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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 |
DBG
2101
De Burlo Group
Boston,
Massachusetts
| $494M | +$42.4M | +9% | 10.4% | 98.1% | 118 | 20.34% |
|
| 2102 |
DCM
2102
Decatur Capital Management
Decatur,
Georgia
| $494M | -$28.2M | -5% | 9.15% | 132% | 55 | 30.91% |
|
| 2103 |
OMC
2103
Overbrook Management Corp
New York
| $493M | +$51M | +12% | 4.28% | 117% | 78 | 12.82% |
|
| 2104 |
EAM
2104
Evanson Asset Management
Carmel,
California
| $493M | +$25.4M | +5% | 3.87% | 66.6% | 258 | 12.79% |
|
| 2105 |
CCM
2105
Condor Capital Management
Martinsville,
New Jersey
| $493M | -$4.82M | -1% | 5.66% | 47.3% | 180 | 12.78% |
|
| 2106 |
GCP
2106
Garelick Capital Partners
Boston,
Massachusetts
| $493M | +$4.36M | +0.9% | 6.89% | 195% | 39 | 61.54% |
|
| 2107 |
GPC
2107
Glen Point Capital
London,
United Kingdom
| $493M | +$149M | +44% | 4.12% | 118% | 9 | 77.78% |
|
| 2108 |
RI
2108
RPTC Inc
Jackson,
Wyoming
| $492M | -$18.3M | -4% | 4.6% | 69.5% | 20 | 40% |
|
| 2109 |
DAM
2109
Deltec Asset Management
New York
| $491M | -$2.22M | -0.4% | 5.56% | 128% | 210 | 34.76% |
|
| 2110 |
RM
2110
Resource Management
Metairie,
Louisiana
| $491M | – | – | 6.42% | 82.7% | 129 | – |
|
| 2111 |
BCM
2111
Bayesian Capital Management
Brooklyn,
New York
| $491M | +$71.8M | +17% | 12.4% | 113% | 843 | 83.27% |
|
| 2112 |
OTC
2112
Opera Trading Capital
Paris,
France
| $489M | -$248M | -34% | 1.28% | 11.4% | 164 | 31.1% |
|
| 2113 |
FNT
2113
First Nebraska Trust
Lincoln,
Nebraska
| $488M | +$31.8M | +7% | 8.89% | 48% | 146 | 6.16% |
|
| 2114 |
PP
2114
Pegasus Partners
Mequon,
Wisconsin
| $488M | +$49.9M | +11% | 6.29% | 32.6% | 168 | 16.07% |
|
| 2115 |
SPC
2115
Salient Private Client
Houston,
Texas
| $487M | – | – | 4.14% | – | 102 | – |
|
| 2116 |
PC
2116
Precocity Capital
Stamford,
Connecticut
| $486M | -$6.78M | -1% | 9.56% | – | 59 | 54.24% |
|
| 2117 |
KFS
2117
Kurt F. Somerville
| $484M | -$17.6M | -4% | 5.4% | 62.7% | 117 | 21.37% |
|
| 2118 |
JCP
2118
Jabre Capital Partners
Geneva,
Switzerland
| $483M | -$31.3M | -6% | 7.46% | 62.9% | 136 | 54.41% |
|
| 2119 |
PGCM
2119
Prescott Group Capital Management
Tulsa,
Oklahoma
| $483M | -$7.79M | -2% | 4.25% | 124% | 195 | 27.69% |
|
| 2120 |
UONDDL
2120
University of Notre Dame du Lac
South Bend,
Indiana
| $482M | +$123M | +34% | 4.26% | – | 86 | 36.05% |
|
| 2121 |
ST
2121
Sentinel Trust
Houston,
Texas
| $481M | -$114M | -19% | 5.27% | 79.2% | 124 | 14.52% |
|
| 2122 |
CCG
2122
Cypress Capital Group
Palm Beach,
Florida
| $481M | +$11.3M | +2% | 6.33% | 83.9% | 213 | 10.33% |
|
| 2123 |
BSW
2123
Buckingham Strategic Wealth
Clayton,
Missouri
| $480M | +$59.1M | +14% | 5.32% | 16.3% | 331 | 16.31% |
|
| 2124 |
WIC
2124
Whitegate Investment Counselors
Concord,
New Hampshire
| $479M | +$25.8M | +6% | 5.19% | 40.3% | 184 | 5.43% |
|
| 2125 |
CW
2125
Cobiz Wealth
Denver,
Colorado
| $479M | +$22.3M | +5% | 6.87% | 54% | 138 | 13.04% |
|