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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
VCM
1601
Vigilant Capital Management
Portland,
Maine
| $685M | -$178M | -21% | 16.3% | 48.8% | 492 | 41.26% |
|
| 1602 |
IM
1602
Islet Management
New York
| $685M | -$389M | -36% | 13.6% | 74.9% | 159 | 74.84% |
|
| 1603 |
KCM
1603
Kanawha Capital Management
Richmond,
Virginia
| $685M | -$172M | -20% | 19.1% | 62.5% | 198 | 12.63% |
|
| 1604 |
AFG
1604
Albion Financial Group
Salt Lake City,
Utah
| $685M | -$158M | -19% | 15.3% | 68% | 234 | 16.24% |
|
| 1605 |
CL
1605
CPWM LLC
Seattle,
Washington
| $685M | -$136M | -17% | 15.3% | 36.6% | 290 | 28.97% |
|
| 1606 |
AAM
1606
Anglepoint Asset Management
George Town,
Cayman Islands
| $683M | -$149M | -18% | 8.23% | – | 28 | 57.14% |
|
| 1607 |
FMT
1607
First Mercantile Trust
Cordova,
Tennessee
| $683M | -$176M | -20% | 18.1% | 51.2% | 938 | 18.55% |
|
| 1608 |
WAP
1608
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $682M | -$104M | -13% | 16.3% | 60.4% | 1,643 | 18.26% |
|
| 1609 |
HCM
1609
Hollencrest Capital Management
Newport Beach,
California
| $680M | -$210M | -24% | 16.3% | 85.6% | 358 | 19.55% |
|
| 1610 |
JCM
1610
Jag Capital Management
St Louis,
Missouri
| $679M | -$202M | -23% | 10.1% | 230% | 205 | 26.83% |
|
| 1611 |
WIA
1611
Wealthstreet Investment Advisors
Dallas,
Texas
| $677M | -$180M | -21% | 15.3% | 75.8% | 356 | 16.01% |
|
| 1612 |
TAM
1612
Third Avenue Management
New York
| $676M | -$335M | -33% | 31.2% | 113% | 76 | 36.84% |
|
| 1613 |
NSIM
1613
North Star Investment Management
Chicago,
Illinois
| $676M | -$283M | -29% | 20.5% | 80.6% | 1,111 | 12.24% |
|
| 1614 |
SAM
1614
Southernsun Asset Management
Memphis,
Tennessee
| $676M | -$422M | -38% | 35.4% | 54.7% | 36 | 16.67% |
|
| 1615 |
MHS
1615
M Holdings Securities
Portland,
Oregon
| $676M | +$333M | +97% | 17.2% | 83.9% | 253 | 47.43% |
|
| 1616 |
TNB
1616
TCF National Bank
Sioux Falls,
South Dakota
| $676M | -$210M | -24% | 20.2% | – | 368 | 12.23% |
|
| 1617 |
CC
1617
CCMP Capital
New York
| $675M | -$389M | -37% | 36.6% | 12.3% | 1 | 0% |
|
| 1618 |
MSU
1618
Mizuho Securities USA
New York
| $675M | -$1.35B | -67% | 4.97% | 99% | 203 | 64.04% |
|
| 1619 |
CC
1619
Courier Capital
Buffalo,
New York
| $674M | -$178M | -21% | 19.7% | 64.1% | 301 | 14.95% |
|
| 1620 |
HC
1620
HNP Capital
Rochester,
New York
| $674M | +$439M | +187% | 19.7% | 52.4% | 315 | 80% |
|
| 1621 |
SC
1621
SouthState Corp
Winter Haven,
Florida
| $674M | -$196M | -23% | 16.9% | 78.9% | 259 | 16.22% |
|
| 1622 |
TIA
1622
Tandem Investment Advisors
Charleston,
South Carolina
| $673M | +$76.5M | +13% | 15.1% | 10.4% | 72 | 20.83% |
|
| 1623 |
BP
1623
BBR Partners
New York
| $672M | -$241M | -26% | 19.7% | 63.4% | 221 | 39.82% |
|
| 1624 |
APCM
1624
Arbiter Partners Capital Management
New York
| $672M | -$17.2M | -3% | 39% | 386% | 55 | 29.09% |
|
| 1625 |
BONST
1625
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $672M | -$211M | -24% | 21% | 61.4% | 122 | 17.21% |
|