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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
QAM
3726
Quantres Asset Management
Cayman,
Cayman Islands
| $104M | -$2.26M | -2% | 0.53% | 11% | 200 | 81.5% | 0.5 |
|
| 3727 |
EC
3727
Eachwin Capital
New York
| $104M | +$4.21M | +4% | 1.43% | – | 104 | 8.65% | 1 |
|
| 3728 |
WPEP
3728
Walnut Private Equity Partners
Omaha,
Nebraska
| $104M | $0 | 0% | 12.6% | 60.6% | 24 | 0% | 7.8 |
|
| 3729 |
BCFS
3729
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $104M | +$2.68M | +3% | 4.13% | 72.2% | 204 | 42.16% | 4.1 |
|
| 3730 |
KAH
3730
Kathryn A. Hall
| $104M | -$5.3M | -5% | 18.3% | 95.2% | 6 | 16.67% | 7.8 |
|
| 3731 |
RWG
3731
Regal Wealth Group
Seal Beach,
California
| $104M | +$2.38M | +2% | 1.91% | 17% | 203 | 3.94% | 1 |
|
| 3732 |
MWM
3732
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $104M | -$3.72M | -3% | 1.46% | 119% | 512 | 31.05% | 0.8 |
|
| 3733 |
SCP
3733
Steamboat Capital Partners
Rye,
New York
| $104M | -$1.71M | -2% | 7.27% | 280% | 21 | 57.14% | 0.6 |
|
| 3734 |
MMPW
3734
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $103M | +$2.9M | +3% | 2.57% | 90.7% | 161 | 8.7% | 4.5 |
|
| 3735 |
MI
3735
M3F Inc
Salt Lake City,
Utah
| $103M | +$2.96M | +3% | 3.64% | 176% | 47 | 31.91% | 2.9 |
|
| 3736 |
BHBT
3736
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $103M | +$7.39M | +8% | 3.2% | 67.8% | 125 | 13.6% | 8.3 |
|
| 3737 |
EA
3737
Elm Advisors
Burlingame,
California
| $103M | +$1.81M | +2% | 1.78% | 50.5% | 78 | 8.97% | 7.8 |
|
| 3738 |
MSDF
3738
Michael & Susan Dell Foundation
New York
| $103M | -$14.5M | -12% | 6.28% | 238% | 8 | 12.5% | 5.6 |
|
| 3739 |
FC
3739
Flaherty & Crumrine
Pasadena,
California
| $103M | +$4.08M | +4% | 1.34% | 0.12% | 12 | 16.67% | 6.2 |
|
| 3740 |
EIGI
3740
Elmrox Investment Group IM
New York
| $103M | -$67.1M | -39% | 7.09% | – | 17 | 94.12% | 1 |
|
| 3741 |
RIM
3741
Reliant Investment Management
Memphis,
Tennessee
| $103M | -$12.3M | -11% | 0.08% | 122% | 66 | 18.18% | 6.8 |
|
| 3742 |
FCE
3742
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| $103M | +$19.1M | +23% | 6.78% | 41.3% | 48 | 25% | 6.2 |
|
| 3743 |
LSC
3743
Lesa Sroufe & Co
Seattle,
Washington
| $103M | +$5.64M | +6% | 11% | – | 45 | 17.78% | 7.4 |
|
| 3744 |
MCM
3744
Mork Capital Management
Healdsburg,
California
| $103M | -$1.61M | -2% | 2.35% | 61.9% | 137 | 26.28% | 2.9 |
|
| 3745 |
PIM
3745
Parasol Investment Management
Westmont,
Illinois
| $103M | -$1.63M | -2% | 3.03% | 20.9% | 162 | 12.96% | 7.1 |
|
| 3746 |
OL
3746
Orbitronix LP
Newport Beach,
California
| $103M | -$16.1M | -14% | 4% | 6.68% | 96 | 77.08% | 0.8 |
|
| 3747 |
PFM
3747
Premier Fund Managers
Guildford,
United Kingdom
| $103M | -$3.95M | -4% | 0.44% | 56.6% | 56 | 12.5% | 0.9 |
|
| 3748 |
SAM
3748
Security Asset Management
New York
| $102M | -$817K | -0.8% | 0.03% | 67.4% | 77 | 12.99% | 4.4 |
|
| 3749 |
7A
3749
734 Agriculture
New York
| $102M | -$41.1M | -29% | 28.6% | 23.8% | 1 | 0% | 8 |
|
| 3750 |
SCM
3750
Samson Capital Management
Leawood,
Kansas
| $102M | -$34.4M | -25% | 4.89% | 13.4% | 17 | 35.29% | 6.4 |
|