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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2876 |
TJHA
2876
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $170M | -$5.18M | -3% | 2.02% | 17.7% | 313 | 14.38% |
|
| 2877 |
CAL
2877
Capital Advisors Ltd
Shaker Heights,
Ohio
| $170M | +$19.5M | +13% | 1.52% | 54.2% | 351 | 12.25% |
|
| 2878 |
ECP
2878
Electron Capital Partners
New York
| $170M | +$58.3M | +52% | 8.1% | 333% | 38 | 55.26% |
|
| 2879 |
TCMV
2879
Technology Crossover Management V
Menlo Park,
California
| $170M | -$29.8M | -15% | 12.2% | 2.5% | 3 | 0% |
|
| 2880 |
PGA
2880
Portland Global Advisors
Portland,
Maine
| $170M | +$8.92M | +6% | 1.54% | 43.4% | 108 | 24.07% |
|
| 2881 |
V
2881
ValueWorks
New York
| $170M | -$14M | -8% | 3.96% | 190% | 35 | 17.14% |
|
| 2882 |
NFC
2882
Northeast Financial Consultants
Westport,
Connecticut
| $170M | +$20.4M | +14% | 3.44% | 63.8% | 128 | 32.03% |
|
| 2883 |
LMAM
2883
Legg Mason Asset Management
Tokyo,
Japan
| $170M | -$3.79M | -2% | 4.92% | – | 149 | 29.53% |
|
| 2884 |
DTL
2884
Dynamic Technology Lab
Singapore
| $170M | +$23.5M | +16% | 2.85% | 30.8% | 915 | 83.5% |
|
| 2885 |
LA
2885
Lynch & Associates
Newburgh,
Indiana
| $170M | +$2.17M | +1% | 1.56% | 62.9% | 100 | 9% |
|
| 2886 |
MGIA
2886
Moneta Group Investment Advisors
St Louis,
Missouri
| $169M | +$3.45M | +2% | 1.42% | 64% | 132 | 13.64% |
|
| 2887 |
MCM
2887
Matarin Capital Management
New York
| $169M | +$6.93M | +4% | 4.57% | 73.2% | 184 | 44.02% |
|
| 2888 |
CA
2888
Cambridge Associates
Boston,
Massachusetts
| $169M | -$26.1M | -13% | 0.81% | 50.1% | 17 | 29.41% |
|
| 2889 |
GHAM
2889
Gilman Hill Asset Management
New Canaan,
Connecticut
| $169M | +$17.1M | +11% | 0.3% | 50.7% | 157 | 20.38% |
|
| 2890 |
DCMM
2890
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| $169M | -$10.5M | -6% | 4.52% | 96.7% | 77 | 42.86% |
|
| 2891 |
CIA
2891
Covington Investment Advisors
Ligonier,
Pennsylvania
| $169M | +$13M | +8% | 2.13% | 100% | 89 | 8.99% |
|
| 2892 |
CC
2892
Cognios Capital
Leawood,
Kansas
| $169M | +$1.65M | +1% | 1.55% | 28.5% | 79 | 24.05% |
|
| 2893 |
MA
2893
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $169M | -$3.92M | -2% | 3.18% | 166% | 81 | 9.88% |
|
| 2894 |
FPA
2894
Fieldpoint Private Advisors
New York
| $169M | -$5.77M | -3% | 1.07% | 34% | 73 | 15.07% |
|
| 2895 |
SR
2895
Sloane Robinson
London,
United Kingdom
| $168M | -$2.46M | -1% | 1.05% | 175% | 15 | 53.33% |
|
| 2896 |
GTC
2896
Ghost Tree Capital
New York
| $168M | +$5.88M | +4% | 27.1% | 265% | 98 | 70.41% |
|
| 2897 |
WCM
2897
Windsor Capital Management
Phoenix,
Arizona
| $168M | -$2.37M | -1% | 1.58% | 46.1% | 396 | 78.28% |
|
| 2898 |
CBN
2898
Cadence Bank NA
Houston,
Texas
| $168M | -$16.3M | -9% | 0.07% | 33.3% | 165 | 22.42% |
|
| 2899 |
UAM
2899
UAS Asset Management
New York
| $168M | +$2.56M | +2% | 2.19% | 98% | 33 | 39.39% |
|
| 2900 |
RHI
2900
Richmond Hill Investments
New York
| $167M | +$4.6M | +3% | 3.95% | 55.2% | 12 | 25% |
|