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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3301 |
WCMN
3301
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $345M | +$28.5M | +9% | 8.61% | 107% | 60 | 21.67% |
|
| 3302 |
22CM
3302
20/20 Capital Management
Costa Mesa,
California
| $345M | +$3.23M | +0.9% | 3.87% | – | 165 | 9.09% |
|
| 3303 |
CGC
3303
Continental Grain Company
New York
| $345M | +$1.35M | +0.4% | 17.9% | 5.22% | 11 | 27.27% |
|
| 3304 |
SA
3304
Strategic Advisors
New York
| $345M | -$1.32M | -0.4% | 5.01% | 87.3% | 179 | 22.91% |
|
| 3305 |
PP
3305
PDS Planning
Dublin,
Ohio
| $344M | +$53.2M | +18% | 5.4% | 48.6% | 181 | 14.36% |
|
| 3306 |
BIC
3306
B&I Capital
Zurich,
Switzerland
| $344M | +$7.68M | +2% | 2.78% | 15.9% | 30 | 10% |
|
| 3307 |
MAA
3307
Mraz Amerine & Associates
Modesto,
California
| $344M | +$43M | +14% | 14.6% | 69.8% | 174 | 9.77% |
|
| 3308 |
SIC
3308
SFE Investment Counsel
Los Angeles,
California
| $344M | +$28.9M | +9% | 8.27% | 78.2% | 119 | 8.4% |
|
| 3309 |
EWF
3309
Epstein & White Financial
San Diego,
California
| $343M | +$17.7M | +5% | 4.15% | 51% | 89 | 11.24% |
|
| 3310 |
MP
3310
Mediatel Partners
Fort Worth,
Texas
| $343M | +$11.4M | +3% | 3.43% | 22.9% | 2 | 0% |
|
| 3311 |
PFA
3311
Pettinga Financial Advisors
Evansville,
Indiana
| $343M | +$63.6M | +23% | 6.52% | 71.8% | 110 | 25.45% |
|
| 3312 |
RRCP
3312
Rip Road Capital Partners
Boston,
Massachusetts
| $343M | +$8.33M | +2% | 7.13% | 121% | 17 | 11.76% |
|
| 3313 |
FC
3313
FCA Corp
Houston,
Texas
| $342M | +$30.2M | +10% | 7.79% | 45.4% | 186 | 9.68% |
|
| 3314 |
PGCM
3314
Prescott Group Capital Management
Tulsa,
Oklahoma
| $342M | -$3.55M | -1% | 26.7% | 124% | 141 | 33.33% |
|
| 3315 |
EAM
3315
Emso Asset Management
London,
United Kingdom
| $342M | +$297M | +660% | 12.6% | 65% | 3 | 66.67% |
|
| 3316 |
KM
3316
Kylin Management
New York
| $342M | -$7.27M | -2% | 6.2% | 126% | 11 | 36.36% |
|
| 3317 |
UI
3317
Untitled Investments
New York
| $342M | -$104M | -23% | 4.85% | 62.6% | 24 | 50% |
|
| 3318 |
OIA
3318
Optimum Investment Advisors
Chicago,
Illinois
| $342M | +$12.2M | +4% | 5.71% | 125% | 988 | 15.69% |
|
| 3319 |
EGA
3319
E&G Advisors
Houston,
Texas
| $341M | +$17.7M | +5% | 5.1% | 92.3% | 202 | 6.44% |
|
| 3320 |
BI
3320
Bulldog Investors
Saddle Brook,
New Jersey
| $340M | +$68.6M | +25% | 2.11% | 20.9% | 287 | 73.52% |
|
| 3321 |
FCMV
3321
Foresite Capital Management V
Larkspur,
California
| $340M | +$205M | +152% | 35.4% | 357% | 21 | 47.62% |
|
| 3322 |
SCM
3322
SG Capital Management
Chicago,
Illinois
| $340M | -$45.4M | -12% | 22% | 187% | 90 | 66.67% |
|
| 3323 |
SNB
3323
Security National Bank
Omaha,
Nebraska
| $340M | +$25.3M | +8% | 3.97% | 113% | 100 | 29% |
|
| 3324 |
SQA
3324
Simon Quick Advisors
Morristown,
New Jersey
| $340M | +$8.37M | +3% | 6.77% | 69.5% | 484 | 15.08% |
|
| 3325 |
WF
3325
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $340M | +$19.5M | +6% | 6.66% | 71.9% | 113 | 14.16% |
|