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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3551 |
DSN
3551
D. Scott Neal
Lexington,
Kentucky
| $191M | +$7.94M | +4% | 6.18% | 105% | 33 | 18.18% |
|
| 3552 |
TPMI
3552
Tilden Park Management I
New York
| $191M | -$1.11B | -85% | 4.68% | 29.6% | 19 | 73.68% |
|
| 3553 |
TSWM
3553
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $191M | +$21.5M | +13% | 12.6% | 80% | 148 | 9.46% |
|
| 3554 |
CC
3554
Claybrook Capital
Wellesley,
Massachusetts
| $191M | -$166M | -46% | 12.6% | 7.15% | 810 | 95.31% |
|
| 3555 |
NFG
3555
Noven Financial Group
Denver,
Colorado
| $191M | +$84.9M | +80% | 13.4% | 45.1% | 40 | 35% |
|
| 3556 |
OPA
3556
Old Port Advisors
Portland,
Maine
| $191M | +$12.1M | +7% | 12.5% | 106% | 180 | 5% |
|
| 3557 |
FA
3557
Fortis Advisors
Wayne,
Pennsylvania
| $191M | +$25.6M | +16% | 12.3% | 72.8% | 351 | 19.37% |
|
| 3558 |
BCM
3558
Blume Capital Management
Berkeley,
California
| $190M | +$15.4M | +9% | 12.7% | 96.9% | 242 | 11.98% |
|
| 3559 |
BFC
3559
Blue Fin Capital
Warren,
Rhode Island
| $190M | +$23M | +14% | 15% | 125% | 131 | 8.4% |
|
| 3560 |
TSS
3560
Thomas Story & Son
Culver,
Indiana
| $190M | +$26.2M | +16% | 15.2% | 91.8% | 58 | 13.79% |
|
| 3561 |
CAM
3561
Covenant Asset Management
Chester,
New Jersey
| $190M | -$8.15M | -4% | 17.8% | 158% | 157 | 26.75% |
|
| 3562 |
NFGCM
3562
Norman Fields Gottscho Capital Management
New York
| $190M | +$19.7M | +12% | 11.9% | 94% | 80 | 23.75% |
|
| 3563 |
HCM
3563
HGI Capital Management
New York
| $190M | +$73.2M | +63% | 17.5% | 47% | 71 | 52.11% |
|
| 3564 |
ST
3564
Somerset Trust
Somerset,
Pennsylvania
| $190M | +$18.1M | +11% | 12.7% | 69.7% | 190 | 11.58% |
|
| 3565 |
RWA
3565
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $190M | +$23.4M | +14% | 11.6% | 111% | 135 | 26.67% |
|
| 3566 |
LJHT
3566
Laurie J. Hall Trustee
| $190M | +$8.45M | +5% | 14.6% | 96% | 345 | 5.22% |
|
| 3567 |
AIM
3567
AMI Investment Management
Kendallville,
Indiana
| $190M | +$20.3M | +12% | 9.73% | 47.9% | 67 | 10.45% |
|
| 3568 |
KLI
3568
Kelman-Lazarov Inc
Memphis,
Tennessee
| $190M | +$28.9M | +18% | 11.1% | 46.6% | 98 | 11.22% |
|
| 3569 |
CCM
3569
Cribstone Capital Management
Augusta,
Maine
| $190M | -$6.55M | -3% | 10.2% | 22.4% | 741 | 12.82% |
|
| 3570 |
MGI
3570
MayTech Global Investments
New York
| $189M | +$33.7M | +22% | 19.3% | 158% | 47 | 4.26% |
|
| 3571 |
PPP
3571
Private Portfolio Partners
Paramus,
New Jersey
| $189M | +$27.2M | +17% | 12.1% | 16.9% | 200 | 15% |
|
| 3572 |
IC
3572
Inscription Capital
Houston,
Texas
| $189M | +$9.52M | +5% | 13.3% | – | 302 | 19.21% |
|
| 3573 |
NO
3573
Ninety One
Cape Town,
South Africa
| $189M | +$18.9M | +11% | 13% | 193% | 115 | 7.83% |
|
| 3574 |
GAM
3574
Garrison Asset Management
Fayetteville,
Arkansas
| $189M | +$19.6M | +12% | 12.6% | 52.1% | 104 | 4.81% |
|
| 3575 |
UIM
3575
Underhill Investment Management
Greenbrae,
California
| $189M | +$32.4M | +21% | 14.3% | 59.8% | 21 | 19.05% |
|