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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2251 |
ST
2251
Sentinel Trust
Houston,
Texas
| $461M | +$13.8M | +3% | 3.81% | 79.2% | 120 | 20% |
|
| 2252 |
VCM
2252
V3 Capital Management
Dallas,
Texas
| $461M | -$14.4M | -3% | 0.99% | 20.5% | 20 | 55% |
|
| 2253 |
3C
2253
361 Capital
Denver,
Colorado
| $461M | +$19.6M | +4% | 9.81% | 118% | 435 | 56.09% |
|
| 2254 |
EIM
2254
Elephas Investment Management
Hong Kong
| $459M | -$519M | -53% | 12.2% | 422% | 23 | 69.57% |
|
| 2255 |
ZIG
2255
Zuckerman Investment Group
Chicago,
Illinois
| $459M | +$32.5M | +8% | 4.95% | 111% | 61 | 4.92% |
|
| 2256 |
GCA
2256
Greenwood Capital Associates
Greenwood,
South Carolina
| $459M | +$25M | +6% | 7.93% | 81.3% | 233 | 37.34% |
|
| 2257 |
SWM
2257
Segment Wealth Management
Houston,
Texas
| $459M | +$35M | +8% | 6.91% | 102% | 237 | 21.52% |
|
| 2258 |
BST
2258
Bath Savings Trust
Bath,
Maine
| $458M | +$33.7M | +8% | 10.7% | 47.3% | 122 | 5.74% |
|
| 2259 |
LAM
2259
Lapides Asset Management
Greenwich,
Connecticut
| $458M | -$12.5M | -3% | 3.64% | 63% | 91 | 17.58% |
|
| 2260 |
MRCM
2260
M&R Capital Management
Summit,
New Jersey
| $458M | +$22.5M | +5% | 6.28% | 52.6% | 566 | 4.59% |
|
| 2261 |
CA
2261
Continental Advisors
Park City,
Utah
| $458M | +$56.5M | +14% | 3.13% | 69% | 106 | 18.87% |
|
| 2262 |
EA
2262
Evanston Advisors
Schaumburg,
Illinois
| $458M | +$14.3M | +3% | 2.29% | 16% | 80 | 21.25% |
|
| 2263 |
PFA
2263
Pure Financial Advisors
San Diego,
California
| $457M | +$409M | +853% | 1.54% | 47.2% | 137 | 97.81% |
|
| 2264 |
AA
2264
Apriem Advisors
Irvine,
California
| $457M | +$11.7M | +3% | 6.07% | 74.3% | 460 | 67.39% |
|
| 2265 |
OIM
2265
Oracle Investment Management
Greenwich,
Connecticut
| $457M | +$43.1M | +10% | 96.4% | 865% | 23 | 26.09% |
|
| 2266 |
MCP
2266
Moab Capital Partners
Southampton,
New York
| $457M | +$43.4M | +11% | 3.98% | 89.3% | 38 | 44.74% |
|
| 2267 |
PL
2267
Parthenon LLC
Louisville,
Kentucky
| $455M | +$21.5M | +5% | 9.4% | 80.8% | 108 | 5.56% |
|
| 2268 |
HRCM
2268
Hawk Ridge Capital Management
Los Angeles,
California
| $455M | +$23M | +5% | 5.55% | 84.9% | 59 | 44.07% |
|
| 2269 |
EFS
2269
Essex Financial Services
Essex,
Connecticut
| $454M | +$39.1M | +9% | 8.16% | 87.7% | 307 | 13.36% |
|
| 2270 |
PP
2270
Pegasus Partners
Mequon,
Wisconsin
| $454M | +$20.1M | +5% | 5.28% | 32.6% | 154 | 17.53% |
|
| 2271 |
SC
2271
Selz Capital
New York
| $454M | -$182M | -29% | 1.71% | 10.2% | 70 | 35.71% |
|
| 2272 |
PTC
2272
Petrus Trust Company
Dallas,
Texas
| $454M | -$17.5M | -4% | 4.17% | 36.9% | 372 | 60.48% |
|
| 2273 |
NCM
2273
Narwhal Capital Management
Marietta,
Georgia
| $453M | +$23.4M | +5% | 5.32% | 93.8% | 145 | 5.52% |
|
| 2274 |
SCM
2274
Sarissa Capital Management
Greenwich,
Connecticut
| $453M | -$45.5M | -9% | 12.2% | 80% | 10 | 10% |
|
| 2275 |
FCMI
2275
Foresite Capital Management III
Larkspur,
California
| $453M | -$11.2M | -2% | 1.61% | 444% | 26 | 15.38% |
|