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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
MCP
2551
Moab Capital Partners
Southampton,
New York
| $218M | +$49.8M | +30% | 17% | 89.3% | 37 | 29.73% | 0.4 |
|
| 2552 |
WC
2552
Whitnell & Co
Oak Brook,
Illinois
| $218M | +$15.1M | +7% | 7.78% | 36.6% | 279 | 10.04% | 0.5 |
|
| 2553 |
2553
Trinity Street Asset Management
London,
United Kingdom
| $218M | – | – | 4.32% | 76.9% | 10 | – | 0 |
|
| 2554 |
2554
Flowering Tree Investment Management
Singapore
| $218M | +$20.2M | +10% | 24.2% | 47.4% | 9 | 22.22% | 0.4 |
|
| 2555 |
2555
Roanoke Asset Management
Jersey City,
New Jersey
| $218M | +$11.5M | +6% | 11% | 50.3% | 116 | 6.03% | 0.2 |
|
| 2556 |
PCM
2556
Peg Capital Management
Canaan,
New Hampshire
| $217M | +$21.3M | +11% | 7.34% | – | 35 | 5.71% | 0.5 |
|
| 2557 |
AHC
2557
Adams Hill Capital
Westport,
Connecticut
| $217M | – | – | 18.6% | – | 22 | – | 0 |
|
| 2558 |
2558
Matterhorn Capital Management
San Antonio,
Texas
| $217M | +$17.2M | +9% | 10.4% | 38.8% | 58 | 8.62% | 0.5 |
|
| 2559 |
2559
J.H. Whitney Capital Partners
New Canaan,
Connecticut
| $217M | -$52.4M | -19% | 19.5% | 95.7% | 1 | 0% | 0.5 |
|
| 2560 |
MBE
2560
Michael B. Elefante
| $217M | +$17.3M | +9% | 11.4% | – | 114 | 12.28% | 0.4 |
|
| 2561 |
2561
SNS Financial Group
Minneapolis,
Minnesota
| $217M | +$59.1M | +37% | 7.34% | 54.2% | 156 | 41.03% | 0.3 |
|
| 2562 |
2562
Edge Wealth Management
New York
| $216M | +$52.6M | +32% | 8.73% | 75.3% | 403 | 26.05% | 0.4 |
|
| 2563 |
2563
Xponance
Philadelphia,
Pennsylvania
| $216M | – | – | 8.29% | 144% | 39 | – | 0 |
|
| 2564 |
2564
Monetary Management Group
St Louis,
Missouri
| $216M | +$25.5M | +13% | 11.3% | 138% | 274 | 32.12% | 0.3 |
|
| 2565 |
BP
2565
Boston Provident
Englewood,
New Jersey
| $215M | -$151M | -41% | 25% | – | 50 | 28% | 0.4 |
|
| 2566 |
2566
Cutter & Co Brokerage
Ballwin,
Missouri
| $215M | -$9.14M | -4% | 4.82% | 40.4% | 236 | 20.34% | 0.4 |
|
| 2567 |
PAS
2567
Partnervest Advisory Services
Santa Barbara,
California
| $215M | +$19M | +10% | 5.33% | 45.1% | 1,173 | 26.6% | 0.4 |
|
| 2568 |
2568
Bow Street
New York
| $215M | – | – | 20.7% | 43.3% | 29 | – | 0 |
|
| 2569 |
NAMP
2569
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $215M | +$18.9M | +10% | 9.35% | 90.2% | 96 | 10.42% | 0.4 |
|
| 2570 |
LC
2570
Lilley & Co
Tecumseh,
Michigan
| $215M | +$23.9M | +13% | 8.24% | – | 108 | 6.48% | 0.5 |
|
| 2571 |
2571
Barnett & Company
Chattanooga,
Tennessee
| $215M | +$20.2M | +10% | 7.99% | 65.9% | 201 | 14.43% | 0.4 |
|
| 2572 |
2572
Boyd Watterson Asset Management
Cleveland,
Ohio
| $214M | +$4.64M | +2% | 8.24% | 101% | 180 | 11.67% | 0.4 |
|
| 2573 |
2573
America First Investment Advisors
Omaha,
Nebraska
| $214M | +$14.3M | +7% | 8.71% | 78.2% | 200 | 2.5% | 0.4 |
|
| 2574 |
2574
First Financial Corp
Terre Haute,
Indiana
| $214M | +$10.7M | +5% | 11.4% | 95.3% | 464 | 5.39% | 0.5 |
|
| 2575 |
2575
Lafayette Investments
Ashton,
Maryland
| $214M | +$8.09M | +4% | 8.63% | 77.9% | 69 | 7.25% | 0.5 |
|