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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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50
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250
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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 |
CIPU
2276
Caledonia Investments plc (UK)
London England,
United Kingdom
| $860M | +$23.8M | +3% | 5.09% | 48.7% | 14 | 0% |
|
| 2277 |
DCP
2277
Diameter Capital Partners
New York
| $858M | +$180M | +27% | 3.09% | 415% | 34 | 50% |
|
| 2278 |
HP
2278
Harvey Partners
Tarrytown,
New York
| $857M | -$42.9M | -5% | 4.4% | 124% | 45 | 13.33% |
|
| 2279 |
TCM
2279
Twin Capital Management
Mcmurray,
Pennsylvania
| $857M | -$56M | -6% | 2.35% | 101% | 325 | 18.77% |
|
| 2280 |
AC
2280
AWM Capital
Phoenix,
Arizona
| $857M | +$39.5M | +5% | 0.34% | 37.7% | 107 | 14.02% |
|
| 2281 |
CA
2281
Cornerstone Advisory
Hunt Valley,
Maryland
| $857M | -$23.5M | -3% | 2.39% | 53.5% | 244 | 10.66% |
|
| 2282 |
MC
2282
Middleton & Co
Boston,
Massachusetts
| $856M | -$49.2M | -5% | 2.48% | 63.4% | 162 | 6.17% |
|
| 2283 |
WAM
2283
WT Asset Management
Hong Kong
| $856M | -$51.1M | -6% | 8.33% | 1,369% | 55 | 74.55% |
|
| 2284 |
VCM
2284
Virtue Capital Management
Brentwood,
Tennessee
| $855M | +$359M | +72% | 0.86% | 61.9% | 490 | 53.67% |
|
| 2285 |
SPWG
2285
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $855M | -$30.3M | -3% | 2.64% | 52% | 170 | 12.94% |
|
| 2286 |
KA
2286
KLCM Advisors
Milwaukee,
Wisconsin
| $855M | -$7.49M | -0.9% | 5.67% | 97.4% | 188 | 12.23% |
|
| 2287 |
RC
2287
Randolph Company
Cincinnati,
Ohio
| $854M | -$40.4M | -5% | 2.28% | 120% | 48 | 12.5% |
|
| 2288 |
AA
2288
Apriem Advisors
Irvine,
California
| $853M | -$19.6M | -2% | 2.56% | 62% | 191 | 8.38% |
|
| 2289 |
SFP
2289
Shepherd Financial Partners
Winchester,
Massachusetts
| $853M | +$16.5M | +2% | 2.82% | 62.3% | 240 | 12.5% |
|
| 2290 |
KC
2290
Kryger Capital
London,
United Kingdom
| $852M | +$467M | +121% | 20.7% | 420% | 26 | 76.92% |
|
| 2291 |
DC
2291
Dendur Capital
New York
| $852M | -$117M | -12% | 7.84% | 81.3% | 29 | 41.38% |
|
| 2292 |
BCM
2292
Bares Capital Management
Austin,
Texas
| $852M | -$259M | -23% | 14.5% | 138% | 23 | 60.87% |
|
| 2293 |
IEFM
2293
IQ EQ Fund Management
Dublin 2,
Ireland
| $850M | +$3.04M | +0.4% | 3.03% | 68.8% | 325 | 14.46% |
|
| 2294 |
AAM
2294
Azzad Asset Management
Falls Church,
Virginia
| $849M | +$331M | +64% | 3.76% | 101% | 313 | 48.24% |
|
| 2295 |
CIA
2295
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $849M | +$6.08M | +0.7% | 1.48% | 56.7% | 276 | 11.23% |
|
| 2296 |
KBFS
2296
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $848M | +$14.6M | +2% | 0.67% | 42.8% | 865 | 76.76% |
|
| 2297 |
ST
2297
Sentinel Trust
Houston,
Texas
| $848M | -$23.3M | -3% | 1.06% | 79.2% | 139 | 10.07% |
|
| 2298 |
DSAM
2298
Dock Street Asset Management
Palm Beach,
Florida
| $847M | +$12.7M | +2% | 6.75% | 167% | 60 | 21.67% |
|
| 2299 |
PDM
2299
Penn Davis McFarland
Dallas,
Texas
| $845M | -$73.4M | -8% | 1.3% | 86.8% | 82 | 9.76% |
|
| 2300 |
MIM
2300
Monashee Investment Management
Boston,
Massachusetts
| $845M | +$116M | +16% | 1.07% | 447% | 65 | 72.31% |
|