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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
NC
2951
Nexthera Capital
New York
| $230M | +$33.5M | +17% | 5.16% | 161% | 52 | 51.92% | 0.3 |
|
| 2952 |
RCM
2952
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $229M | +$11.4M | +5% | 2.41% | 7.8% | 125 | 28.8% | 0.9 |
|
| 2953 |
FFM
2953
Fullerton Fund Management
Singapore
| $229M | +$28.7M | +14% | 13.1% | 412% | 32 | 31.25% | 0.7 |
|
| 2954 |
BWA
2954
BDO Wealth Advisors
Jacksonville,
Florida
| $229M | – | – | 2.46% | 38.3% | 559 | – | 0 |
|
| 2955 |
HIM
2955
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $229M | -$570M | -71% | 2.74% | 80.6% | 136 | 83.82% | 1 |
|
| 2956 |
FC
2956
FCA Corp
Houston,
Texas
| $229M | +$16.4M | +8% | 2.67% | 57.4% | 153 | 12.42% | 2.1 |
|
| 2957 |
CC
2957
Cedar Capital
Barrington,
Illinois
| $228M | -$11.4M | -5% | 0.53% | 98% | 121 | 27.27% | 0.7 |
|
| 2958 |
KIC
2958
Keating Investment Counselors
Delray Beach,
Florida
| $228M | +$4M | +2% | 1.83% | 50% | 65 | 4.62% | 3.1 |
|
| 2959 |
GLA
2959
Good Life Advisors
Reading,
Pennsylvania
| $228M | +$19.2M | +9% | 1.47% | 60% | 216 | 12.96% | 0.4 |
|
| 2960 |
RIG
2960
Renaissance Investment Group
Lenox,
Massachusetts
| $228M | +$2.46M | +1% | 3.93% | 99.6% | 80 | 1.25% | 3.1 |
|
| 2961 |
TJHA
2961
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $228M | +$435K | +0.2% | 3.06% | 17.7% | 315 | 15.24% | 2.2 |
|
| 2962 |
CFSG
2962
Community Financial Services Group
Newport,
Vermont
| $228M | +$4.91M | +2% | 2.09% | – | 63 | 17.46% | 3.2 |
|
| 2963 |
SCM
2963
Southport Capital Management
Chattanooga,
Tennessee
| $227M | +$49.6M | +28% | 1.4% | 80% | 195 | 26.67% | 2.4 |
|
| 2964 |
SC
2964
ShearLink Capital
New York
| $227M | -$24.4M | -10% | 5.98% | 49.1% | 25 | 52% | 0.5 |
|
| 2965 |
KFM
2965
KG Funds Management
New York
| $227M | +$14.7M | +7% | 0.06% | 45.8% | 8 | 25% | 1 |
|
| 2966 |
SG
2966
Strid Group
Newtown Square,
Pennsylvania
| $227M | – | – | 2.76% | 50.4% | 32 | – | 0.8 |
|
| 2967 |
TFF
2967
The Family Firm
Bethesda,
Maryland
| $227M | +$16.8M | +8% | 1.51% | 40.2% | 122 | 17.21% | 1.9 |
|
| 2968 |
2968
Quadrant Capital Group
Cincinnati,
Ohio
| $226M | -$1.36M | -0.6% | 2.6% | 105% | 2,289 | 8.78% | 1.4 |
|
| 2969 |
MCWS
2969
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $226M | +$10.8M | +5% | 2.84% | 57.4% | 130 | 6.92% | 2.5 |
|
| 2970 |
CPA
2970
Capital Planning Advisors
Roseville,
California
| $226M | +$23.4M | +12% | 3.06% | 64.2% | 152 | 26.97% | 1.5 |
|
| 2971 |
WC
2971
Whitnell & Co
Oak Brook,
Illinois
| $226M | +$2.7M | +1% | 1.54% | 36.6% | 260 | 10.38% | 3.2 |
|
| 2972 |
2972
Circle Wealth Management
Summit,
New Jersey
| $226M | +$17.4M | +8% | 2.57% | 71.8% | 83 | 8.43% | 0.4 |
|
| 2973 |
OP
2973
Oslo Pensjonsforsikring
Oslo,
| $226M | +$33.3M | +17% | 0.71% | 79% | 10 | 10% | 0.2 |
|
| 2974 |
RAA
2974
RWC Asset Advisors
Miami,
Florida
| $226M | +$74.3M | +49% | 9.58% | 268% | 17 | 17.65% | 1.8 |
|
| 2975 |
DBIA
2975
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $226M | +$3.94M | +2% | 1.78% | 78.3% | 205 | 10.24% | 2.6 |
|