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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
TPWA
2051
TRUE Private Wealth Advisors
Salem,
Oregon
| $409M | +$97.6M | +31% | 3.78% | 84% | 160 | 16.25% |
|
| 2052 |
KM
2052
Kylin Management
New York
| $409M | -$105M | -20% | 15.8% | 126% | 5 | 20% |
|
| 2053 |
TCM
2053
Tekne Capital Management
New York
| $409M | -$228M | -36% | 0.04% | 258% | 22 | 31.82% |
|
| 2054 |
WA
2054
WFG Advisors
Dallas,
Texas
| $409M | +$6.67M | +2% | 2.98% | 21.3% | 1,879 | 20.06% |
|
| 2055 |
VIM
2055
VCU Investment Management
Richmond,
Virginia
| $408M | – | – | 0.18% | – | 6 | – |
|
| 2056 |
ZIG
2056
Zuckerman Investment Group
Chicago,
Illinois
| $408M | +$31.1M | +8% | 10.6% | 115% | 60 | 8.33% |
|
| 2057 |
NCM
2057
Novare Capital Management
Charlotte,
North Carolina
| $407M | +$25.3M | +7% | 3.11% | 65.7% | 114 | 11.4% |
|
| 2058 |
LBIM
2058
Land & Buildings Investment Management
Stamford,
Connecticut
| $407M | +$16.3M | +4% | 2.31% | 42.7% | 22 | 63.64% |
|
| 2059 |
EWM
2059
Empirical Wealth Management
Seattle,
Washington
| $407M | +$24.5M | +6% | 1.26% | 78.8% | 130 | 21.54% |
|
| 2060 |
PTC
2060
Petrus Trust Company
Dallas,
Texas
| $407M | -$31.1M | -7% | 0.49% | 25.1% | 262 | 63.74% |
|
| 2061 |
MC
2061
MSD Capital
New York
| $407M | +$3.9M | +1% | 7.35% | 19.8% | 6 | 0% |
|
| 2062 |
PL
2062
Parthenon LLC
Louisville,
Kentucky
| $407M | +$4.15M | +1% | 2.41% | 80.8% | 113 | 3.54% |
|
| 2063 |
BFS
2063
Baskin Financial Services
Toronto,
Ontario, Canada
| $407M | +$24.7M | +6% | 2.67% | 60% | 44 | 4.55% |
|
| 2064 |
KPAG
2064
KLS Professional Advisors Group
New York
| $406M | +$4.21M | +1% | 4.74% | 38% | 6 | 50% |
|
| 2065 |
2065
Lido Advisors
Los Angeles,
California
| $405M | +$78.4M | +24% | 6.94% | 58.4% | 241 | 45.23% |
|
| 2066 |
ECM
2066
Ensemble Capital Management
San Francisco,
California
| $405M | +$23.5M | +6% | 2.62% | 36.2% | 41 | 14.63% |
|
| 2067 |
JAFL
2067
Jay A. Fishman Ltd
Troy,
Michigan
| $405M | -$310K | -0.1% | 3.88% | 107% | 96 | 14.58% |
|
| 2068 |
MG
2068
Meditor Group
Hamilton,
Bermuda
| $405M | +$44M | +12% | 15.2% | 41.1% | 5 | 0% |
|
| 2069 |
KPCM
2069
Kings Point Capital Management
Great Neck,
New York
| $405M | +$26.2M | +7% | 1.75% | 80.1% | 323 | 12.38% |
|
| 2070 |
OHCM
2070
Oak Hill Capital Management
New York
| $405M | +$11.6M | +3% | 12.8% | 1.19% | 5 | 60% |
|
| 2071 |
TC
2071
Tairen Capital
Hong Kong
| $404M | -$20.2M | -5% | 5.98% | 303% | 35 | 57.14% |
|
| 2072 |
JMH
2072
J.M. Hartwell
New York
| $404M | -$13.6M | -3% | 0.71% | 72.2% | 90 | 18.89% |
|
| 2073 |
2073
Belvedere Trading
Chicago,
Illinois
| $404M | +$332M | +464% | 3.32% | 263% | 12 | 66.67% |
|
| 2074 |
HC
2074
Hourglass Capital
Houston,
Texas
| $403M | +$1.27M | +0.3% | 8.68% | 81.1% | 111 | 8.11% |
|
| 2075 |
AF
2075
Arrow Financial
Glens Falls,
New York
| $403M | +$10.1M | +3% | 6.43% | 53.2% | 358 | 6.98% |
|