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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2526 |
HAG
2526
HighPoint Advisor Group
Downers Grove,
Illinois
| $349M | +$26.6M | +8% | 7.07% | – | 322 | 21.43% |
|
| 2527 |
TIM
2527
Tortoise Investment Management
White Plains,
New York
| $349M | +$19.6M | +6% | 4.14% | 40.2% | 581 | 14.97% |
|
| 2528 |
CAM
2528
Columbia Asset Management
Ann Arbor,
Michigan
| $348M | +$23M | +7% | 7.41% | 84.4% | 186 | 9.68% |
|
| 2529 |
GCM
2529
Gabalex Capital Management
New York
| $348M | +$24.6M | +8% | 8.47% | 24.9% | 20 | 25% |
|
| 2530 |
FHA
2530
Flagship Harbor Advisors
Boston,
Massachusetts
| $348M | +$39.7M | +13% | 4.9% | 68.3% | 391 | 16.88% |
|
| 2531 |
LWAC
2531
Laurel Wealth Advisors (California)
Solana Beach,
California
| $348M | +$49.3M | +17% | 5.77% | 33% | 391 | 28.13% |
|
| 2532 |
YMRC
2532
Yorktown Management & Research Company
Forest,
Virginia
| $347M | -$34.8M | -9% | 5.08% | 223% | 435 | 32.64% |
|
| 2533 |
HH
2533
HSG Holding
Na,
Hong Kong
| $346M | -$127M | -27% | 22.4% | 2.73% | 8 | 37.5% |
|
| 2534 |
BFG
2534
Bouchey Financial Group
Troy,
New York
| $346M | +$26.3M | +8% | 5.32% | 66.7% | 68 | 10.29% |
|
| 2535 |
VI
2535
Versor Investments
New York
| $346M | +$39.7M | +13% | 12.3% | 205% | 326 | 69.94% |
|
| 2536 |
WC
2536
Whitney & Co
Rochester,
New York
| $345M | +$47.3M | +16% | 7.87% | 93.2% | 118 | 18.64% |
|
| 2537 |
2537
Nuveen Fund Advisors
Chicago,
Illinois
| $345M | -$146M | -30% | 5.95% | 52.3% | 357 | 14.01% |
|
| 2538 |
ACP
2538
Atalan Capital Partners
New York
| $345M | +$101M | +42% | 7.1% | 319% | 17 | 52.94% |
|
| 2539 |
FC
2539
Foundation Capital
Palo Alto,
California
| $345M | -$40.5M | -11% | 6.47% | – | 5 | 0% |
|
| 2540 |
ACL
2540
Azora Capital LP
Miami,
Florida
| $345M | – | – | 8.37% | 175% | 34 | – |
|
| 2541 |
SCP
2541
Searchlight Capital Partners
New York
| $345M | +$55.7M | +19% | 12.2% | 38.5% | 4 | 25% |
|
| 2542 |
PS
2542
Pensionfund Sabic
Sittard,
Netherlands
| $345M | +$20.5M | +6% | 5.34% | 67.7% | 229 | 23.14% |
|
| 2543 |
CNB
2543
Camden National Bank
Camden,
Maine
| $345M | +$6.75M | +2% | 5.47% | 48.8% | 78 | 7.69% |
|
| 2544 |
PP
2544
PagnatoKarp Partners
Reston,
Virginia
| $344M | -$49.8M | -13% | 4.46% | 2.06% | 147 | 17.69% |
|
| 2545 |
MGM
2545
Miura Global Management
New York
| $344M | -$39.1M | -10% | 12.5% | 375% | 20 | 40% |
|
| 2546 |
SI
2546
Sprott Inc
Toronto,
Ontario, Canada
| $344M | -$46.5M | -12% | 6.34% | 203% | 108 | 15.74% |
|
| 2547 |
LF
2547
Lee Financial
Dallas,
Texas
| $344M | +$34.3M | +11% | 3.25% | 69.7% | 531 | 16.76% |
|
| 2548 |
CC
2548
Cannell Capital
Alta,
Wyoming
| $344M | +$3.43M | +1% | 3.2% | 127% | 70 | 20% |
|
| 2549 |
VCM
2549
Vision Capital Management
Portland,
Oregon
| $344M | +$29.3M | +9% | 7.39% | 67.4% | 95 | 4.21% |
|
| 2550 |
LFS
2550
Lutz Financial Services
Omaha,
Nebraska
| $343M | – | – | 3.43% | 35.3% | 48 | – |
|