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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
TPC
3651
Tiger Pacific Capital
New York
| $110M | -$675K | -0.6% | 11.8% | 84.5% | 6 | 33.33% | 1.4 |
|
| 3652 |
BHBT
3652
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $110M | +$6.74M | +7% | 4.04% | 67.8% | 130 | 10.77% | 8.8 |
|
| 3653 |
RIM
3653
Reliant Investment Management
Memphis,
Tennessee
| $110M | +$7.18M | +7% | 0.57% | 122% | 65 | 15.38% | 7.1 |
|
| 3654 |
PCR
3654
Potrero Capital Research
San Francisco,
California
| $110M | +$4.74M | +5% | 13% | 226% | 43 | 25.58% | 1.4 |
|
| 3655 |
HCM
3655
Highlander Capital Management
Short Hills,
New Jersey
| $110M | +$2.67M | +2% | 3.24% | 34.4% | 839 | 6.2% | 9.1 |
|
| 3656 |
EWMCB
3656
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $109M | +$3.54M | +3% | 1.78% | 13% | 28 | 10.71% | 5.1 |
|
| 3657 |
AC
3657
Alpenglow Capital
San Carlos,
California
| $109M | +$54.2M | +98% | 1.92% | – | 49 | 85.71% | 0.7 |
|
| 3658 |
MI
3658
M3F Inc
Salt Lake City,
Utah
| $109M | +$5.93M | +6% | 3.48% | 176% | 47 | 31.91% | 3.2 |
|
| 3659 |
FMA
3659
FNY Managed Accounts
New York
| $109M | +$52.1M | +91% | 0.43% | 14.7% | 523 | 81.45% | 0.5 |
|
| 3660 |
SFA
3660
Staton Financial Advisors
Charlotte,
North Carolina
| $109M | +$4.88M | +5% | 4.65% | – | 42 | 9.52% | 4 |
|
| 3661 |
DRS
3661
Deane Retirement Strategies
New Orleans,
Louisiana
| $109M | +$2.26M | +2% | 6.9% | 73.4% | 54 | 22.22% | 4.3 |
|
| 3662 |
GS
3662
Girard Securities
San Diego,
California
| $109M | +$7.62M | +7% | 3.9% | – | 176 | 16.48% | 1.7 |
|
| 3663 |
TCM
3663
Tuttle Capital Management
Riverside,
Connecticut
| $109M | +$54.5M | +100% | 2.45% | 115% | 59 | 57.63% | 1.1 |
|
| 3664 |
GECH
3664
Garnet Equity Capital Holdings
New York
| $109M | -$43M | -28% | 2.38% | 302% | 26 | 42.31% | 4.7 |
|
| 3665 |
AIA
3665
AIMZ Investment Advisors
Los Altos,
California
| $109M | -$1.21M | -1% | 0.5% | 81.3% | 95 | 6.32% | 5.4 |
|
| 3666 |
RCG
3666
Ruggie Capital Group
Tavares,
Florida
| $109M | +$10.2M | +10% | 2.13% | 22% | 237 | 27.85% | 0.8 |
|
| 3667 |
WAM
3667
Water Asset Management
New York
| $109M | +$6.9M | +7% | 16.3% | 48.9% | 18 | 27.78% | 6.6 |
|
| 3668 |
WAM
3668
Westport Asset Management
Southport,
Connecticut
| $108M | -$1.22M | -1% | 3.42% | 63.9% | 40 | 17.5% | 9.5 |
|
| 3669 |
RC
3669
Raine Capital
New York
| $108M | +$988K | +0.9% | 5.21% | 119% | 16 | 50% | 1.3 |
|
| 3670 |
LCP
3670
Longhorn Capital Partners
Dallas,
Texas
| $108M | -$7.16M | -6% | 1.93% | 30.2% | 1 | 0% | 12 |
|
| 3671 |
KKAMG
3671
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| $108M | +$2.73M | +3% | 2.77% | – | 346 | 20.81% | 1.8 |
|
| 3672 |
MWVC
3672
Morgens Waterfall Vintiadis & Co
New York
| $108M | -$36M | -25% | 6.93% | 594% | 80 | 73.75% | 1.3 |
|
| 3673 |
GWM
3673
Graybill Wealth Management
Elmhurst,
Illinois
| $108M | -$2.63M | -2% | 2.05% | – | 47 | 8.51% | 9.1 |
|
| 3674 |
FHC
3674
First Houston Capital
Houston,
Texas
| $108M | +$3.3M | +3% | 3.21% | 39.2% | 60 | 10% | 7.8 |
|
| 3675 |
PIA
3675
Phoenix Investment Adviser
New York
| $108M | -$975M | -90% | 0.58% | 25% | 58 | 37.93% | 2.8 |
|