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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%
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50
100
250
500
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2,500
5,000
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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 |
MRCM
3026
M&R Capital Management
Summit,
New Jersey
| $354M | -$28.3M | -7% | 3.77% | 52.6% | 463 | 4.32% |
|
| 3027 |
PVH
3027
Psagot Value Holdings
Tel Aviv,
Israel
| $354M | -$73.4M | -17% | 5.3% | 45.9% | 408 | 34.56% |
|
| 3028 |
IC
3028
Inscription Capital
Houston,
Texas
| $354M | -$201M | -36% | 1.23% | – | 257 | 28.02% |
|
| 3029 |
SCM
3029
Steadview Capital Management
London,
United Kingdom
| $354M | -$44.9M | -11% | 5.02% | 696% | 14 | 21.43% |
|
| 3030 |
PEGL
3030
P/E Global LLC
Boston,
Massachusetts
| $354M | -$6.3M | -2% | 5.25% | 40.8% | 1 | 0% |
|
| 3031 |
VRM
3031
Vectors Research Management
New York
| $354M | -$40.7M | -10% | 2.16% | 67.3% | 524 | 73.85% |
|
| 3032 |
AIA
3032
Alera Investment Advisors
Deerfield,
Illinois
| $353M | -$4.07M | -1% | 5.41% | 28.9% | 190 | 13.68% |
|
| 3033 |
BCM
3033
Bornite Capital Management
New York
| $353M | +$48.5M | +16% | 1.18% | 176% | 31 | 80.65% |
|
| 3034 |
HGWM
3034
Horst & Graben Wealth Management
Portland,
Oregon
| $353M | -$15.6M | -4% | 6.28% | 55.1% | 132 | 7.58% |
|
| 3035 |
MCM
3035
Mitchell Capital Management
Leawood,
Kansas
| $352M | -$4.57M | -1% | 2.38% | 155% | 130 | 10% |
|
| 3036 |
TWP
3036
Total Wealth Planning
Cincinnati,
Ohio
| $352M | +$6.57M | +2% | 4.83% | 37.2% | 89 | 17.98% |
|
| 3037 |
OMC
3037
Overbrook Management Corp
New York
| $352M | +$5.98M | +2% | 3.62% | 146% | 93 | 21.51% |
|
| 3038 |
ACA
3038
Ackerman Capital Advisors
Dallas,
Texas
| $352M | -$19.6M | -5% | 6.02% | 40.4% | 113 | 19.47% |
|
| 3039 |
PHP
3039
Parkman Healthcare Partners
Stamford,
Connecticut
| $352M | +$80.2M | +30% | 14.7% | 313% | 100 | 35% |
|
| 3040 |
ISB
3040
Iowa State Bank
Urbandale,
Iowa
| $352M | -$25.2M | -7% | 6.41% | 76% | 122 | 15.57% |
|
| 3041 |
HHMI
3041
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $352M | +$167M | +90% | 4.3% | 59.3% | 40 | 52.5% |
|
| 3042 |
SLT
3042
St Louis Trust
Saint Louis,
Missouri
| $352M | -$111M | -24% | 6.51% | 71.4% | 105 | 26.67% |
|
| 3043 |
III
3043
Independent Investors Inc
Nesconset,
New York
| $352M | -$17.8M | -5% | 3.29% | 61.6% | 69 | 5.8% |
|
| 3044 |
PAM
3044
Peak Asset Management
Louisville,
Colorado
| $351M | -$14.5M | -4% | 4.8% | 58.1% | 146 | 13.01% |
|
| 3045 |
CRB
3045
Chad R. Baker
| $351M | -$8.5M | -2% | 1.32% | 108% | 50 | 0% |
|
| 3046 |
PPP
3046
Private Portfolio Partners
Paramus,
New Jersey
| $351M | -$7.83M | -2% | 5.64% | 16.9% | 289 | 17.65% |
|
| 3047 |
RCG
3047
Resource Consulting Group
Orlando,
Florida
| $351M | +$119M | +51% | 5.77% | – | 73 | 52.05% |
|
| 3048 |
CAM
3048
Covenant Asset Management
Chester,
New Jersey
| $351M | +$35.9M | +11% | 0.31% | 158% | 172 | 12.79% |
|
| 3049 |
MTC
3049
Matrix Trust Company
Denver,
Colorado
| $351M | -$11.4M | -3% | 7.19% | 46.8% | 54 | 12.96% |
|
| 3050 |
SGA
3050
Siguler Guff Advisers
New York
| $351M | -$56.2M | -14% | 8.69% | 37.7% | 6 | 16.67% |
|