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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1651 |
PHS
1651
Pekin Hardy Strauss
Chicago,
Illinois
| $585M | +$130M | +28% | 1.84% | 97.9% | 169 | 6.51% |
|
| 1652 |
CWM
1652
Calamos Wealth Management
Naperville,
Illinois
| $585M | +$19.2M | +3% | 2.94% | 81.7% | 252 | 17.06% |
|
| 1653 |
BC
1653
Broadwood Capital
New York
| $584M | +$66.9M | +13% | 21.8% | 46% | 10 | 10% |
|
| 1654 |
SM
1654
Seminole Management
New York
| $584M | -$402M | -41% | 6.84% | 95.4% | 59 | 49.15% |
|
| 1655 |
AFG
1655
Albion Financial Group
Salt Lake City,
Utah
| $584M | +$27.9M | +5% | 2.63% | 68% | 204 | 16.18% |
|
| 1656 |
RC
1656
RBF Capital
San Francisco,
California
| $584M | +$80.8M | +16% | 8.75% | 141% | 406 | 18.47% |
|
| 1657 |
VF
1657
Virtu Financial
New York
| $583M | -$168M | -22% | 1.15% | 117% | 574 | 71.08% |
|
| 1658 |
SM
1658
Scoggin Management
New York
| $582M | -$310M | -35% | 11.1% | 527% | 68 | 61.76% |
|
| 1659 |
DK
1659
Darrell & King
Charlottesville,
Virginia
| $581M | +$46.3M | +9% | 4.62% | – | 55 | 23.64% |
|
| 1660 |
QI
1660
Qualcomm Inc
San Diego,
California
| $581M | -$160M | -22% | 3.07% | – | 104 | 9.62% |
|
| 1661 |
BGCP
1661
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $581M | +$21.4M | +4% | 1.56% | 56.1% | 22 | 9.09% |
|
| 1662 |
LBC
1662
Lowe Brockenbrough & Co
Richmond,
Virginia
| $580M | +$5.01M | +0.9% | 2.48% | 67.5% | 191 | 9.95% |
|
| 1663 |
RT
1663
Rockland Trust
Hanover,
Massachusetts
| $577M | -$877K | -0.2% | 0.39% | 51% | 164 | 10.98% |
|
| 1664 |
PMG
1664
ProVise Management Group
Clearwater,
Florida
| $577M | +$33.4M | +6% | 2.73% | 58.1% | 341 | 17.01% |
|
| 1665 |
CK
1665
Cohen Klingenstein
New York
| $576M | +$32.2M | +6% | 6.17% | 87.7% | 163 | 3.07% |
|
| 1666 |
TSAM
1666
Trinity Street Asset Management
London,
United Kingdom
| $575M | +$145M | +34% | 15.7% | 78.9% | 16 | 18.75% |
|
| 1667 |
MPMG
1667
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $575M | +$19.1M | +3% | 10.6% | 114% | 27 | 0% |
|
| 1668 |
NB
1668
NBT Bank
Norwich,
New York
| $575M | +$2.01M | +0.4% | 2.09% | 56.7% | 208 | 7.21% |
|
| 1669 |
WSCM
1669
Wellington Shields Capital Management
New York
| $574M | -$17M | -3% | 1.63% | 80.5% | 344 | 15.99% |
|
| 1670 |
TS
1670
Twin Securities
New York
| $574M | +$19.7M | +4% | 3.88% | 467% | 36 | 77.78% |
|
| 1671 |
CL
1671
Choreo LLC
Rockford,
Illinois
| $573M | +$53M | +10% | 3.77% | 59.7% | 244 | 16.8% |
|
| 1672 |
PAM
1672
Paradigm Asset Management
New York
| $572M | -$1.81M | -0.3% | 3.73% | 51.6% | 855 | 35.2% |
|
| 1673 |
CIS
1673
Connors Investor Services
Wyomissing,
Pennsylvania
| $572M | +$56.6M | +11% | 4.84% | 116% | 157 | 7.64% |
|
| 1674 |
CPM
1674
Crescent Park Management
East Palo Alto,
California
| $572M | +$116M | +25% | 10.6% | 89.3% | 27 | 44.44% |
|
| 1675 |
SGA
1675
Sector Gamma AS
Oslo,
Norway
| $571M | +$44.4M | +8% | 5.1% | 28.7% | 28 | 10.71% |
|