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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2626 |
WPP
2626
Whalerock Point Partners
Providence,
Rhode Island
| $245M | +$8.69M | +4% | 1.01% | 103% | 156 | 14.1% |
|
| 2627 |
ECM
2627
Exchange Capital Management
Ann Arbor,
Michigan
| $245M | +$6.62M | +3% | 2.52% | 57.8% | 373 | 77.21% |
|
| 2628 |
ATC
2628
Argent Trust Company
Ruston,
Louisiana
| $245M | -$1.05M | -0.4% | 0.36% | – | 153 | 5.88% |
|
| 2629 |
HCP
2629
Holt Capital Partners
Fort Worth,
Texas
| $245M | +$10.3M | +4% | 0.48% | 69.5% | 255 | 11.37% |
|
| 2630 |
TAM
2630
Tealwood Asset Management
Minneapolis,
Minnesota
| $244M | -$9.7M | -4% | 2.94% | 121% | 86 | 9.3% |
|
| 2631 |
BO
2631
BRR OpCo
Columbus,
Ohio
| $244M | -$6.74M | -3% | 1.77% | 23.6% | 106 | 10.38% |
|
| 2632 |
MPEM
2632
Marathon Partners Equity Management
New York
| $244M | -$19.2M | -7% | 3.32% | – | 33 | 33.33% |
|
| 2633 |
DVC
2633
Deer VII & Co
Larchmont,
New York
| $244M | -$91.7M | -27% | 3.01% | 241% | 7 | 0% |
|
| 2634 |
CA
2634
Capital Advantage
Walnut Creek,
California
| $244M | +$1.13M | +0.5% | 1.17% | 44.4% | 72 | 11.11% |
|
| 2635 |
KA
2635
Klingman & Associates
New York
| $243M | +$2.52M | +1% | 0.29% | 59.3% | 407 | 13.76% |
|
| 2636 |
CPA
2636
Cowen Prime Advisors
New York
| $243M | -$10.9M | -4% | 3.43% | 116% | 362 | 20.72% |
|
| 2637 |
EA
2637
Echinus Advisors
New York
| $242M | +$58.3M | +32% | 14.7% | 91.4% | 10 | 10% |
|
| 2638 |
AC
2638
Argentiere Capital
Zug,
Switzerland
| $242M | -$284M | -54% | 13.5% | 1.98% | 63 | 74.6% |
|
| 2639 |
NCM
2639
Noesis Capital Mangement
Boca Raton,
Florida
| $242M | +$2.97M | +1% | 0.33% | 128% | 112 | 7.14% |
|
| 2640 |
SAM
2640
SignalPoint Asset Management
Springfield,
Missouri
| $242M | +$19.6M | +9% | 3.48% | 36% | 203 | 20.2% |
|
| 2641 |
PWW
2641
Pettyjohn Wood & White
Lynchburg,
Virginia
| $241M | -$464K | -0.2% | 0.52% | 70.9% | 129 | 8.53% |
|
| 2642 |
HIS
2642
Horizon Investment Services
Hammond,
Indiana
| $241M | +$29.9M | +14% | 8.38% | 250% | 167 | 40.72% |
|
| 2643 |
BCB
2643
Brian C. Broderick
| $241M | +$4.97M | +2% | 0.05% | 98.6% | 110 | 10.91% |
|
| 2644 |
VC
2644
V2 Capital
Glenview,
Illinois
| $241M | -$887K | -0.4% | 0.37% | – | 53 | 41.51% |
|
| 2645 |
BFIC
2645
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $241M | +$36.8M | +18% | 5.51% | 72.5% | 82 | 46.34% |
|
| 2646 |
PSC
2646
Piper Sandler & Co
Minneapolis,
Minnesota
| $241M | +$35.7M | +17% | 1.17% | 0.04% | 186 | 70.43% |
|
| 2647 |
LWMT
2647
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $241M | -$38.2M | -14% | 1.92% | 46.9% | 8 | 12.5% |
|
| 2648 |
CV
2648
Clarus Ventures
Cambridge,
Massachusetts
| $241M | -$110M | -31% | 1.4% | 70.3% | 8 | 12.5% |
|
| 2649 |
SIPS
2649
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $240M | -$13.7M | -5% | 1.49% | – | 44 | 13.64% |
|
| 2650 |
RCP
2650
Rho Capital Partners
New York
| $240M | +$14.4M | +6% | 11.5% | – | 7 | 14.29% |
|