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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2151 |
APCM
2151
Arbiter Partners Capital Management
New York
| $516M | +$20.5M | +4% | 6.12% | 386% | 58 | 29.31% |
|
| 2152 |
PAS
2152
Professional Advisory Services
Vero Beach,
Florida
| $516M | +$17.9M | +4% | 5.54% | 61.8% | 69 | 8.7% |
|
| 2153 |
AWA
2153
Arete Wealth Advisors
Chicago,
Illinois
| $515M | +$36.1M | +8% | 3.75% | 85.3% | 428 | 19.39% |
|
| 2154 |
M
2154
MRCap
Roslyn,
New York
| $515M | +$440M | +583% | 6.87% | – | 19 | 63.16% |
|
| 2155 |
TSAM
2155
Trinity Street Asset Management
London,
United Kingdom
| $514M | +$18.5M | +4% | 5.29% | 78.9% | 16 | 25% |
|
| 2156 |
CU
2156
CDAM (UK)
London,
United Kingdom
| $514M | -$12.9M | -2% | 6.32% | 7.89% | 15 | 6.67% |
|
| 2157 |
RIA
2157
Regal Investment Advisors
Kentwood,
Michigan
| $513M | +$21.3M | +4% | 2.54% | 64.7% | 385 | 26.23% |
|
| 2158 |
AFA
2158
American Financial Advisors
Marietta,
Georgia
| $513M | +$22.1M | +4% | 2.27% | 52.7% | 104 | 12.5% |
|
| 2159 |
TIM
2159
Thompson Investment Management
Madison,
Wisconsin
| $512M | -$10.8M | -2% | 3.71% | 83.5% | 187 | 6.42% |
|
| 2160 |
DBG
2160
De Burlo Group
Boston,
Massachusetts
| $512M | +$16.6M | +3% | 9.04% | 147% | 102 | 25.49% |
|
| 2161 |
CG
2161
Caprock Group
Boise,
Idaho
| $512M | -$3.1M | -0.6% | 3.76% | – | 418 | 25.84% |
|
| 2162 |
AI
2162
Accredited Investors
Edina,
Minnesota
| $511M | +$14.4M | +3% | 2.32% | 74% | 143 | 10.49% |
|
| 2163 |
LFS
2163
Lutz Financial Services
Omaha,
Nebraska
| $511M | +$20.6M | +4% | 2.32% | 35.3% | 65 | 6.15% |
|
| 2164 |
HIM
2164
HGC Investment Management
Toronto,
Ontario, Canada
| $510M | +$79.9M | +19% | 1.05% | 33.2% | 168 | 38.69% |
|
| 2165 |
YCM
2165
Yakira Capital Management
Westport,
Connecticut
| $510M | +$161M | +46% | 4.97% | 74.1% | 174 | 42.53% |
|
| 2166 |
NC
2166
Nokomis Capital
Dallas,
Texas
| $510M | +$108M | +27% | 8.74% | 145% | 47 | 31.91% |
|
| 2167 |
STT
2167
Singapore Technologies Telemedia
Singapore
| $509M | +$25.5M | +5% | 5.27% | 173% | 1 | 0% |
|
| 2168 |
ACM
2168
Atika Capital Management
New York
| $509M | +$16.9M | +3% | 23.3% | 811% | 101 | 52.48% |
|
| 2169 |
BAM
2169
Belpointe Asset Management
Reno,
Nevada
| $508M | -$3.61M | -0.7% | 3.06% | 80.1% | 670 | 42.39% |
|
| 2170 |
PP
2170
Peconic Partners
New York
| $508M | +$10.4M | +2% | 4.08% | 300% | 74 | 47.3% |
|
| 2171 |
JCI
2171
Jet Capital Investors
New York
| $507M | +$17.5M | +4% | 11.7% | 147% | 36 | 75% |
|
| 2172 |
WAS
2172
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $507M | +$25M | +5% | 2.84% | 102% | 88 | 5.68% |
|
| 2173 |
CCG
2173
Cypress Capital Group
Palm Beach,
Florida
| $507M | +$18.4M | +4% | 3.81% | 97.8% | 247 | 7.69% |
|
| 2174 |
DK
2174
Darrell & King
Charlottesville,
Virginia
| $507M | -$88.9M | -15% | 1.53% | – | 55 | 12.73% |
|
| 2175 |
BWM
2175
BerganKDV Wealth Management
Bloomington,
Minnesota
| $506M | +$16.5M | +3% | 2.35% | 27.9% | 789 | 12.17% |
|