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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2276 |
EA
2276
Evanston Advisors
Schaumburg,
Illinois
| $265M | +$16.9M | +7% | 7.84% | 16% | 61 | 11.48% |
|
| 2277 |
VC
2277
Vicus Capital
State College,
Pennsylvania
| $265M | +$36.8M | +16% | 5.92% | 48.6% | 125 | 49.6% |
|
| 2278 |
SCM
2278
Summit Capital Management
Seattle,
Washington
| $265M | +$54.9M | +26% | 4.59% | 12.4% | 77 | 55.84% |
|
| 2279 |
BCM
2279
Birmingham Capital Management
Birmingham,
Alabama
| $265M | +$12.9M | +5% | 10.4% | 77.6% | 110 | 4.55% |
|
| 2280 |
BTNA
2280
Bremer Trust National Association
St. Cloud,
Minnesota
| $265M | +$29.1M | +12% | 9.71% | 31.2% | 204 | 11.27% |
|
| 2281 |
GA
2281
Giralda Advisors
New York
| $265M | +$53.4M | +25% | 9.77% | 36.8% | 10 | 30% |
|
| 2282 |
SGH
2282
Schonfeld Group Holdings
Jericho,
New York
| $265M | +$216M | +442% | 14.7% | – | 429 | 85.31% |
|
| 2283 |
MRM
2283
Michael R. Murphy
| $264M | +$23M | +10% | 31.4% | 93.9% | 31 | 58.06% |
|
| 2284 |
ZCG
2284
Zesiger Capital Group
New York
| $264M | +$17.3M | +7% | 9.81% | – | 27 | 33.33% |
|
| 2285 |
GC
2285
Gibson Capital
Wexford,
Pennsylvania
| $264M | +$10.3M | +4% | 3.34% | 49.4% | 16 | 0% |
|
| 2286 |
KAH
2286
Kathryn A. Hall
| $264M | +$7.25M | +3% | 0.3% | 95.2% | 11 | 9.09% |
|
| 2287 |
MWM
2287
Modera Wealth Management
Westwood,
New Jersey
| $263M | +$54.7M | +26% | 5.26% | 57.5% | 84 | 35.71% |
|
| 2288 |
ATC
2288
Argent Trust Company
Ruston,
Louisiana
| $263M | +$26.9M | +11% | 9.96% | – | 148 | 6.76% |
|
| 2289 |
MG
2289
Mather Group
Chicago,
Illinois
| $263M | +$21.8M | +9% | 5.22% | 41% | 27 | 40.74% |
|
| 2290 |
IP
2290
Interval Partners
New York
| $263M | – | – | 7.81% | 102% | 57 | – |
|
| 2291 |
JA
2291
JLB & Associates
Plymouth,
Michigan
| $263M | +$25.4M | +11% | 11.3% | 57.7% | 75 | 2.67% |
|
| 2292 |
SC
2292
Schooner Capital
Vero Beach,
Florida
| $262M | +$28.8M | +12% | 12.3% | 31.1% | 1 | 0% |
|
| 2293 |
TCSAM
2293
Tyrus Capital S.A.M.
Monaco
| $262M | -$83.3M | -24% | 4.06% | – | 21 | 80.95% |
|
| 2294 |
PCM
2294
Palouse Capital Management
Spokane,
Washington
| $262M | +$14.3M | +6% | 9.01% | 67.8% | 130 | 23.08% |
|
| 2295 |
CC
2295
Callan Capital
La Jolla,
California
| $262M | +$52.1M | +25% | 6.93% | 20.1% | 59 | 30.51% |
|
| 2296 |
SCM
2296
Stonerise Capital Management
San Francisco,
California
| $261M | +$75.4M | +41% | 13.9% | 0.77% | 13 | 23.08% |
|
| 2297 |
KFS
2297
Kurt F. Somerville
| $261M | +$10.2M | +4% | 10.5% | 62.7% | 109 | 7.34% |
|
| 2298 |
WCA
2298
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $261M | +$81.7M | +46% | 12.6% | 178% | 120 | 66.67% |
|
| 2299 |
SCM
2299
SOL Capital Management
Rockville,
Maryland
| $261M | +$19.3M | +8% | 8.87% | 56.6% | 195 | 14.87% |
|
| 2300 |
AAS
2300
Annex Advisory Services
Brookfield,
Wisconsin
| $260M | +$45.8M | +21% | 6.27% | 77.9% | 104 | 18.27% |
|