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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2201 |
3AM
2201
3D Asset Management
Hartford,
Connecticut
| $386M | +$11.3M | +3% | 4.93% | 0.82% | 54 | 12.96% |
|
| 2202 |
VCP
2202
Vista Capital Partners
Portland,
Oregon
| $385M | +$17.9M | +5% | 4.16% | 61.2% | 56 | 14.29% |
|
| 2203 |
SFP
2203
Shepherd Financial Partners
Winchester,
Massachusetts
| $385M | +$32.9M | +9% | 5.73% | 62.3% | 112 | 12.5% |
|
| 2204 |
EC
2204
Estate Counselors
Thiensville,
Wisconsin
| $385M | +$23.1M | +6% | 3.91% | 52.1% | 71 | 15.49% |
|
| 2205 |
SM
2205
SCGE Management
Menlo Park,
California
| $385M | +$84.9M | +28% | 22.7% | 161% | 16 | 37.5% |
|
| 2206 |
SC
2206
Selz Capital
New York
| $384M | -$5.18M | -1% | 8.05% | 10.2% | 62 | 27.42% |
|
| 2207 |
NC
2207
Nokomis Capital
Dallas,
Texas
| $384M | -$74.4M | -16% | 7.55% | 204% | 49 | 36.73% |
|
| 2208 |
YMRC
2208
Yorktown Management & Research Company
Forest,
Virginia
| $384M | -$10.8M | -3% | 5.56% | 223% | 385 | 17.14% |
|
| 2209 |
ACM
2209
Acertus Capital Management
Morristown,
New Jersey
| $383M | +$136M | +55% | 5.46% | 23.5% | 3 | 0% |
|
| 2210 |
RIA
2210
Regal Investment Advisors
Kentwood,
Michigan
| $383M | +$21.6M | +6% | 4.35% | 53.9% | 278 | 16.55% |
|
| 2211 |
JMFC
2211
J.M. Forbes & Co
Boston,
Massachusetts
| $383M | +$19.9M | +5% | 6.61% | 95.1% | 109 | 6.42% |
|
| 2212 |
LM
2212
Lasry Marc
| $383M | +$39.9M | +12% | 1.21% | 14.8% | 18 | 27.78% |
|
| 2213 |
NC
2213
Nitorum Capital
New York
| $383M | +$35M | +10% | 6.02% | 55.1% | 28 | 10.71% |
|
| 2214 |
IPLA
2214
Ice Pond Lane Advisers
New York
| $382M | -$282M | -42% | 9.07% | – | 20 | 35% |
|
| 2215 |
LBIM
2215
Land & Buildings Investment Management
Stamford,
Connecticut
| $382M | -$25.3M | -6% | 1.5% | 42.7% | 15 | 40% |
|
| 2216 |
GCA
2216
Greenwood Capital Associates
Greenwood,
South Carolina
| $382M | +$27.6M | +8% | 5.68% | 68.5% | 227 | 26.87% |
|
| 2217 |
PAM
2217
PT Asset Management
Chicago,
Illinois
| $381M | -$31.2M | -8% | 2.79% | 7.94% | 228 | 41.23% |
|
| 2218 |
ECM
2218
Everence Capital Management
Goshen,
Indiana
| $381M | +$32.8M | +9% | 6.84% | 80.4% | 360 | 15.56% |
|
| 2219 |
LTI
2219
Laffer Tengler Investments
Nashville,
Tennessee
| $381M | +$8.3M | +2% | 4.99% | 96.5% | 225 | 9.33% |
|
| 2220 |
AIA
2220
Allegis Investment Advisors
Idaho Falls,
Idaho
| $380M | +$63.3M | +20% | 4.18% | – | 291 | 27.84% |
|
| 2221 |
RI
2221
RTW Investments
New York
| $380M | +$114M | +43% | 33.6% | 384% | 35 | 28.57% |
|
| 2222 |
EA
2222
Ecofin Advisors
London,
United Kingdom
| $380M | +$16.5M | +5% | 7.6% | 77% | 42 | 33.33% |
|
| 2223 |
WA
2223
Waverly Advisors
Birmingham,
Alabama
| $380M | +$110M | +41% | 4.86% | 54.1% | 218 | 47.25% |
|
| 2224 |
FL
2224
Fort LP
Chevy Chase,
Maryland
| $378M | +$23.4M | +7% | 4.42% | 56.8% | 59 | 18.64% |
|
| 2225 |
YECIP
2225
YT Extraction Co Investment Partners
New York
| $377M | -$30.3M | -7% | 7.44% | – | 1 | 0% |
|