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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3026 |
PG
3026
Proffitt & Goodson
Knoxville,
Tennessee
| $233M | -$7.83M | -3% | 0.93% | 48.5% | 54 | 11.11% |
|
| 3027 |
YECIP
3027
YT Extraction Co Investment Partners
New York
| $233M | -$58M | -20% | 19.9% | – | 1 | 0% |
|
| 3028 |
TAM
3028
Taylor Asset Management
Toronto,
Ontario, Canada
| $233M | -$53.6M | -19% | 7.13% | 12.9% | 36 | 36.11% |
|
| 3029 |
SCM
3029
Stonehill Capital Management
New York
| $233M | -$12.6M | -5% | 8.43% | 145% | 17 | 58.82% |
|
| 3030 |
LF
3030
Lannebo Fonder
Stockholm,
Sweden
| $233M | +$23.5M | +11% | 8.47% | 49.8% | 23 | 0% |
|
| 3031 |
EGA
3031
E&G Advisors
Houston,
Texas
| $232M | -$4.82M | -2% | 1.65% | 92.3% | 219 | 22.83% |
|
| 3032 |
WIM
3032
Wittenberg Investment Management
Carlisle,
Massachusetts
| $232M | +$2.57M | +1% | 4% | 86.2% | 84 | 11.9% |
|
| 3033 |
MP
3033
Mediatel Partners
Fort Worth,
Texas
| $232M | -$37.3M | -14% | 13.8% | 22.9% | 2 | 0% |
|
| 3034 |
GMA
3034
Goldstein Munger & Associates
San Ramon,
California
| $232M | -$1.27M | -0.5% | 0.86% | 11.9% | 37 | 5.41% |
|
| 3035 |
AIP
3035
Ahrens Investment Partners
Lafayette,
Louisiana
| $232M | -$14.7M | -6% | 2.86% | 82.3% | 176 | 14.77% |
|
| 3036 |
SHWM
3036
Smith & Howard Wealth Management
Atlanta,
Georgia
| $232M | +$18.4M | +9% | 0.1% | 33.6% | 46 | 15.22% |
|
| 3037 |
SCM
3037
Schnieders Capital Management
Pasadena,
California
| $232M | -$9.88M | -4% | 4.52% | 103% | 161 | 8.7% |
|
| 3038 |
BCFA
3038
BP Capital Fund Advisors
Dallas,
Texas
| $232M | -$44.9M | -16% | 10.6% | 17.9% | 58 | 25.86% |
|
| 3039 |
LJAC
3039
L.J. Altfest & Co
New York
| $232M | -$31.6M | -12% | 0.85% | 66.7% | 179 | 27.93% |
|
| 3040 |
KAS
3040
Kemnay Advisory Services
New York
| $232M | +$8.47M | +4% | 4.24% | 153% | 132 | 37.88% |
|
| 3041 |
BCM
3041
BlueMar Capital Management
Miami,
Florida
| $231M | +$21.7M | +10% | 0.05% | 27.4% | 74 | 47.3% |
|
| 3042 |
WKWM
3042
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $231M | -$6.75M | -3% | 1.91% | 79.9% | 189 | 11.64% |
|
| 3043 |
UF
3043
Univest Financial
Souderton,
Pennsylvania
| $231M | -$17.3M | -7% | 1.66% | 60.6% | 96 | 5.21% |
|
| 3044 |
CHP
3044
Cable Hill Partners
Portland,
Oregon
| $231M | +$1.06M | +0.5% | 1.03% | 20.3% | 1,024 | 18.07% |
|
| 3045 |
SAM
3045
Sheffield Asset Management
Chicago,
Illinois
| $231M | -$24.7M | -10% | 1.71% | 24.5% | 24 | 54.17% |
|
| 3046 |
PC
3046
Premise Capital
Naperville,
Illinois
| $231M | +$53.5M | +30% | 0.74% | 43% | 16 | 25% |
|
| 3047 |
MWP
3047
Moller Wealth Partners
| $231M | -$32.1M | -12% | 1.46% | 41.4% | 47 | 12.77% |
|
| 3048 |
LPC
3048
Loeb Partners Corp
New York
| $231M | -$108M | -32% | 4.77% | 34.4% | 161 | 27.33% |
|
| 3049 |
KS
3049
Karpas Strategies
Litchfield,
Connecticut
| $230M | -$2.9M | -1% | 3.77% | 16.1% | 128 | 7.03% |
|
| 3050 |
CL
3050
Chubb Ltd
Zurich,
Switzerland
| $230M | +$208K | +0.1% | 0.6% | 64.2% | 20 | 5% |
|