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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
RCM
2451
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $287M | -$3.57M | -1% | 6.92% | 31.2% | 33 | 6.06% | 1.9 |
|
| 2452 |
2452
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $287M | +$8.18M | +3% | 3.53% | 59.5% | 77 | 16.88% | 2 |
|
| 2453 |
2453
Longfellow Investment Management
Boston,
Massachusetts
| $287M | +$5.51M | +2% | 17.3% | 45.9% | 67 | 71.64% | 0.3 |
|
| 2454 |
CFP
2454
Cornerstone Financial Partners
Huntersville,
North Carolina
| $286M | +$4.51M | +2% | 3.91% | – | 180 | 28.89% | 0.5 |
|
| 2455 |
2455
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $286M | +$14.9M | +5% | 3.68% | 44.7% | 140 | 8.57% | 0.2 |
|
| 2456 |
2456
United Asset Strategies
Garden City,
New York
| $286M | +$19M | +7% | 2.42% | 94.6% | 154 | 20.78% | 1.6 |
|
| 2457 |
GCM
2457
Gabalex Capital Management
New York
| $286M | +$11.1M | +4% | 3.52% | 24.9% | 17 | 11.76% | 1.6 |
|
| 2458 |
TCM
2458
Tradition Capital Management
Summit,
New Jersey
| $286M | -$12.6M | -4% | 4.5% | 43.5% | 166 | 9.04% | 2.3 |
|
| 2459 |
VCM
2459
Violich Capital Management
San Francisco,
California
| $285M | -$31.5M | -10% | 2.75% | 111% | 106 | 10.38% | 2.5 |
|
| 2460 |
2460
JOYN Advisors
Atlanta,
Georgia
| $285M | +$22.4M | +9% | 4.42% | 0.77% | 26 | 15.38% | 1.8 |
|
| 2461 |
2461
Columbia Asset Management
Ann Arbor,
Michigan
| $285M | +$4.51M | +2% | 4.31% | 94.1% | 196 | 22.45% | 2.1 |
|
| 2462 |
2462
Coliseum Capital Management
Rowayton,
Connecticut
| $285M | +$45.4M | +19% | 13.3% | 41.1% | 11 | 27.27% | 1.5 |
|
| 2463 |
2463
Monashee Investment Management
Boston,
Massachusetts
| $284M | +$221M | +348% | 13% | 520% | 86 | 0% | 0 |
|
| 2464 |
2464
Penobscot Investment Management
Boston,
Massachusetts
| $284M | +$4.11M | +1% | 1.53% | 103% | 188 | 8.51% | 2.7 |
|
| 2465 |
ACM
2465
Argentus Capital Management
Dallas,
Texas
| $284M | +$49.5M | +21% | 2.96% | 30.8% | 665 | 20.6% | 1.1 |
|
| 2466 |
2466
Gibson Capital
Wexford,
Pennsylvania
| $284M | +$519K | +0.2% | 1.68% | 60.4% | 33 | 6.06% | 2.3 |
|
| 2467 |
2467
HighPoint Advisor Group
Downers Grove,
Illinois
| $284M | -$1.13M | -0.4% | 2.43% | – | 350 | 38% | 0.6 |
|
| 2468 |
2468
Yiheng Capital Management
San Francisco,
California
| $283M | +$41.2M | +17% | 14.3% | 82% | 14 | 14.29% | 0.6 |
|
| 2469 |
2469
Aviance Capital Partners
Naples,
Florida
| $283M | +$11.5M | +4% | 3.63% | 98.2% | 213 | 9.86% | 2.1 |
|
| 2470 |
2470
Roundview Capital
Princeton,
New Jersey
| $283M | +$11.3M | +4% | 3.49% | 77.7% | 196 | 18.37% | 1.8 |
|
| 2471 |
DLG
2471
Daniel L. Goodwin
| $282M | -$26.5M | -9% | 0.52% | 72.6% | 115 | 8.7% | 2 |
|
| 2472 |
2472
Nelson Capital Management
Menlo Park,
California
| $282M | +$16M | +6% | 4.32% | 121% | 294 | 20.07% | 2.1 |
|
| 2473 |
2473
Xponance
Philadelphia,
Pennsylvania
| $282M | +$10.5M | +4% | 4.97% | 144% | 65 | 15.38% | 0.8 |
|
| 2474 |
2474
HeadInvest LLC
Portland,
Maine
| $282M | +$17.7M | +7% | 3.26% | 59.1% | 139 | 14.39% | 2.4 |
|
| 2475 |
2475
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $282M | -$3.46M | -1% | 4.27% | 183% | 86 | 9.3% | 2.4 |
|