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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 |
TFF
2976
The Family Firm
Bethesda,
Maryland
| $252M | +$12.3M | +5% | 3.43% | 40.2% | 137 | 16.06% |
|
| 2977 |
LWM
2977
Lyell Wealth Management
Menlo Park,
California
| $252M | +$20.2M | +9% | 6.69% | 128% | 111 | 9.01% |
|
| 2978 |
RC
2978
Rinet Company
Boston,
Massachusetts
| $252M | +$2.79M | +1% | 4.01% | 33.1% | 21 | 9.52% |
|
| 2979 |
MM
2979
Midas Management
New York
| $252M | +$62M | +33% | 7.72% | 43.3% | 141 | 17.73% |
|
| 2980 |
AJ
2980
Ashburton (Jersey)
St Helier,
Jersey
| $252M | +$23.5M | +10% | 7.74% | – | 92 | 22.83% |
|
| 2981 |
KCP
2981
KDI Capital Partners
Raleigh,
North Carolina
| $252M | -$47.7M | -16% | 6.96% | 77.1% | 66 | 34.85% |
|
| 2982 |
DMK
2982
David M. Knott
| $251M | +$17.5M | +7% | 3.58% | 81% | 118 | 16.1% |
|
| 2983 |
GIA
2983
Gargoyle Investment Advisor
Englewood,
New Jersey
| $251M | -$21.1M | -8% | 7.45% | 34.5% | 212 | 36.79% |
|
| 2984 |
SCP
2984
Seafarer Capital Partners
Larkspur,
California
| $251M | +$4.78M | +2% | 5.3% | 43% | 3 | 0% |
|
| 2985 |
SPH
2985
Steel Partners Holdings
New York
| $251M | -$273M | -52% | 1.62% | – | 12 | 33.33% |
|
| 2986 |
FC
2986
FCA Corp
Houston,
Texas
| $251M | +$8.99M | +4% | 3.94% | 57.4% | 166 | 15.06% |
|
| 2987 |
BC
2987
Blackstart Capital
New York
| $251M | -$6.75M | -3% | 0.9% | 9% | 39 | 58.97% |
|
| 2988 |
QCG
2988
Quadrant Capital Group
Cincinnati,
Ohio
| $251M | +$8.44M | +3% | 5.55% | 105% | 2,266 | 5.65% |
|
| 2989 |
RIG
2989
Renaissance Investment Group
Lenox,
Massachusetts
| $251M | +$12.2M | +5% | 7.39% | 99.6% | 88 | 11.36% |
|
| 2990 |
BWFM
2990
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $251M | +$6.64M | +3% | 6.93% | 30.8% | 30 | 10% |
|
| 2991 |
CI
2991
Cavalier Investments
Alpharetta,
Georgia
| $250M | +$42.4M | +20% | 6.78% | 171% | 182 | 50% |
|
| 2992 |
BEC
2992
Blue Edge Capital
Richmond,
Virginia
| $250M | +$31.3M | +14% | 5.07% | 67.4% | 87 | 9.2% |
|
| 2993 |
ACM
2993
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $250M | -$122M | -33% | 10.4% | 1,745% | 15 | 80% |
|
| 2994 |
FAM
2994
Foresters Asset Management
Toronto,
Ontario, Canada
| $250M | -$8.78M | -3% | 7.41% | 55.6% | 76 | 15.79% |
|
| 2995 |
CT
2995
Chicago Trust
Grayslake,
Illinois
| $250M | +$13.1M | +6% | 5.7% | 85.9% | 166 | 9.04% |
|
| 2996 |
SR
2996
Sloane Robinson
London,
United Kingdom
| $250M | +$26.2M | +12% | 4.38% | 175% | 22 | 31.82% |
|
| 2997 |
DA
2997
Doliver Advisors
Houston,
Texas
| $250M | +$27.2M | +12% | 0.57% | 81% | 350 | 42.57% |
|
| 2998 |
MAM
2998
MPM Asset Management
Boston,
Massachusetts
| $250M | +$44.6M | +22% | 13.2% | 5.89% | 9 | 11.11% |
|
| 2999 |
BMC
2999
Benin Management Corp
Wilton,
Connecticut
| $249M | +$1.31M | +0.5% | 6.67% | 76.3% | 99 | 6.06% |
|
| 3000 |
GPC
3000
Guardian Point Capital
Charlottesville,
Virginia
| $249M | +$26.3M | +12% | 9.08% | 142% | 18 | 27.78% |
|