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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
VCAM
3276
Valentine Capital Asset Management
Danville,
California
| $149M | -$194M | -57% | 3.47% | – | 99 | 27.27% | 3.4 |
|
| 3277 |
TCB
3277
Texas Capital Bancshares
Dallas,
Texas
| $149M | -$31M | -17% | 0.2% | 175% | 175 | 35.43% | 5.2 |
|
| 3278 |
P3I
3278
Progeny 3 Inc
Kirkland,
Washington
| $149M | +$24M | +19% | 1.14% | 96.8% | 11 | 18.18% | 3.2 |
|
| 3279 |
MMA
3279
Miracle Mile Advisors
Los Angeles,
California
| $149M | +$53.9M | +57% | 0.64% | 56% | 48 | 62.5% | 1.1 |
|
| 3280 |
AW
3280
Alpha Windward
Westwood,
Massachusetts
| $149M | -$5.57M | -4% | 0.17% | 33.6% | 500 | 32.8% | 5 |
|
| 3281 |
NCM
3281
Northside Capital Management
Hood River,
Oregon
| $149M | +$1.31M | +0.9% | 3.85% | 99.6% | 48 | 6.25% | 1.8 |
|
| 3282 |
IA
3282
Ibbotson Associates
Chicago,
Illinois
| $149M | +$19M | +15% | 1.39% | – | 21 | 0% | 7.9 |
|
| 3283 |
NI
3283
Nepsis Inc
Minneapolis,
Minnesota
| $149M | -$17M | -10% | 3.1% | 131% | 32 | 25% | 4.1 |
|
| 3284 |
HAM
3284
Harber Asset Management
Asheville,
North Carolina
| $149M | +$16.3M | +12% | 2.04% | 63.6% | 53 | 37.74% | 3.3 |
|
| 3285 |
AWA
3285
Arete Wealth Advisors
Chicago,
Illinois
| $148M | -$6.5M | -4% | 3.34% | 85.3% | 171 | 28.07% | 3.6 |
|
| 3286 |
IT
3286
Independence Trust
Franklin,
Tennessee
| $148M | -$9.55M | -6% | 4.43% | 28.9% | 132 | 18.18% | 5 |
|
| 3287 |
KCM
3287
Karp Capital Management
Sausalito,
California
| $148M | +$628K | +0.4% | 0.9% | 21.3% | 419 | 18.38% | 1.7 |
|
| 3288 |
PC
3288
Peavine Capital
Reno,
Nevada
| $148M | -$8.92M | -6% | 0.82% | 30.8% | 17 | 5.88% | 4.6 |
|
| 3289 |
VIMU
3289
Veritas Investment Management (UK)
London,
United Kingdom
| $148M | +$14M | +10% | 0.7% | 151% | 45 | 8.89% | 6.4 |
|
| 3290 |
NME
3290
Notis-McConarty Edward
| $148M | +$3.4M | +2% | 0.38% | 91.2% | 115 | 2.61% | 5.5 |
|
| 3291 |
SRSA
3291
S.R. Schill & Associates
Mercer Island,
Washington
| $148M | -$1.9M | -1% | 2.13% | 36.7% | 82 | 30.49% | 1.5 |
|
| 3292 |
TWS
3292
Thomas W. Smith
| $148M | +$4.22M | +3% | 4.79% | – | 14 | 0% | 7.6 |
|
| 3293 |
AGPM
3293
ASA Gold & Precious Metals
Portland,
Maine
| $148M | -$2.17M | -1% | 1.32% | 7.34% | 20 | 5% | 6.8 |
|
| 3294 |
LWA
3294
Lowe Wealth Advisors
Columbia,
Maryland
| $148M | +$562K | +0.4% | 0.49% | 63.3% | 255 | 14.12% | 1.8 |
|
| 3295 |
LBS
3295
Lawrence B. Seidman
| $147M | +$7.88M | +6% | 3.85% | 12.3% | 28 | 14.29% | 4.1 |
|
| 3296 |
FVCM
3296
F&V Capital Management
Boca Raton,
Florida
| $147M | +$185K | +0.1% | 0.83% | 107% | 70 | 8.57% | 6 |
|
| 3297 |
KCPG
3297
Kavar Capital Partners Group
Leawood,
Kansas
| $147M | +$29.5M | +25% | 0.06% | 77.2% | 558 | 82.26% | 1 |
|
| 3298 |
TCM
3298
Talara Capital Management
Montclair,
New Jersey
| $147M | +$18.6M | +15% | 2.49% | 17.4% | 22 | 22.73% | 2.9 |
|
| 3299 |
BA
3299
Birinyi Associates
Westport,
Connecticut
| $147M | -$4.25M | -3% | 0.63% | 113% | 93 | 15.05% | 6.1 |
|
| 3300 |
MIRH
3300
Madison International Realty Holdings
New York
| $147M | +$15.6M | +12% | 2.33% | – | 2 | 0% | 2 |
|