We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
VCM
2201
Violich Capital Management
San Francisco,
California
| $256M | +$9.61M | +4% | 5.18% | 111% | 113 | 11.5% | 0.2 |
|
| 2202 |
KAH
2202
Kathryn A. Hall
| $256M | +$32.1M | +14% | 1.05% | 95.2% | 12 | 66.67% | 0.1 |
|
| 2203 |
CPA
2203
Cowen Prime Advisors
New York
| $256M | +$16.3M | +7% | 13% | 116% | 326 | 25.15% | 0.2 |
|
| 2204 |
RGL
2204
RMF GP LLC
New York
| $256M | +$3.73M | +1% | 2% | – | 27 | 22.22% | 0.2 |
|
| 2205 |
HIC
2205
Hartline Investment Corp
Winnetka,
Illinois
| $256M | +$7.14M | +3% | 5.84% | 201% | 104 | 5.77% | 0.2 |
|
| 2206 |
ACP
2206
Aquiline Capital Partners
New York
| $255M | +$8.65M | +4% | 1.07% | 14.7% | 3 | 0% | 0.3 |
|
| 2207 |
CW
2207
Cabot-Wellington
Boston,
Massachusetts
| $255M | +$17.1M | +7% | 8.24% | 65% | 40 | 2.5% | 0.2 |
|
| 2208 |
WCM
2208
Windward Capital Management
Los Angeles,
California
| $255M | -$8.57M | -3% | 10.4% | 78.5% | 76 | 17.11% | 0.3 |
|
| 2209 |
2209
Fund Evaluation Group
Cincinnati,
Ohio
| $255M | +$22.5M | +10% | 3.15% | 51.6% | 20 | 40% | 0.2 |
|
| 2210 |
PIM
2210
Penobscot Investment Management
Boston,
Massachusetts
| $255M | +$15.1M | +6% | 3.71% | 103% | 164 | 7.32% | 0.2 |
|
| 2211 |
BFIM
2211
Beese Fulmer Investment Management
Canton,
Ohio
| $254M | +$21M | +9% | 5.45% | 113% | 151 | 17.22% | 0.2 |
|
| 2212 |
NM
2212
Newtyn Management
New York
| $254M | +$24.5M | +11% | 10.9% | 52% | 24 | 45.83% | 0.2 |
|
| 2213 |
GC
2213
Gibson Capital
Wexford,
Pennsylvania
| $254M | +$2.75M | +1% | 2.9% | 60.4% | 16 | 6.25% | 0.2 |
|
| 2214 |
MIHAS
2214
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $253M | +$8.61M | +4% | 4.5% | 92.8% | 26 | 0% | 0.3 |
|
| 2215 |
NC
2215
Nokomis Capital
Dallas,
Texas
| $253M | -$17.3M | -6% | 9.47% | 145% | 46 | 36.96% | 0.2 |
|
| 2216 |
BWFA
2216
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $253M | +$22M | +10% | 7.1% | 80.6% | 234 | 31.62% | 0.2 |
|
| 2217 |
FIG
2217
FundX Investment Group
San Francisco,
California
| $253M | +$18.4M | +8% | 8.97% | 94.6% | 30 | 50% | 0.2 |
|
| 2218 |
ARMC
2218
American Research & Management Company
Marion,
Massachusetts
| $252M | +$3.52M | +1% | 3.28% | 35.1% | 387 | 3.88% | 0.2 |
|
| 2219 |
BCM
2219
Birmingham Capital Management
Birmingham,
Alabama
| $252M | +$11.6M | +5% | 7.13% | 103% | 109 | 3.67% | 0.2 |
|
| 2220 |
MIP
2220
Marietta Investment Partners
Milwaukee,
Wisconsin
| $252M | +$20.8M | +9% | 11.2% | 160% | 141 | 19.86% | 0.2 |
|
| 2221 |
GCM
2221
Greywolf Capital Management
Purchase,
New York
| $252M | -$73K | -0% | 14.8% | 174% | 12 | 25% | 0.3 |
|
| 2222 |
CVSCT
2222
C.V. Starr & Co Trust
New York
| $252M | +$509K | +0.2% | 0.74% | 51.7% | 30 | 3.33% | 0.3 |
|
| 2223 |
LCM
2223
Leonard Capital Management
Vero Beach,
Florida
| $251M | -$10.9M | -4% | 11% | – | 150 | 15.33% | 0.2 |
|
| 2224 |
LHC
2224
Levy Harkins & Co
New York
| $251M | +$17.2M | +7% | 8.54% | 62.9% | 21 | 9.52% | 0.2 |
|
| 2225 |
KCMRT
2225
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $251M | +$21.4M | +9% | 5.24% | 21.9% | 91 | 9.89% | 0.2 |
|