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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3251 |
NO
3251
Ninety One
Cape Town,
South Africa
| $189M | +$9.08M | +5% | 3.3% | 193% | 83 | 14.46% |
|
| 3252 |
KLI
3252
Kelman-Lazarov Inc
Memphis,
Tennessee
| $189M | +$7.09M | +4% | 3.34% | 46.6% | 128 | 10.16% |
|
| 3253 |
BC
3253
Beaconlight Capital
New York
| $189M | +$65M | +52% | 10.2% | 282% | 22 | 50% |
|
| 3254 |
PC
3254
Palo Capital
Newport Beach,
California
| $189M | +$12.6M | +7% | 4.44% | 34.6% | 130 | 12.31% |
|
| 3255 |
SRCM
3255
Swift Run Capital Management
Charlottesville,
Virginia
| $189M | +$15.9M | +9% | 2.11% | 9.9% | 55 | 9.09% |
|
| 3256 |
BCA
3256
Bray Capital Advisors
Naples,
Florida
| $189M | +$6.74M | +4% | 3.53% | 36.6% | 126 | 10.32% |
|
| 3257 |
MA
3257
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $189M | +$8.84M | +5% | 5.65% | 166% | 77 | 5.19% |
|
| 3258 |
CFA
3258
Cahill Financial Advisors
Edina,
Minnesota
| $189M | +$8.54M | +5% | 4.28% | 55.9% | 141 | 5.67% |
|
| 3259 |
VIA
3259
Vantis Investment Advisers
Miami,
Florida
| $189M | +$120M | +172% | 15.3% | 39.6% | 10 | 50% |
|
| 3260 |
BCM
3260
Blume Capital Management
Berkeley,
California
| $189M | +$13M | +7% | 1.78% | 96.9% | 254 | 24.02% |
|
| 3261 |
TCM
3261
Tegean Capital Management
New York
| $189M | +$6.73M | +4% | 4.27% | – | 23 | 30.43% |
|
| 3262 |
YP
3262
YG Partners
New York
| $189M | -$59.8M | -24% | 3.21% | – | 42 | 45.24% |
|
| 3263 |
AMG
3263
Advisors Management Group
La Crosse,
Wisconsin
| $189M | +$7.73M | +4% | 2.23% | 125% | 80 | 8.75% |
|
| 3264 |
SFS
3264
Shaker Financial Services
Arlington,
Virginia
| $189M | +$11M | +6% | 2.49% | 13.1% | 126 | 40.48% |
|
| 3265 |
VW
3265
Vantage Wealth
Pasadena,
California
| $189M | +$1.11M | +0.6% | 1.15% | 56.1% | 24 | 4.17% |
|
| 3266 |
ST
3266
Somerset Trust
Somerset,
Pennsylvania
| $189M | +$5.13M | +3% | 3.78% | 69.7% | 143 | 7.69% |
|
| 3267 |
BHTS
3267
Bar Harbor Trust Services
Ellsworth,
Maine
| $188M | -$2.12M | -1% | 3.7% | 86.4% | 85 | 12.94% |
|
| 3268 |
WPIC
3268
White Pine Investment Company
Livonia,
Michigan
| $188M | +$422K | +0.2% | 3.83% | 66.3% | 57 | 5.26% |
|
| 3269 |
EP
3269
Edgestream Partners
Princeton,
New Jersey
| $188M | -$77.5M | -29% | 5.75% | 41.7% | 147 | 38.78% |
|
| 3270 |
NDSI
3270
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $188M | +$7.36M | +4% | 4.3% | 73.5% | 162 | 8.64% |
|
| 3271 |
AFS
3271
Amtrust Financial Services
New York
| $188M | +$7.45M | +4% | 1.16% | 53.8% | 66 | 39.39% |
|
| 3272 |
GC
3272
Gobi Capital
San Francisco,
California
| $187M | +$8.74M | +5% | 9.48% | 93.7% | 9 | 0% |
|
| 3273 |
HPC
3273
Hill Path Capital
New York
| $187M | -$43.3M | -19% | 19.1% | 5.23% | 3 | 33.33% |
|
| 3274 |
HCA
3274
Heck Capital Advisors
Rhinelander,
Wisconsin
| $187M | +$15.1M | +9% | 3.73% | 62% | 88 | 13.64% |
|
| 3275 |
CCM
3275
Crestwood Capital Management
New York
| $187M | -$7.53M | -4% | 8.14% | 203% | 28 | 35.71% |
|