |
|
| 4459 |
DFIG
4459
Dragon Financial & Investment Group
San Mateo,
California
| $87.4M | -$22.9M | -21% | 0.27% | – | 37 | 32.43% | 1.5 |
|
| 4460 |
HFP
4460
Holistic Financial Partners
Indianapolis,
Indiana
| $87.4M | -$32.6M | -27% | 1.48% | 95.7% | 437 | 91.99% | 1.9 |
|
| 4461 |
CRIG
4461
Charter Research & Investment Group
Southport,
Connecticut
| $87.2M | +$3.44M | +4% | 1.93% | 82.3% | 76 | 6.58% | 11.1 |
|
| 4462 |
CP
4462
Clover Partners
Dallas,
Texas
| $87M | -$2.71M | -3% | 4.6% | 32.2% | 29 | 17.24% | 6.2 |
|
| 4463 |
LFG
4463
Larson Financial Group
St Louis,
Missouri
| $86.8M | +$1.63M | +2% | 1.36% | 81.2% | 50 | 12% | 1.8 |
|
| 4464 |
KCP
4464
Kenmare Capital Partners
New York
| $86.7M | -$6.68M | -7% | 7.3% | 48.8% | 20 | 10% | 6.6 |
|
| 4465 |
CFGF
4465
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $86.7M | +$2.51M | +3% | 2.18% | 44.1% | 18 | 0% | 6.7 |
|
| 4466 |
NWS
4466
Newport Wealth Strategies
Irvine,
California
| $86.4M | -$41.4M | -32% | 4% | 51.5% | 101 | 24.75% | 1.9 |
|
| 4467 |
LM
4467
Litespeed Management
New York
| $86.2M | +$27.4M | +47% | 11.6% | 73.7% | 11 | 45.45% | 1.6 |
|
| 4468 |
CAM
4468
Chesapeake Asset Management
New York
| $85.8M | -$7.44M | -8% | 3.16% | 153% | 67 | 17.91% | 13.8 |
|
| 4469 |
SNBOSD
4469
Security National Bank of So Dak
Sioux City,
Iowa
| $85.8M | -$1.51M | -2% | 2.45% | 67.7% | 88 | 5.68% | 13.8 |
|
| 4470 |
SP
4470
Successful Portfolios
Clearwater,
Florida
| $85.6M | +$3.26M | +4% | 2% | 110% | 138 | 9.42% | 1.8 |
|
| 4471 |
TODC
4471
Trustees of Dartmouth College
Hanover,
New Hampshire
| $85.5M | +$14.7M | +21% | 20.9% | 52.5% | 28 | 32.14% | 1.5 |
|
| 4472 |
FCM
4472
Fairbanks Capital Management
Rancho Santa Fe,
California
| $85.4M | -$13.7M | -14% | 6.74% | 81.3% | 31 | 9.68% | 6.1 |
|
| 4473 |
CPA
4473
Columbia Pacific Advisors
Seattle,
Washington
| $85.4M | +$7.87M | +10% | 34.4% | 5.27% | 40 | 47.5% | 5.2 |
|
| 4474 |
UIA
4474
UBP Investment Advisors
Geneva,
Switzerland
| $84.8M | -$7.82M | -8% | 2.2% | 11.2% | 52 | 21.15% | 1.8 |
|
| 4475 |
CC
4475
Colrain Capital
Boston,
Massachusetts
| $84.8M | -$9.6M | -10% | 5.16% | – | 39 | 2.56% | 15.6 |
|