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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 |
PGC
2551
Pacific Grove Capital
San Francisco,
California
| $266M | +$1.88M | +0.7% | 14.7% | 9.9% | 72 | 63.89% | 0.3 |
|
| 2552 |
TCGI
2552
Three Corner Global Investors
New York
| $265M | -$25.9M | -9% | 3.4% | 57.5% | 29 | 51.72% | 0.6 |
|
| 2553 |
TCM
2553
Talara Capital Management
Montclair,
New Jersey
| $265M | +$39.6M | +18% | 5.26% | 17.4% | 20 | 20% | 1.1 |
|
| 2554 |
MCM
2554
Moon Capital Management
New York
| $265M | +$6.29M | +2% | 4.26% | 76.3% | 39 | 51.28% | 1.2 |
|
| 2555 |
MC
2555
Muhlenkamp & Co
Wexford,
Pennsylvania
| $265M | +$8.72M | +3% | 6.56% | 107% | 59 | 13.56% | 1.7 |
|
| 2556 |
BRCA
2556
Birch Run Capital Advisors
Dallas,
Texas
| $265M | +$13M | +5% | 6.41% | 8.22% | 18 | 11.11% | 2.2 |
|
| 2557 |
GIA
2557
Gargoyle Investment Advisor
Englewood,
New Jersey
| $264M | -$3.72M | -1% | 8.41% | 34.5% | 204 | 16.67% | 1 |
|
| 2558 |
2558
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $264M | +$51.5M | +24% | 66.8% | 602% | 28 | 46.43% | 0.4 |
|
| 2559 |
2559
Dynamic Advisor Solutions
Phoenix,
Arizona
| $264M | +$17.3M | +7% | 2.16% | 70.9% | 242 | 22.31% | 1.3 |
|
| 2560 |
JWM
2560
Jackson Wealth Management
Lake Mary,
Florida
| $264M | -$4.69M | -2% | 1.58% | 72.1% | 74 | 21.62% | 1.2 |
|
| 2561 |
MCM
2561
Monarch Capital Management
Fort Wayne,
Indiana
| $264M | -$4.57M | -2% | 2.09% | 65% | 102 | 4.9% | 2.7 |
|
| 2562 |
1SAMC
2562
12th Street Asset Management Company
Nashville,
Tennessee
| $264M | +$11.2M | +4% | 7.67% | 106% | 19 | 5.26% | 1.2 |
|
| 2563 |
TRIM
2563
Thompson Rubinstein Investment Management
Portland,
Oregon
| $263M | +$6.51M | +3% | 4.81% | 42.8% | 79 | 3.8% | 2.8 |
|
| 2564 |
KP
2564
Keel Point
Huntsville,
Alabama
| $263M | +$31.1M | +13% | 3.15% | 76.4% | 156 | 24.36% | 1 |
|
| 2565 |
DW
2565
Domani Wealth
Lancaster,
Pennsylvania
| $263M | +$5.61M | +2% | 1.2% | 48.6% | 126 | 21.43% | 1 |
|
| 2566 |
BCF
2566
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $263M | +$28.9M | +12% | 3.19% | 2.43% | 11 | 0% | 0.7 |
|
| 2567 |
FC
2567
Forte Capital
Rochester,
New York
| $263M | +$4.24M | +2% | 4.18% | 98.3% | 157 | 10.83% | 1.7 |
|
| 2568 |
2568
Atlantic Union Bankshares
Glen Allen,
Virginia
| $262M | +$2.59M | +1% | 1.43% | 78.9% | 140 | 4.29% | 2 |
|
| 2569 |
GHP
2569
Great Hill Partners
Boston,
Massachusetts
| $262M | -$17M | -6% | 0.95% | 24% | 1 | 0% | 1.8 |
|
| 2570 |
CIM
2570
CIM Investment Management
Pittsburgh,
Pennsylvania
| $262M | +$20.7M | +9% | 5.2% | 123% | 369 | 26.83% | 1.2 |
|
| 2571 |
RIM
2571
Rampart Investment Management
Hartford,
Connecticut
| $262M | +$98.5M | +60% | 5.82% | 74% | 114 | 94.74% | 0.1 |
|
| 2572 |
SFG
2572
Sather Financial Group
Victoria,
Texas
| $262M | +$4.23M | +2% | 2.89% | 70% | 45 | 4.44% | 2.6 |
|
| 2573 |
KCP
2573
KDI Capital Partners
Raleigh,
North Carolina
| $261M | -$54.7M | -17% | 4.55% | 77.1% | 40 | 17.5% | 2.1 |
|
| 2574 |
JCM
2574
JS Capital Management
New York
| $260M | -$258M | -50% | 16.7% | 52.4% | 28 | 32.14% | 1.1 |
|
| 2575 |
TI
2575
Tyrian Investments
New York
| $260M | +$161M | +164% | 0.34% | 33.7% | 32 | 46.88% | 0.4 |
|