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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
De Burlo Group
Boston,
Massachusetts
| $444M | -$68M | -13% | 4.47% | 147% | 93 | 24.73% | 3.1 |
|
| 2302 |
FCP
2302
Fine Capital Partners
New York
| $443M | -$118M | -21% | 1.97% | 95.5% | 11 | 27.27% | 4.6 |
|
| 2303 |
2303
Strategic Global Advisors
Newport Beach,
California
| $443M | -$26.4M | -6% | 2.93% | 137% | 173 | 26.59% | 1.7 |
|
| 2304 |
2304
Oberweis Asset Management
Lisle,
Illinois
| $443M | -$108M | -20% | 3.02% | 485% | 233 | 31.76% | 1.3 |
|
| 2305 |
2305
Baxter Bros Inc
Riverside,
Connecticut
| $442M | +$4.05M | +0.9% | 2.57% | 73.8% | 121 | 11.57% | 4.4 |
|
| 2306 |
2306
Elm Partners Management
Philadelphia,
Pennsylvania
| $442M | -$5M | -1% | 0.34% | 46.9% | 42 | 9.52% | 0.6 |
|
| 2307 |
2307
West Coast Financial
Santa Barbara,
California
| $441M | +$3.97M | +0.9% | 2.77% | 22.2% | 113 | 7.08% | 3.8 |
|
| 2308 |
GFWEX
2308
G.F.W. Energy XI
Dallas,
Texas
| $441M | -$131M | -23% | 22.3% | – | 2 | 0% | 1 |
|
| 2309 |
2309
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $441M | +$20.7M | +5% | 3.74% | 22.7% | 38 | 10.53% | 3.8 |
|
| 2310 |
2310
MV Capital Management
Bethesda,
Maryland
| $440M | +$7.21M | +2% | 0.96% | 67.6% | 410 | 19.51% | 2.7 |
|
| 2311 |
2311
Miller Investment Management
West Conshohocken,
Pennsylvania
| $440M | +$1.93M | +0.4% | 0.47% | 60.2% | 79 | 5.06% | 4.2 |
|
| 2312 |
2312
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $439M | -$21.1M | -5% | 0.9% | 100% | 1,224 | 8.5% | 3.6 |
|
| 2313 |
2313
Emerson Point Capital
Larchmont,
New York
| $438M | -$21.3M | -5% | 1.74% | 94.8% | 30 | 16.67% | 0.6 |
|
| 2314 |
2314
F3Logic
Burnsville,
Minnesota
| $437M | -$96.5M | -18% | 1.33% | 11.8% | 214 | 37.85% | 1 |
|
| 2315 |
2315
Mass General Brigham
Somerville,
Massachusetts
| $436M | +$284M | +186% | 0.87% | – | 3 | 0% | 0.3 |
|
| 2316 |
SM
2316
Scoggin Management
New York
| $436M | +$45.2M | +12% | 1.49% | 889% | 96 | 63.54% | 0.3 |
|
| 2317 |
2317
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $436M | -$95.4M | -18% | 1.6% | 133% | 645 | 58.91% | 0.5 |
|
| 2318 |
CCM
2318
Cohen Capital Management
Corte Madera,
California
| $435M | +$6.3M | +1% | 0.9% | 91.5% | 140 | 5% | 4.4 |
|
| 2319 |
2319
Equitec Specialists
Chicago,
Illinois
| $434M | +$50.5M | +13% | 2.76% | 65.4% | 182 | 43.96% | 0.5 |
|
| 2320 |
JWBC
2320
J.W. Burns & Co
Dewitt,
New York
| $434M | +$2.18M | +0.5% | 1.7% | 95.4% | 173 | 8.09% | 4.4 |
|
| 2321 |
2321
Anchor Investment Management
Columbia,
South Carolina
| $434M | +$14.8M | +4% | 1.55% | 75.1% | 824 | 5.46% | 2.7 |
|
| 2322 |
2322
Edge Wealth Management
New York
| $434M | -$16.4M | -4% | 2.25% | 75.3% | 664 | 17.32% | 2.8 |
|
| 2323 |
SC
2323
Serenity Capital
Palo Alto,
California
| $434M | +$103M | +31% | 5.3% | – | 8 | 12.5% | 1.1 |
|
| 2324 |
2324
Glendon Capital Management
Santa Monica,
California
| $433M | +$6.58M | +2% | 1.97% | 142% | 27 | 0% | 2.8 |
|
| 2325 |
CAM
2325
Centre Asset Management
New York
| $433M | +$18M | +4% | 0.72% | 45.3% | 76 | 44.74% | 1 |
|