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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2076 |
RCM
2076
Riverpark Capital Management
New York
| $436M | -$81.9M | -16% | 15.4% | 152% | 62 | 51.61% |
|
| 2077 |
TCM
2077
Tang Capital Management
San Diego,
California
| $436M | -$177M | -29% | 28% | 474% | 8 | 50% |
|
| 2078 |
KFS
2078
Kurt F. Somerville
| $436M | -$64.1M | -13% | 9.8% | 62.7% | 111 | 8.11% |
|
| 2079 |
VI
2079
Versor Investments
New York
| $436M | +$168M | +63% | 2.7% | 200% | 363 | 59.5% |
|
| 2080 |
CIP
2080
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $435M | -$55.3M | -11% | 12.6% | 199% | 409 | 50.86% |
|
| 2081 |
CHAM
2081
Clear Harbor Asset Management
Stamford,
Connecticut
| $435M | -$61.2M | -12% | 14.2% | 71.8% | 294 | 27.89% |
|
| 2082 |
HHGA
2082
Halbert Hargrove Global Advisors
Long Beach,
California
| $435M | +$49.4M | +13% | 2.9% | 60.8% | 94 | 30.85% |
|
| 2083 |
B
2083
Brightworth
Atlanta,
Georgia
| $435M | -$15.7M | -3% | 12.6% | 21.7% | 102 | 19.61% |
|
| 2084 |
CG
2084
Caprock Group
Boise,
Idaho
| $434M | -$57.3M | -12% | 13.1% | – | 438 | 25.34% |
|
| 2085 |
HVIA
2085
Hudson Valley Investment Advisors
Goshen,
New York
| $434M | +$2.56M | +0.6% | 9.83% | 94.6% | 170 | 18.24% |
|
| 2086 |
RWM
2086
RKL Wealth Management
Lancaster,
Pennsylvania
| $433M | -$37.4M | -8% | 11.6% | 54.1% | 127 | 3.15% |
|
| 2087 |
DSI
2087
Daiwa SB Investments
Tokyo,
Japan
| $433M | -$72.5M | -14% | 12.4% | 60.5% | 268 | 21.27% |
|
| 2088 |
WIC
2088
Whitegate Investment Counselors
Concord,
New Hampshire
| $432M | -$57.6M | -12% | 10.7% | 40.3% | 203 | 18.72% |
|
| 2089 |
HTI
2089
Hikari Tsushin Inc
Tokyo,
Japan
| $432M | +$2.24M | +0.5% | 7.53% | 64% | 55 | 7.27% |
|
| 2090 |
K
2090
Kemper
Chicago,
Illinois
| $432M | -$120M | -22% | 12.4% | 28.6% | 26 | 7.69% |
|
| 2091 |
SP
2091
SCF Partners
Houston,
Texas
| $431M | -$304M | -41% | 37.7% | 2.1% | 4 | 0% |
|
| 2092 |
ECM
2092
Everence Capital Management
Goshen,
Indiana
| $431M | -$72.2M | -14% | 12.3% | 80.4% | 463 | 14.04% |
|
| 2093 |
STB
2093
S&T Bank
Indiana,
Pennsylvania
| $431M | -$104M | -19% | 14% | 94.2% | 98 | 18.37% |
|
| 2094 |
TCM
2094
Twele Capital Management
Minnetonka,
Minnesota
| $431M | -$7.92M | -2% | 6.85% | 34.9% | 47 | 8.51% |
|
| 2095 |
GFWEX
2095
G.F.W. Energy X
Dallas,
Texas
| $431M | -$337M | -44% | 43.3% | 71.3% | 4 | 0% |
|
| 2096 |
PV
2096
Private Vista
Chicago,
Illinois
| $430M | -$58.3M | -12% | 9.28% | 10.1% | 162 | 14.81% |
|
| 2097 |
CMG
2097
Cavalry Management Group
San Francisco,
California
| $429M | +$75.9M | +21% | 8.37% | 59.6% | 28 | 60.71% |
|
| 2098 |
CAMG
2098
CWA Asset Management Group
Naples,
Florida
| $429M | -$23.3M | -5% | 10.6% | – | 235 | 25.96% |
|
| 2099 |
WAM
2099
Winslow Asset Management
Beachwood,
Ohio
| $429M | -$120M | -22% | 15.2% | 83.3% | 96 | 12.5% |
|
| 2100 |
SCA
2100
Stonebridge Capital Advisors
St Paul,
Minnesota
| $429M | -$68.3M | -14% | 12.1% | 64.2% | 187 | 13.37% |
|