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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
100
250
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2126 |
KFS
2126
Kurt F. Somerville
| $568M | +$25.6M | +5% | 7.5% | 62.7% | 114 | 7.89% |
|
| 2127 |
BCM
2127
Bronte Capital Management
Bondi Junction,
Australia
| $568M | -$2.25M | -0.4% | 7.62% | 112% | 15 | 40% |
|
| 2128 |
MMEA
2128
Main Management ETF Advisors
San Francisco,
California
| $567M | +$37M | +7% | 10.3% | 69.8% | 13 | 0% |
|
| 2129 |
HAM
2129
Hillcrest Asset Management
Plano,
Texas
| $566M | +$18.4M | +3% | 5.07% | 97.2% | 60 | 11.67% |
|
| 2130 |
CNC
2130
Canandaigua National Corp
Canandaigua,
New York
| $566M | +$21M | +4% | 8.13% | – | 281 | 10.68% |
|
| 2131 |
PCP
2131
Proficio Capital Partners
Newton,
Massachusetts
| $565M | +$75.6M | +15% | 7.94% | 93.8% | 196 | 23.47% |
|
| 2132 |
BCM
2132
BTR Capital Management
Oakland,
California
| $565M | +$32.5M | +6% | 9.06% | 35% | 159 | 6.29% |
|
| 2133 |
SI
2133
Sapience Investments
Newport Beach,
California
| $564M | +$19.9M | +4% | 3.87% | 54.9% | 95 | 10.53% |
|
| 2134 |
IB
2134
Intrust Bank
Wichita,
Kansas
| $563M | +$59.8M | +12% | 9.25% | 79.5% | 361 | 15.79% |
|
| 2135 |
KA
2135
Kovack Advisors
Ft. Lauderdale,
Florida
| $562M | +$48.3M | +9% | 8.83% | 95% | 592 | 23.65% |
|
| 2136 |
BCP
2136
Blue Chip Partners
Farmington Hills,
Michigan
| $562M | +$51.4M | +10% | 9.42% | 60.3% | 143 | 14.69% |
|
| 2137 |
PP
2137
Peconic Partners
New York
| $561M | +$202M | +56% | 24.4% | 252% | 73 | 56.16% |
|
| 2138 |
PCM
2138
Parsifal Capital Management
Greenwich,
Connecticut
| $560M | +$223M | +66% | 32.5% | 104% | 22 | 54.55% |
|
| 2139 |
PAS
2139
Professional Advisory Services
Vero Beach,
Florida
| $560M | +$40.4M | +8% | 8.49% | 61.8% | 67 | 7.46% |
|
| 2140 |
TAM
2140
Trust Asset Management
Houston,
Texas
| $560M | +$34.1M | +6% | 8.07% | 91.1% | 116 | 37.07% |
|
| 2141 |
KL
2141
KGH Ltd
Nassau,
Bahamas
| $560M | +$34.5M | +7% | 7.46% | 139% | 41 | 48.78% |
|
| 2142 |
DAM
2142
Deltec Asset Management
New York
| $559M | +$81.4M | +17% | 10.5% | 128% | 246 | 34.15% |
|
| 2143 |
BFG
2143
Beacon Financial Group
Dallas,
Texas
| $559M | +$40.2M | +8% | 6.44% | 60.3% | 186 | 3.76% |
|
| 2144 |
BL
2144
Bleichroeder LP
New York
| $559M | -$6.54M | -1% | 5.53% | 197% | 77 | 6.49% |
|
| 2145 |
GWM
2145
Greenwich Wealth Management
Greenwich,
Connecticut
| $559M | +$35.5M | +7% | 9.02% | 163% | 196 | 7.14% |
|
| 2146 |
FAT
2146
First American Trust
Santa Ana,
California
| $558M | +$48.1M | +9% | 8.76% | 75.4% | 148 | 21.62% |
|
| 2147 |
SCA
2147
Stonebridge Capital Advisors
St Paul,
Minnesota
| $557M | +$18M | +3% | 7.82% | 64.2% | 813 | 77.86% |
|
| 2148 |
AT
2148
Arden Trust
Wilmington,
Delaware
| $557M | +$12.5M | +2% | 8.35% | 22.5% | 330 | 12.73% |
|
| 2149 |
EI
2149
Ellevest Inc
New York
| $557M | +$89.4M | +19% | 6.57% | 54.1% | 1,406 | 26.53% |
|
| 2150 |
NSEDCP
2150
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $557M | +$24.9M | +5% | 9.7% | 127% | 508 | 4.72% |
|