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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Sunbelt Securities
Houston,
Texas
| $172M | -$15.1M | -8% | 12.6% | 83.5% | 250 | 26.4% | 1.5 |
|
| 3527 |
TL
3527
TowerView LLC
New York
| $172M | -$33.1M | -16% | 13.4% | 17.9% | 20 | 5% | 3.9 |
|
| 3528 |
DC
3528
DPM Capital
Coral Gables,
Florida
| $171M | – | – | 22.1% | 110% | 13 | – | 0 |
|
| 3529 |
3529
Princeton Capital Management
Red Bank,
New Jersey
| $171M | -$69.6M | -29% | 12.5% | 180% | 283 | 14.13% | 1.2 |
|
| 3530 |
3530
Hendley & Co
Zanesville,
Ohio
| $171M | -$32M | -16% | 11.2% | 54.8% | 59 | 15.25% | 3.8 |
|
| 3531 |
3531
Hudson Way Capital Management
Dallas,
Texas
| $171M | -$25M | -13% | 16.1% | 51.3% | 18 | 38.89% | 0.9 |
|
| 3532 |
3532
NYL Investors
New York
| $171M | -$26.4M | -13% | 8.89% | 12.7% | 29 | 62.07% | 0.3 |
|
| 3533 |
SM
3533
Scoggin Management
New York
| $171M | -$652M | -79% | 17.9% | 889% | 51 | 72.55% | 0.9 |
|
| 3534 |
3534
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $171M | -$22.8M | -12% | 14.8% | 66.8% | 117 | 10.26% | 3.8 |
|
| 3535 |
3535
Arcus Capital Partners
Atlanta,
Georgia
| $171M | -$41.1M | -19% | 9.45% | 69.2% | 114 | 17.54% | 1.7 |
|
| 3536 |
3536
Norman Fields Gottscho Capital Management
New York
| $171M | -$30.8M | -15% | 11.6% | 96.9% | 75 | 8% | 3.2 |
|
| 3537 |
3537
Exane Asset Management
Paris,
France
| $170M | -$149M | -47% | 6.33% | 74.5% | 199 | 81.41% | 0.3 |
|
| 3538 |
3538
Ninety One
Cape Town,
South Africa
| $170M | -$441M | -72% | 10.3% | 232% | 144 | 46.53% | 1.3 |
|
| 3539 |
3539
Engine Capital Management
New York
| $170M | +$64M | +60% | 23.9% | 21.1% | 58 | 32.76% | 0.9 |
|
| 3540 |
3540
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $170M | -$27.7M | -14% | 14% | 90.5% | 5 | 0% | 0.8 |
|
| 3541 |
WAM
3541
WT Asset Management
Hong Kong
| $170M | – | – | 19.1% | 2,788% | 24 | – | 0 |
|
| 3542 |
3542
Tolleson Wealth Management
Dallas,
Texas
| $170M | – | – | 11.2% | 56.2% | 48 | – | 0 |
|
| 3543 |
3543
ACON Equity Management
Washington,
District of Columbia
| $170M | -$136M | -44% | 44.5% | 32.1% | 1 | 0% | 1 |
|
| 3544 |
3544
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $170M | -$20.4M | -11% | 10.5% | 97.5% | 464 | 14.44% | 1.4 |
|
| 3545 |
3545
Meridian Wealth Management
Lexington,
Kentucky
| $170M | -$62.8M | -27% | 14.7% | 117% | 208 | 43.27% | 1.1 |
|
| 3546 |
3546
Calixto Global Investors
Coral Gables,
Florida
| $170M | -$109M | -39% | 21% | 180% | 16 | 75% | 0.4 |
|
| 3547 |
3547
Shah Capital Management
Raleigh,
North Carolina
| $170M | -$53.8M | -24% | 23.9% | 287% | 16 | 31.25% | 2.6 |
|
| 3548 |
3548
Cynosure Group
Salt Lake City,
Utah
| $170M | – | – | 18.1% | 56.8% | 13 | – | 0 |
|
| 3549 |
3549
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $170M | -$24.2M | -12% | 10.8% | 72.6% | 71 | 4.23% | 4.7 |
|
| 3550 |
3550
Garrison Asset Management
Fayetteville,
Arkansas
| $170M | -$32.3M | -16% | 11.9% | 52.1% | 112 | 13.39% | 3.9 |
|