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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
TTWM
1576
TCV Trust & Wealth Management
Richmond,
Virginia
| $513M | +$23.7M | +5% | 4.42% | 69% | 161 | 7.45% |
|
| 1577 |
PCM
1577
Perritt Capital Management
Chicago,
Illinois
| $512M | +$66.9M | +15% | 12.4% | 80.9% | 246 | 15.85% |
|
| 1578 |
CWA
1578
Convergent Wealth Advisors
Potomac,
Maryland
| $512M | -$36.9M | -7% | 6.25% | – | 38 | 47.37% |
|
| 1579 |
CCIA
1579
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $511M | -$7.16M | -1% | 2.92% | 31% | 452 | 85.62% |
|
| 1580 |
FNT
1580
First National Trust
Hermitage,
Pennsylvania
| $510M | +$22.7M | +5% | 3.47% | 82.9% | 246 | 8.94% |
|
| 1581 |
HS
1581
HighVista Strategies
Boston,
Massachusetts
| $508M | +$91.1M | +22% | 5.83% | 622% | 91 | 34.07% |
|
| 1582 |
CG
1582
Colony Group
Boston,
Massachusetts
| $508M | +$7.44M | +1% | 7.56% | 33.2% | 182 | 41.21% |
|
| 1583 |
QCMC
1583
Quantum Capital Management (California)
San Francisco,
California
| $507M | +$16.2M | +3% | 8.41% | 53.7% | 205 | 30.73% |
|
| 1584 |
RW
1584
Rand Wealth
Baltimore,
Maryland
| $505M | +$49.2M | +11% | 5.21% | 40.4% | 189 | 7.94% |
|
| 1585 |
NC
1585
Nevsky Capital
London,
United Kingdom
| $505M | +$5.75M | +1% | 2.9% | – | 11 | 45.45% |
|
| 1586 |
WC
1586
Woodstock Corp
Boston,
Massachusetts
| $505M | +$15.5M | +3% | 5.05% | 96.1% | 168 | 2.98% |
|
| 1587 |
CDH
1587
Charles D. Hyman
| $505M | +$18.5M | +4% | 3.45% | 36.8% | 148 | 2.7% |
|
| 1588 |
NSLI
1588
Nan Shan Life Insurance
Taipei City,
Taiwan
| $504M | +$234M | +87% | 2.76% | 41% | 20 | 35% |
|
| 1589 |
FMBTD
1589
First Midwest Bank Trust Division
Joliet,
Illinois
| $504M | +$4.44M | +0.9% | 6.78% | 107% | 389 | 20.05% |
|
| 1590 |
MC
1590
Muhlenkamp & Co
Wexford,
Pennsylvania
| $503M | +$23.1M | +5% | 8.16% | 107% | 62 | 12.9% |
|
| 1591 |
ACM
1591
Ashford Capital Management
Wilmington,
Delaware
| $502M | +$41.7M | +9% | 14.6% | 150% | 137 | 9.49% |
|
| 1592 |
GWI
1592
Grace & White Inc
Ny,
New York
| $502M | +$22M | +5% | 7.15% | 61.5% | 144 | 2.78% |
|
| 1593 |
ST
1593
Stifel Trust
St. Louis,
Missouri
| $502M | +$19.7M | +4% | 6.23% | – | 463 | 5.18% |
|
| 1594 |
AIA
1594
Alerus Investment Advisors
Wayzata,
Minnesota
| $502M | -$147M | -23% | 4.79% | 32.7% | 175 | 8% |
|
| 1595 |
EI
1595
EAM Investors
Solana Beach,
California
| $501M | +$40.8M | +9% | 37.3% | 6,012% | 430 | 56.05% |
|
| 1596 |
KB
1596
Kimelman & Baird
New York
| $501M | +$25.8M | +5% | 7.56% | – | 103 | 10.68% |
|
| 1597 |
LT
1597
Lindsell Train
London,
United Kingdom
| $501M | +$60.2M | +14% | 3.88% | 39.9% | 10 | 0% |
|
| 1598 |
CC
1598
Cadinha & Co
Honolulu,
Hawaii
| $499M | +$61.4M | +14% | 3.65% | 123% | 90 | 11.11% |
|
| 1599 |
FMLI
1599
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $498M | +$76.3M | +18% | 3.06% | 103% | 316 | 6.33% |
|
| 1600 |
FHB
1600
First Hawaiian Bank
Honolulu,
Hawaii
| $498M | +$13.6M | +3% | 6.27% | 67.1% | 773 | 81.37% |
|