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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
LaFleur & Godfrey
Grand Rapids,
Michigan
| $335M | -$26.9M | -7% | 5.69% | 85.2% | 84 | 16.67% | 1.8 |
|
| 2177 |
2177
Tensile Capital Management
Larkspur,
California
| $334M | -$29.7M | -8% | 10.4% | 47.7% | 19 | 15.79% | 1.1 |
|
| 2178 |
CCM
2178
Cohen Capital Management
Corte Madera,
California
| $334M | -$54M | -14% | 8.65% | 91.5% | 136 | 11.03% | 2 |
|
| 2179 |
2179
Private Trust Company
Cleveland,
Ohio
| $334M | -$15M | -4% | 6.06% | 87.7% | 348 | 18.39% | 1.7 |
|
| 2180 |
2180
Marathon Asset Management (New York)
New York
| $334M | -$6.93M | -2% | 15.7% | 490% | 36 | 58.33% | 0.4 |
|
| 2181 |
2181
Advisory Services Network
Atlanta,
Georgia
| $331M | -$7.76M | -2% | 5.31% | 105% | 1,698 | 19.2% | 0.7 |
|
| 2182 |
ICRM
2182
Insight Capital Research & Management
Walnut Creek,
California
| $331M | -$47.5M | -13% | 1.35% | 287% | 126 | 51.59% | 0.5 |
|
| 2183 |
2183
American Assets Investment Management
San Diego,
California
| $331M | -$3.69M | -1% | 7.2% | 507% | 130 | 18.46% | 1.6 |
|
| 2184 |
2184
BDT Capital Partners
Chicago,
Illinois
| $331M | -$179M | -35% | 35.2% | 25.5% | 1 | 0% | 2.3 |
|
| 2185 |
2185
Sonora Investment Management
Tucson,
Arizona
| $331M | – | – | 4.17% | 32.8% | 1,177 | – | 0 |
|
| 2186 |
2186
YCG LLC
Austin,
Texas
| $330M | -$5.94M | -2% | 5.66% | 27% | 64 | 10.94% | 1.9 |
|
| 2187 |
2187
Mission Wealth Management
Santa Barbara,
California
| $330M | +$38.1M | +13% | 7.75% | 92.1% | 161 | 30.43% | 0.2 |
|
| 2188 |
2188
KPCB DGF Associates
Menlo Park,
California
| $330M | -$105M | -24% | 21.6% | – | 5 | 20% | 1.1 |
|
| 2189 |
HC
2189
HHG & Company
Darien,
Connecticut
| $330M | -$16.9M | -5% | 4.16% | 22% | 136 | 9.56% | 1.7 |
|
| 2190 |
2190
Foresite Capital Management II
Larkspur,
California
| $329M | +$44.4M | +16% | 15.7% | 66.2% | 31 | 35.48% | 0.3 |
|
| 2191 |
3AM
2191
3D Asset Management
Hartford,
Connecticut
| $329M | -$4.12M | -1% | 6.93% | 0.82% | 44 | 2.27% | 1.9 |
|
| 2192 |
2192
Woodmont Investment Counsel
Nashville,
Tennessee
| $328M | -$16.8M | -5% | 7.76% | 66.8% | 608 | 16.94% | 0.7 |
|
| 2193 |
2193
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $328M | +$4.18M | +1% | 5.99% | 85.5% | 121 | 9.92% | 0.6 |
|
| 2194 |
2194
Itau USA Asset Management
New York
| $328M | -$32M | -9% | 12.8% | 15.8% | 37 | 27.03% | 1.3 |
|
| 2195 |
AAM
2195
Autus Asset Management
Scottsdale,
Arizona
| $327M | -$30.6M | -9% | 5.71% | 26.3% | 141 | 12.06% | 1.8 |
|
| 2196 |
2196
Arcadia Investment Management
Kalamazoo,
Michigan
| $327M | -$57.5M | -15% | 7.67% | 83.5% | 230 | 15.65% | 1.1 |
|
| 2197 |
2197
Accel X Associates
Palo Alto,
California
| $327M | +$98.3M | +43% | 4.11% | – | 4 | 25% | 0.6 |
|
| 2198 |
TAM
2198
Telemark Asset Management
Boston,
Massachusetts
| $327M | -$51.9M | -14% | 0.11% | 329% | 34 | 47.06% | 1.1 |
|
| 2199 |
2199
TD Capital Management
Memphis,
Tennessee
| $327M | -$67.1M | -17% | 5.81% | 40.5% | 169 | 11.83% | 1.8 |
|
| 2200 |
2200
Berkshire Money Management
Dalton,
Massachusetts
| $326M | -$14M | -4% | 7.34% | 61.8% | 20 | 15% | 1.5 |
|