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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3526 |
VCM
3526
Vivaldi Capital Management
Chicago,
Illinois
| $187M | +$65.4M | +54% | 1.9% | 69.2% | 167 | 27.54% |
|
| 3527 |
NME
3527
Notis-McConarty Edward
| $187M | +$18.2M | +11% | 10.2% | 91.2% | 88 | 3.41% |
|
| 3528 |
PC
3528
Permit Capital
West Conshohocken,
Pennsylvania
| $187M | +$1.93M | +1% | 0.19% | 121% | 27 | 0% |
|
| 3529 |
SM
3529
Soapstone Management
Bethesda,
Maryland
| $187M | -$8.3M | -4% | 2.38% | 30.3% | 18 | 11.11% |
|
| 3530 |
RAG
3530
Roof Advisory Group
Harrisburg,
Pennsylvania
| $187M | +$3.99M | +2% | 6.63% | – | 37 | 16.22% |
|
| 3531 |
SS
3531
Sunbelt Securities
Houston,
Texas
| $187M | +$19.7M | +12% | 5.94% | 83.5% | 230 | 10.43% |
|
| 3532 |
2L
3532
22NW LP
Seattle,
Washington
| $187M | -$5.96M | -3% | 3.63% | 138% | 50 | 18% |
|
| 3533 |
KM
3533
Kalos Management
Alpharetta,
Georgia
| $186M | -$34.1M | -15% | 4.68% | 48.5% | 233 | 43.35% |
|
| 3534 |
OHM
3534
Ordinal Holdings ManageCo
New York
| $186M | -$877M | -82% | 23% | 19.5% | 1 | 0% |
|
| 3535 |
CM
3535
Cornerstone Management
Duluth,
Georgia
| $186M | +$12.2M | +7% | 3.68% | 40% | 53 | 35.85% |
|
| 3536 |
KC
3536
Kingfisher Capital
Charlotte,
North Carolina
| $186M | +$28.5M | +18% | 7.11% | 58.5% | 147 | 12.24% |
|
| 3537 |
TAS
3537
TIFF Advisory Services
Radnor,
Pennsylvania
| $186M | -$28.9M | -13% | 4.74% | 85.9% | 8 | 50% |
|
| 3538 |
SCM
3538
Sitrin Capital Management
Century City,
California
| $186M | +$9.88M | +6% | 8.85% | 128% | 38 | 10.53% |
|
| 3539 |
FVCM
3539
F&V Capital Management
Boca Raton,
Florida
| $186M | +$11.6M | +7% | 6.63% | 107% | 60 | 8.33% |
|
| 3540 |
BDWM
3540
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $186M | +$17.7M | +11% | 9.73% | 47.8% | 193 | 5.18% |
|
| 3541 |
BM
3541
Bislett Management
Palo Alto,
California
| $186M | +$5.33M | +3% | 3.95% | 19.8% | 21 | 4.76% |
|
| 3542 |
MA
3542
MYDA Advisors
Woodmere,
New York
| $185M | -$43.1M | -19% | 14% | 232% | 212 | 71.23% |
|
| 3543 |
PW
3543
Peninsula Wealth
San Francisco,
California
| $185M | +$15.3M | +9% | 5.65% | 30% | 34 | 11.76% |
|
| 3544 |
JAM
3544
JW Asset Management
Miami Beach,
Florida
| $185M | +$28.5M | +18% | 33.7% | 251% | 21 | 23.81% |
|
| 3545 |
NFG
3545
NewFocus Financial Group
Vancouver,
Washington
| $185M | +$19.1M | +12% | 9.47% | 55.4% | 76 | 9.21% |
|
| 3546 |
NCM
3546
Niemann Capital Management
Stateline,
Nevada
| $185M | +$12.6M | +7% | 8.11% | 103% | 17 | 35.29% |
|
| 3547 |
LFG
3547
LifePlan Financial Group
Dayton,
Ohio
| $185M | +$5.83M | +3% | 3.48% | 20.2% | 555 | 5.95% |
|
| 3548 |
G
3548
Gainplan
Bloomfield Hills,
Michigan
| $185M | +$46.5M | +34% | 5.91% | 93.3% | 28 | 53.57% |
|
| 3549 |
CCM
3549
Courage Capital Management
Nashville,
Tennessee
| $185M | +$50.8M | +38% | 5.17% | 86.5% | 29 | 31.03% |
|
| 3550 |
WSC
3550
Wellington Shields & Co
New York
| $185M | -$8.39M | -4% | 10.5% | 109% | 158 | 15.19% |
|