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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2226 |
GC
2226
Garde Capital
Seattle,
Washington
| $402M | +$28M | +7% | 2.71% | 57.6% | 137 | 22.63% |
|
| 2227 |
MRCM
2227
M&R Capital Management
Summit,
New Jersey
| $402M | +$3.44M | +0.9% | 3.14% | 52.6% | 600 | 10.17% |
|
| 2228 |
TCM
2228
Twele Capital Management
Minnetonka,
Minnesota
| $401M | +$14.3M | +4% | 1.53% | 34.9% | 44 | 6.82% |
|
| 2229 |
CCM
2229
Cohen Capital Management
Corte Madera,
California
| $401M | +$5.55M | +1% | 2.83% | 83.9% | 280 | 51.79% |
|
| 2230 |
FL
2230
Fort LP
Chevy Chase,
Maryland
| $401M | +$22.6M | +6% | 7.26% | 56.8% | 58 | 29.31% |
|
| 2231 |
CIC
2231
Cutler Investment Counsel
Jacksonville,
Oregon
| $400M | -$29.9M | -7% | 2.12% | 56.2% | 91 | 16.48% |
|
| 2232 |
X
2232
Xponance
Philadelphia,
Pennsylvania
| $400M | +$26.7M | +7% | 1.09% | 144% | 81 | 37.04% |
|
| 2233 |
SM
2233
SG3 Management
Dorado,
Puerto Rico
| $399M | -$145M | -27% | 3.68% | 38.3% | 345 | 76.23% |
|
| 2234 |
CLC
2234
Charles-Lim Capital
Central,
Hong Kong
| $399M | +$42.2M | +12% | 8.72% | 4.44% | 6 | 0% |
|
| 2235 |
BTIS
2235
BB&T Investment Services
Charlotte,
North Carolina
| $399M | +$143M | +56% | 2.52% | – | 1,287 | 20.67% |
|
| 2236 |
HC
2236
Hourglass Capital
Houston,
Texas
| $398M | -$15.6M | -4% | 0.7% | 89.6% | 115 | 13.04% |
|
| 2237 |
ECPI
2237
Energy Capital Partners III
Summit,
New Jersey
| $398M | +$51.4M | +15% | 15.5% | – | 2 | 0% |
|
| 2238 |
WA
2238
Waverly Advisors
Birmingham,
Alabama
| $398M | +$18.6M | +5% | 2.76% | 67.6% | 228 | 10.53% |
|
| 2239 |
TF
2239
Tompkins Financial
Ithaca,
New York
| $397M | +$3.1M | +0.8% | 2.06% | 74.1% | 390 | 9.74% |
|
| 2240 |
AC
2240
Apertura Capital
Dallas,
Texas
| $397M | -$210M | -35% | 8.08% | 41.5% | 65 | 76.92% |
|
| 2241 |
HI
2241
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $397M | +$46.4M | +13% | 8.1% | 37.9% | 113 | 23.01% |
|
| 2242 |
VC
2242
Vivo Capital
Palo Alto,
California
| $397M | +$57.1M | +17% | 0.22% | 7,491% | 27 | 18.52% |
|
| 2243 |
VCP
2243
Vista Capital Partners
Portland,
Oregon
| $397M | +$11.1M | +3% | 2.17% | 61.2% | 52 | 3.85% |
|
| 2244 |
ZAM
2244
Zevin Asset Management
Boston,
Massachusetts
| $396M | +$1.02M | +0.3% | 3.23% | 71.7% | 130 | 14.62% |
|
| 2245 |
SI
2245
Sensato Investors
San Francisco,
California
| $395M | -$210M | -35% | 4.61% | 75.8% | 104 | 55.77% |
|
| 2246 |
SCA
2246
Stillwater Capital Advisors
Devon,
Pennsylvania
| $395M | +$18.9M | +5% | 3.39% | 121% | 81 | 7.41% |
|
| 2247 |
AC
2247
Alexandria Capital
Arlington,
Virginia
| $395M | -$5.67M | -1% | 3.19% | 66.8% | 656 | 5.49% |
|
| 2248 |
SM
2248
SCGE Management
Menlo Park,
California
| $394M | +$9.14M | +2% | 11.7% | 154% | 16 | 31.25% |
|
| 2249 |
JA
2249
JLB & Associates
Plymouth,
Michigan
| $394M | – | – | 5.11% | 69.5% | 73 | – |
|
| 2250 |
AIA
2250
Allegis Investment Advisors
Idaho Falls,
Idaho
| $394M | +$13.6M | +4% | 2.34% | – | 310 | 30% |
|