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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1801 |
WSCM
1801
Wellington Shields Capital Management
New York
| $530M | -$121M | -19% | 14.6% | 80.5% | 275 | 19.64% |
|
| 1802 |
NAM
1802
Nexpoint Asset Management
Dallas,
Texas
| $530M | -$788M | -60% | 31% | 209% | 335 | 54.63% |
|
| 1803 |
DBT
1803
Dubuque Bank & Trust
Dubuque,
Iowa
| $530M | -$126M | -19% | 19.6% | 24% | 217 | 20.28% |
|
| 1804 |
PP
1804
Prospector Partners
Guilford,
Connecticut
| $529M | -$183M | -26% | 21.9% | 53.6% | 122 | 18.03% |
|
| 1805 |
WI
1805
WBI Investments
Red Bank,
New Jersey
| $529M | -$407M | -43% | 2.56% | 74.4% | 217 | 74.65% |
|
| 1806 |
EC
1806
ECP ControlCo
Summit,
New Jersey
| $529M | -$25.2M | -5% | 13.9% | 35.8% | 5 | 40% |
|
| 1807 |
GRP
1807
Global Retirement Partners
San Rafael,
California
| $529M | -$124M | -19% | 16.3% | – | 1,758 | 11.15% |
|
| 1808 |
CCM
1808
Composite Capital Management
Hong Kong
| $528M | -$439K | -0.1% | 2.56% | – | 8 | 75% |
|
| 1809 |
CG
1809
Caprock Group
Boise,
Idaho
| $528M | -$31M | -6% | 18.4% | – | 433 | 33.03% |
|
| 1810 |
GAM
1810
Griffin Asset Management
New York
| $528M | -$185M | -26% | 21.6% | 80.7% | 244 | 24.18% |
|
| 1811 |
CT
1811
Caldwell Trust
Venice,
Florida
| $528M | -$127M | -19% | 16.3% | 74.1% | 831 | 7.82% |
|
| 1812 |
WP
1812
Wedgewood Partners
St Louis,
Missouri
| $527M | -$459M | -47% | 15.2% | 71.7% | 43 | 13.95% |
|
| 1813 |
MCM
1813
Murphy Capital Management
Bedminster,
New Jersey
| $527M | -$176M | -25% | 16.6% | 41.6% | 235 | 20% |
|
| 1814 |
1IA
1814
1834 Investment Advisors
Milwaukee,
Wisconsin
| $526M | -$126M | -19% | 17.3% | 51.8% | 469 | 15.99% |
|
| 1815 |
JLBC
1815
J.L. Bainbridge & Co
Sarasota,
Florida
| $526M | -$193M | -27% | 20.5% | 93.8% | 87 | 19.54% |
|
| 1816 |
KF
1816
Krilogy Financial
St. Louis,
Missouri
| $526M | -$82.1M | -14% | 13.3% | 71.9% | 236 | 33.47% |
|
| 1817 |
GIG
1817
Goodnow Investment Group
Darien,
Connecticut
| $525M | -$221M | -30% | 31.3% | 138% | 28 | 25% |
|
| 1818 |
FFM
1818
Fullerton Fund Management
Singapore
| $525M | +$49.4M | +10% | 5.45% | 323% | 65 | 30.77% |
|
| 1819 |
GGI
1819
Godsey & Gibb Inc
Richmond,
Virginia
| $525M | -$188M | -26% | 19.9% | 78.9% | 100 | 21% |
|
| 1820 |
CAMG
1820
CWA Asset Management Group
Naples,
Florida
| $525M | -$95.4M | -15% | 14.4% | – | 281 | 32.38% |
|
| 1821 |
IG
1821
Ithaka Group
Arlington,
Virginia
| $524M | -$71.9M | -12% | 9.07% | 99.2% | 38 | 2.63% |
|
| 1822 |
BCM
1822
BTC Capital Management
Des Moines,
Iowa
| $524M | -$178M | -25% | 17.7% | – | 192 | 19.79% |
|
| 1823 |
FBA
1823
Front Barnett Associates
Chicago,
Illinois
| $523M | -$145M | -22% | 19.2% | 40.5% | 119 | 8.4% |
|
| 1824 |
CW
1824
CreativeOne Wealth
Overland Park,
Kansas
| $523M | -$68.8M | -12% | 14% | 51.6% | 242 | 28.1% |
|
| 1825 |
CHCM
1825
Columbus Hill Capital Management
Short Hills,
New Jersey
| $523M | -$405M | -44% | 14.1% | 78.9% | 38 | 44.74% |
|