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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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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1451 |
EC
1451
Everest Capital
Miami,
Florida
| $575M | -$103M | -15% | 17.4% | – | 52 | 51.92% |
|
| 1452 |
VFS
1452
VSR Financial Services
Overland Park,
Kansas
| $574M | +$66.9M | +13% | 4.26% | 20.7% | 591 | 23.18% |
|
| 1453 |
BCP
1453
Blum Capital Partners
San Francisco,
California
| $574M | -$38.7M | -6% | 3.39% | 47.9% | 8 | 25% |
|
| 1454 |
EIA
1454
Edgemoor Investment Advisors
Bethesda,
Maryland
| $573M | +$9.34M | +2% | 4.4% | 88.5% | 141 | 12.77% |
|
| 1455 |
BCM
1455
Basso Capital Management
Stamford,
Connecticut
| $573M | +$38.1M | +7% | 0.52% | 69.5% | 131 | 45.8% |
|
| 1456 |
HC
1456
Hourglass Capital
Houston,
Texas
| $573M | +$29M | +5% | 5.45% | 81.1% | 122 | 13.11% |
|
| 1457 |
MFS
1457
MSI Financial Services
Springfield,
Massachusetts
| $572M | +$74.2M | +15% | 4.7% | 19.4% | 2,643 | 21.38% |
|
| 1458 |
AAA
1458
Adams Asset Advisors
Dallas,
Texas
| $571M | -$72M | -11% | 2.24% | 63.2% | 97 | 19.59% |
|
| 1459 |
NCM
1459
Newgate Capital Management
Greenwich,
Connecticut
| $571M | -$146M | -20% | 8.33% | 7.69% | 158 | 42.41% |
|
| 1460 |
CAG
1460
Crestwood Advisors Group
Boston,
Massachusetts
| $570M | +$29.8M | +6% | 3.59% | 65.9% | 132 | 8.33% |
|
| 1461 |
SCI
1461
S&CO Inc
Boston,
Massachusetts
| $570M | -$88.8M | -13% | 6.37% | 58.9% | 132 | 9.85% |
|
| 1462 |
NC
1462
NBW Capital
Boston,
Massachusetts
| $570M | +$44.1M | +8% | 5.66% | 86% | 111 | 17.12% |
|
| 1463 |
LNB
1463
Ledyard National Bank
| $568M | +$28.7M | +5% | 4.24% | 69.8% | 454 | 13% |
|
| 1464 |
RNS
1464
Robert N. Shapiro
| $567M | +$90.8M | +19% | 5.62% | – | 1,052 | 17.97% |
|
| 1465 |
OH
1465
Overlook Holdings
Tortola,
British Virgin Islands
| $567M | +$113M | +25% | 44.5% | – | 3 | 0% |
|
| 1466 |
VFM
1466
Viking Fund Management
Minot,
North Dakota
| $565M | +$21M | +4% | 13.9% | 104% | 50 | 16% |
|
| 1467 |
BC
1467
Broadfin Capital
New York
| $563M | +$52.1M | +10% | 27.4% | 298% | 65 | 32.31% |
|
| 1468 |
SCA
1468
Summit Creek Advisors
Minneapolis,
Minnesota
| $562M | +$27.9M | +5% | 16.3% | 47.8% | 52 | 11.54% |
|
| 1469 |
FCH
1469
Freestone Capital Holdings
Seattle,
Washington
| $562M | +$74.1M | +15% | 7.83% | 69.8% | 451 | 53.88% |
|
| 1470 |
GD
1470
Grandfield & Dodd
New York
| $561M | +$32.8M | +6% | 7.3% | 55.2% | 176 | 7.39% |
|
| 1471 |
CA
1471
Cetera Advisors
Denver,
Colorado
| $561M | +$81.6M | +17% | 4.77% | 27.6% | 482 | 26.97% |
|
| 1472 |
SC
1472
Sureview Capital
Greenwich,
Connecticut
| $560M | +$58.9M | +12% | 27% | – | 53 | 56.6% |
|
| 1473 |
GI
1473
Glovista Investments
Jersey City,
New Jersey
| $559M | +$112M | +25% | 5.61% | 2.48% | 79 | 41.77% |
|
| 1474 |
AL
1474
Aspiriant LLC
Los Angeles,
California
| $558M | -$78.4M | -12% | 4.38% | 47.1% | 65 | 33.85% |
|
| 1475 |
WIC
1475
Wood Investment Counsel
Denver,
Colorado
| $558M | +$17.8M | +3% | 12.6% | – | 89 | 15.73% |
|