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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3476 |
SCM
3476
Shah Capital Management
Raleigh,
North Carolina
| $354M | -$9.01M | -2% | 7.92% | 242% | 8 | 12.5% |
|
| 3477 |
PGCM
3477
Prescott Group Capital Management
Tulsa,
Oklahoma
| $354M | +$11.6M | +3% | 19.1% | 148% | 160 | 34.38% |
|
| 3478 |
GDP
3478
Great Diamond Partners
Portland,
Maine
| $354M | +$28.6M | +9% | 8.17% | 78.6% | 203 | 7.39% |
|
| 3479 |
ECML
3479
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $353M | +$26.2M | +8% | 6.44% | 93.6% | 50 | 4% |
|
| 3480 |
CF
3480
CNA Financial
Chicago,
Illinois
| $353M | +$27.6M | +8% | 6.86% | 48.6% | 214 | 16.36% |
|
| 3481 |
BCP
3481
Bayberry Capital Partners
New York
| $353M | +$24.1M | +7% | 2.24% | 99.7% | 25 | 44% |
|
| 3482 |
MWA
3482
Meridian Wealth Advisors
Austin,
Texas
| $353M | +$52.1M | +17% | 8.77% | 79.9% | 198 | 9.09% |
|
| 3483 |
FC
3483
FCA Corp
Houston,
Texas
| $353M | +$11.1M | +3% | 4.27% | 57.4% | 205 | 20% |
|
| 3484 |
JSA
3484
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $353M | +$44.2M | +14% | 8.33% | 70.3% | 47 | 8.51% |
|
| 3485 |
TA
3485
Tamarack Advisers
Carlsbad,
California
| $353M | -$134M | -28% | 8.42% | 46.5% | 85 | 55.29% |
|
| 3486 |
BFO
3486
Biltmore Family Office
Charlotte,
North Carolina
| $352M | +$31.3M | +10% | 8.36% | 78.1% | 194 | 9.79% |
|
| 3487 |
BRA
3487
Bender Robert & Associates
Pasadena,
California
| $352M | +$41.1M | +13% | 14.4% | 116% | 57 | 19.3% |
|
| 3488 |
PTB
3488
Pioneer Trust Bank
Salem,
Oregon
| $352M | +$2.06M | +0.6% | 7.21% | 61.4% | 76 | 10.53% |
|
| 3489 |
KMC
3489
Kirr Marbach & Co
Columbus,
Indiana
| $352M | +$6.19M | +2% | 4.98% | 135% | 64 | 15.63% |
|
| 3490 |
DBIA
3490
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $352M | +$25.8M | +8% | 6.53% | 78.3% | 209 | 3.35% |
|
| 3491 |
GAM
3491
Gould Asset Management
Claremont,
California
| $351M | +$23.8M | +7% | 5.96% | 42.8% | 158 | 6.33% |
|
| 3492 |
CFO
3492
CVA Family Office
Denver,
Colorado
| $351M | +$87.9M | +33% | 5.93% | 71.6% | 1,000 | 25.4% |
|
| 3493 |
B
3493
Bridgeworth
Birmingham,
Alabama
| $351M | +$34.5M | +11% | 5.77% | 19.3% | 139 | 13.67% |
|
| 3494 |
SI
3494
Symmetry Investments
St Helier,
Jersey
| $351M | -$62.9M | -15% | 9.3% | 148% | 131 | 73.28% |
|
| 3495 |
TAS
3495
TIFF Advisory Services
Radnor,
Pennsylvania
| $351M | +$22M | +7% | 5.91% | 85.9% | 25 | 40% |
|
| 3496 |
OL
3496
Optas LLC
Austin,
Texas
| $351M | +$31.6M | +10% | 8.62% | 118% | 153 | 10.46% |
|
| 3497 |
VFM
3497
Viking Fund Management
Minot,
North Dakota
| $350M | +$15.2M | +5% | 6.52% | 104% | 124 | 13.71% |
|
| 3498 |
HCA
3498
Hyperion Capital Advisors
New York
| $350M | +$40.5M | +13% | 8.82% | 86.1% | 47 | 6.38% |
|
| 3499 |
MCM
3499
Monarch Capital Management
Fort Wayne,
Indiana
| $350M | +$12.7M | +4% | 4.15% | 65% | 112 | 2.68% |
|
| 3500 |
CC
3500
Cartenna Capital
Stamford,
Connecticut
| $350M | +$132M | +60% | 6.77% | 162% | 59 | 84.75% |
|