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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1826 |
JCM
1826
Jag Capital Management
St Louis,
Missouri
| $511M | +$48.7M | +11% | 10.2% | 230% | 127 | 20.47% |
|
| 1827 |
CT
1827
Coastline Trust
Providence,
Rhode Island
| $511M | +$16.1M | +3% | 2.26% | 92.7% | 267 | 4.49% |
|
| 1828 |
JCM
1828
JD Capital Management
Darien,
Connecticut
| $510M | +$278M | +120% | 3.6% | 47.8% | 28 | 53.57% |
|
| 1829 |
CS
1829
Comerica Securities
Detroit,
Michigan
| $510M | +$38.3M | +8% | 3.49% | 25.6% | 383 | 20.63% |
|
| 1830 |
BRWA
1830
B. Riley Wealth Advisors
Boca Raton,
Florida
| $510M | +$10.4M | +2% | 3.56% | 105% | 677 | 18.46% |
|
| 1831 |
CI
1831
Cooper Investors
Melbourne, Victoria,
Australia
| $509M | +$31.8M | +7% | 6.32% | 49.8% | 37 | 8.11% |
|
| 1832 |
MM
1832
Main Management
San Francisco,
California
| $508M | -$46.9M | -8% | 4.53% | 64.1% | 45 | 8.89% |
|
| 1833 |
JC
1833
Joho Capital
New York
| $508M | +$141M | +38% | 28% | 80.2% | 11 | 9.09% |
|
| 1834 |
ECM
1834
Evergreen Capital Management
Bellevue,
Washington
| $508M | +$47.6M | +10% | 1.95% | 77.2% | 112 | 16.07% |
|
| 1835 |
WDA
1835
Wendell David Associates
Portsmouth,
New Hampshire
| $507M | -$2.52M | -0.5% | 0.98% | 46% | 142 | 2.11% |
|
| 1836 |
CC
1836
Courier Capital
Buffalo,
New York
| $505M | +$4.55M | +0.9% | 3.05% | 64.1% | 295 | 14.92% |
|
| 1837 |
PBRA
1837
Pine Brook Road Advisors
Bedford,
New York
| $504M | +$66.4M | +15% | 16% | – | 3 | 0% |
|
| 1838 |
SFS
1838
Strategic Financial Services
Utica,
New York
| $504M | +$5.02M | +1% | 3.42% | 58.7% | 105 | 9.52% |
|
| 1839 |
WG
1839
Welch Group
Birmingham,
Alabama
| $503M | +$12.2M | +2% | 0.64% | 73.2% | 141 | 14.18% |
|
| 1840 |
HSA
1840
HBK Sorce Advisory
Erie,
Pennsylvania
| $503M | +$35.8M | +8% | 3.22% | 58.2% | 298 | 13.76% |
|
| 1841 |
KMC
1841
Kirr Marbach & Co
Columbus,
Indiana
| $503M | +$36.2M | +8% | 10.6% | 135% | 79 | 17.72% |
|
| 1842 |
EK
1842
Evensky & Katz
Coral Gables,
Florida
| $502M | +$50.1M | +11% | 1.99% | 57.1% | 50 | 6% |
|
| 1843 |
MSV
1843
MN Services Vermogensbeheer
The Hague,
Netherlands
| $502M | +$69.4M | +16% | 4.51% | 136% | 623 | 2.25% |
|
| 1844 |
CAM
1844
Cypress Asset Management
Houston,
Texas
| $502M | -$993K | -0.2% | 1.21% | 128% | 210 | 8.1% |
|
| 1845 |
NA
1845
Newport Asia
San Francisco,
California
| $500M | +$155M | +45% | 22.8% | – | 7 | 14.29% |
|
| 1846 |
AAM
1846
Aureus Asset Management
Boston,
Massachusetts
| $500M | +$35.4M | +8% | 4.74% | 93.9% | 159 | 25.16% |
|
| 1847 |
NMC
1847
Nine Masts Capital
Central,
Hong Kong
| $498M | +$82.8M | +20% | 9.7% | 88.1% | 91 | 57.14% |
|
| 1848 |
PFS
1848
Prospera Financial Services
Dallas,
Texas
| $498M | +$14.3M | +3% | 1.65% | 97.4% | 418 | 24.16% |
|
| 1849 |
AUIM
1849
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $496M | +$73.2M | +17% | 2.03% | 39.9% | 46 | 2.17% |
|
| 1850 |
TCM
1850
Tufton Capital Management
Hunt Valley,
Maryland
| $496M | +$2.13M | +0.4% | 1.67% | 86.5% | 111 | 7.21% |
|