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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3376 |
ECM
3376
Engine Capital Management
New York
| $147M | +$38.6M | +36% | 16.6% | 22.2% | 53 | 41.51% |
|
| 3377 |
NO
3377
Ninety One
Cape Town,
South Africa
| $147M | -$10.3M | -7% | 0.22% | 193% | 96 | 28.13% |
|
| 3378 |
CFA
3378
Camarda Financial Advisors
Fleming Island,
Florida
| $147M | -$17.1M | -10% | 2.01% | 132% | 300 | 42% |
|
| 3379 |
SDWMA
3379
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $147M | -$7.33M | -5% | 2.38% | 43.5% | 35 | 17.14% |
|
| 3380 |
NMM
3380
NGP MR Management
Dallas,
Texas
| $147M | -$64.2M | -30% | 2.48% | 21.9% | 2 | 0% |
|
| 3381 |
BT
3381
Brandywine Trust
Hockessin,
Delaware
| $147M | +$10.3M | +8% | 9.57% | 11.9% | 24 | 8.33% |
|
| 3382 |
EHWM
3382
Eads & Heald Wealth Management
Atlanta,
Georgia
| $147M | +$1.46M | +1% | 1.91% | 70.2% | 136 | 7.35% |
|
| 3383 |
IF
3383
IRON Financial
Northbrook,
Illinois
| $146M | +$64.5M | +79% | 1.63% | 51.4% | 91 | 30.77% |
|
| 3384 |
CWM
3384
Cedar Wealth Management
Walnut Creek,
California
| $146M | +$595K | +0.4% | 0.89% | 53.2% | 142 | 18.31% |
|
| 3385 |
AP
3385
Agilis Partners
Waltham,
Massachusetts
| $146M | -$128M | -47% | 0.63% | 8.47% | 19 | 15.79% |
|
| 3386 |
MKC
3386
M. Kraus & Co
Shelburne,
Vermont
| $146M | +$1.47M | +1% | 1.81% | 45.3% | 50 | 4% |
|
| 3387 |
SFS
3387
Summit Financial Strategies
Columbus,
Ohio
| $146M | +$3.71M | +3% | 2.92% | 57.8% | 45 | 8.89% |
|
| 3388 |
DJC
3388
Daily Journal Corp
Los Angeles,
California
| $146M | +$33.3M | +29% | 30% | 108% | 4 | 0% |
|
| 3389 |
LWA
3389
Lowe Wealth Advisors
Columbia,
Maryland
| $146M | -$1.47M | -1% | 0.01% | 63.3% | 265 | 12.83% |
|
| 3390 |
CCPM
3390
Cooper Creek Partners Management
New York
| $146M | -$22.3M | -13% | 5.39% | 56.1% | 39 | 69.23% |
|
| 3391 |
FDS
3391
First Dallas Securities
Dallas,
Texas
| $146M | +$11.4M | +8% | 12% | 134% | 120 | 21.67% |
|
| 3392 |
FM
3392
Family Management
New York
| $146M | -$30.7M | -17% | 4.1% | 58.5% | 85 | 29.41% |
|
| 3393 |
SCM
3393
Stanley Capital Management
Houston,
Texas
| $146M | +$19.3M | +15% | 13.8% | 101% | 36 | 5.56% |
|
| 3394 |
PC
3394
Permit Capital
West Conshohocken,
Pennsylvania
| $146M | -$1.96M | -1% | 3.48% | 76% | 33 | 12.12% |
|
| 3395 |
ACM
3395
Alpha Capital Management
Austin,
Texas
| $146M | +$8.04M | +6% | 3.48% | 76.2% | 102 | 32.35% |
|
| 3396 |
NVPX
3396
Norwest Venture Partners X
Palo Alto,
California
| $146M | +$32.5M | +29% | 3.15% | 11.3% | 3 | 33.33% |
|
| 3397 |
AC
3397
Adelphi Capital
London,
United Kingdom
| $145M | -$29.1M | -17% | 5.12% | – | 2 | 0% |
|
| 3398 |
WAS
3398
Winch Advisory Services
Appleton,
Wisconsin
| $145M | +$22.6M | +18% | 4.73% | 72.5% | 330 | 26.06% |
|
| 3399 |
NME
3399
Notis-McConarty Edward
| $145M | -$1.11M | -0.8% | 1.62% | 65.2% | 97 | 3.09% |
|
| 3400 |
NG
3400
Northstar Group
New York
| $145M | +$5.91M | +4% | 4.36% | 61.8% | 109 | 5.5% |
|