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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
VCM
2376
Violich Capital Management
San Francisco,
California
| $306M | -$1.68M | -0.5% | 0.62% | 111% | 106 | 11.32% | 1.7 |
|
| 2377 |
CIC
2377
Cutler Investment Counsel
Jacksonville,
Oregon
| $306M | -$4.03M | -1% | 1.56% | 56.2% | 62 | 6.45% | 1.7 |
|
| 2378 |
EPCA
2378
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $306M | +$26.4M | +9% | 8.6% | 119% | 66 | 18.18% | 1 |
|
| 2379 |
CC
2379
Cannell Capital
Alta,
Wyoming
| $306M | -$14.1M | -4% | 5.25% | 127% | 71 | 23.94% | 1.1 |
|
| 2380 |
MC
2380
Martin & Co
Knoxville,
Tennessee
| $306M | -$6.67M | -2% | 0.39% | 67.8% | 107 | 0.93% | 1.9 |
|
| 2381 |
JWBC
2381
J.W. Burns & Co
Dewitt,
New York
| $305M | +$756K | +0.2% | 0.46% | 78.5% | 161 | 6.83% | 1.7 |
|
| 2382 |
NMC
2382
Nine Masts Capital
Central,
Hong Kong
| $305M | -$182M | -37% | 6.57% | 88.1% | 101 | 77.23% | 0.1 |
|
| 2383 |
LPPI
2383
LS Power Partners II
New York
| $305M | -$142M | -32% | 21.3% | 27.3% | 1 | 0% | 2 |
|
| 2384 |
EA
2384
Evanston Advisors
Schaumburg,
Illinois
| $305M | -$431K | -0.1% | 1.2% | 16% | 69 | 24.64% | 1.3 |
|
| 2385 |
2385
Buckingham Strategic Wealth
Clayton,
Missouri
| $305M | +$39.2M | +15% | 0.67% | 16.3% | 245 | 17.96% | 1.3 |
|
| 2386 |
ICM
2386
Intrepid Capital Management
Jacksonville Beach,
Florida
| $305M | -$23.2M | -7% | 0.39% | 70.2% | 42 | 9.52% | 1.2 |
|
| 2387 |
LIM
2387
Lathrop Investment Management
Little Rock,
Arkansas
| $305M | +$14.6M | +5% | 2.6% | 72.2% | 66 | 15.15% | 1.6 |
|
| 2388 |
EBSAM
2388
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $305M | -$22.1M | -7% | 1.89% | 40.2% | 86 | 6.98% | 1.5 |
|
| 2389 |
DWM
2389
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $304M | – | – | 1.32% | 18.3% | 120 | – | 0 |
|
| 2390 |
GA
2390
GFS Advisors
Houston,
Texas
| $303M | +$18.5M | +7% | 1.68% | 97.9% | 133 | 15.79% | 1.4 |
|
| 2391 |
OIM
2391
Oceanic Investment Management
Douglas,
Isle Of Man
| $303M | +$19.7M | +7% | 4.88% | – | 29 | 62.07% | 0.5 |
|
| 2392 |
IP
2392
Isthmus Partners
Madison,
Wisconsin
| $303M | +$7.32M | +2% | 1.4% | 61.1% | 294 | 14.63% | 0.4 |
|
| 2393 |
SP
2393
Summit Partners
Boston,
Massachusetts
| $302M | +$24.7M | +9% | 11.9% | 13.7% | 3 | 0% | 1.7 |
|
| 2394 |
HIC
2394
Hartline Investment Corp
Winnetka,
Illinois
| $301M | -$5.15M | -2% | 1.38% | 201% | 112 | 9.82% | 1.7 |
|
| 2395 |
WSC
2395
Wellington Shields & Co
New York
| $300M | +$131M | +77% | 3.76% | 109% | 113 | 7.96% | 1.7 |
|
| 2396 |
FTC
2396
Farmers Trust Company
Youngstown,
Ohio
| $300M | +$490K | +0.2% | 0% | 73.5% | 140 | 7.14% | 1.7 |
|
| 2397 |
LCM
2397
LVM Capital Management
Portage,
Michigan
| $300M | +$1.64M | +0.5% | 0.36% | 107% | 116 | 7.76% | 1.6 |
|
| 2398 |
BAS
2398
Brown Advisory Securities
Baltimore,
Maryland
| $300M | +$10.6M | +4% | 0.46% | 51.2% | 343 | 12.54% | 1.4 |
|
| 2399 |
EC
2399
EcoR1 Capital
San Francisco,
California
| $300M | -$135K | -0% | 13.6% | 310% | 32 | 50% | 0.3 |
|
| 2400 |
SAM
2400
Southpaw Asset Management
Stamford,
Connecticut
| $300M | -$310M | -51% | 0% | 0.05% | 16 | 12.5% | 0.7 |
|