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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
OCM
8176
Obion Capital Management
Miami,
Florida
| $101M | -$2.57M | -2% | 2.96% | – | 16 | 12.5% | 0.2 |
|
| 8177 |
BCM
8177
Brightlight Capital Management
Westport,
Connecticut
| $101M | -$39.3M | -28% | 7.08% | 202% | 10 | 30% | 1.8 |
|
| 8178 |
PCP
8178
Pacific Capital Partners
London,
| $101M | +$7.19M | +8% | 2.82% | 49.8% | 65 | 86.15% | 0.1 |
|
| 8179 |
ASCM
8179
Adkins Seale Capital Management
Shreveport,
Louisiana
| $101M | +$112K | +0.1% | 1.6% | – | 229 | 2.18% | 0.2 |
|
| 8180 |
VCWM
8180
Vista Cima Wealth Management
Surprise,
Arizona
| $101M | -$18.7M | -16% | 2.7% | – | 57 | 26.32% | 1 |
|
| 8181 |
TWS
8181
Thomas W. Smith
| $101M | -$6.97M | -6% | 4.96% | – | 6 | 16.67% | 9.6 |
|
| 8182 |
BHPW
8182
Box Hill Private Wealth
Scottsdale,
Arizona
| $101M | +$2.37M | +2% | 3.62% | – | 70 | 27.14% | 0.2 |
|
| 8183 |
HA
8183
Hyposwiss Advisors
Geneva,
| $101M | -$792K | -0.8% | 1.29% | – | 118 | 10.17% | 0.2 |
|
| 8184 |
HWM
8184
Hobbs Wealth Management
Zionsville,
Indiana
| $101M | -$1.67M | -2% | 1.72% | – | 25 | 24% | 0.9 |
|
| 8185 |
AWA
8185
Ark Wealth Advisors
Yorba Linda,
California
| $101M | +$8.07M | +9% | 2.35% | – | 84 | 13.1% | 0.2 |
|
| 8186 |
RPC
8186
Royal Palms Capital
Whitefish,
Montana
| $101M | +$16.7M | +20% | 11.8% | – | 52 | 36.54% | 0.2 |
|
| 8187 |
BDPWM
8187
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| $101M | +$1.38M | +1% | 4.64% | – | 350 | 23.14% | 0.7 |
|
| 8188 |
TCI
8188
Triveni Capital Investments
Stamford,
Connecticut
| $101M | -$33.1M | -25% | 10.6% | – | 18 | 33.33% | 0.2 |
|
| 8189 |
VCM
8189
Vines Capital Management
Monroe,
Louisiana
| $101M | -$1.7M | -2% | 4.41% | – | 78 | 7.69% | 0.2 |
|
| 8190 |
HP
8190
Harbourvest Partners
Boston,
Massachusetts
| $101M | -$73.3M | -42% | 39.2% | 8.96% | 8 | 50% | 2 |
|
| 8191 |
XC
8191
XY Capital
Central,
Hong Kong
| $101M | -$58M | -37% | 2.64% | 52.8% | 309 | 82.2% | 0.3 |
|
| 8192 |
WA
8192
Walsh & Associates
Sarasota,
Florida
| $101M | -$582K | -0.6% | 2.26% | – | 294 | 22.45% | 0.2 |
|
| 8193 |
TCM
8193
Traub Capital Management
Needham,
Massachusetts
| $101M | -$3.13M | -3% | 1.03% | – | 141 | 12.06% | 0.7 |
|
| 8194 |
BNA
8194
BankChampaign National Association
Champaign,
Illinois
| $101M | -$642K | -0.6% | 9.63% | – | 224 | 37.95% | 0.2 |
|
| 8195 |
CF
8195
Calder Financial
Downingtown,
Pennsylvania
| $101M | -$1.12M | -1% | 1.42% | – | 42 | 11.9% | 0.2 |
|
| 8196 |
CG
8196
Column Group
San Francisco,
California
| $101M | +$17.9M | +22% | 40.5% | 95.1% | 5 | 40% | 5 |
|
| 8197 |
JBC
8197
Jefferson Bridge Capital
Nashville,
Tennessee
| $101M | +$1.37M | +1% | 0.29% | – | 55 | 5.45% | 0.2 |
|
| 8198 |
ROP
8198
Rule One Partners
Moreland,
Georgia
| $101M | -$584M | -85% | 6.96% | – | 18 | 55.56% | 0.6 |
|
| 8199 |
PRAG
8199
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $101M | +$579K | +0.6% | 1.74% | – | 161 | 19.25% | 0.2 |
|
| 8200 |
JRSI
8200
Jeter Robert S II
| $100M | – | – | 2.91% | – | 43 | – | 0 |
|