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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3551 |
ACM
3551
Alight Capital Management
New York
| $203M | +$87.8M | +76% | 42.8% | 311% | 63 | 65.08% |
|
| 3552 |
KC
3552
Kellner Capital
New York
| $203M | -$12.4M | -6% | 14% | 390% | 38 | 55.26% |
|
| 3553 |
EGA
3553
Evermore Global Advisors
Summit,
New Jersey
| $203M | -$42.5M | -17% | 8.77% | 133% | 27 | 37.04% |
|
| 3554 |
TC
3554
TAP Consulting
Kirkwood,
Missouri
| $203M | +$54.5M | +37% | 20.6% | 3.08% | 128 | 22.66% |
|
| 3555 |
IFA
3555
Interactive Financial Advisors
New Lenox,
Illinois
| $203M | +$89.7M | +79% | 13.5% | 37.7% | 138 | 22.46% |
|
| 3556 |
PCFFS
3556
Pacific Center for Financial Services
San Ramon,
California
| $203M | +$44.9M | +28% | 16.3% | 43.4% | 330 | 9.7% |
|
| 3557 |
KFP
3557
Keystone Financial Planning
Cleveland,
Ohio
| $203M | +$28M | +16% | 12.9% | 34.1% | 48 | 12.5% |
|
| 3558 |
ALIA
3558
Accel London III Associates
Palo Alto,
California
| $203M | +$126M | +164% | 193% | – | 1 | 0% |
|
| 3559 |
TA
3559
TRB Advisors
New York
| $203M | +$63.6M | +46% | 33.2% | 42.3% | 12 | 41.67% |
|
| 3560 |
WPIC
3560
White Pine Investment Company
Livonia,
Michigan
| $203M | +$28.1M | +16% | 17.3% | 66.3% | 58 | 18.97% |
|
| 3561 |
DE
3561
Day & Ennis
Macon,
Georgia
| $202M | +$27.5M | +16% | 13.9% | 15.2% | 93 | 20.43% |
|
| 3562 |
OC
3562
Oarsman Capital
Milwaukee,
Wisconsin
| $202M | +$94.1M | +87% | 17.6% | 61.4% | 178 | 34.83% |
|
| 3563 |
BCCM
3563
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $202M | +$32.3M | +19% | 17.5% | 76.5% | 93 | 10.75% |
|
| 3564 |
BA
3564
Birinyi Associates
Westport,
Connecticut
| $202M | +$18.8M | +10% | 30% | 102% | 76 | 28.95% |
|
| 3565 |
FIM
3565
Fernwood Investment Management
Quincy,
Massachusetts
| $202M | +$45.7M | +29% | 26.9% | 83.4% | 174 | 20.69% |
|
| 3566 |
PGCM
3566
Prescott Group Capital Management
Tulsa,
Oklahoma
| $202M | +$575K | +0.3% | 50.9% | 124% | 118 | 32.2% |
|
| 3567 |
SRC
3567
Stone Run Capital
New York
| $202M | +$27.8M | +16% | 23.1% | 77.8% | 60 | 6.67% |
|
| 3568 |
HCM
3568
Harvey Capital Management
Palm Beach,
Florida
| $202M | +$53.9M | +36% | 24.1% | 141% | 79 | 32.91% |
|
| 3569 |
SSI
3569
Scott & Selber Inc
Houston,
Texas
| $202M | +$41.8M | +26% | 26.2% | 187% | 94 | 36.17% |
|
| 3570 |
SC
3570
Schoolcraft Capital
Boulder,
Colorado
| $202M | +$37.6M | +23% | 16.1% | 44.8% | 58 | 22.41% |
|
| 3571 |
RW
3571
REDW Wealth
Albuquerque,
New Mexico
| $202M | +$42.7M | +27% | 16.2% | 44.4% | 88 | 18.18% |
|
| 3572 |
WEO
3572
William E. Oberndorf
| $202M | +$59.9M | +42% | 52.2% | 38.4% | 7 | 28.57% |
|
| 3573 |
TFCM
3573
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $201M | +$73.8M | +58% | 56.6% | 131% | 94 | 10.64% |
|
| 3574 |
SFG
3574
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $201M | +$28.6M | +17% | 18.5% | 70.4% | 140 | 14.29% |
|
| 3575 |
PRC
3575
Pearl River Capital
Niles,
Michigan
| $201M | +$149M | +288% | 20.5% | 20.3% | 641 | 82.68% |
|