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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
FPC
1651
Falcon Point Capital
San Francisco,
California
| $579M | -$443K | -0.1% | 4.63% | 119% | 130 | 24.62% | 1.6 |
|
| 1652 |
1652
JMG Financial Group
Downers Grove,
Illinois
| $579M | +$45.9M | +9% | 2.46% | 58.7% | 57 | 10.53% | 2.7 |
|
| 1653 |
1653
Bridges Investment Management
Omaha,
Nebraska
| $579M | +$28.3M | +5% | 1.06% | 77.9% | 134 | 8.21% | 2.4 |
|
| 1654 |
RT
1654
Rockland Trust
Hanover,
Massachusetts
| $578M | +$21M | +4% | 3.7% | 61.5% | 161 | 9.94% | 2 |
|
| 1655 |
OFM
1655
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $578M | -$41.3M | -7% | 2.1% | 8.26% | 13 | 23.08% | 0.8 |
|
| 1656 |
DAM
1656
Delta Asset Management
Memphis,
Tennessee
| $577M | +$15M | +3% | 3.99% | 53.8% | 616 | 9.42% | 2.3 |
|
| 1657 |
TPCM
1657
Three Peaks Capital Management
Castle Rock,
Colorado
| $577M | +$32.6M | +6% | 3.94% | 84.5% | 77 | 22.08% | 1.4 |
|
| 1658 |
FHB
1658
First Hawaiian Bank
Honolulu,
Hawaii
| $577M | -$6.74M | -1% | 1.23% | 72.7% | 97 | 15.46% | 2.4 |
|
| 1659 |
DAM
1659
Davis Asset Management
Sausalito,
California
| $577M | +$22.6M | +4% | 2.76% | 97.3% | 27 | 14.81% | 1.9 |
|
| 1660 |
VFM
1660
Viking Fund Management
Minot,
North Dakota
| $577M | +$55.6M | +11% | 16.2% | 105% | 49 | 26.53% | 1.7 |
|
| 1661 |
AAP
1661
Ardsley Advisory Partners
Stamford,
Connecticut
| $576M | -$70.1M | -11% | 9.45% | 555% | 220 | 67.73% | 0.4 |
|
| 1662 |
LCP
1662
LGT Capital Partners
Pfaeffikon,
Switzerland
| $576M | +$22.6M | +4% | 1.1% | 67.2% | 59 | 18.64% | 1.1 |
|
| 1663 |
REMS
1663
Real Estate Management Services
| $576M | -$46.7M | -8% | 2.76% | 67.2% | 44 | 25% | 2 |
|
| 1664 |
BIM
1664
BRC Investment Management
Greenwood Village,
Colorado
| $575M | -$98.5M | -15% | 7.09% | 114% | 169 | 71.01% | 0.3 |
|
| 1665 |
WC
1665
Wexford Capital
West Palm Beach,
Florida
| $575M | +$62.4M | +12% | 11.6% | 128% | 146 | 56.16% | 0.4 |
|
| 1666 |
TTWM
1666
TCV Trust & Wealth Management
Richmond,
Virginia
| $575M | +$19.7M | +4% | 2.75% | 75.3% | 166 | 7.83% | 2.5 |
|
| 1667 |
SGAM
1667
Steinberg Global Asset Management
Boca Raton,
Florida
| $575M | +$42.1M | +8% | 3.47% | 32.8% | 220 | 8.64% | 2 |
|
| 1668 |
LBC
1668
Lowe Brockenbrough & Co
Richmond,
Virginia
| $575M | -$6.61M | -1% | 2.65% | 78.8% | 188 | 7.98% | 2.6 |
|
| 1669 |
PAM
1669
Paradigm Asset Management
New York
| $574M | +$36M | +7% | 5.57% | 73.8% | 872 | 19.84% | 1.5 |
|
| 1670 |
ZB
1670
Zions Bancorporation
Salt Lake City,
Utah
| $573M | +$16.2M | +3% | 2.78% | 22.9% | 1,033 | 21.78% | 0.7 |
|
| 1671 |
NB
1671
NBT Bank
Norwich,
New York
| $573M | +$3.71M | +0.7% | 3.39% | 68.2% | 207 | 7.25% | 2.6 |
|
| 1672 |
TL
1672
Tirschwell & Loewy
New York
| $572M | +$34K | +0% | 2.86% | 78% | 84 | 5.95% | 2.6 |
|
| 1673 |
TAM
1673
Taurus Asset Management
New York
| $569M | +$29.4M | +5% | 3.14% | 26.9% | 97 | 11.34% | 2.4 |
|
| 1674 |
MC
1674
Moors & Cabot
Boston,
Massachusetts
| $569M | +$15.1M | +3% | 6.36% | 124% | 573 | 19.02% | 1.6 |
|
| 1675 |
PAM
1675
Private Asset Management
San Diego,
California
| $569M | +$16.9M | +3% | 4.54% | 38.2% | 146 | 7.53% | 2.4 |
|