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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
SG
4826
StepStone Group
La Jolla,
California
| $72.8M | -$27.5M | -27% | 25.3% | 103% | 6 | 33.33% | 6.8 |
|
| 4827 |
CWA
4827
Cypress Wealth Advisors
San Francisco,
California
| $72.8M | -$22.3M | -23% | 15.9% | 29.3% | 91 | 24.18% | 8.9 |
|
| 4828 |
BCG
4828
Barington Capital Group
New York
| $72.5M | -$29.3M | -29% | 15.7% | 71.1% | 17 | 23.53% | 7.2 |
|
| 4829 |
PC
4829
Phoenician Capital
New York
| $72.3M | – | – | 30.4% | 41.1% | 15 | – | 0 |
|
| 4830 |
NED
4830
Nancy E. Dempze
| $72M | -$17.3M | -19% | 9.42% | 83.1% | 79 | 18.99% | 10.4 |
|
| 4831 |
MCIA
4831
Mountain Capital Investment Advisors
Westminster,
Colorado
| $71.9M | -$31.5M | -30% | 14% | 63.3% | 47 | 34.04% | 3.9 |
|
| 4832 |
TCS
4832
Texas Children's
Houston,
Texas
| $71.7M | – | – | 21% | – | 41 | – | 0 |
|
| 4833 |
MIG
4833
Mariner Investment Group
Harrison,
New York
| $71.7M | +$22.5M | +46% | 6.84% | – | 119 | 44.54% | 1.9 |
|
| 4834 |
RCM
4834
Rimrock Capital Management
Irvine,
California
| $71.6M | – | – | 50.9% | – | 1 | – | 0 |
|
| 4835 |
PCM
4835
Price Capital Management
Lafayette,
Louisiana
| $71.5M | -$212M | -75% | 0.84% | 124% | 64 | 100% | 0 |
|
| 4836 |
SCM
4836
Samson Capital Management
Leawood,
Kansas
| $71.5M | -$18.3M | -20% | 18.7% | 13.4% | 14 | 21.43% | 9.8 |
|
| 4837 |
KJWM
4837
Kiley Juergens Wealth Management
Olympia,
Washington
| $71.4M | -$62.5M | -47% | 9.95% | 106% | 785 | 95.16% | 3.9 |
|
| 4838 |
IVM
4838
InterWest Venture Management
San Francisco,
California
| $71.2M | -$134M | -65% | 32.7% | 57.6% | 11 | 0% | 7.1 |
|
| 4839 |
NCM
4839
Northwest Capital Management
Lake Oswego,
Oregon
| $71.2M | -$22.9M | -24% | 12.1% | 57% | 80 | 21.25% | 2.8 |
|
| 4840 |
LEP
4840
Lee Equity Partners
New York
| $71.1M | – | – | 24.4% | – | 2 | – | 8 |
|
| 4841 |
FTS
4841
Fifth Third Securities
Cincinnati,
Ohio
| $71M | -$218M | -75% | 10.2% | 58.9% | 142 | 70.42% | 5.8 |
|
| 4842 |
KCP
4842
Kenmare Capital Partners
New York
| $71M | -$1.99M | -3% | 16.9% | 48.8% | 25 | 40% | 5.5 |
|
| 4843 |
PTCG
4843
Pring Turner Capital Group
Alamo,
California
| $70.8M | -$7.12M | -9% | 9.78% | 70.8% | 43 | 6.98% | 11.4 |
|
| 4844 |
HP
4844
Hartree Partners
New York
| $70.6M | -$132M | -65% | 11% | 138% | 44 | 70.45% | 1.4 |
|
| 4845 |
SA
4845
Springowl Associates
New York
| $70.4M | -$52.8M | -43% | 27.8% | 101% | 35 | 45.71% | 5.2 |
|
| 4846 |
OCM
4846
Ogborne Capital Management
San Francisco,
California
| $70.3M | – | – | 18.6% | 251% | 11 | – | 0 |
|
| 4847 |
HCM
4847
Howard Capital Management
Roswell,
Georgia
| $69.9M | -$965M | -93% | 16.4% | 129% | 72 | 86.11% | 3 |
|
| 4848 |
LSCM
4848
LaSalle Street Capital Management
Chicago,
Illinois
| $69.6M | -$16M | -19% | 15.6% | 30.5% | 107 | 22.43% | 9.2 |
|
| 4849 |
RF
4849
RHS Financial
San Francisco,
California
| $69.3M | – | – | 9.98% | 57.8% | 58 | – | 0 |
|
| 4850 |
SB
4850
Strategic Blueprint
Atlanta,
Georgia
| $68.9M | – | – | 10.9% | 76.6% | 51 | – | 0 |
|