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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
EMC
4676
EIG Management Company
Washington D.c.,
District of Columbia
| $44.8M | – | – | 28.1% | – | 1 | – | 0 |
|
| 4677 |
TCB
4677
Texas Capital Bancshares
Dallas,
Texas
| $44.7M | -$78K | -0.2% | 3.46% | 175% | 51 | 11.76% | 4.6 |
|
| 4678 |
CI
4678
CAZ Investments
Houston,
Texas
| $44.6M | -$37.1M | -45% | 7.39% | 263% | 39 | 28.21% | 8 |
|
| 4679 |
CI
4679
Capital Innovations
Pewaukee,
Wisconsin
| $44.1M | +$2.77M | +7% | 8.69% | – | 73 | 19.18% | 5.2 |
|
| 4680 |
FC
4680
Founder Collective
Cambridge,
Massachusetts
| $44.1M | -$15.2M | -26% | 25.7% | – | 1 | 0% | 4 |
|
| 4681 |
TCM
4681
Tanaka Capital Management
New York
| $43.8M | -$1.05M | -2% | 6.6% | – | 51 | 3.92% | 11.1 |
|
| 4682 |
AGC
4682
Alden Global Capital
Brandon,
Florida
| $43.3M | -$79.8M | -65% | 36% | 99.8% | 6 | 66.67% | 5 |
|
| 4683 |
UL
4683
Ulys LLC
New York
| $42.7M | -$10.4M | -20% | 19.6% | 31.5% | 1 | 0% | 18 |
|
| 4684 |
GU
4684
Georgetown University
Washington,
District of Columbia
| $42.6M | – | – | 7.69% | 79.9% | 3 | – | 0 |
|
| 4685 |
FIMS
4685
FBL Investment Management Services
West Des Moines,
Iowa
| $42.3M | -$11M | -21% | 2.07% | 16.6% | 26 | 23.08% | 14.5 |
|
| 4686 |
TDC
4686
Thompson Davis & Co
Richmond,
Virginia
| $42.2M | -$14.3M | -25% | 11.8% | 188% | 1,277 | 57.79% | 6.9 |
|
| 4687 |
SH
4687
Scepter Holdings
Fort Worth,
Texas
| $41.6M | +$622K | +2% | 1.01% | – | 7 | 28.57% | 3.4 |
|
| 4688 |
4688
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| $40.8M | – | – | 7.84% | 128% | 90 | – | 0 |
|
| 4689 |
DPA
4689
Delphi Private Advisors
San Diego,
California
| $40.7M | +$6.46M | +19% | 4.85% | 32.5% | 126 | 34.92% | 4.6 |
|
| 4690 |
SM
4690
Southport Management
Wilson,
Wyoming
| $40.7M | +$3.13M | +8% | 6.66% | 107% | 50 | 52% | 3.5 |
|
| 4691 |
NAM
4691
Needelman Asset Management
Ladera Ranch,
California
| $40M | -$705K | -2% | 7.38% | 30.5% | 38 | 5.26% | 15.8 |
|
| 4692 |
GBBWRPM
4692
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $38.3M | -$207M | -84% | 6.9% | 28% | 504 | 62.9% | 4.7 |
|
| 4693 |
DAL
4693
David A. Lorber
| $38.2M | +$29.5M | +338% | 2.02% | 44.6% | 55 | 49.09% | 2.1 |
|
| 4694 |
GG
4694
Gores Group
Beverly Hills,
California
| $38M | -$57.9M | -60% | 18.5% | – | 1 | 0% | 4 |
|
| 4695 |
FTB
4695
First Trust Bank
Nassau,
Bahamas
| $37.2M | +$9.06M | +32% | 9.49% | 64.2% | 11 | 9.09% | 6.4 |
|
| 4696 |
MI
4696
Mercer Investments
Boston,
Massachusetts
| $37.1M | -$16.4M | -31% | 2.34% | 33.1% | 5 | 0% | 13.8 |
|
| 4697 |
QGA
4697
Q Global Advisors
Fort Worth,
Texas
| $36.7M | -$21M | -36% | 9.39% | 79% | 15 | 53.33% | 1.2 |
|
| 4698 |
FC
4698
Flaherty & Crumrine
Pasadena,
California
| $36M | -$1.47M | -4% | 3.73% | 0.12% | 5 | 0% | 12 |
|
| 4699 |
NBG
4699
Nancy B. Gardiner
| $35.9M | -$18M | -33% | 4.9% | 51.2% | 55 | 20% | 7 |
|
| 4700 |
BCP
4700
Blum Capital Partners
San Francisco,
California
| $35.3M | +$5.57M | +19% | 18.7% | 47.9% | 1 | 0% | 12 |
|