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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
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250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2176 |
DCM
2176
Dialectic Capital Management
Norwalk,
Connecticut
| $303M | -$12.4M | -4% | 3.17% | 91.5% | 237 | 74.26% |
|
| 2177 |
SAM
2177
Shamrock Asset Management
Dallas,
Texas
| $302M | +$10.3M | +4% | 1.74% | 31% | 278 | 67.63% |
|
| 2178 |
RSCM
2178
Rail-Splitter Capital Management
Chicago,
Illinois
| $302M | +$12.2M | +4% | 1.7% | 64.1% | 48 | 37.5% |
|
| 2179 |
BIA
2179
Biondo Investment Advisors
Milford,
Pennsylvania
| $302M | +$8.89M | +3% | 6.06% | 89.1% | 104 | 18.27% |
|
| 2180 |
NC
2180
Nokomis Capital
Dallas,
Texas
| $301M | +$20.2M | +7% | 8.2% | 204% | 55 | 43.64% |
|
| 2181 |
MP
2181
Mangrove Partners
Greenwich,
Connecticut
| $300M | +$60.9M | +25% | 2.22% | 169% | 49 | 46.94% |
|
| 2182 |
CC
2182
Callan Capital
La Jolla,
California
| $300M | +$37.9M | +15% | 5.06% | 20.1% | 63 | 26.98% |
|
| 2183 |
MBT
2183
Monroe Bank & Trust
Monroe,
Michigan
| $300M | +$42.6M | +17% | 1.9% | 24.7% | 338 | 21.01% |
|
| 2184 |
AI
2184
Accredited Investors
Edina,
Minnesota
| $299M | +$13.7M | +5% | 0.2% | 74% | 61 | 6.56% |
|
| 2185 |
AA
2185
Alta Advisers
London,
United Kingdom
| $299M | +$16.1M | +6% | 2.74% | 78.9% | 55 | 14.55% |
|
| 2186 |
BCMO
2186
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $298M | +$13.3M | +5% | 1.22% | 26.3% | 174 | 5.17% |
|
| 2187 |
LPC
2187
Loeb Partners Corp
New York
| $298M | -$15.2M | -5% | 3.61% | 34.4% | 206 | 21.84% |
|
| 2188 |
JIC
2188
Joel Isaacson & Co
New York
| $298M | +$22.6M | +8% | 1.44% | 61.3% | 613 | 19.41% |
|
| 2189 |
MA
2189
MCF Advisors
Covington,
Kentucky
| $298M | +$15M | +5% | 1.37% | 41.5% | 449 | 17.59% |
|
| 2190 |
LA
2190
Leonetti & Associates
Buffalo Grove,
Illinois
| $297M | +$8.78M | +3% | 1.95% | 49.5% | 42 | 30.95% |
|
| 2191 |
SWA
2191
SFMG Wealth Advisors
Plano,
Texas
| $297M | +$6.02M | +2% | 2.48% | 63.3% | 86 | 13.95% |
|
| 2192 |
CBCM
2192
Charter Bridge Capital Management
New York
| $296M | +$19.6M | +7% | 2.95% | – | 39 | 48.72% |
|
| 2193 |
CNBT
2193
Canandaigua National Bank & Trust
Canandaigua,
New York
| $296M | +$11.6M | +4% | 1.38% | – | 190 | 12.11% |
|
| 2194 |
CIC
2194
Chase Investment Counsel
Charlottesville,
Virginia
| $295M | -$42.9M | -13% | 5.23% | 262% | 124 | 29.03% |
|
| 2195 |
HCM
2195
Hengehold Capital Management
Cincinnati,
Ohio
| $295M | +$7.59M | +3% | 1.02% | 48.1% | 85 | 22.35% |
|
| 2196 |
VC
2196
Vicus Capital
State College,
Pennsylvania
| $295M | +$29.4M | +11% | 2.54% | 48.6% | 155 | 28.39% |
|
| 2197 |
FG
2197
FSI Group
Cincinnati,
Ohio
| $294M | -$77.2M | -21% | 3.24% | 17.7% | 85 | 38.82% |
|
| 2198 |
CA
2198
Callahan Advisors
Houston,
Texas
| $294M | +$6.95M | +2% | 1.16% | 75.6% | 114 | 4.39% |
|
| 2199 |
CM
2199
Capital Management
Glen Allen,
Virginia
| $293M | +$5.4M | +2% | 1.16% | 40.9% | 82 | 9.76% |
|
| 2200 |
BWFA
2200
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $293M | -$2.78M | -0.9% | 2.25% | 70.7% | 340 | 39.71% |
|