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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2076 |
PGH
2076
Partners Group Holding
Baar-Zug,
Switzerland
| $351M | -$47.1M | -12% | 8.27% | 35.5% | 41 | 12.2% |
|
| 2077 |
HPBT
2077
High Point Bank & Trust
High Point,
North Carolina
| $351M | +$13.1M | +4% | 4.43% | 16.5% | 435 | 10.57% |
|
| 2078 |
JDR
2078
Jay D. Rosenbaum
| $351M | -$96.5M | -22% | 21.1% | 12.9% | 40 | 10% |
|
| 2079 |
BCM
2079
Brookmont Capital Management
Dallas,
Texas
| $350M | -$45.4M | -11% | 7.31% | 36.6% | 60 | 8.33% |
|
| 2080 |
JC
2080
Joho Capital
New York
| $349M | -$79.9M | -19% | 16.1% | 72.6% | 14 | 42.86% |
|
| 2081 |
AIM
2081
ARGA Investment Management
Stamford,
Connecticut
| $349M | -$21.3M | -6% | 21.8% | 72.2% | 43 | 16.28% |
|
| 2082 |
NC
2082
Nokomis Capital
Dallas,
Texas
| $349M | -$13.8M | -4% | 15% | 204% | 50 | 30% |
|
| 2083 |
ST
2083
Sageworth Trust
Lancaster,
Pennsylvania
| $348M | +$37.2M | +12% | 9.97% | 52.1% | 40 | 17.5% |
|
| 2084 |
DMK
2084
David M. Knott
| $347M | -$137M | -28% | 19.3% | 81% | 88 | 13.64% |
|
| 2085 |
SCA
2085
Stieven Capital Advisors
St. Louis,
Missouri
| $347M | -$2.13M | -0.6% | 0.05% | 82.8% | 68 | 10.29% |
|
| 2086 |
AB
2086
AT Bancorp
Dubuque,
Iowa
| $345M | -$44.1M | -11% | 9.85% | 21.8% | 212 | 15.09% |
|
| 2087 |
CF
2087
Cypress Funds
Los Angeles,
California
| $345M | +$14M | +4% | 7.74% | 114% | 29 | 44.83% |
|
| 2088 |
KCP
2088
KDI Capital Partners
Raleigh,
North Carolina
| $344M | -$29.2M | -8% | 4.8% | 77.1% | 48 | 14.58% |
|
| 2089 |
LSA
2089
L & S Advisors
Los Angeles,
California
| $344M | -$49M | -12% | 2.42% | 187% | 111 | 44.14% |
|
| 2090 |
AFM
2090
Anson Funds Management
Dallas,
Texas
| $344M | +$130M | +61% | 14.4% | 1,243% | 74 | 52.7% |
|
| 2091 |
KA
2091
Kerrisdale Advisers
Miami,
Florida
| $344M | +$51.8M | +18% | 8.81% | 49.7% | 44 | 43.18% |
|
| 2092 |
WIM
2092
Wingspan Investment Management
New York
| $344M | +$64.3M | +23% | 14.4% | – | 28 | 60.71% |
|
| 2093 |
MAM
2093
Mark Asset Management
New York
| $344M | -$39.3M | -10% | 3% | 234% | 64 | 37.5% |
|
| 2094 |
OAM
2094
Oberweis Asset Management
Lisle,
Illinois
| $343M | -$34.7M | -9% | 5.95% | 312% | 204 | 37.75% |
|
| 2095 |
JWM
2095
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $343M | -$59.8M | -15% | 11.2% | 17.2% | 324 | 15.74% |
|
| 2096 |
PFM
2096
Phillips Financial Management
Fort Wayne,
Indiana
| $343M | -$19M | -5% | 5.7% | 33.6% | 64 | 3.13% |
|
| 2097 |
LIM
2097
Lagoda Investment Management
New York
| $343M | -$39M | -10% | 10.3% | 193% | 35 | 20% |
|
| 2098 |
ZAM
2098
Zevin Asset Management
Boston,
Massachusetts
| $342M | -$32.5M | -9% | 5.55% | 57.5% | 150 | 14.67% |
|
| 2099 |
HH
2099
Hilltop Holdings
Dallas,
Texas
| $342M | -$25.5M | -7% | 6.64% | 72.2% | 373 | 27.35% |
|
| 2100 |
LCP
2100
LGT Capital Partners
Pfaeffikon,
Switzerland
| $342M | -$9.68M | -3% | 5.64% | 55.1% | 54 | 22.22% |
|