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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
VCM
2326
Violich Capital Management
San Francisco,
California
| $286M | -$20.6M | -7% | 5.02% | 111% | 103 | 9.71% | 1.9 |
|
| 2327 |
ZC
2327
Zelman Capital
Beachwood,
Ohio
| $285M | -$116M | -29% | 2.84% | – | 38 | 50% | 0.5 |
|
| 2328 |
2328
Glade Brook Capital Partners
Greenwich,
Connecticut
| $285M | +$13.6M | +5% | 2.25% | – | 9 | 22.22% | 0.8 |
|
| 2329 |
2329
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $285M | -$38.9M | -12% | 9.27% | 39.8% | 172 | 16.86% | 1.9 |
|
| 2330 |
2330
PVG Asset Management
Golden,
Colorado
| $285M | -$24.1M | -8% | 7% | – | 80 | 45% | 0.4 |
|
| 2331 |
MCP
2331
Moab Capital Partners
Southampton,
New York
| $284M | -$49.7M | -15% | 5.88% | 89.3% | 57 | 45.61% | 0.7 |
|
| 2332 |
2332
Monarch Alternative Capital
New York
| $284M | -$178M | -38% | 17.2% | 497% | 8 | 25% | 1.5 |
|
| 2333 |
2333
Buckingham Strategic Wealth
Clayton,
Missouri
| $284M | -$21.4M | -7% | 5.28% | 16.3% | 242 | 19.01% | 1.5 |
|
| 2334 |
2334
KSL Advisors
Denver,
Colorado
| $283M | -$170M | -37% | 2.46% | – | 2 | 50% | 0.4 |
|
| 2335 |
2335
Bath Savings Trust
Bath,
Maine
| $283M | -$9.5M | -3% | 2.49% | 57.8% | 117 | 10.26% | 1.9 |
|
| 2336 |
TLCM
2336
Tiger Legatus Capital Management
New York
| $283M | +$2.75M | +1% | 7.46% | 19.1% | 19 | 42.11% | 1.1 |
|
| 2337 |
2337
Lenox Wealth Advisors
New York
| $283M | +$49.1M | +21% | 9.09% | 35.7% | 412 | 27.91% | 1 |
|
| 2338 |
2338
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $283M | -$79.7M | -22% | 8.55% | 52.1% | 174 | 10.34% | 1.8 |
|
| 2339 |
2339
KLCM Advisors
Milwaukee,
Wisconsin
| $283M | -$114M | -29% | 13.9% | 122% | 142 | 52.11% | 1.5 |
|
| 2340 |
2340
Greenwood Capital Associates
Greenwood,
South Carolina
| $282M | -$48.7M | -15% | 5.78% | 81.3% | 204 | 48.53% | 0.9 |
|
| 2341 |
TBA
2341
Train Babcock Advisors
New York
| $282M | -$34.8M | -11% | 9.57% | 41.9% | 137 | 16.06% | 1.8 |
|
| 2342 |
2342
Cubic Asset Management
Boston,
Massachusetts
| $282M | -$32M | -10% | 10.3% | 40.5% | 170 | 12.35% | 1.7 |
|
| 2343 |
FBP
2343
Flippin Bruce & Porter
Lynchburg,
Virginia
| $282M | -$14.1M | -5% | 10.7% | 44.4% | 80 | 8.75% | 1.9 |
|
| 2344 |
ZBI
2344
Ziff Brothers Investments
New York
| $282M | +$166M | +143% | 8.43% | – | 15 | 60% | 0.2 |
|
| 2345 |
RC
2345
Reik & Co
New York
| $281M | -$27.9M | -9% | 2.39% | 38.6% | 54 | 14.81% | 2 |
|
| 2346 |
2346
InterOcean Capital
Chicago,
Illinois
| $281M | -$42.5M | -13% | 6.01% | 32.1% | 172 | 22.67% | 1.4 |
|
| 2347 |
2347
Ferox Capital Management
London,
United Kingdom
| $281M | +$32.2M | +13% | 0% | 2.07% | 34 | 0% | 0.6 |
|
| 2348 |
2348
Allworth Financial
Folsom,
California
| $281M | +$839K | +0.3% | 7.49% | 53.3% | 680 | 8.24% | 0.6 |
|
| 2349 |
2349
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $281M | +$67.8M | +32% | 9.49% | 62% | 44 | 4.55% | 1.2 |
|
| 2350 |
2350
Baker Ellis Asset Management
Vancouver,
Washington
| $281M | -$17.5M | -6% | 5.46% | 91.9% | 264 | 10.61% | 1.8 |
|