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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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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1751 |
CCM
1751
Compass Capital Management
Minneapolis,
Minnesota
| $629M | +$15.7M | +3% | 2.26% | 47.1% | 43 | 11.63% |
|
| 1752 |
PIP
1752
Permian Investment Partners
Dallas,
Texas
| $628M | -$125M | -17% | 14.2% | 81.9% | 18 | 44.44% |
|
| 1753 |
BAC
1753
Boys Arnold & Co
Asheville,
North Carolina
| $627M | -$149M | -19% | 3.13% | 11.5% | 276 | 5.43% |
|
| 1754 |
VFM
1754
Viking Fund Management
Minot,
North Dakota
| $627M | -$24.5M | -4% | 4.48% | 104% | 133 | 9.02% |
|
| 1755 |
1755
Lido Advisors
Los Angeles,
California
| $627M | +$145M | +30% | 9.39% | 58.4% | 348 | 40.8% |
|
| 1756 |
NB
1756
NBT Bank
Norwich,
New York
| $626M | +$11.6M | +2% | 4.39% | 56.7% | 208 | 6.73% |
|
| 1757 |
SAM
1757
Silverback Asset Management
Chapel Hill,
North Carolina
| $625M | +$361M | +136% | 0.25% | 92.4% | 51 | 13.73% |
|
| 1758 |
FEG
1758
Fund Evaluation Group
Cincinnati,
Ohio
| $625M | -$116M | -16% | 2.82% | 45.2% | 19 | 10.53% |
|
| 1759 |
CPP
1759
Crow Point Partners
Boston,
Massachusetts
| $625M | +$16.6M | +3% | 3.35% | 56.9% | 307 | 49.84% |
|
| 1760 |
WCM
1760
Wallace Capital Management
Dallas,
Texas
| $624M | -$2.16M | -0.3% | 1.86% | 59% | 72 | 4.17% |
|
| 1761 |
BWP
1761
Baldwin Wealth Partners
Marion,
Massachusetts
| $622M | -$15K | -0% | 3.36% | 85.9% | 522 | 13.41% |
|
| 1762 |
ACM
1762
Ashford Capital Management
Wilmington,
Delaware
| $621M | +$48.5M | +8% | 10.2% | 111% | 110 | 9.09% |
|
| 1763 |
PAM
1763
Private Asset Management
San Diego,
California
| $621M | +$1.1M | +0.2% | 4.18% | 38.2% | 159 | 7.55% |
|
| 1764 |
PP
1764
Peconic Partners
New York
| $620M | -$717K | -0.1% | 8.39% | 252% | 65 | 55.38% |
|
| 1765 |
SCA
1765
Snowden Capital Advisors
New York
| $620M | +$87.3M | +16% | 4.18% | 84.2% | 395 | 14.94% |
|
| 1766 |
MSR
1766
Main Street Research
Lakeville,
Connecticut
| $620M | +$7.5M | +1% | 7.12% | 159% | 127 | 12.6% |
|
| 1767 |
CAM
1767
Carret Asset Management
New York
| $620M | +$23.7M | +4% | 4.63% | 80.2% | 262 | 6.49% |
|
| 1768 |
NM
1768
Newtyn Management
New York
| $619M | +$26.8M | +5% | 5.94% | 52% | 22 | 40.91% |
|
| 1769 |
PWM
1769
Patriot Wealth Management
Houston,
Texas
| $617M | +$19.5M | +3% | 4.2% | 24.3% | 91 | 32.97% |
|
| 1770 |
KSCM
1770
Key Square Capital Management
Stamford,
Connecticut
| $617M | -$54.8M | -8% | 7.24% | 50.2% | 29 | 58.62% |
|
| 1771 |
TAM
1771
TFG Asset Management
Grand Cayman,
Cayman Islands
| $616M | -$55.7M | -8% | 2.77% | 54.9% | 45 | 13.33% |
|
| 1772 |
DTL
1772
Dynamic Technology Lab
Singapore
| $616M | +$86.5M | +16% | 4.49% | 21.7% | 1,592 | 76.38% |
|
| 1773 |
MIAN
1773
Mariner Independent Advisor Network
Overland Park,
Kansas
| $615M | -$82.8M | -12% | 4.58% | 39.5% | 213 | 44.6% |
|
| 1774 |
PPC
1774
Park Presidio Capital
San Francisco,
California
| $615M | -$5.84M | -0.9% | 5.5% | 96.1% | 18 | 33.33% |
|
| 1775 |
ECA
1775
Encompass Capital Advisors
New York
| $614M | -$107M | -15% | 9.13% | 266% | 41 | 68.29% |
|