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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2626 |
ICM
2626
Indaba Capital Management
San Francisco,
California
| $249M | -$30.4M | -11% | 8.35% | 66.7% | 18 | 44.44% |
|
| 2627 |
TBA
2627
Train Babcock Advisors
New York
| $249M | -$2.33M | -0.9% | 5.43% | 41.9% | 124 | 10.48% |
|
| 2628 |
AEPG
2628
American Economic Planning Group
Warren,
New Jersey
| $249M | +$756K | +0.3% | 3.06% | 25.9% | 63 | 12.7% |
|
| 2629 |
SMC
2629
Smith, Moore & Co
Clayton,
Missouri
| $249M | +$7.47M | +3% | 3.02% | 67% | 219 | 10.5% |
|
| 2630 |
RB
2630
Rodgers Brothers
Harmony,
Pennsylvania
| $249M | +$5.99M | +2% | 4.46% | 108% | 180 | 8.33% |
|
| 2631 |
NC
2631
Nitorum Capital
New York
| $248M | +$38.9M | +19% | 9.65% | 87.1% | 26 | 11.54% |
|
| 2632 |
EDRE
2632
Edmond de Rothschild (Europe)
Luxembourg
| $248M | +$49.1M | +25% | 4.52% | – | 259 | 22.01% |
|
| 2633 |
LI
2633
Lafayette Investments
Ashton,
Maryland
| $248M | +$2.07M | +0.8% | 0.64% | 77.9% | 71 | 8.45% |
|
| 2634 |
SMG
2634
Spectrum Management Group
Indianapolis,
Indiana
| $248M | +$6.1M | +3% | 2.32% | 44% | 90 | 13.33% |
|
| 2635 |
LA
2635
Lexington Advisors
New York
| $248M | +$24.2M | +11% | 11.6% | 27% | 5 | 0% |
|
| 2636 |
CCT
2636
Capital City Trust
Tallahassee,
Florida
| $248M | -$328K | -0.1% | 0.13% | 86.1% | 99 | 6.06% |
|
| 2637 |
DI
2637
Dalton Investments
Las Vegas,
Nevada
| $248M | -$266K | -0.1% | 6.01% | 95.1% | 30 | 23.33% |
|
| 2638 |
SD
2638
Sumway Development
Shanghai,
China
| $247M | +$52.6M | +27% | 18.8% | – | 9 | 11.11% |
|
| 2639 |
OA
2639
Outfitter Advisors
Mclean,
Virginia
| $247M | +$13.2M | +6% | 3.14% | 35.6% | 134 | 5.97% |
|
| 2640 |
AWE
2640
Avidian Wealth Enterprises
Houston,
Texas
| $247M | -$28.2M | -10% | 1.11% | 63.7% | 100 | 54% |
|
| 2641 |
SFM
2641
Signature Financial Management
Norfolk,
Virginia
| $247M | +$33.4M | +16% | 3.22% | 20.8% | 132 | 16.67% |
|
| 2642 |
CPH
2642
C Partners Holding
Zurich,
Switzerland
| $246M | -$45K | -0% | 5.65% | 25.6% | 14 | 0% |
|
| 2643 |
ACM
2643
Atika Capital Management
New York
| $245M | +$11.4M | +5% | 25.9% | 811% | 86 | 53.49% |
|
| 2644 |
OMC
2644
Oasis Management Company
Grand Cayman,
Cayman Islands
| $245M | +$140M | +135% | 3.92% | 368% | 48 | 64.58% |
|
| 2645 |
SLG
2645
Stanley-Laman Group
Berwyn,
Pennsylvania
| $244M | -$11.5M | -4% | 3.34% | 124% | 287 | 24.74% |
|
| 2646 |
DGI
2646
Discovery Group I
Chicago,
Illinois
| $244M | – | – | 7.36% | – | 18 | – |
|
| 2647 |
AAM
2647
Azzad Asset Management
Falls Church,
Virginia
| $244M | +$9.23M | +4% | 4.32% | 101% | 248 | 9.68% |
|
| 2648 |
BCM
2648
Beddow Capital Management
Jackson,
Wyoming
| $244M | +$3.08M | +1% | 4.42% | 50.7% | 44 | 6.82% |
|
| 2649 |
LI
2649
LVZ Inc
Holland,
Michigan
| $244M | +$18.6M | +8% | 2.03% | 47.1% | 67 | 19.4% |
|
| 2650 |
GG
2650
Greenwood Gearhart
Fayetteville,
Arkansas
| $243M | +$7.74M | +3% | 2.54% | 70.6% | 53 | 5.66% |
|