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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
MCA
2401
Mendon Capital Advisors
Key Largo,
Florida
| $211M | +$35.9M | +21% | 7.36% | – | 111 | 31.53% | 0.2 |
|
| 2402 |
TI
2402
Trigran Investments
Northbrook,
Illinois
| $211M | +$9.32M | +5% | 12.8% | 30.2% | 22 | 13.64% | 0.2 |
|
| 2403 |
HCM
2403
Hilton Capital Management
Garden City,
New York
| $210M | +$3.73M | +2% | 0.09% | 58.2% | 93 | 19.35% | 0.2 |
|
| 2404 |
SCM
2404
Summit Capital Management
Seattle,
Washington
| $210M | -$24.5M | -10% | 2.13% | 12.4% | 54 | 27.78% | 0.2 |
|
| 2405 |
DBIA
2405
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $210M | +$43.8M | +26% | 4.97% | 78.3% | 158 | 19.62% | 0.2 |
|
| 2406 |
OWIM
2406
Old West Investment Management
Los Angeles,
California
| $210M | +$6.28M | +3% | 10.1% | 242% | 85 | 14.12% | 0.2 |
|
| 2407 |
BWAM
2407
Boyd Watterson Asset Management
Cleveland,
Ohio
| $210M | +$13M | +7% | 2.92% | 101% | 182 | 15.93% | 0.2 |
|
| 2408 |
NCM
2408
Nelson Capital Management
Menlo Park,
California
| $210M | +$14.7M | +8% | 7.92% | 121% | 241 | 9.54% | 0.2 |
|
| 2409 |
CC
2409
Callan Capital
La Jolla,
California
| $210M | +$34.4M | +20% | 6.19% | 20.1% | 55 | 32.73% | 0.2 |
|
| 2410 |
MIC
2410
MU Investments Company
Tokyo,
Japan
| $209M | -$26.7M | -11% | 7.07% | 40.4% | 341 | 8.21% | 0.2 |
|
| 2411 |
BFS
2411
Baskin Financial Services
Toronto,
Ontario, Canada
| $209M | +$27.5M | +15% | 7.76% | 60% | 35 | 11.43% | 0.2 |
|
| 2412 |
CCM
2412
Castine Capital Management
Boston,
Massachusetts
| $209M | +$1.92M | +0.9% | 8.49% | 13.9% | 52 | 21.15% | 0.2 |
|
| 2413 |
NCM
2413
Narwhal Capital Management
Marietta,
Georgia
| $209M | +$1.65M | +0.8% | 4.45% | 93.8% | 138 | 7.97% | 0.2 |
|
| 2414 |
SSA
2414
South Street Advisors
New York
| $209M | +$18.4M | +10% | 9.41% | 169% | 62 | 16.13% | 0.2 |
|
| 2415 |
2415
Modera Wealth Management
Westwood,
New Jersey
| $208M | +$13.8M | +7% | 4.27% | 68.2% | 55 | 7.27% | 0.2 |
|
| 2416 |
NC
2416
NewSquare Capital
Newtown Square,
Pennsylvania
| $208M | +$5.82M | +3% | 2.02% | 76.5% | 262 | 37.02% | 0.2 |
|
| 2417 |
BFIC
2417
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $208M | +$6.61M | +3% | 6.5% | 72.5% | 60 | 21.67% | 0.2 |
|
| 2418 |
BOIA
2418
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $208M | +$7.47M | +4% | 4.97% | 45.9% | 49 | 2.04% | 0.2 |
|
| 2419 |
MAA
2419
Mraz Amerine & Associates
Modesto,
California
| $208M | +$11.3M | +6% | 5.38% | 69.8% | 137 | 11.68% | 0.2 |
|
| 2420 |
2420
Pure Financial Advisors
San Diego,
California
| $208M | +$20.3M | +11% | 2.43% | 47.2% | 53 | 11.32% | 0.2 |
|
| 2421 |
BIM
2421
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $207M | +$5.47M | +3% | 3.66% | 74.8% | 129 | 3.88% | 0.2 |
|
| 2422 |
TCM
2422
Texan Capital Management
Houston,
Texas
| $207M | -$563K | -0.3% | 9.37% | 19.3% | 163 | 10.43% | 0.2 |
|
| 2423 |
IB
2423
Intrust Bank
Wichita,
Kansas
| $207M | -$18.1M | -8% | 8.44% | 102% | 292 | 25.68% | 0.2 |
|
| 2424 |
CCM
2424
Coliseum Capital Management
Rowayton,
Connecticut
| $207M | +$20.2M | +11% | 3.99% | 41.1% | 11 | 27.27% | 0.2 |
|
| 2425 |
CCP
2425
Clarkston Capital Partners
Rochester,
Michigan
| $207M | +$26.5M | +15% | 4.59% | 8.43% | 98 | 5.1% | 0.2 |
|