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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 |
AB
2326
Atlas Brown
Louisville,
Kentucky
| $270M | +$67.3M | +33% | 2.73% | 102% | 111 | 17.12% |
|
| 2327 |
MC
2327
MIG Capital
Newport Beach,
California
| $270M | +$11M | +4% | 0.85% | 118% | 30 | 30% |
|
| 2328 |
PFA
2328
Pure Financial Advisors
San Diego,
California
| $270M | -$1.77M | -0.7% | 3.35% | 37.2% | 57 | 3.51% |
|
| 2329 |
ARM
2329
Adirondack Research & Management
Guilderland,
New York
| $270M | -$26.3M | -9% | 6.93% | 47.8% | 102 | 7.84% |
|
| 2330 |
FAT
2330
First American Trust
Santa Ana,
California
| $269M | +$6.29M | +2% | 1.57% | 75.4% | 103 | 13.59% |
|
| 2331 |
CW
2331
Cabot-Wellington
Boston,
Massachusetts
| $269M | -$13.3M | -5% | 0.74% | 65% | 45 | 4.44% |
|
| 2332 |
CCM
2332
Coe Capital Management
Highland Park,
Illinois
| $269M | -$10.2M | -4% | 1.85% | 84.4% | 267 | 48.31% |
|
| 2333 |
EPCA
2333
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $269M | +$36.2M | +16% | 3.76% | 77.8% | 69 | 27.54% |
|
| 2334 |
BO
2334
Bank OZK
Little Rock,
Arkansas
| $269M | -$18.5M | -6% | 4.11% | 81.7% | 127 | 6.3% |
|
| 2335 |
MCP
2335
Moab Capital Partners
Southampton,
New York
| $269M | +$60.3M | +29% | 3.9% | 89.3% | 49 | 61.22% |
|
| 2336 |
VCM
2336
V3 Capital Management
Dallas,
Texas
| $268M | -$88.8M | -25% | 0.99% | 20.5% | 23 | 65.22% |
|
| 2337 |
DLCIG
2337
D.L. Carlson Investment Group
Concord,
New Hampshire
| $267M | -$7.33M | -3% | 0.15% | 99% | 147 | 21.77% |
|
| 2338 |
SCA
2338
Stieven Capital Advisors
St. Louis,
Missouri
| $267M | -$3.77M | -1% | 2.38% | 82.8% | 66 | 9.09% |
|
| 2339 |
SAMC
2339
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $267M | +$7.84M | +3% | 0.39% | 2.29% | 17 | 5.88% |
|
| 2340 |
SA
2340
Steadfast Advisors
New York
| $267M | -$22.2M | -8% | 0.37% | 81.4% | 68 | 44.12% |
|
| 2341 |
IC
2341
InterOcean Capital
Chicago,
Illinois
| $267M | -$62.5M | -19% | 0.73% | 32.1% | 151 | 24.5% |
|
| 2342 |
CC
2342
Consector Capital
New York
| $267M | -$32.3M | -11% | 9.13% | 0.05% | 35 | 31.43% |
|
| 2343 |
SAM
2343
Shamrock Asset Management
Dallas,
Texas
| $267M | -$55.7M | -17% | 2.83% | 31% | 309 | 21.68% |
|
| 2344 |
CWM
2344
CIBC World Markets
New York
| $266M | +$22.6M | +9% | 2.68% | – | 63 | 41.27% |
|
| 2345 |
HT
2345
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $266M | -$31.3M | -11% | 6.16% | 40% | 15 | 33.33% |
|
| 2346 |
CC
2346
Cannell Capital
Alta,
Wyoming
| $266M | -$21.9M | -8% | 5.13% | 130% | 75 | 26.67% |
|
| 2347 |
AAI
2347
American Assets Inc
San Diego,
California
| $265M | -$9.57M | -3% | 3.46% | 44.3% | 2 | 0% |
|
| 2348 |
SC
2348
Sageview Capital
Greenwich,
Connecticut
| $265M | -$45.9M | -15% | 14.4% | 335% | 4 | 0% |
|
| 2349 |
NCM
2349
Nelson Capital Management
Menlo Park,
California
| $265M | +$15.2M | +6% | 0.6% | 121% | 349 | 18.62% |
|
| 2350 |
TFA
2350
Toth Financial Advisory
Leesburg,
Virginia
| $265M | +$1.68M | +0.6% | 0.19% | 82.5% | 115 | 8.7% |
|