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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2976 |
CC
2976
Corsair Capital
New York
| $193M | -$26.6M | -12% | 15.7% | 17.1% | 3 | 0% |
|
| 2977 |
FEG
2977
Financial Enhancement Group
Anderson,
Indiana
| $193M | +$9.19M | +5% | 0.3% | 57.5% | 70 | 34.29% |
|
| 2978 |
KSA
2978
Ken Stern & Associates
San Diego,
California
| $193M | +$48.3M | +33% | 1.9% | 39.4% | 119 | 35.29% |
|
| 2979 |
HM
2979
Heronetta Management
New York
| $193M | +$2.55M | +1% | 1.79% | 64.4% | 37 | 18.92% |
|
| 2980 |
ITIM
2980
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $193M | -$7.52M | -4% | 2.77% | 104% | 134 | 8.21% |
|
| 2981 |
FTS
2981
Fifth Third Securities
Cincinnati,
Ohio
| $193M | +$37.2M | +24% | 0.72% | 58.9% | 100 | 23% |
|
| 2982 |
GIIO
2982
Gen IV Investment Opportunities
New York
| $193M | – | – | 3.14% | – | 10 | – |
|
| 2983 |
GIM
2983
Greystone Investment Management
Cincinnati,
Ohio
| $193M | -$4.76M | -2% | 7.57% | 32.8% | 55 | 9.09% |
|
| 2984 |
AP
2984
Advisors Preferred
Rockville,
Maryland
| $192M | -$21.6M | -10% | 8.11% | 88.4% | 295 | 76.95% |
|
| 2985 |
CPA
2985
Court Place Advisors
Ellicott City,
Maryland
| $192M | +$12.4M | +7% | 4.89% | 92% | 154 | 11.04% |
|
| 2986 |
CBTWT
2986
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $192M | +$7.85M | +4% | 4.15% | 76.6% | 120 | 6.67% |
|
| 2987 |
BHTS
2987
Bar Harbor Trust Services
Ellsworth,
Maine
| $192M | +$3.67M | +2% | 4.58% | 86.4% | 89 | 21.35% |
|
| 2988 |
FMP
2988
Financial Management Professionals
Austin,
Texas
| $192M | -$953K | -0.5% | 5.21% | 62.1% | 393 | 23.41% |
|
| 2989 |
BC
2989
Barnett & Company
Chattanooga,
Tennessee
| $192M | +$6.14M | +3% | 5.92% | 50.8% | 416 | 11.3% |
|
| 2990 |
SHWM
2990
Smith & Howard Wealth Management
Atlanta,
Georgia
| $192M | +$242K | +0.1% | 2.24% | 33.6% | 45 | 11.11% |
|
| 2991 |
SMC
2991
S. Muoio & Co
New York
| $192M | -$11M | -5% | 10.7% | 327% | 113 | 50.44% |
|
| 2992 |
CP
2992
Camelot Portfolios
Maumee,
Ohio
| $192M | +$5.29M | +3% | 1.28% | 41.3% | 178 | 15.73% |
|
| 2993 |
BBP
2993
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $191M | -$20.9M | -10% | 2.4% | 142% | 106 | 87.74% |
|
| 2994 |
REMPR
2994
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $191M | -$22.6M | -11% | 0.66% | 55.5% | 87 | 12.64% |
|
| 2995 |
KC
2995
Kepos Capital
New York
| $191M | +$49.9M | +35% | 0.63% | 22.2% | 10 | 0% |
|
| 2996 |
OFG
2996
OTA Financial Group
Purchase,
New York
| $191M | +$80.9M | +73% | 42% | 320% | 85 | 82.35% |
|
| 2997 |
CCM
2997
Compton Capital Management
Providence,
Rhode Island
| $191M | -$170M | -47% | 4.32% | 75.6% | 152 | 13.16% |
|
| 2998 |
SUT
2998
SC US (TTGP)
Menlo Park,
California
| $191M | +$15.1M | +9% | 1.08% | 96% | 8 | 37.5% |
|
| 2999 |
WSC
2999
Wellington Shields & Co
New York
| $191M | -$6.01M | -3% | 1.62% | 75.6% | 139 | 17.27% |
|
| 3000 |
KL
3000
Kinsight LLC
Birmingham,
Alabama
| $191M | +$4.65M | +2% | 3.93% | 15.7% | 38 | 10.53% |
|