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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3826 |
BGC
3826
Blue Grotto Capital
Atlanta,
Georgia
| $271M | +$10.4M | +4% | 15.1% | 300% | 27 | 44.44% |
|
| 3827 |
MCL
3827
MIK Capital LP
New York
| $271M | +$26.9M | +11% | 23.2% | – | 88 | 80.68% |
|
| 3828 |
MC
3828
Muhlenkamp & Co
Wexford,
Pennsylvania
| $270M | +$21.9M | +9% | 13% | 107% | 38 | 15.79% |
|
| 3829 |
1M
3829
13D Management
New York
| $270M | +$28.1M | +12% | 13.5% | 157% | 33 | 15.15% |
|
| 3830 |
BWM
3830
Buckley Wealth Management
Las Vegas,
Nevada
| $270M | +$25.9M | +11% | 7.51% | 88% | 131 | 12.98% |
|
| 3831 |
AC
3831
Albar Capital
London,
United Kingdom
| $270M | +$59M | +28% | 24.6% | 163% | 33 | 72.73% |
|
| 3832 |
3CP
3832
3G Capital Partners
New York
| $269M | +$150M | +126% | 17.5% | 351% | 16 | 18.75% |
|
| 3833 |
WPIC
3833
White Pine Investment Company
Livonia,
Michigan
| $269M | +$22.4M | +9% | 7.36% | 66.3% | 59 | 13.56% |
|
| 3834 |
SWRP
3834
Summit Wealth & Retirement Planning
San Ramon,
California
| $269M | +$5.44M | +2% | 2.91% | 67.6% | 128 | 35.94% |
|
| 3835 |
ZAM
3835
Zeal Asset Management
Central,
Hong Kong
| $269M | -$244M | -48% | 9.4% | 26.9% | 8 | 12.5% |
|
| 3836 |
DA
3836
Doliver Advisors
Houston,
Texas
| $269M | +$42.8M | +19% | 13.1% | 81% | 158 | 29.75% |
|
| 3837 |
NL
3837
NEPC LLC
Boston,
Massachusetts
| $269M | +$94.4M | +54% | 2.5% | 21.3% | 39 | 35.9% |
|
| 3838 |
AMM
3838
American Money Management
Rancho Santa Fe,
California
| $269M | +$12.9M | +5% | 7.75% | 65% | 91 | 12.09% |
|
| 3839 |
FIA
3839
FNY Investment Advisers
New York
| $268M | -$98.4M | -27% | 2.97% | 307% | 1,195 | 65.02% |
|
| 3840 |
KFP
3840
Keystone Financial Planning
Cleveland,
Ohio
| $268M | +$27.2M | +11% | 10.5% | 34.1% | 46 | 6.52% |
|
| 3841 |
MKA
3841
M. Kulyk & Associates
Decatur,
Georgia
| $268M | +$87.6M | +49% | 5.14% | 63.3% | 73 | 31.51% |
|
| 3842 |
FWSM
3842
First Wilshire Securities Management
Pasadena,
California
| $268M | +$19.3M | +8% | 17.6% | 135% | 87 | 14.94% |
|
| 3843 |
MWM
3843
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $268M | +$22.2M | +9% | 6.42% | 119% | 93 | 30.11% |
|
| 3844 |
FVCM
3844
F&V Capital Management
Boca Raton,
Florida
| $268M | +$35.9M | +15% | 15.3% | 107% | 65 | 15.38% |
|
| 3845 |
BAM
3845
Bullseye Asset Management
Denver,
Colorado
| $268M | -$582K | -0.2% | 6.78% | 81% | 110 | 27.27% |
|
| 3846 |
BCM
3846
Birmingham Capital Management
Birmingham,
Alabama
| $267M | +$25.4M | +10% | 13.1% | 103% | 102 | 2.94% |
|
| 3847 |
MCM
3847
Moerus Capital Management
New York
| $267M | +$12M | +5% | 14.4% | 220% | 13 | 0% |
|
| 3848 |
SHI
3848
SV Health Investors
Boston,
Massachusetts
| $267M | +$59.4M | +29% | 22.4% | 97.4% | 10 | 30% |
|
| 3849 |
RM
3849
RP Management
New York
| $266M | -$59.6M | -18% | 17.4% | 208% | 5 | 0% |
|
| 3850 |
SAG
3850
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $266M | -$2.82M | -1% | 7.25% | – | 156 | 26.28% |
|