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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2226 |
FPCM
2226
Financial Partners Capital Management
New York
| $251M | +$28.5M | +13% | 7.59% | 34.2% | 103 | 15.53% |
|
| 2227 |
KFS
2227
Kurt F. Somerville
| $251M | +$13M | +5% | 5.43% | 92.9% | 111 | 8.11% |
|
| 2228 |
FNYS
2228
First New York Securities
New York
| $251M | -$16M | -6% | 10.6% | 119% | 604 | 79.14% |
|
| 2229 |
OCM
2229
Oskie Capital Management
New York
| $251M | -$76.7M | -23% | 6.26% | 69.3% | 40 | 40% |
|
| 2230 |
FA
2230
FMA Advisory
Harrisburg,
Pennsylvania
| $251M | +$13.8M | +6% | 4.45% | 46.7% | 174 | 8.05% |
|
| 2231 |
EGA
2231
Emerging Global Advisors
New York
| $251M | +$5.44M | +2% | 14.2% | 0.93% | 40 | 85% |
|
| 2232 |
HCM
2232
Hengehold Capital Management
Cincinnati,
Ohio
| $250M | +$18.8M | +8% | 5.4% | 48.1% | 93 | 30.11% |
|
| 2233 |
QCMNJ
2233
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $250M | +$56.3M | +29% | 7.99% | 22.7% | 50 | 34% |
|
| 2234 |
IPC
2234
Independent Portfolio Consultants
Boca Raton,
Florida
| $250M | +$26.9M | +12% | 8.69% | 32.4% | 469 | 16.84% |
|
| 2235 |
SWA
2235
SFMG Wealth Advisors
Plano,
Texas
| $250M | -$705K | -0.3% | 5.02% | 76.1% | 81 | 25.93% |
|
| 2236 |
DCCA
2236
D.C. Capital Advisors
New York
| $249M | +$39.8M | +19% | 21.6% | 59.9% | 31 | 41.94% |
|
| 2237 |
FI
2237
FCM Investments
Dallas,
Texas
| $249M | +$25.3M | +11% | 7.38% | 40.1% | 115 | 4.35% |
|
| 2238 |
NGA
2238
New Generation Advisors
Manchester,
Massachusetts
| $249M | +$2.89M | +1% | 20.5% | 45.1% | 48 | 45.83% |
|
| 2239 |
HC
2239
HHG & Company
Darien,
Connecticut
| $249M | +$1.23M | +0.5% | 3.3% | 22% | 177 | 6.78% |
|
| 2240 |
HPCM
2240
High Pointe Capital Management
Chicago,
Illinois
| $249M | +$20.9M | +9% | 9.96% | 92.4% | 162 | 21.6% |
|
| 2241 |
RR
2241
Robotti Robert
| $249M | +$19.1M | +8% | 7.09% | 107% | 64 | 10.94% |
|
| 2242 |
EA
2242
Evanston Advisors
Schaumburg,
Illinois
| $249M | +$23.5M | +10% | 3.24% | 16% | 62 | 22.58% |
|
| 2243 |
MWAM
2243
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
| $248M | +$23.4M | +10% | 3.28% | – | 176 | 31.25% |
|
| 2244 |
TAM
2244
TPH Asset Management
Houston,
Texas
| $248M | +$8.71M | +4% | 0.08% | 8.46% | 109 | 42.2% |
|
| 2245 |
PCM
2245
Palouse Capital Management
Spokane,
Washington
| $248M | +$12.3M | +5% | 5.08% | 67.8% | 125 | 20% |
|
| 2246 |
GB
2246
Gunma Bank
Gunma,
Japan
| $247M | -$7.93M | -3% | 2.02% | 24.5% | 14 | 0% |
|
| 2247 |
CCM
2247
Cutler Capital Management
Worcester,
Massachusetts
| $247M | +$18.7M | +8% | 2.58% | 39.7% | 110 | 13.64% |
|
| 2248 |
LSA
2248
L & S Advisors
Los Angeles,
California
| $247M | +$42.3M | +21% | 35.3% | 231% | 104 | 50% |
|
| 2249 |
DSC
2249
Duncker Streett & Co
St. Louis,
Missouri
| $247M | -$14.1M | -5% | 4.63% | 90.9% | 570 | 4.39% |
|
| 2250 |
ZCG
2250
Zesiger Capital Group
New York
| $247M | +$23.4M | +10% | 9.5% | – | 25 | 20% |
|