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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4551 |
SP
4551
Successful Portfolios
Clearwater,
Florida
| $80.5M | – | – | 5.65% | 101% | 133 | – |
|
| 4552 |
HC
4552
Hampstead Capital
London,
United Kingdom
| $80.1M | -$20.9M | -21% | 2.36% | – | 33 | 12.12% |
|
| 4553 |
4553
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $79.9M | – | – | 6.8% | 225% | 124 | – |
|
| 4554 |
KIG
4554
Kessler Investment Group
Columbus,
Indiana
| $79.7M | +$1.89M | +2% | 10.7% | 218% | 103 | 14.56% |
|
| 4555 |
VEA
4555
Virtus ETF Advisers
New York
| $79.7M | -$662M | -89% | 1.54% | 177% | 303 | 67% |
|
| 4556 |
CP
4556
Corbenic Partners
Bethlehem,
Pennsylvania
| $79.6M | +$3.68M | +5% | 6.07% | – | 273 | 35.16% |
|
| 4557 |
PAWC
4557
P.A.W. Capital
Greenwich,
Connecticut
| $79.5M | -$15.9M | -17% | 3.47% | 54.6% | 78 | 33.33% |
|
| 4558 |
CASB
4558
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $79.2M | – | – | 4.98% | 72.7% | 61 | – |
|
| 4559 |
CAM
4559
Concorde Asset Management
Ann Arbor,
Michigan
| $79M | -$36.5M | -32% | 3.82% | – | 166 | 39.16% |
|
| 4560 |
HP
4560
Harvey Partners
Tarrytown,
New York
| $78.8M | -$8.3M | -10% | 9.75% | 174% | 31 | 32.26% |
|
| 4561 |
GPC
4561
Glacier Peak Capital
Bellevue,
Washington
| $78.2M | -$9.69M | -11% | 3.56% | 11.8% | 37 | 56.76% |
|
| 4562 |
HP
4562
Hartree Partners
New York
| $78M | +$18.4M | +31% | 9.97% | 138% | 27 | 51.85% |
|
| 4563 |
XS
4563
XML Securities
Bethesda,
Maryland
| $77.7M | – | – | 3.77% | – | 78 | – |
|
| 4564 |
T
4564
Tahithromos
New York
| $77.6M | -$5.08M | -6% | 0.67% | 16.4% | 20 | 35% |
|
| 4565 |
DE
4565
DFT Energy
Locust Valley,
New York
| $77.4M | -$35.6M | -32% | 7.8% | – | 16 | 6.25% |
|
| 4566 |
SL
4566
Signition LP
New York
| $77.2M | – | – | 5.84% | – | 116 | – |
|
| 4567 |
MI
4567
M3F Inc
Salt Lake City,
Utah
| $76.9M | -$24.3M | -24% | 3.04% | 176% | 33 | 33.33% |
|
| 4568 |
BMCM
4568
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $76.2M | -$19.9M | -21% | 3.45% | 71.4% | 80 | 15% |
|
| 4569 |
WSC
4569
White Square Capital
London,
United Kingdom
| $75.7M | +$2.59M | +4% | 3.54% | 542% | 1 | 0% |
|
| 4570 |
MVM
4570
McClain Value Management
New Canaan,
Connecticut
| $75.7M | +$4.64M | +7% | 1.42% | 2.83% | 28 | 21.43% |
|
| 4571 |
CCA
4571
Covey Capital Advisors
Atlanta,
Georgia
| $75.6M | +$7.23M | +11% | 6.37% | 118% | 48 | 27.08% |
|
| 4572 |
TW
4572
Towerpoint Wealth
Sacramento,
California
| $75.6M | – | – | 3.2% | 62.4% | 30 | – |
|
| 4573 |
HGI
4573
Hansberger Growth Investors
Madison,
Wisconsin
| $75.4M | +$1.29M | +2% | 5.02% | 36.4% | 17 | 5.88% |
|
| 4574 |
PAI
4574
ProQuest Associates IV
Naples,
Florida
| $75.3M | -$24.5M | -25% | 2.48% | 113% | 5 | 0% |
|
| 4575 |
DRD
4575
Dennis R. Delaney
| $74.8M | +$23.3M | +45% | 5.02% | 84.3% | 63 | 25.4% |
|