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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
DK
1676
Darrell & King
Charlottesville,
Virginia
| $705M | -$21.9M | -3% | 2.51% | – | 61 | 22.95% |
|
| 1677 |
CK
1677
Cohen Klingenstein
New York
| $705M | +$1.17M | +0.2% | 1.2% | 87.7% | 164 | 0.61% |
|
| 1678 |
CM
1678
Caption Management
Oklahoma City,
Oklahoma
| $703M | -$261M | -27% | 3.18% | 176% | 394 | 87.31% |
|
| 1679 |
VCM
1679
Vigilant Capital Management
Portland,
Maine
| $703M | -$57.8M | -8% | 0.39% | 48.8% | 483 | 30.64% |
|
| 1680 |
CIC
1680
Cornercap Investment Counsel
Atlanta,
Georgia
| $703M | -$26.9M | -4% | 2.13% | 55.4% | 474 | 33.76% |
|
| 1681 |
PWM
1681
Patriot Wealth Management
Houston,
Texas
| $702M | -$3.63M | -0.5% | 1.79% | 24.3% | 91 | 16.48% |
|
| 1682 |
AP
1682
Atwood & Palmer
Kansas City,
Missouri
| $702M | -$11.3M | -2% | 0.67% | 82.3% | 306 | 8.5% |
|
| 1683 |
SCM
1683
Sorin Capital Management
Stamford,
Connecticut
| $701M | +$389M | +124% | 13.7% | 28% | 23 | 39.13% |
|
| 1684 |
AL
1684
AIP LLC
New York
| $701M | -$398M | -36% | 36.2% | 86.8% | 1 | 0% |
|
| 1685 |
WCM
1685
Wallace Capital Management
Dallas,
Texas
| $701M | +$44.4M | +7% | 1.4% | 59% | 81 | 22.22% |
|
| 1686 |
FCM
1686
Fairholme Capital Management
South Miami,
Florida
| $701M | -$25.4M | -3% | 1.66% | 55.5% | 10 | 50% |
|
| 1687 |
PL
1687
Parkwood LLC
Cleveland,
Ohio
| $701M | -$35.1M | -5% | 0.96% | 85.8% | 248 | 48.39% |
|
| 1688 |
SM
1688
Scoggin Management
New York
| $698M | -$73M | -9% | 0.58% | 527% | 60 | 58.33% |
|
| 1689 |
TTWM
1689
TCV Trust & Wealth Management
Richmond,
Virginia
| $697M | -$18.5M | -3% | 1.49% | 69% | 208 | 7.69% |
|
| 1690 |
WTB
1690
Washington Trust Bank
Spokane,
Washington
| $697M | +$13.3M | +2% | 2.1% | 69.3% | 883 | 27.07% |
|
| 1691 |
CCI
1691
Cevian Capital II
St. Helier,
Jersey
| $697M | – | – | 14.8% | 56.3% | 1 | – |
|
| 1692 |
AF
1692
Alerus Financial
Grand Forks,
North Dakota
| $696M | -$9.32M | -1% | 1.94% | 77.4% | 142 | 11.27% |
|
| 1693 |
WMC
1693
Westwood Management Corporation
Chicago,
Illinois
| $696M | -$19.2M | -3% | 2.46% | 44.3% | 89 | 20.22% |
|
| 1694 |
II
1694
IFM Investors
Melbourne,
Australia
| $695M | +$61.6M | +10% | 0.05% | 131% | 527 | 5.5% |
|
| 1695 |
MCM
1695
Maryland Capital Management
Towson,
Maryland
| $695M | +$19.2M | +3% | 1.62% | 44.5% | 180 | 13.33% |
|
| 1696 |
GC
1696
Gratus Capital
Atlanta,
Georgia
| $694M | -$75M | -10% | 2.64% | 51.4% | 189 | 12.17% |
|
| 1697 |
GEM
1697
Global Endowment Management
Charlotte,
North Carolina
| $694M | +$8.62M | +1% | 1.47% | 35.8% | 244 | 25% |
|
| 1698 |
BGCP
1698
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $694M | -$21.1M | -3% | 0.31% | 56.1% | 23 | 8.7% |
|
| 1699 |
WB
1699
Webster Bank
Waterbury,
Connecticut
| $693M | -$34.5M | -5% | 1.34% | 77.5% | 575 | 9.22% |
|
| 1700 |
CII
1700
Capital International Inc
Los Angeles,
California
| $692M | +$19.5M | +3% | 5.02% | 109% | 173 | 12.72% |
|