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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4126 |
TDC
4126
Thompson Davis & Co
Richmond,
Virginia
| $56.5M | -$5.74M | -9% | 11.7% | 200% | 1,283 | 26.97% |
|
| 4127 |
NCM
4127
New Capital Management
Houston,
Texas
| $56.1M | +$1.56M | +3% | 3.46% | 49.4% | 183 | 20.22% |
|
| 4128 |
LCP
4128
Longhorn Capital Partners
Dallas,
Texas
| $55.1M | -$28.3M | -34% | 3.9% | 30.2% | 1 | 0% |
|
| 4129 |
FAM
4129
Fortaleza Asset Management
Chicago,
Illinois
| $54.7M | +$2.02M | +4% | 8.6% | 121% | 177 | 28.25% |
|
| 4130 |
PCP
4130
Proprium Capital Partners
Stamford,
Connecticut
| $54M | +$37.2M | +222% | 5.61% | 6.09% | 2 | 50% |
|
| 4131 |
NBG
4131
Nancy B. Gardiner
| $53.9M | +$4.65M | +9% | 4.19% | 51.2% | 55 | 9.09% |
|
| 4132 |
MI
4132
Mercer Investments
Boston,
Massachusetts
| $53.5M | +$8.93M | +20% | 2.04% | 33.1% | 5 | 0% |
|
| 4133 |
UL
4133
Ulys LLC
New York
| $53.1M | -$18M | -25% | 25.3% | 31.5% | 1 | 0% |
|
| 4134 |
MSCM
4134
Marlin Sams Capital Management
New York
| $52.9M | -$10.1M | -16% | 9.93% | 53.1% | 7 | 0% |
|
| 4135 |
QI
4135
Qualcomm Inc
San Diego,
California
| $52.7M | -$6.27M | -11% | 12.3% | – | 4 | 25% |
|
| 4136 |
JDR
4136
Jay D. Rosenbaum
| $52.3M | +$1.73M | +3% | 4.51% | 12.9% | 59 | 13.56% |
|
| 4137 |
MFM
4137
Mohican Financial Management
Wilton,
Connecticut
| $52.1M | -$5.41M | -9% | 0% | 0% | 35 | 34.29% |
|
| 4138 |
SIA
4138
Spruce Investment Advisors
Stamford,
Connecticut
| $51.8M | -$4.73M | -8% | 5.86% | 23.5% | 38 | 13.16% |
|
| 4139 |
PRHC
4139
P.R. Herzig & Co
Roslyn Heights,
New York
| $51.7M | +$52K | +0.1% | 6.19% | 49.9% | 51 | 13.73% |
|
| 4140 |
DRD
4140
Dennis R. Delaney
| $51.5M | +$1.98M | +4% | 4.57% | 57% | 50 | 0% |
|
| 4141 |
HVC
4141
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $50M | -$5.68M | -10% | 1.89% | 19% | 20 | 50% |
|
| 4142 |
SCM
4142
Stuyvesant Capital Management
Armonk,
New York
| $49.2M | -$1.52M | -3% | 3.25% | 19.4% | 34 | 29.41% |
|
| 4143 |
TNAM
4143
Terra Nova Asset Management
New York
| $48.9M | -$3.64M | -7% | 8.94% | 128% | 63 | 20.63% |
|
| 4144 |
CMC
4144
Catterton Management Company
Greenwich,
Connecticut
| $48.9M | +$5.55M | +13% | 12.8% | 9.46% | 1 | 0% |
|
| 4145 |
ACM
4145
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $48.6M | +$728K | +2% | 19.9% | 55.9% | 3 | 0% |
|
| 4146 |
DAC
4146
Dymon Asia Capital
Singapore
| $48.4M | -$22.6M | -32% | 31.5% | – | 9 | 44.44% |
|
| 4147 |
ROTUOC
4147
Regents of the University of California
Oakland,
California
| $48M | +$25.2M | +111% | 3.22% | 63% | 23 | 30.43% |
|
| 4148 |
KFA
4148
Kelleher Financial Advisors
New York
| $47.5M | -$4.3M | -8% | 9.65% | 73.2% | 88 | 25% |
|
| 4149 |
CZPM
4149
Capital Z Partners Management
New York
| $47.4M | -$8.13M | -15% | 11.8% | 48.2% | 2 | 50% |
|
| 4150 |
RCP
4150
RIT Capital Partners
London,
United Kingdom
| $47.3M | -$11.9M | -20% | 6.6% | 75.8% | 8 | 75% |
|