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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
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250
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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 |
TI
2076
Trigran Investments
Northbrook,
Illinois
| $455M | -$101M | -18% | 30.1% | 30.2% | 21 | 19.05% |
|
| 2077 |
SF
2077
Summit Financial
Parsippany,
New Jersey
| $455M | -$134M | -23% | 22.9% | 81.8% | 49 | 18.37% |
|
| 2078 |
CIP
2078
CAS Investment Partners
Westport,
Connecticut
| $455M | -$153M | -25% | 42.5% | 527% | 6 | 0% |
|
| 2079 |
BFG
2079
Beacon Financial Group
Dallas,
Texas
| $455M | -$343M | -43% | 19% | 60.3% | 187 | 10.16% |
|
| 2080 |
EPM
2080
Elm Partners Management
Philadelphia,
Pennsylvania
| $455M | -$1.97M | -0.4% | 17.4% | 48% | 43 | 6.98% |
|
| 2081 |
2081
Walleye Capital
New York
| $454M | -$1.09B | -71% | 9.34% | 129% | 2,085 | 77.41% |
|
| 2082 |
FNT
2082
First Nebraska Trust
Lincoln,
Nebraska
| $454M | -$162M | -26% | 23.3% | 67.9% | 157 | 18.47% |
|
| 2083 |
TIP
2083
Torray Investment Partners
Bethesda,
Maryland
| $453M | -$128M | -22% | 20.9% | 82.4% | 111 | 20.72% |
|
| 2084 |
AM
2084
Atreides Management
Boston,
Massachusetts
| $452M | +$16.3M | +4% | 13.9% | 229% | 34 | 50% |
|
| 2085 |
PC
2085
Pier Capital
Stamford,
Connecticut
| $452M | -$160M | -26% | 13.2% | 223% | 133 | 37.59% |
|
| 2086 |
AWMS
2086
Advocacy Wealth Management Services
Atlanta,
Georgia
| $452M | +$101M | +29% | 9.45% | 48.3% | 154 | 26.62% |
|
| 2087 |
BCM
2087
BTR Capital Management
Oakland,
California
| $452M | -$129M | -22% | 18.7% | 35% | 171 | 18.13% |
|
| 2088 |
HAM
2088
Honeycomb Asset Management
New York
| $452M | -$588M | -57% | 8.76% | 49% | 45 | 64.44% |
|
| 2089 |
SC
2089
Shellback Capital
Boston,
Massachusetts
| $452M | -$442M | -49% | 18.1% | 198% | 86 | 69.77% |
|
| 2090 |
TIM
2090
Thompson Investment Management
Madison,
Wisconsin
| $451M | -$167M | -27% | 22.2% | 83.5% | 199 | 19.1% |
|
| 2091 |
KFS
2091
Kurt F. Somerville
| $451M | -$81.9M | -15% | 14.4% | 92.9% | 113 | 22.12% |
|
| 2092 |
SC
2092
Skylands Capital
Milwaukee,
Wisconsin
| $451M | -$238M | -35% | 20% | 64.3% | 149 | 28.86% |
|
| 2093 |
SP
2093
Symmetry Partners
Glastonbury,
Connecticut
| $451M | -$34.1M | -7% | 15.7% | 58.5% | 375 | 40% |
|
| 2094 |
CU
2094
CDAM (UK)
London,
United Kingdom
| $450M | -$139M | -24% | 23.3% | 7.89% | 18 | 38.89% |
|
| 2095 |
LFS
2095
Lutz Financial Services
Omaha,
Nebraska
| $450M | -$113M | -20% | 16.1% | 35.3% | 71 | 21.13% |
|
| 2096 |
CGA
2096
Crescent Grove Advisors
Lake Forest,
Illinois
| $450M | -$127M | -22% | 19.4% | 61.1% | 174 | 24.71% |
|
| 2097 |
SI
2097
Sapience Investments
Newport Beach,
California
| $450M | -$266M | -37% | 40% | 54.9% | 99 | 25.25% |
|
| 2098 |
CCM
2098
Cinctive Capital Management
New York
| $450M | -$507M | -53% | 21.6% | 163% | 304 | 72.7% |
|
| 2099 |
AWCI
2099
Alpine Woods Capital Investors
Purchase,
New York
| $449M | -$77.8M | -15% | 20.1% | 105% | 286 | 20.63% |
|
| 2100 |
TWI
2100
Thomas White International
Chicago,
Illinois
| $449M | -$149M | -25% | 13.9% | 34.9% | 307 | 26.06% |
|