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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3001 |
YCM
3001
Yorkville Capital Management
New York
| $162M | +$31M | +24% | 22.9% | – | 54 | 7.41% |
|
| 3002 |
SC
3002
Schulhoff & Co
Cincinnati,
Ohio
| $162M | +$14M | +9% | 2.35% | 51.8% | 112 | 7.14% |
|
| 3003 |
PC
3003
Permit Capital
West Conshohocken,
Pennsylvania
| $162M | +$17.6M | +12% | 10.7% | 121% | 68 | 11.76% |
|
| 3004 |
TCM
3004
Telos Capital Management
San Diego,
California
| $162M | +$18.7M | +13% | 5.85% | 71.1% | 153 | 11.76% |
|
| 3005 |
SAM
3005
Stringer Asset Management
Memphis,
Tennessee
| $162M | +$29.6M | +22% | 4.13% | 16.4% | 43 | 51.16% |
|
| 3006 |
3006
CTC (Chicago Trading Company)
Chicago,
Illinois
| $161M | -$3.93B | -96% | 5.31% | 192% | 11 | 81.82% |
|
| 3007 |
CAM
3007
Chesapeake Asset Management
New York
| $161M | +$13.1M | +9% | 8.09% | 153% | 82 | 10.98% |
|
| 3008 |
EEG
3008
E.E. Geduld
| $161M | -$24.4M | -13% | 1.95% | 59.9% | 407 | 45.45% |
|
| 3009 |
SMG
3009
Spectrum Management Group
Indianapolis,
Indiana
| $161M | +$18.8M | +13% | 4.65% | 44% | 149 | 14.77% |
|
| 3010 |
BCM
3010
Breithorn Capital Management
New York
| $161M | -$27.3M | -15% | 4.45% | 43.9% | 61 | 40.98% |
|
| 3011 |
AWM
3011
Altavista Wealth Management
Asheville,
North Carolina
| $160M | -$3.79M | -2% | 3.78% | 80.6% | 122 | 6.56% |
|
| 3012 |
GPC
3012
Glacier Peak Capital
Bellevue,
Washington
| $160M | +$50M | +45% | 3.87% | 11.8% | 73 | 64.38% |
|
| 3013 |
CCM
3013
Concourse Capital Management
Atlanta,
Georgia
| $160M | +$17M | +12% | 7.32% | 107% | 47 | 21.28% |
|
| 3014 |
GA
3014
Gagnon Advisors
New York
| $160M | -$16.6M | -9% | 1.17% | 129% | 29 | 20.69% |
|
| 3015 |
WSC
3015
Wellington Shields & Co
New York
| $160M | +$1.33M | +0.8% | 5.28% | 109% | 121 | 10.74% |
|
| 3016 |
BCA
3016
Benchmark Capital Advisors
New York
| $160M | +$15.9M | +11% | 6.81% | 29.5% | 148 | 23.65% |
|
| 3017 |
SR
3017
Sloane Robinson
London,
United Kingdom
| $159M | -$9.08M | -5% | 6.08% | 175% | 15 | 40% |
|
| 3018 |
TCB
3018
Texas Capital Bancshares
Dallas,
Texas
| $159M | +$3.04M | +2% | 4.1% | 175% | 157 | 12.74% |
|
| 3019 |
LD
3019
Lipe & Dalton
Syracuse,
New York
| $159M | +$9.72M | +7% | 5.43% | 89.6% | 60 | 6.67% |
|
| 3020 |
AIC
3020
Aurora Investment Counsel
Atlanta,
Georgia
| $159M | +$3.1M | +2% | 2.39% | 31.7% | 102 | 1.96% |
|
| 3021 |
NFG
3021
Nadler Financial Group
Deerfield,
Illinois
| $159M | +$8.94M | +6% | 4.95% | 72.4% | 77 | 18.18% |
|
| 3022 |
MLIM
3022
Mountain Lake Investment Management
Boca Raton,
Florida
| $159M | +$21.2M | +15% | 6.4% | 64% | 52 | 38.46% |
|
| 3023 |
SAM
3023
Southpaw Asset Management
Stamford,
Connecticut
| $159M | -$123M | -44% | 0% | 0.05% | 9 | 11.11% |
|
| 3024 |
SONJCPFE
3024
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $158M | -$480M | -75% | 31.5% | 26.4% | 72 | 100% |
|
| 3025 |
LMAM
3025
Legg Mason Asset Management
Tokyo,
Japan
| $158M | -$11.4M | -7% | 4.41% | – | 138 | 14.49% |
|