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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3576 |
CCM
3576
Concourse Capital Management
Atlanta,
Georgia
| $172M | +$8.73M | +5% | 7.89% | 107% | 59 | 18.64% |
|
| 3577 |
CC
3577
Claybrook Capital
Wellesley,
Massachusetts
| $172M | +$12.2M | +8% | 1.91% | 7.15% | 203 | 10.84% |
|
| 3578 |
MP
3578
Munro Partners
Melbourne,
Australia
| $172M | – | – | 12.6% | 265% | 31 | – |
|
| 3579 |
WA
3579
WESPAC Advisors
Orinda,
California
| $171M | +$74.5M | +77% | 4.88% | 84.5% | 159 | 42.14% |
|
| 3580 |
FM
3580
Family Management
New York
| $171M | +$9.92M | +6% | 12.1% | 58.5% | 81 | 18.52% |
|
| 3581 |
RMCP
3581
Red Mountain Capital Partners
Los Angeles,
California
| $171M | -$7.44M | -4% | 2.33% | 37.4% | 6 | 0% |
|
| 3582 |
PS
3582
Portfolio Strategies
Monsey,
New York
| $171M | +$20.6M | +14% | 7.8% | 83.1% | 276 | 17.39% |
|
| 3583 |
SCM
3583
Stonepine Capital Management
Bend,
Oregon
| $171M | +$6.45M | +4% | 63.6% | 199% | 38 | 52.63% |
|
| 3584 |
KLI
3584
Kelman-Lazarov Inc
Memphis,
Tennessee
| $171M | -$15.4M | -8% | 6.64% | 39.9% | 109 | 11.93% |
|
| 3585 |
VSWA
3585
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $171M | -$5.48M | -3% | 3.97% | 70.1% | 89 | 7.87% |
|
| 3586 |
EP
3586
Elkhorn Partners
Omaha,
Nebraska
| $171M | -$1.8M | -1% | 3.57% | 31.5% | 34 | 11.76% |
|
| 3587 |
ROC
3587
Robertson Opportunity Capital
Dallas,
Texas
| $171M | +$4.88M | +3% | 3.04% | 93.4% | 29 | 6.9% |
|
| 3588 |
SC
3588
Searle & Co
Greenwich,
Connecticut
| $171M | +$12.9M | +8% | 8.17% | 66.5% | 137 | 8.03% |
|
| 3589 |
TGI
3589
TRV GP II
Boston,
Massachusetts
| $170M | -$6.01M | -3% | 0.06% | 20.8% | 4 | 0% |
|
| 3590 |
FBCM
3590
Fort Baker Capital Management
Larkspur,
California
| $170M | -$95.4M | -36% | 3.57% | 41% | 41 | 85.37% |
|
| 3591 |
NAH
3591
Neumann Advisory (HK)
Central,
Hong Kong
| $170M | -$15.5M | -8% | 7.01% | 88.4% | 12 | 8.33% |
|
| 3592 |
WA
3592
Wealthstar Advisors
Plano,
Texas
| $170M | -$157M | -48% | 3.89% | – | 63 | 4.76% |
|
| 3593 |
BOC
3593
Barbara Oil Co
Chicago,
Illinois
| $170M | +$14.3M | +9% | 9.66% | 56.4% | 86 | 2.33% |
|
| 3594 |
NCM
3594
Neumann Capital Management
Foster City,
California
| $170M | +$10.6M | +7% | 5.95% | 79.4% | 75 | 2.67% |
|
| 3595 |
HM
3595
Harvest Management
New York
| $169M | +$12.1M | +8% | 11.6% | 609% | 136 | 61.03% |
|
| 3596 |
PI
3596
Pettee Investors
Rowayton,
Connecticut
| $169M | +$10.7M | +7% | 7.83% | 66.9% | 121 | 12.4% |
|
| 3597 |
RHAM
3597
Round Hill Asset Management
Pasadena,
California
| $169M | +$7.93M | +5% | 6.15% | 40.7% | 63 | 9.52% |
|
| 3598 |
GA
3598
Geller Advisors
New York
| $169M | -$61.2M | -27% | 6.48% | 20.4% | 37 | 29.73% |
|
| 3599 |
LWA
3599
Lowe Wealth Advisors
Columbia,
Maryland
| $169M | +$7.89M | +5% | 4.71% | 63.3% | 324 | 22.84% |
|
| 3600 |
CC
3600
Clearline Capital
New York
| $169M | +$15.1M | +10% | 0.81% | 18% | 65 | 44.62% |
|