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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2226 |
LCM
2226
LVM Capital Management
Portage,
Michigan
| $389M | +$27.2M | +8% | 5.63% | 107% | 124 | 12.9% |
|
| 2227 |
SFG
2227
SNS Financial Group
Minneapolis,
Minnesota
| $389M | +$48.5M | +14% | 5.62% | 54.2% | 266 | 50.75% |
|
| 2228 |
DS
2228
Dalal Street
West Lake Hills,
Texas
| $389M | +$41.9M | +12% | 12.9% | 92.7% | 7 | 0% |
|
| 2229 |
BI
2229
Bulldog Investors
Saddle Brook,
New Jersey
| $388M | -$2.53M | -0.6% | 4.82% | 22.5% | 95 | 29.47% |
|
| 2230 |
NIM
2230
Needham Investment Management
New York
| $388M | -$2.94M | -0.8% | 5.12% | 424% | 109 | 10.09% |
|
| 2231 |
VIM
2231
VCU Investment Management
Richmond,
Virginia
| $388M | -$20.3M | -5% | 4.12% | – | 6 | 0% |
|
| 2232 |
RFCA
2232
R&F Capital Advisors
New York
| $387M | +$104M | +37% | 5.78% | – | 915 | 74.43% |
|
| 2233 |
TCM
2233
Twele Capital Management
Minnetonka,
Minnesota
| $387M | +$12.5M | +3% | 2.9% | 34.9% | 43 | 2.33% |
|
| 2234 |
PCA
2234
PL Capital Advisors
Naples,
Florida
| $387M | +$12.8M | +3% | 3.32% | 100% | 33 | 9.09% |
|
| 2235 |
CC
2235
Carve Capital
Stockholm,
Sweden
| $387M | +$31.7M | +9% | 14.7% | 84.3% | 7 | 14.29% |
|
| 2236 |
AGM
2236
Alpine Global Management
New York
| $387M | +$173M | +81% | 10.1% | 149% | 373 | 77.75% |
|
| 2237 |
CBT
2237
Central Bank & Trust
Lexington,
Kentucky
| $386M | +$12.2M | +3% | 5.89% | 110% | 358 | 19.55% |
|
| 2238 |
SUT
2238
SC US (TTGP)
Menlo Park,
California
| $386M | +$195M | +102% | 1.14% | 65.2% | 8 | 12.5% |
|
| 2239 |
3AM
2239
3D Asset Management
Hartford,
Connecticut
| $386M | +$11.3M | +3% | 4.93% | 0.82% | 54 | 12.96% |
|
| 2240 |
VCP
2240
Vista Capital Partners
Portland,
Oregon
| $385M | +$17.9M | +5% | 4.16% | 61.2% | 56 | 14.29% |
|
| 2241 |
SFP
2241
Shepherd Financial Partners
Winchester,
Massachusetts
| $385M | +$32.9M | +9% | 5.73% | 78% | 112 | 12.5% |
|
| 2242 |
EC
2242
Estate Counselors
Thiensville,
Wisconsin
| $385M | +$23.1M | +6% | 3.91% | 60% | 71 | 15.49% |
|
| 2243 |
SM
2243
SCGE Management
Menlo Park,
California
| $385M | +$84.9M | +28% | 22.7% | 154% | 16 | 37.5% |
|
| 2244 |
IRM
2244
Income Research & Management
Boston,
Massachusetts
| $385M | -$62.8M | -14% | 0.09% | 0.7% | 33 | 0% |
|
| 2245 |
SC
2245
Selz Capital
New York
| $384M | -$5.18M | -1% | 8.05% | 10.2% | 62 | 27.42% |
|
| 2246 |
NC
2246
Nokomis Capital
Dallas,
Texas
| $384M | -$74.4M | -16% | 7.55% | 145% | 49 | 36.73% |
|
| 2247 |
YMRC
2247
Yorktown Management & Research Company
Forest,
Virginia
| $384M | -$10.8M | -3% | 5.57% | 223% | 385 | 17.14% |
|
| 2248 |
ACM
2248
Acertus Capital Management
Morristown,
New Jersey
| $383M | +$136M | +55% | 5.46% | 23.5% | 3 | 0% |
|
| 2249 |
RIA
2249
Regal Investment Advisors
Kentwood,
Michigan
| $383M | +$21.6M | +6% | 4.35% | 64.7% | 278 | 16.55% |
|
| 2250 |
JMFC
2250
J.M. Forbes & Co
Boston,
Massachusetts
| $383M | +$19.9M | +5% | 6.61% | 95.1% | 109 | 6.42% |
|