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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
HPCM
5101
High Pointe Capital Management
Chicago,
Illinois
| $82.4M | +$6.33M | +8% | 8.28% | 92.4% | 92 | 27.17% | 1.6 |
|
| 5102 |
5102
Camarda Financial Advisors
Fleming Island,
Florida
| $82.4M | +$10.9M | +15% | 10.2% | 196% | 49 | 24.49% | 1.6 |
|
| 5103 |
5103
Yaupon Capital Management
New York
| $82.3M | -$36.8M | -31% | 11.9% | 122% | 42 | 57.14% | 0.6 |
|
| 5104 |
JC
5104
JCSD Capital
Walnut Creek,
California
| $82.1M | +$13.1M | +19% | 5.45% | – | 47 | 29.79% | 1.5 |
|
| 5105 |
SCC
5105
Steel Canyon Capital
Phoenix,
Arizona
| $81.9M | +$4.56M | +6% | 7.08% | 62.8% | 21 | 4.76% | 0.7 |
|
| 5106 |
5106
Harbert Fund Advisors
Birmingham,
Alabama
| $81.8M | -$5.97M | -7% | 12.9% | 70.8% | 24 | 37.5% | 1 |
|
| 5107 |
5107
WESPAC Advisors
Orinda,
California
| $80.7M | -$7.4M | -8% | 8.43% | 126% | 111 | 32.43% | 0.9 |
|
| 5108 |
5108
Portland Investment Counsel
Burlington,
Ontario, Canada
| $80.6M | -$5.58M | -6% | 2.64% | 108% | 26 | 3.85% | 3.3 |
|
| 5109 |
5109
Sippican Capital Advisors
Boston,
Massachusetts
| $80.4M | +$6.24M | +8% | 3.74% | 81.1% | 110 | 16.36% | 3.8 |
|
| 5110 |
5110
Conrad N. Hilton Foundation
Agoura Hills,
California
| $80M | -$75.8M | -49% | 4.12% | – | 4 | 25% | 2.8 |
|
| 5111 |
5111
Indie Asset Partners
Carmel,
Indiana
| $79.8M | +$129K | +0.2% | 8.23% | 119% | 99 | 13.13% | 0.6 |
|
| 5112 |
MFM
5112
Mohican Financial Management
Wilton,
Connecticut
| $79.7M | +$24.4M | +44% | 0% | 0% | 54 | 38.89% | 0.9 |
|
| 5113 |
5113
Assured Investment Management
New York
| $79.5M | +$20.8M | +35% | 35.5% | 18.3% | 2 | 50% | 0.8 |
|
| 5114 |
5114
Euclidean Technologies Management
Seattle,
Washington
| $79.5M | +$8.24M | +12% | 12.1% | 124% | 62 | 16.13% | 1.2 |
|
| 5115 |
5115
Siris Capital Group
New York
| $79M | -$38.8M | -33% | 11.3% | – | 3 | 33.33% | 0.8 |
|
| 5116 |
5116
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $78.8M | +$1.88M | +2% | 8.07% | 80.2% | 75 | 24% | 2.2 |
|
| 5117 |
5117
KPCB DGF II Associates
Menlo Park,
California
| $78.6M | +$5.39M | +7% | 55.9% | 2.08% | 2 | 0% | 0.8 |
|
| 5118 |
5118
Mad River Investors
Boston,
Massachusetts
| $78.6M | -$8.57M | -10% | 3.03% | 169% | 23 | 8.7% | 3.8 |
|
| 5119 |
LC
5119
LNZ Capital
New York
| $78.4M | -$58.5M | -43% | 10.3% | 58.8% | 27 | 85.19% | 0.1 |
|
| 5120 |
5120
QP Wealth Management
Eatontown,
New Jersey
| $78.1M | +$5.8M | +8% | 13.1% | – | 68 | 20.59% | 0.6 |
|
| 5121 |
5121
Global Strategic Management
San Juan,
Puerto Rico
| $77.9M | +$206K | +0.3% | 13.5% | – | 33 | 18.18% | 1.4 |
|
| 5122 |
5122
Harvey Partners
Tarrytown,
New York
| $77M | -$5.96M | -7% | 9.92% | 174% | 50 | 36% | 0.9 |
|
| 5123 |
5123
CAZ Investments
Houston,
Texas
| $76.9M | -$29.6M | -28% | 0.43% | 263% | 44 | 27.27% | 1 |
|
| 5124 |
PI
5124
Pachira Investments
Dana Point,
California
| $76.7M | +$20.6M | +37% | 6.48% | 82.3% | 20 | 30% | 1.5 |
|
| 5125 |
5125
Oppenheimer & Close
New York
| $76.1M | +$1.16M | +2% | 6.23% | 149% | 46 | 6.52% | 3.8 |
|