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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2301 |
PC
2301
Periscope Capital
Toronto,
Ontario, Canada
| $428M | +$22.4M | +6% | 0.81% | 28.8% | 171 | 35.09% |
|
| 2302 |
SFG
2302
Sather Financial Group
Victoria,
Texas
| $428M | +$27.3M | +7% | 0.32% | 70% | 76 | 15.79% |
|
| 2303 |
GP
2303
Girard Partners
King Of Prussia,
Pennsylvania
| $428M | -$94.1M | -18% | 0.89% | 25.7% | 295 | 22.37% |
|
| 2304 |
JCG
2304
JHL Capital Group
Chicago,
Illinois
| $427M | +$198M | +87% | 5.56% | – | 19 | 63.16% |
|
| 2305 |
CF
2305
Centaurus Financial
Anaheim,
California
| $426M | +$40.3M | +10% | 0.99% | 83.5% | 489 | 40.7% |
|
| 2306 |
MBTD
2306
Mechanics Bank - Trust Department
Walnut Creek,
California
| $426M | -$16.3M | -4% | 2.46% | 67.2% | 163 | 5.52% |
|
| 2307 |
CCM
2307
Cohen Capital Management
Corte Madera,
California
| $426M | -$4.28M | -1% | 1.54% | 83.9% | 144 | 4.86% |
|
| 2308 |
RCM
2308
Rutabaga Capital Management
Boston,
Massachusetts
| $425M | -$9.56M | -2% | 0.9% | 57% | 54 | 12.96% |
|
| 2309 |
JPG
2309
Jordan Park Group
San Francisco,
California
| $425M | -$1.99M | -0.5% | 0.26% | 43.2% | 33 | 54.55% |
|
| 2310 |
AGM
2310
Alpine Global Management
New York
| $425M | -$15.1M | -3% | 5.49% | 149% | 245 | 78.78% |
|
| 2311 |
EA
2311
Echinus Advisors
New York
| $425M | -$24.8M | -6% | 6.83% | 91.4% | 9 | 22.22% |
|
| 2312 |
PL
2312
Parthenon LLC
Louisville,
Kentucky
| $425M | -$19.2M | -4% | 2.85% | 80.8% | 107 | 2.8% |
|
| 2313 |
1SAMC
2313
12th Street Asset Management Company
Nashville,
Tennessee
| $424M | +$25.8M | +6% | 0.89% | 106% | 26 | 30.77% |
|
| 2314 |
3AM
2314
3D Asset Management
Hartford,
Connecticut
| $423M | -$6.76M | -2% | 1.34% | 0.82% | 55 | 7.27% |
|
| 2315 |
RWM
2315
RKL Wealth Management
Lancaster,
Pennsylvania
| $423M | +$18.2M | +4% | 0.27% | 70.2% | 134 | 3.73% |
|
| 2316 |
WAM
2316
Weatherly Asset Management
Del Mar,
California
| $422M | +$8.09M | +2% | 3.77% | 108% | 207 | 9.18% |
|
| 2317 |
ACP
2317
Atalan Capital Partners
New York
| $422M | +$76.7M | +22% | 4.88% | 319% | 14 | 14.29% |
|
| 2318 |
11A
2318
10-15 Associates
Goshen,
New York
| $421M | +$3.25M | +0.8% | 1.88% | 33% | 110 | 11.82% |
|
| 2319 |
SG
2319
Swarthmore Group
Philadelphia,
Pennsylvania
| $420M | -$48.5M | -10% | 0.31% | 44.2% | 52 | 44.23% |
|
| 2320 |
KF
2320
Krilogy Financial
St. Louis,
Missouri
| $419M | +$5.1M | +1% | 1.2% | 71.9% | 848 | 13.44% |
|
| 2321 |
CC
2321
Centiva Capital
New York
| $419M | -$763M | -65% | 5.43% | 65.1% | 82 | 87.8% |
|
| 2322 |
AWS
2322
AJ Wealth Strategies
New York
| $419M | +$18.1M | +5% | 0.7% | 32.2% | 103 | 23.3% |
|
| 2323 |
PP
2323
PrairieView Partners
St. Paul,
Minnesota
| $419M | +$62.8M | +18% | 1.95% | 34% | 70 | 7.14% |
|
| 2324 |
CCT
2324
Chemung Canal Trust
Elmira,
New York
| $419M | -$39.3M | -9% | 0.7% | 80.9% | 125 | 8% |
|
| 2325 |
CS
2325
Credential Securities
Vancouver,
| $419M | +$5.53M | +1% | 5% | 32.5% | 291 | 19.24% |
|