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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
COI
2501
Capital One Investing
Mclean,
Virginia
| $375M | +$92.1M | +33% | 10% | – | 188 | 28.19% |
|
| 2502 |
OCG
2502
Opus Capital Group
Cincinnati,
Ohio
| $375M | -$105M | -22% | 9.84% | 49.7% | 229 | 11.35% |
|
| 2503 |
CAM
2503
Columbia Asset Management
Ann Arbor,
Michigan
| $375M | +$45.7M | +14% | 13.1% | 84.4% | 221 | 9.05% |
|
| 2504 |
PPSG
2504
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $375M | +$53.6M | +17% | 16% | 83.8% | 153 | 10.46% |
|
| 2505 |
NGM
2505
North Growth Management
Vancouver,
British Columbia, Canada
| $374M | +$16.9M | +5% | 17.7% | 231% | 44 | 6.82% |
|
| 2506 |
GFM
2506
Gramercy Funds Management
Greenwich,
Connecticut
| $374M | -$151M | -29% | 13.7% | 87.6% | 26 | 50% |
|
| 2507 |
OCM
2507
Opti Capital Management
New York
| $374M | +$164M | +78% | 0% | 0.01% | 26 | 11.54% |
|
| 2508 |
EPM
2508
Elm Partners Management
Philadelphia,
Pennsylvania
| $374M | +$83.9M | +29% | 9.36% | 48% | 38 | 18.42% |
|
| 2509 |
SAA
2509
Southeast Asset Advisors
Thomasville,
Georgia
| $373M | +$39.1M | +12% | 9.66% | 91.5% | 119 | 15.13% |
|
| 2510 |
BB
2510
Bell Bank
Fargo,
North Dakota
| $373M | +$46.5M | +14% | 12.9% | 64.3% | 150 | 14% |
|
| 2511 |
2511
Koshinski Asset Management
Decatur,
Illinois
| $373M | -$33.7M | -8% | 11.9% | 76.5% | 474 | 32.49% |
|
| 2512 |
WCA
2512
Windsor Creek Advisors
Bethel,
Vermont
| $373M | +$57.7M | +18% | 9.5% | 48.3% | 188 | 49.47% |
|
| 2513 |
GC
2513
Greenvale Capital
London,
United Kingdom
| $373M | +$162M | +76% | 32.4% | 101% | 15 | 33.33% |
|
| 2514 |
PRCP
2514
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $373M | +$73.3M | +24% | 14.3% | 149% | 137 | 10.22% |
|
| 2515 |
TAM
2515
Trust Asset Management
Houston,
Texas
| $372M | +$206M | +125% | 15.2% | 91.1% | 22 | 22.73% |
|
| 2516 |
LTI
2516
Laffer Tengler Investments
Nashville,
Tennessee
| $372M | +$33.7M | +10% | 10.9% | 96.5% | 199 | 13.57% |
|
| 2517 |
CC
2517
ClearArc Capital
Cincinnati,
Ohio
| $372M | +$37.8M | +11% | 14.1% | 63.4% | 376 | 10.37% |
|
| 2518 |
HBT
2518
Hills Bank & Trust
North Liberty,
Iowa
| $372M | +$49M | +15% | 12.7% | 52.8% | 156 | 14.1% |
|
| 2519 |
VHAM
2519
Van Hulzen Asset Management
El Dorado Hills,
California
| $371M | +$26.4M | +8% | 11.1% | 86.3% | 255 | 23.14% |
|
| 2520 |
SCM
2520
Sio Capital Management
New York
| $370M | +$95.8M | +35% | 15.4% | 564% | 91 | 49.45% |
|
| 2521 |
CWM
2521
Cahaba Wealth Management
Atlanta,
Georgia
| $370M | +$46.1M | +14% | 9.64% | 45.2% | 75 | 10.67% |
|
| 2522 |
KAM
2522
Krensavage Asset Management
New York
| $370M | +$73.9M | +25% | 11.9% | 124% | 14 | 21.43% |
|
| 2523 |
AL
2523
AIP LLC
New York
| $370M | +$116M | +46% | 45.8% | 54.9% | 1 | 0% |
|
| 2524 |
CAL
2524
Capital Advisors Ltd
Shaker Heights,
Ohio
| $370M | +$30.8M | +9% | 11.8% | 54.2% | 460 | 6.74% |
|
| 2525 |
RA
2525
Rational Advisors
Huntington,
New York
| $370M | +$49.4M | +15% | 18.5% | 37.7% | 586 | 20.82% |
|