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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
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
SPC
1526
Silver Point Capital
Greenwich,
Connecticut
| $669M | -$216M | -24% | 18.5% | 136% | 19 | 36.84% |
|
| 1527 |
HEIP
1527
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $669M | -$1.16M | -0.2% | 4.97% | 46.8% | 170 | 12.35% |
|
| 1528 |
CAI
1528
Capital Advisors Inc
Tulsa,
Oklahoma
| $669M | +$22.8M | +4% | 4.94% | 82.7% | 153 | 15.69% |
|
| 1529 |
OPCM
1529
Osborne Partners Capital Management
San Francisco,
California
| $668M | -$2.69M | -0.4% | 3.16% | 47.6% | 181 | 9.39% |
|
| 1530 |
NPIC
1530
Neumeier Poma Investment Counsel
Carmel,
California
| $667M | +$34.6M | +5% | 10.1% | 178% | 47 | 21.28% |
|
| 1531 |
GLRA
1531
Gerald L. Ray & Associates
Dallas,
Texas
| $667M | +$41.1M | +7% | 4.27% | 38.2% | 336 | 15.77% |
|
| 1532 |
MCM
1532
Maryland Capital Management
Towson,
Maryland
| $667M | +$31.1M | +5% | 5.92% | 44.5% | 174 | 18.39% |
|
| 1533 |
MCL
1533
MIK Capital LLC
New York
| $666M | +$170M | +34% | 2.98% | – | 27 | 81.48% |
|
| 1534 |
ED
1534
Exane Derivatives
Paris,
France
| $666M | +$60.8M | +10% | 5.47% | 42.7% | 668 | 24.1% |
|
| 1535 |
SCI
1535
S&CO Inc
Boston,
Massachusetts
| $666M | +$19.8M | +3% | 3.09% | 58.9% | 161 | 6.21% |
|
| 1536 |
CFA
1536
Carroll Financial Associates
Charlotte,
North Carolina
| $666M | +$68.1M | +11% | 2.69% | 79.9% | 1,312 | 10.44% |
|
| 1537 |
IHL
1537
Investment House LLC
Redondo Beach,
California
| $665M | +$41M | +7% | 6.85% | 103% | 190 | 11.58% |
|
| 1538 |
FNT
1538
First National Trust
Hermitage,
Pennsylvania
| $664M | +$12.4M | +2% | 2.83% | 70.6% | 289 | 8.65% |
|
| 1539 |
MCM
1539
Manchester Capital Management
Manchester,
Vermont
| $664M | -$37.1M | -5% | 2.38% | 57.7% | 549 | 6.38% |
|
| 1540 |
PFU
1540
Parus Finance (UK)
London,
United Kingdom
| $663M | +$143M | +27% | 14.3% | 199% | 18 | 27.78% |
|
| 1541 |
MP
1541
Makaira Partners
La Jolla,
California
| $662M | -$21.7M | -3% | 2.68% | 22% | 14 | 28.57% |
|
| 1542 |
CBU
1542
CIBC Bank USA
Chicago,
Illinois
| $662M | +$17.7M | +3% | 3.63% | 32.3% | 278 | 14.39% |
|
| 1543 |
CC
1543
CCMP Capital
New York
| $661M | -$282M | -30% | 9.99% | 12.3% | 3 | 33.33% |
|
| 1544 |
BFPW
1544
BOK Financial Private Wealth
Denver,
Colorado
| $660M | +$31.5M | +5% | 4.29% | 53.2% | 155 | 21.94% |
|
| 1545 |
FWM
1545
Frontier Wealth Management
Kansas City,
Missouri
| $659M | +$33.7M | +5% | 4.27% | 42.8% | 392 | 22.19% |
|
| 1546 |
CCM
1546
Cobalt Capital Management
Short Hills,
New Jersey
| $658M | -$93.8M | -12% | 5.67% | 180% | 67 | 55.22% |
|
| 1547 |
1547
Pacer Advisors
Malvern,
Pennsylvania
| $658M | +$24.6M | +4% | 5.31% | 46.1% | 1,120 | 13.04% |
|
| 1548 |
DA
1548
Denali Advisors
San Diego,
California
| $658M | +$77.1M | +13% | 4.5% | 85.8% | 328 | 27.44% |
|
| 1549 |
CC
1549
Caspian Capital
New York
| $657M | +$255M | +64% | 13.1% | – | 12 | 33.33% |
|
| 1550 |
SC
1550
SouthState Corp
Winter Haven,
Florida
| $656M | -$11.1M | -2% | 2.3% | 68.2% | 238 | 13.03% |
|