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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
BHMP
1876
Bardin Hill Management Partners
New York
| $512M | -$291M | -36% | 10.1% | 214% | 44 | 77.27% |
|
| 1877 |
JAM
1877
Jacobs Asset Management
New York
| $512M | -$30.7M | -6% | 21.4% | 79.5% | 57 | 21.05% |
|
| 1878 |
HWA
1878
Heritage Wealth Advisors
Richmond,
Virginia
| $512M | +$1.23M | +0.2% | 13.4% | 57.1% | 440 | 13.18% |
|
| 1879 |
NM
1879
Newtyn Management
New York
| $511M | -$72.9M | -12% | 23.7% | 52% | 45 | 51.11% |
|
| 1880 |
PGCM
1880
Prescott Group Capital Management
Tulsa,
Oklahoma
| $511M | +$554K | +0.1% | 27.7% | 124% | 282 | 52.13% |
|
| 1881 |
JVBC
1881
J.V. Bruni & Co
Colorado Springs,
Colorado
| $510M | -$107M | -17% | 16% | 70.5% | 29 | 6.9% |
|
| 1882 |
FBP
1882
Flippin Bruce & Porter
Lynchburg,
Virginia
| $509M | -$29.4M | -5% | 13.1% | 44.4% | 78 | 5.13% |
|
| 1883 |
LM
1883
Lasry Marc
| $508M | +$38.7M | +8% | 12.5% | 14.8% | 10 | 40% |
|
| 1884 |
MWM
1884
Modera Wealth Management
Westwood,
New Jersey
| $508M | +$13.7M | +3% | 8.81% | 57.5% | 147 | 10.88% |
|
| 1885 |
MA
1885
Mutual Advisors
Omaha,
Nebraska
| $507M | -$151M | -23% | 12.1% | 54% | 510 | 22.94% |
|
| 1886 |
JC
1886
Jacobs & Co
San Francisco,
California
| $507M | -$84M | -14% | 9.7% | 92.2% | 124 | 7.26% |
|
| 1887 |
PDN
1887
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $505M | -$62.2M | -11% | 10.4% | 36.6% | 232 | 21.55% |
|
| 1888 |
AAIM
1888
Asset Advisors Investment Management
Augusta,
Georgia
| $504M | -$102M | -17% | 10.5% | 58.7% | 157 | 41.4% |
|
| 1889 |
TWI
1889
Thomas White International
Chicago,
Illinois
| $504M | -$100M | -17% | 7.04% | 34.9% | 248 | 12.1% |
|
| 1890 |
MIM
1890
Marco Investment Management
Atlanta,
Georgia
| $504M | -$198M | -28% | 11.7% | 92.8% | 194 | 13.4% |
|
| 1891 |
PC
1891
Pier Capital
Stamford,
Connecticut
| $504M | -$289M | -36% | 21.1% | 153% | 134 | 37.31% |
|
| 1892 |
CIA
1892
CCM Investment Advisers
Columbia,
South Carolina
| $502M | -$40M | -7% | 13.6% | 118% | 97 | 21.65% |
|
| 1893 |
GWM
1893
Greenwich Wealth Management
Greenwich,
Connecticut
| $502M | -$71.8M | -13% | 14.9% | 163% | 201 | 16.92% |
|
| 1894 |
PVI
1894
Pura Vida Investments
New York
| $501M | +$25.6M | +5% | 10.3% | 26.8% | 135 | 66.67% |
|
| 1895 |
MHIC
1895
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $501M | -$62M | -11% | 9.55% | 55.1% | 154 | 12.99% |
|
| 1896 |
BIM
1896
Barton Investment Management
West Conshohocken,
Pennsylvania
| $501M | -$146M | -23% | 23% | 80.3% | 42 | 4.76% |
|
| 1897 |
SCM
1897
Silvant Capital Management
Atlanta,
Georgia
| $500M | -$310M | -38% | 14.8% | 148% | 350 | 7.43% |
|
| 1898 |
WC
1898
Woodstock Corp
Boston,
Massachusetts
| $498M | -$93.3M | -16% | 12.5% | 96.1% | 167 | 5.99% |
|
| 1899 |
CFA
1899
Capstone Financial Advisors
Downers Grove,
Illinois
| $498M | +$95.6M | +24% | 9.58% | 45.5% | 108 | 37.04% |
|
| 1900 |
AA
1900
Ancient Art
Austin,
Texas
| $498M | -$7.12M | -1% | 15.4% | 157% | 11 | 9.09% |
|