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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
SCM
2276
Somerset Capital Management
London,
United Kingdom
| $443M | -$34.4M | -7% | 4.64% | 7.5% | 15 | 20% | 2.2 |
|
| 2277 |
2277
Crestview Partners III
New York
| $443M | +$255M | +136% | 12.7% | 51.2% | 2 | 50% | 0.5 |
|
| 2278 |
2278
RKL Wealth Management
Lancaster,
Pennsylvania
| $443M | +$19.8M | +5% | 1.79% | 76.8% | 133 | 6.77% | 2.2 |
|
| 2279 |
2279
Sompo Asset Management
Tokyo,
Japan
| $442M | -$174M | -28% | 1.7% | 84.7% | 107 | 27.1% | 1 |
|
| 2280 |
SHCM
2280
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $441M | +$10.4M | +2% | 1% | 31.2% | 124 | 4.03% | 2 |
|
| 2281 |
2281
Dynamic Advisor Solutions
Phoenix,
Arizona
| $441M | +$51.3M | +13% | 2.68% | 70.9% | 431 | 19.26% | 1.4 |
|
| 2282 |
3C
2282
361 Capital
Denver,
Colorado
| $441M | +$37.3M | +9% | 11.2% | 118% | 442 | 69.23% | 0.2 |
|
| 2283 |
2283
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $440M | -$338M | -43% | 4.01% | 95.1% | 122 | 43.44% | 1.1 |
|
| 2284 |
2284
Charles-Lim Capital
Central,
Hong Kong
| $440M | -$48.3M | -10% | 12.6% | 4.44% | 6 | 16.67% | 2.1 |
|
| 2285 |
2285
Credential Securities
Vancouver,
| $440M | +$21.8M | +5% | 4.06% | 32.5% | 283 | 17.67% | 2.7 |
|
| 2286 |
2286
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $439M | +$33.5M | +8% | 5.33% | 24.6% | 1,476 | 57.45% | 0.5 |
|
| 2287 |
MA
2287
Mutual Advisors
Omaha,
Nebraska
| $439M | +$44M | +11% | 3.05% | 68.1% | 440 | 17.05% | 0.4 |
|
| 2288 |
SM
2288
SG3 Management
Dorado,
Puerto Rico
| $438M | +$194M | +79% | 5.13% | 38.7% | 162 | 81.48% | 0.1 |
|
| 2289 |
2289
Merriman Wealth Management
Seattle,
Washington
| $438M | +$58.7M | +15% | 3.57% | 18.3% | 212 | 36.79% | 1 |
|
| 2290 |
2290
Mechanics Bank - Trust Department
Walnut Creek,
California
| $438M | +$11.3M | +3% | 2.73% | 76.8% | 162 | 4.94% | 3.3 |
|
| 2291 |
2291
American Securities
New York
| $436M | -$54.1M | -11% | 12.8% | – | 4 | 75% | 0.8 |
|
| 2292 |
CC
2292
Carbonado Capital
New York
| $436M | +$22.3M | +5% | 8.52% | 62.2% | 15 | 40% | 1 |
|
| 2293 |
MRCM
2293
M&R Capital Management
Summit,
New Jersey
| $435M | +$3.95M | +0.9% | 3.37% | 52.6% | 570 | 8.25% | 2.4 |
|
| 2294 |
2294
Grosvenor Holdings
Chicago,
Illinois
| $435M | – | – | 2.74% | 54.3% | 16 | – | 0 |
|
| 2295 |
ICM
2295
Indaba Capital Management
San Francisco,
California
| $434M | -$171M | -28% | 2.22% | 66.7% | 26 | 34.62% | 0.5 |
|
| 2296 |
2296
Greenwood Capital Associates
Greenwood,
South Carolina
| $434M | +$23.8M | +6% | 3.05% | 81.3% | 240 | 40.83% | 1.4 |
|
| 2297 |
2297
Pegasus Partners
Mequon,
Wisconsin
| $434M | -$26.2M | -6% | 4.18% | 32.6% | 152 | 11.84% | 1.6 |
|
| 2298 |
2298
Parthenon LLC
Louisville,
Kentucky
| $434M | +$9.08M | +2% | 1.67% | 93.3% | 111 | 9.01% | 4 |
|
| 2299 |
TIM
2299
Total Investment Management
Scottsdale,
Arizona
| $433M | +$33.3M | +8% | 1.93% | 44.4% | 45 | 2.22% | 1.2 |
|
| 2300 |
2300
Newfoundland Capital Management
Sao Paulo,
Brazil
| $433M | +$107M | +33% | 32.9% | 49.5% | 52 | 51.92% | 0.4 |
|