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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
VCM
2426
Violich Capital Management
San Francisco,
California
| $352M | -$85.3M | -19% | 10.4% | 111% | 118 | 10.17% | 3.9 |
|
| 2427 |
SRFM
2427
Shannon River Fund Management
New York
| $352M | -$275M | -44% | 13.9% | 554% | 36 | 58.33% | 0.8 |
|
| 2428 |
2428
RK Capital Management (Colorado)
Denver,
Colorado
| $352M | -$90.2M | -20% | 17.6% | 89% | 58 | 37.93% | 1.5 |
|
| 2429 |
2429
Harber Asset Management
Asheville,
North Carolina
| $352M | +$30.2M | +9% | 12.5% | 63.6% | 47 | 25.53% | 1.4 |
|
| 2430 |
2430
Bouchey Financial Group
Troy,
New York
| $352M | -$55.7M | -14% | 13.4% | 66.7% | 81 | 24.69% | 2.8 |
|
| 2431 |
2431
LVZ Inc
Holland,
Michigan
| $352M | -$47.8M | -12% | 10% | 52.9% | 79 | 13.92% | 1.8 |
|
| 2432 |
PC
2432
Precocity Capital
Stamford,
Connecticut
| $352M | -$334M | -49% | 27.7% | – | 63 | 55.56% | 0.7 |
|
| 2433 |
2433
Carlson Capital Management
Northfield,
Minnesota
| $352M | -$35M | -9% | 13.1% | 9.85% | 101 | 19.8% | 3.4 |
|
| 2434 |
2434
Lingotto Investment Management
London,
United Kingdom
| $351M | -$630K | -0.2% | 1.02% | 388% | 7 | 0% | 0.9 |
|
| 2435 |
2435
Naples Global Advisors
Naples,
Florida
| $351M | -$25.5M | -7% | 10.3% | 103% | 310 | 12.9% | 3.2 |
|
| 2436 |
2436
Anchor Investment Management
Columbia,
South Carolina
| $351M | -$85.7M | -20% | 10.2% | 75.1% | 852 | 9.39% | 2.1 |
|
| 2437 |
JCM
2437
JS Capital Management
New York
| $351M | -$10.9M | -3% | 12.8% | 52.4% | 45 | 62.22% | 0.7 |
|
| 2438 |
2438
Chemung Canal Trust
Elmira,
New York
| $349M | -$102M | -23% | 7.82% | 80.9% | 115 | 18.26% | 4.3 |
|
| 2439 |
2439
Pathstone Family Office
Englewood,
New Jersey
| $349M | +$29.5M | +9% | 13.7% | 38.9% | 585 | 65.98% | 0.5 |
|
| 2440 |
2440
Managed Asset Portfolios
Rochester,
Michigan
| $349M | -$28.8M | -8% | 10.1% | 99.2% | 28 | 17.86% | 3 |
|
| 2441 |
2441
WealthSource Partners
San Luis Obispo,
California
| $348M | -$35.1M | -9% | 9.32% | 16.8% | 359 | 28.41% | 1.4 |
|
| 2442 |
2442
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $347M | -$15.3M | -4% | 10.3% | 22.7% | 44 | 22.73% | 3.2 |
|
| 2443 |
2443
Ropes Wealth Advisors
Boston,
Massachusetts
| $347M | -$57.3M | -14% | 11.8% | 71% | 561 | 16.93% | 2.5 |
|
| 2444 |
BA
2444
Broadview Advisors
Milwaukee,
Wisconsin
| $347M | -$239M | -41% | 22.8% | 65.3% | 109 | 44.95% | 1.8 |
|
| 2445 |
2445
Willingdon Wealth Management
Huntersville,
North Carolina
| $347M | -$19.2M | -5% | 12% | 15.3% | 436 | 27.06% | 1.5 |
|
| 2446 |
2446
Cobalt Capital Management
Short Hills,
New Jersey
| $347M | -$58.6M | -14% | 14.5% | 235% | 54 | 61.11% | 0.6 |
|
| 2447 |
PL
2447
PWMCO LLC
Chicago,
Illinois
| $346M | -$44.7M | -11% | 14.1% | – | 77 | 14.29% | 0.4 |
|
| 2448 |
2448
Point Break Capital Management
Miami,
Florida
| $346M | – | – | 27.2% | – | 10 | – | 0 |
|
| 2449 |
2449
Beach Point Capital Management
Santa Monica,
California
| $345M | -$106M | -24% | 19.4% | 84.1% | 43 | 53.49% | 0.9 |
|
| 2450 |
2450
Van Hulzen Asset Management
El Dorado Hills,
California
| $345M | -$30.6M | -8% | 9.91% | 86.3% | 260 | 30.38% | 1.5 |
|