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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
KAM
2051
Knightsbridge Asset Management
Newport Beach,
California
| $378M | +$16.6M | +5% | 4.48% | 150% | 49 | 12.24% | 0.8 |
|
| 2052 |
BIM
2052
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $378M | +$33.5M | +10% | 5.59% | 48.4% | 110 | 9.09% | 0.9 |
|
| 2053 |
SC
2053
Selz Capital
New York
| $378M | -$20.4M | -5% | 7.4% | 10.2% | 63 | 25.4% | 0.7 |
|
| 2054 |
CAM
2054
Cormorant Asset Management
Boston,
Massachusetts
| $377M | -$57.5M | -13% | 8.1% | 3,977% | 64 | 43.75% | 0.3 |
|
| 2055 |
WCM
2055
Weatherstone Capital Management
Denver,
Colorado
| $377M | +$33.7M | +10% | 2.76% | 32% | 90 | 36.67% | 0.5 |
|
| 2056 |
LG
2056
LaFleur & Godfrey
Grand Rapids,
Michigan
| $376M | +$14M | +4% | 4.77% | 85.2% | 76 | 7.89% | 0.9 |
|
| 2057 |
AP
2057
Atwood & Palmer
Kansas City,
Missouri
| $375M | -$52.6M | -12% | 3.86% | 90% | 349 | 70.77% | 0.3 |
|
| 2058 |
AP
2058
Archon Partners
Princeton Junction,
New Jersey
| $375M | +$20M | +6% | 6.32% | 86% | 61 | 13.11% | 0.8 |
|
| 2059 |
PTC
2059
Petrus Trust Company
Dallas,
Texas
| $375M | -$11.9M | -3% | 2.4% | 36.9% | 53 | 18.87% | 0.8 |
|
| 2060 |
SCM
2060
Stadium Capital Management
New Canaan,
Connecticut
| $375M | +$23.2M | +7% | 4.77% | 10.9% | 12 | 8.33% | 0.9 |
|
| 2061 |
2061
Smith Salley Wealth Management
Greensboro,
North Carolina
| $374M | +$215M | +134% | 4.87% | 106% | 190 | 43.16% | 0.5 |
|
| 2062 |
MCM
2062
Mazama Capital Management
Portland,
Oregon
| $374M | +$264M | +239% | 4.32% | – | 317 | 31.86% | 0.6 |
|
| 2063 |
RCM
2063
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $374M | +$4.38M | +1% | 3.64% | 31.2% | 31 | 3.23% | 0.3 |
|
| 2064 |
CC
2064
Callan Capital
La Jolla,
California
| $374M | +$74.3M | +25% | 3.39% | 20.1% | 76 | 28.95% | 0.6 |
|
| 2065 |
SC
2065
Seawolf Capital
New York
| $373M | +$45.7M | +14% | 2.45% | 25.7% | 52 | 51.92% | 0.5 |
|
| 2066 |
SSWM
2066
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $373M | +$15.2M | +4% | 5.95% | 83.4% | 294 | 27.89% | 0.7 |
|
| 2067 |
IUAM
2067
Itau USA Asset Management
New York
| $373M | +$63.9M | +21% | 5.24% | 15.8% | 127 | 13.39% | 0.8 |
|
| 2068 |
NC
2068
Nokomis Capital
Dallas,
Texas
| $372M | +$71M | +24% | 6.16% | 145% | 49 | 28.57% | 0.6 |
|
| 2069 |
GMCM
2069
Gruber & McBaine Capital Management
San Francisco,
California
| $372M | -$11.5M | -3% | 1.43% | – | 227 | 26.87% | 0.6 |
|
| 2070 |
BRCA
2070
Birch Run Capital Advisors
Dallas,
Texas
| $372M | -$44.7M | -11% | 1.24% | 8.22% | 26 | 7.69% | 0.8 |
|
| 2071 |
MAM
2071
Mark Asset Management
New York
| $371M | +$46.3M | +14% | 10.6% | 325% | 73 | 41.1% | 0.5 |
|
| 2072 |
CC
2072
Cornerstone Capital
Palo Alto,
California
| $371M | +$22.2M | +6% | 4.46% | 91.2% | 69 | 5.8% | 0.9 |
|
| 2073 |
KCM
2073
KSA Capital Management
Morristown,
New Jersey
| $371M | +$117M | +46% | 2.79% | 109% | 53 | 37.74% | 0.6 |
|
| 2074 |
AIS
2074
AlphaOne Investment Services
West Chester,
Pennsylvania
| $370M | -$58.9M | -14% | 3.92% | 77.1% | 163 | 38.65% | 0.7 |
|
| 2075 |
LIA
2075
LBMC Investment Advisors
Brentwood,
Tennessee
| $370M | -$27.2M | -7% | 3.62% | 52.8% | 48 | 6.25% | 0.9 |
|