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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2601 |
SGK
2601
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $245M | +$19.3M | +9% | 7.4% | 59.5% | 62 | 11.29% |
|
| 2602 |
EC
2602
Estate Counselors
Thiensville,
Wisconsin
| $245M | -$3.26M | -1% | 2.39% | 60% | 72 | 22.22% |
|
| 2603 |
GAM
2603
Guinness Asset Management
London,
United Kingdom
| $244M | +$29.7M | +14% | 5.94% | 73.9% | 86 | 12.79% |
|
| 2604 |
FG
2604
FSI Group
Cincinnati,
Ohio
| $244M | +$18M | +8% | 4.89% | 44.1% | 64 | 32.81% |
|
| 2605 |
RR
2605
Robotti Robert
| $244M | +$94M | +63% | 3.03% | 107% | 54 | 16.67% |
|
| 2606 |
GTC
2606
Ghost Tree Capital
New York
| $244M | +$22M | +10% | 29.1% | 265% | 93 | 69.89% |
|
| 2607 |
FC
2607
Forte Capital
Rochester,
New York
| $244M | +$25.3M | +12% | 5.17% | 98.3% | 156 | 8.33% |
|
| 2608 |
RCP
2608
RPM Capital Partners
New York
| $244M | +$6.34M | +3% | 5.5% | – | 1 | 0% |
|
| 2609 |
CCT
2609
Capital City Trust
Tallahassee,
Florida
| $243M | +$6M | +3% | 4.73% | 86.1% | 107 | 11.21% |
|
| 2610 |
IIM
2610
Ironwood Investment Management
Boston,
Massachusetts
| $242M | -$29.9M | -11% | 5.44% | 164% | 166 | 9.64% |
|
| 2611 |
IC
2611
Immersion Capital
London,
United Kingdom
| $242M | – | – | 23.5% | 63.4% | 5 | – |
|
| 2612 |
SEM
2612
Suncoast Equity Management
Tampa,
Florida
| $242M | +$25.2M | +12% | 6.14% | 82.9% | 22 | 18.18% |
|
| 2613 |
DAS
2613
Dynamic Advisor Solutions
Phoenix,
Arizona
| $242M | +$43.6M | +22% | 4.2% | 64% | 220 | 26.36% |
|
| 2614 |
NVPX
2614
Norwest Venture Partners X
Palo Alto,
California
| $242M | -$165M | -40% | 10.4% | 11.3% | 2 | 0% |
|
| 2615 |
PTA
2615
Pear Tree Advisors
Lincoln,
Massachusetts
| $241M | +$95.1M | +65% | 1.5% | 45.8% | 110 | 60.91% |
|
| 2616 |
DWM
2616
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $241M | -$30.2M | -11% | 2.26% | 18.3% | 117 | 13.68% |
|
| 2617 |
BCF
2617
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $241M | – | – | 2.57% | 2.43% | 13 | – |
|
| 2618 |
LI
2618
Lafayette Investments
Ashton,
Maryland
| $240M | +$11.2M | +5% | 3.85% | 77.9% | 71 | 5.63% |
|
| 2619 |
OC
2619
Oakworth Capital
Birmingham,
Alabama
| $240M | +$50.4M | +27% | 4.75% | 64.3% | 598 | 18.06% |
|
| 2620 |
MAC
2620
Monarch Alternative Capital
New York
| $240M | -$43.9M | -15% | 15.1% | 497% | 8 | 25% |
|
| 2621 |
EVM
2621
Evelyn V. Moreno
| $240M | +$7.12M | +3% | 5.13% | 39.4% | 72 | 11.11% |
|
| 2622 |
AIIMS
2622
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $240M | +$2.47M | +1% | 7.77% | 99.4% | 104 | 14.42% |
|
| 2623 |
SC
2623
ShearLink Capital
New York
| $240M | +$12.1M | +5% | 5.75% | 49.1% | 19 | 47.37% |
|
| 2624 |
TB
2624
Terril Brothers
St. Louis,
Missouri
| $239M | -$69.5M | -22% | 1.2% | 94.4% | 49 | 12.24% |
|
| 2625 |
ILM
2625
Indigo Latam Management
Phoenix,
Arizona
| $239M | +$31.2M | +15% | 15% | 39.3% | 1 | 0% |
|