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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 |
AR
2101
Argyll Research
Wilmington,
Delaware
| $446M | -$19.5M | -4% | 3.38% | 0.8% | 5 | 0% |
|
| 2102 |
FNT
2102
First Nebraska Trust
Lincoln,
Nebraska
| $446M | -$773K | -0.2% | 0.22% | 67.9% | 144 | 11.81% |
|
| 2103 |
MAM
2103
Mark Asset Management
New York
| $444M | +$12.1M | +3% | 11.4% | 325% | 59 | 28.81% |
|
| 2104 |
NCM
2104
Novare Capital Management
Charlotte,
North Carolina
| $444M | +$12.6M | +3% | 2.55% | 76.5% | 131 | 15.27% |
|
| 2105 |
ICM
2105
Indaba Capital Management
San Francisco,
California
| $444M | +$138M | +45% | 0.97% | 66.7% | 23 | 69.57% |
|
| 2106 |
FBP
2106
Flippin Bruce & Porter
Lynchburg,
Virginia
| $444M | +$11.2M | +3% | 0.08% | 44.4% | 76 | 3.95% |
|
| 2107 |
AAM
2107
ACK Asset Management
Greenwich,
Connecticut
| $443M | +$106M | +31% | 4.31% | 132% | 38 | 42.11% |
|
| 2108 |
DCM
2108
Dynamic Capital Management
St. Helier,
Jersey
| $443M | -$174M | -28% | 5.73% | 49.7% | 357 | 59.66% |
|
| 2109 |
CA
2109
Continental Advisors
Park City,
Utah
| $443M | -$4.03M | -0.9% | 4.17% | 69% | 160 | 35.63% |
|
| 2110 |
WIC
2110
Whitegate Investment Counselors
Concord,
New Hampshire
| $442M | +$26.1M | +6% | 3.21% | 48% | 180 | 6.67% |
|
| 2111 |
AHC
2111
Adell Harriman & Carpenter
Houston,
Texas
| $442M | +$6.33M | +1% | 3.49% | 176% | 155 | 18.71% |
|
| 2112 |
WA
2112
WFG Advisors
Dallas,
Texas
| $442M | +$67.1M | +18% | 2.1% | 21.3% | 1,781 | 16.17% |
|
| 2113 |
MVUM
2113
Matrix VIII US Management
Cambridge,
Massachusetts
| $442M | -$183M | -29% | 29.3% | – | 1 | 0% |
|
| 2114 |
TC
2114
Tairen Capital
Hong Kong
| $441M | +$20.8M | +5% | 17.9% | 462% | 17 | 70.59% |
|
| 2115 |
EC
2115
Estate Counselors
Thiensville,
Wisconsin
| $441M | +$56M | +15% | 2.34% | 60% | 69 | 23.19% |
|
| 2116 |
TCM
2116
Tygh Capital Management
Portland,
Oregon
| $441M | +$13.2M | +3% | 6.89% | 251% | 110 | 38.18% |
|
| 2117 |
GAM
2117
Goldentree Asset Management
New York
| $441M | +$177M | +67% | 4.24% | 27.7% | 37 | 70.27% |
|
| 2118 |
KRC
2118
Kingdom Ridge Capital
White Plains,
New York
| $441M | -$188M | -30% | 11.2% | 51.6% | 32 | 50% |
|
| 2119 |
CTA
2119
Colonial Trust Advisors
Spartanburg,
South Carolina
| $440M | +$115M | +36% | 3.62% | 80% | 144 | 13.89% |
|
| 2120 |
BIC
2120
Bridges Investment Counsel
Omaha,
Nebraska
| $440M | +$98.1M | +29% | 3.19% | 33.7% | 150 | 24.67% |
|
| 2121 |
JFA
2121
JNBA Financial Advisors
Bloomington,
Minnesota
| $440M | +$16.5M | +4% | 2.67% | 61.8% | 488 | 6.56% |
|
| 2122 |
VWM
2122
Venturi Wealth Management
Austin,
Texas
| $440M | +$7.01M | +2% | 2.44% | 101% | 214 | 30.84% |
|
| 2123 |
MCL
2123
MIK Capital LLC
New York
| $439M | -$11.2M | -2% | 6.17% | – | 16 | 68.75% |
|
| 2124 |
CCM
2124
Catawba Capital Management
Roanoke,
Virginia
| $439M | -$19.5M | -4% | 1.89% | 33.1% | 269 | 20.45% |
|
| 2125 |
CL
2125
CPWM LLC
Seattle,
Washington
| $438M | -$1.55M | -0.4% | 2.21% | 36.6% | 278 | 14.03% |
|