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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2151 |
JCM
2151
Jacobi Capital Management
Pittston,
Pennsylvania
| $570M | +$35.1M | +7% | 7.63% | 76.6% | 1,343 | 9.31% |
|
| 2152 |
WCM
2152
Wallace Capital Management
Dallas,
Texas
| $570M | +$22.6M | +4% | 7.43% | 62.3% | 65 | 7.69% |
|
| 2153 |
BB
2153
Bell Bank
Fargo,
North Dakota
| $569M | +$31.1M | +6% | 8.54% | 64.3% | 158 | 10.76% |
|
| 2154 |
BIM
2154
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $569M | +$35.3M | +7% | 10.7% | 48.4% | 96 | 13.54% |
|
| 2155 |
SEM
2155
Suncoast Equity Management
Tampa,
Florida
| $569M | +$26.6M | +5% | 11.5% | 82.9% | 41 | 14.63% |
|
| 2156 |
KFS
2156
Kurt F. Somerville
| $568M | +$25.6M | +5% | 7.5% | 92.9% | 114 | 7.89% |
|
| 2157 |
BCM
2157
Bronte Capital Management
Bondi Junction,
Australia
| $568M | -$2.25M | -0.4% | 7.62% | 123% | 15 | 40% |
|
| 2158 |
MMEA
2158
Main Management ETF Advisors
San Francisco,
California
| $567M | +$37M | +7% | 10.3% | 97.2% | 13 | 0% |
|
| 2159 |
HAM
2159
Hillcrest Asset Management
Plano,
Texas
| $566M | +$18.4M | +3% | 5.07% | 97.2% | 60 | 11.67% |
|
| 2160 |
CNC
2160
Canandaigua National Corp
Canandaigua,
New York
| $566M | +$21M | +4% | 8.13% | – | 281 | 10.68% |
|
| 2161 |
PCP
2161
Proficio Capital Partners
Newton,
Massachusetts
| $565M | +$75.6M | +15% | 7.94% | 97% | 196 | 23.47% |
|
| 2162 |
BCM
2162
BTR Capital Management
Oakland,
California
| $565M | +$32.5M | +6% | 9.06% | 35% | 159 | 6.29% |
|
| 2163 |
SI
2163
Sapience Investments
Newport Beach,
California
| $564M | +$19.9M | +4% | 3.87% | 54.9% | 95 | 10.53% |
|
| 2164 |
IB
2164
Intrust Bank
Wichita,
Kansas
| $563M | +$59.8M | +12% | 9.25% | 102% | 361 | 15.79% |
|
| 2165 |
KA
2165
Kovack Advisors
Ft. Lauderdale,
Florida
| $562M | +$48.3M | +9% | 8.83% | 118% | 592 | 23.65% |
|
| 2166 |
BCP
2166
Blue Chip Partners
Farmington Hills,
Michigan
| $562M | +$51.4M | +10% | 9.42% | 81.2% | 143 | 14.69% |
|
| 2167 |
PP
2167
Peconic Partners
New York
| $561M | +$202M | +56% | 24.4% | 300% | 73 | 56.16% |
|
| 2168 |
PCM
2168
Parsifal Capital Management
Greenwich,
Connecticut
| $560M | +$223M | +66% | 32.5% | 154% | 22 | 54.55% |
|
| 2169 |
PAS
2169
Professional Advisory Services
Vero Beach,
Florida
| $560M | +$40.4M | +8% | 8.49% | 61.8% | 67 | 7.46% |
|
| 2170 |
TAM
2170
Trust Asset Management
Houston,
Texas
| $560M | +$34.1M | +6% | 8.07% | 91.1% | 116 | 37.07% |
|
| 2171 |
KL
2171
KGH Ltd
Nassau,
Bahamas
| $560M | +$34.5M | +7% | 7.46% | 139% | 41 | 48.78% |
|
| 2172 |
DAM
2172
Deltec Asset Management
New York
| $559M | +$81.4M | +17% | 10.5% | 128% | 246 | 34.15% |
|
| 2173 |
BFG
2173
Beacon Financial Group
Dallas,
Texas
| $559M | +$40.2M | +8% | 6.44% | 60.3% | 186 | 3.76% |
|
| 2174 |
BL
2174
Bleichroeder LP
New York
| $559M | -$6.54M | -1% | 5.53% | 202% | 77 | 6.49% |
|
| 2175 |
GWM
2175
Greenwich Wealth Management
Greenwich,
Connecticut
| $559M | +$35.5M | +7% | 9.02% | 198% | 196 | 7.14% |
|