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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
VCM
2276
Violich Capital Management
San Francisco,
California
| $299M | +$11.9M | +4% | 3.76% | 111% | 112 | 12.5% | 0.9 |
|
| 2277 |
CC
2277
Consector Capital
New York
| $299M | +$18M | +6% | 6.65% | 0.05% | 34 | 26.47% | 0.4 |
|
| 2278 |
CVSCT
2278
C.V. Starr & Co Trust
New York
| $299M | +$39.2M | +15% | 12.5% | 51.7% | 30 | 6.67% | 0.9 |
|
| 2279 |
HCM
2279
Hengehold Capital Management
Cincinnati,
Ohio
| $299M | +$3.75M | +1% | 3.72% | 48.1% | 81 | 16.05% | 0.8 |
|
| 2280 |
BWM
2280
Baystate Wealth Management
Boston,
Massachusetts
| $299M | +$29.8M | +11% | 3.72% | 14.6% | 55 | 12.73% | 0.6 |
|
| 2281 |
UR
2281
USCA RIA
Houston,
Texas
| $298M | +$19.9M | +7% | 6.96% | 60.6% | 317 | 23.34% | 0.7 |
|
| 2282 |
CCM
2282
Coliseum Capital Management
Rowayton,
Connecticut
| $298M | +$39M | +15% | 8.08% | 41.1% | 12 | 16.67% | 0.7 |
|
| 2283 |
ACM
2283
Archon Capital Management
Seattle,
Washington
| $298M | -$48.4M | -14% | 7.73% | 222% | 35 | 57.14% | 0.5 |
|
| 2284 |
PIM
2284
Penobscot Investment Management
Boston,
Massachusetts
| $298M | +$15.2M | +5% | 4% | 103% | 175 | 2.86% | 0.9 |
|
| 2285 |
MCM
2285
Mitchell Capital Management
Leawood,
Kansas
| $298M | +$4.77M | +2% | 4.86% | 219% | 42 | 19.05% | 0.8 |
|
| 2286 |
HT
2286
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $297M | +$4.63M | +2% | 0.37% | 40% | 10 | 0% | 0.6 |
|
| 2287 |
MAM
2287
MPM Asset Management
Boston,
Massachusetts
| $297M | +$61M | +26% | 27.7% | 5.89% | 14 | 14.29% | 0.7 |
|
| 2288 |
RSCM
2288
Rail-Splitter Capital Management
Chicago,
Illinois
| $297M | -$5.4M | -2% | 5.57% | 64.1% | 53 | 52.83% | 0.5 |
|
| 2289 |
FNBTCON
2289
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $296M | +$8.41M | +3% | 3.38% | 55.7% | 110 | 5.45% | 0.9 |
|
| 2290 |
LCM
2290
Leonard Capital Management
Vero Beach,
Florida
| $296M | +$17.2M | +6% | 3.94% | – | 150 | 17.33% | 0.7 |
|
| 2291 |
ARM
2291
Adirondack Research & Management
Guilderland,
New York
| $296M | +$34.5M | +13% | 0.36% | 47.8% | 101 | 5.94% | 0.9 |
|
| 2292 |
CIC
2292
Cutler Investment Counsel
Jacksonville,
Oregon
| $296M | +$13M | +5% | 3.5% | 56.2% | 60 | 3.33% | 0.9 |
|
| 2293 |
VC
2293
Vestor Capital
Chicago,
Illinois
| $296M | +$14.3M | +5% | 4.23% | 186% | 70 | 10% | 0.9 |
|
| 2294 |
HCM
2294
Horan Capital Management
Hunt Valley,
Maryland
| $295M | +$5.67M | +2% | 3.64% | 69.2% | 38 | 13.16% | 0.8 |
|
| 2295 |
WA
2295
WealthTrust Axiom
Wayne,
Pennsylvania
| $295M | +$17.6M | +6% | 3.79% | 125% | 228 | 11.84% | 0.8 |
|
| 2296 |
FTC
2296
Farmers Trust Company
Youngstown,
Ohio
| $295M | +$9.29M | +3% | 4.81% | 73.5% | 129 | 4.65% | 0.9 |
|
| 2297 |
CIC
2297
Chase Investment Counsel
Charlottesville,
Virginia
| $295M | -$157K | -0.1% | 8.12% | 350% | 122 | 30.33% | 0.6 |
|
| 2298 |
SGDR
2298
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $295M | -$8.23M | -3% | 6.02% | 98.1% | 73 | 75.34% | 0.3 |
|
| 2299 |
RC
2299
Reik & Co
New York
| $294M | +$12M | +4% | 3.77% | 38.6% | 61 | 9.84% | 0.8 |
|
| 2300 |
HBWM
2300
Hollow Brook Wealth Management
Katonah,
New York
| $294M | -$11.8M | -4% | 9.17% | 92.8% | 64 | 21.88% | 0.8 |
|