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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
MC
2101
MSD Capital
New York
| $407M | +$3.9M | +1% | 7.35% | 11.5% | 6 | 0% |
|
| 2102 |
PL
2102
Parthenon LLC
Louisville,
Kentucky
| $407M | +$4.15M | +1% | 2.41% | 80.8% | 113 | 3.54% |
|
| 2103 |
BFS
2103
Baskin Financial Services
Toronto,
Ontario, Canada
| $407M | +$24.7M | +6% | 2.67% | 60% | 44 | 4.55% |
|
| 2104 |
CS
2104
Comerica Securities
Detroit,
Michigan
| $406M | -$104M | -20% | 3.03% | 25.6% | 437 | 41.42% |
|
| 2105 |
KPAG
2105
KLS Professional Advisors Group
New York
| $406M | +$4.21M | +1% | 4.74% | 38% | 6 | 50% |
|
| 2106 |
2106
Lido Advisors
Los Angeles,
California
| $405M | +$78.4M | +24% | 6.94% | 75% | 241 | 44.81% |
|
| 2107 |
ECM
2107
Ensemble Capital Management
San Francisco,
California
| $405M | +$23.5M | +6% | 2.62% | 36.2% | 41 | 14.63% |
|
| 2108 |
JAFL
2108
Jay A. Fishman Ltd
Troy,
Michigan
| $405M | -$310K | -0.1% | 3.88% | 105% | 96 | 14.58% |
|
| 2109 |
MG
2109
Meditor Group
Hamilton,
Bermuda
| $405M | +$44M | +12% | 15.2% | 41.1% | 5 | 0% |
|
| 2110 |
KPCM
2110
Kings Point Capital Management
Great Neck,
New York
| $405M | +$26.2M | +7% | 1.75% | 80.1% | 323 | 12.38% |
|
| 2111 |
OHCM
2111
Oak Hill Capital Management
New York
| $405M | +$11.6M | +3% | 12.8% | 1.19% | 5 | 60% |
|
| 2112 |
TC
2112
Tairen Capital
Hong Kong
| $404M | -$20.2M | -5% | 5.98% | 462% | 35 | 57.14% |
|
| 2113 |
JMH
2113
J.M. Hartwell
New York
| $404M | -$13.6M | -3% | 0.71% | 72.2% | 90 | 18.89% |
|
| 2114 |
2114
Belvedere Trading
Chicago,
Illinois
| $404M | +$332M | +464% | 3.32% | 497% | 12 | 66.67% |
|
| 2115 |
HC
2115
Hourglass Capital
Houston,
Texas
| $403M | +$1.27M | +0.3% | 8.68% | 89.6% | 111 | 8.11% |
|
| 2116 |
AF
2116
Arrow Financial
Glens Falls,
New York
| $403M | +$10.1M | +3% | 6.43% | 66.5% | 358 | 6.98% |
|
| 2117 |
BCMO
2117
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $403M | +$11.8M | +3% | 2.87% | 26.3% | 147 | 7.48% |
|
| 2118 |
SE
2118
Summit Equities
Parsippany,
New Jersey
| $403M | +$20M | +5% | 2.7% | 40.7% | 25 | 16% |
|
| 2119 |
BCM
2119
Bayesian Capital Management
Brooklyn,
New York
| $403M | +$250M | +164% | 9.1% | 107% | 793 | 85.25% |
|
| 2120 |
DG
2120
Davidson & Garrard
Lynchburg,
Virginia
| $402M | -$345K | -0.1% | 2.57% | 25.2% | 189 | 12.7% |
|
| 2121 |
OH
2121
Overlook Holdings
Tortola,
British Virgin Islands
| $402M | -$30.6M | -7% | 10.3% | – | 2 | 0% |
|
| 2122 |
UFF
2122
USA Financial Formulas
Ada,
Michigan
| $402M | +$12.4M | +3% | 10.5% | 98.9% | 389 | 82.26% |
|
| 2123 |
AHC
2123
Adell Harriman & Carpenter
Houston,
Texas
| $402M | +$7.08M | +2% | 1.25% | 176% | 141 | 10.64% |
|
| 2124 |
GC
2124
Globeflex Capital
San Diego,
California
| $401M | +$1.22M | +0.3% | 7.43% | 186% | 594 | 37.88% |
|
| 2125 |
PAM
2125
PineView Asset Management
Greenwich,
Connecticut
| $401M | +$54.8M | +16% | 4.79% | – | 39 | 56.41% |
|