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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2326 |
ZCG
2326
Zesiger Capital Group
New York
| $264M | +$17.3M | +7% | 9.81% | – | 27 | 33.33% |
|
| 2327 |
GC
2327
Gibson Capital
Wexford,
Pennsylvania
| $264M | +$10.3M | +4% | 3.34% | 60.4% | 16 | 0% |
|
| 2328 |
KAH
2328
Kathryn A. Hall
| $264M | +$7.25M | +3% | 0.3% | 95.2% | 11 | 9.09% |
|
| 2329 |
MWM
2329
Modera Wealth Management
Westwood,
New Jersey
| $263M | +$54.7M | +26% | 5.26% | 68.2% | 84 | 35.71% |
|
| 2330 |
ATC
2330
Argent Trust Company
Ruston,
Louisiana
| $263M | +$26.9M | +11% | 9.96% | – | 148 | 6.76% |
|
| 2331 |
TAM
2331
TPH Asset Management
Houston,
Texas
| $263M | +$15M | +6% | 5.72% | 8.46% | 131 | 49.62% |
|
| 2332 |
MG
2332
Mather Group
Chicago,
Illinois
| $263M | +$21.8M | +9% | 5.22% | 48.5% | 27 | 40.74% |
|
| 2333 |
IP
2333
Interval Partners
New York
| $263M | – | – | 7.81% | 106% | 57 | – |
|
| 2334 |
JA
2334
JLB & Associates
Plymouth,
Michigan
| $263M | +$25.4M | +11% | 11.3% | 69.5% | 75 | 2.67% |
|
| 2335 |
SC
2335
Schooner Capital
Vero Beach,
Florida
| $262M | +$28.8M | +12% | 12.3% | 31.1% | 1 | 0% |
|
| 2336 |
TCSAM
2336
Tyrus Capital S.A.M.
Monaco
| $262M | -$83.3M | -24% | 4.06% | – | 21 | 80.95% |
|
| 2337 |
PCM
2337
Palouse Capital Management
Spokane,
Washington
| $262M | +$14.3M | +6% | 9.01% | 67.8% | 130 | 23.08% |
|
| 2338 |
CC
2338
Callan Capital
La Jolla,
California
| $262M | +$52.1M | +25% | 6.93% | 20.1% | 59 | 30.51% |
|
| 2339 |
SCM
2339
Stonerise Capital Management
San Francisco,
California
| $261M | +$75.4M | +41% | 13.9% | 0.77% | 13 | 23.08% |
|
| 2340 |
KFS
2340
Kurt F. Somerville
| $261M | +$10.2M | +4% | 10.5% | 92.9% | 109 | 7.34% |
|
| 2341 |
WCA
2341
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $261M | +$81.7M | +46% | 12.6% | 192% | 120 | 66.67% |
|
| 2342 |
SCM
2342
SOL Capital Management
Rockville,
Maryland
| $261M | +$19.3M | +8% | 8.88% | 56.6% | 195 | 14.87% |
|
| 2343 |
AAS
2343
Annex Advisory Services
Brookfield,
Wisconsin
| $260M | +$45.8M | +21% | 6.27% | 77.9% | 104 | 18.27% |
|
| 2344 |
DIGDR
2344
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $260M | +$45.1M | +21% | 5.21% | 34.1% | 11 | 18.18% |
|
| 2345 |
CPA
2345
Cowen Prime Advisors
New York
| $260M | +$3.77M | +1% | 14.8% | 116% | 318 | 22.33% |
|
| 2346 |
HAIM
2346
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $260M | +$19.9M | +8% | 8.73% | 76.1% | 169 | 8.28% |
|
| 2347 |
WA
2347
WealthTrust Axiom
Wayne,
Pennsylvania
| $260M | +$17M | +7% | 8.02% | 125% | 207 | 15.94% |
|
| 2348 |
HCM
2348
Hilton Capital Management
Garden City,
New York
| $260M | +$49.1M | +23% | 6.53% | 58.2% | 94 | 23.4% |
|
| 2349 |
CL
2349
CPWM LLC
Seattle,
Washington
| $259M | +$15.5M | +6% | 5.02% | 36.6% | 133 | 21.05% |
|
| 2350 |
RC
2350
RBO & Co
Saint Helena,
California
| $259M | +$26M | +11% | 9.03% | 27.9% | 52 | 5.77% |
|