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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
HCM
2426
Harvey Capital Management
Palm Beach,
Florida
| $251M | +$8.63M | +4% | 1.29% | 147% | 86 | 19.77% | 0.5 |
|
| 2427 |
TRIM
2427
Thompson Rubinstein Investment Management
Portland,
Oregon
| $250M | -$4.7M | -2% | 3.15% | 42.8% | 68 | 0% | 0.7 |
|
| 2428 |
LIM
2428
Lathrop Investment Management
Little Rock,
Arkansas
| $250M | +$14.6M | +6% | 3.56% | 72.2% | 59 | 8.47% | 0.7 |
|
| 2429 |
RCM
2429
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $250M | +$16.9M | +7% | 0% | 4.8% | 14 | 0% | 0.4 |
|
| 2430 |
KCCIP
2430
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| $250M | +$25.5M | +11% | 11.4% | – | 1 | 0% | 0.8 |
|
| 2431 |
ANBT
2431
American National Bank & Trust
Wichita Falls,
Texas
| $250M | -$102K | -0% | 2.46% | 102% | 92 | 6.52% | 0.7 |
|
| 2432 |
CA
2432
Claar Advisors
New York
| $250M | -$2.52M | -1% | 1.62% | 65.5% | 37 | 56.76% | 0.2 |
|
| 2433 |
TLCM
2433
Tiger Legatus Capital Management
New York
| $250M | +$68.4M | +38% | 5.35% | 19.1% | 19 | 52.63% | 0.4 |
|
| 2434 |
HLA
2434
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $249M | +$76.7M | +44% | 2.52% | 187% | 85 | 51.76% | 0.4 |
|
| 2435 |
EC
2435
Estate Counselors
Thiensville,
Wisconsin
| $249M | +$23.9M | +11% | 2.71% | 60% | 58 | 20.69% | 0.6 |
|
| 2436 |
CCIA
2436
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $249M | -$196M | -44% | 0.56% | 31% | 356 | 88.2% | 0.1 |
|
| 2437 |
NC
2437
NewSquare Capital
Newtown Square,
Pennsylvania
| $248M | +$41.8M | +20% | 2.6% | 76.5% | 271 | 23.62% | 0.5 |
|
| 2438 |
2438
SignatureFD
Atlanta,
Georgia
| $248M | -$26.2M | -10% | 0.22% | 73.6% | 1,005 | 37.91% | 0.5 |
|
| 2439 |
OM
2439
Ospraie Management
New York
| $248M | +$123M | +98% | 4.96% | 37.6% | 35 | 60% | 0.3 |
|
| 2440 |
CZPM
2440
Capital Z Partners Management
New York
| $248M | -$40.9M | -14% | 11.7% | 48.2% | 2 | 0% | 0.8 |
|
| 2441 |
MIS
2441
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $248M | +$4.31M | +2% | 0.08% | 0.23% | 51 | 0% | 0.5 |
|
| 2442 |
CC
2442
Casablanca Capital
New York
| $248M | -$1.93M | -0.8% | 18.3% | – | 44 | 68.18% | 0.1 |
|
| 2443 |
ACM
2443
Alistair Capital Management
Dallas,
Texas
| $247M | +$24M | +11% | 14.6% | – | 25 | 20% | 0.2 |
|
| 2444 |
RCG
2444
Rock Creek Group
Washington,
District of Columbia
| $247M | -$666M | -73% | 2.21% | 37.2% | 27 | 51.85% | 0.4 |
|
| 2445 |
CCS
2445
Crosspoint Capital Strategies
Orinda,
California
| $247M | -$53.2M | -18% | 11.3% | – | 693 | 18.61% | 0.2 |
|
| 2446 |
SNT
2446
Security National Trust
Wheeling,
West Virginia
| $247M | +$5.25M | +2% | 1.24% | 58.3% | 553 | 7.41% | 0.7 |
|
| 2447 |
GI
2447
Gavea Investimentos
Rj,
Brazil
| $247M | -$52.8M | -18% | 16.4% | 60.3% | 3 | 66.67% | 0.3 |
|
| 2448 |
TFA
2448
Toth Financial Advisory
Leesburg,
Virginia
| $247M | +$11.1M | +5% | 2.93% | 90.4% | 115 | 10.43% | 0.6 |
|
| 2449 |
TAM
2449
Tealwood Asset Management
Minneapolis,
Minnesota
| $247M | -$1.71M | -0.7% | 0.46% | 128% | 92 | 20.65% | 0.6 |
|
| 2450 |
CCM
2450
Calypso Capital Management
New York
| $247M | -$12.4M | -5% | 3.27% | – | 20 | 45% | 0.5 |
|