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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2426 |
BST
2426
Bath Savings Trust
Bath,
Maine
| $293M | -$3.57M | -1% | 0.6% | 47.3% | 119 | 7.56% |
|
| 2427 |
EWM
2427
Edge Wealth Management
New York
| $292M | -$5.32M | -2% | 0.33% | 61.6% | 487 | 14.37% |
|
| 2428 |
MWM
2428
Mission Wealth Management
Santa Barbara,
California
| $292M | – | – | 0.75% | 80% | 138 | – |
|
| 2429 |
MCM
2429
Maple Capital Management
Montpelier,
Vermont
| $292M | +$4.62M | +2% | 1.33% | 100% | 134 | 11.19% |
|
| 2430 |
KA
2430
Kerrisdale Advisers
Miami,
Florida
| $292M | -$12.5M | -4% | 0.49% | 78.8% | 37 | 51.35% |
|
| 2431 |
WCM
2431
Wildcat Capital Management
New York
| $292M | +$33.7M | +13% | 6.82% | 126% | 18 | 44.44% |
|
| 2432 |
ACM
2432
Addison Clark Management
Stamford,
Connecticut
| $292M | -$139M | -32% | 3.45% | 14.3% | 16 | 37.5% |
|
| 2433 |
AA
2433
Apriem Advisors
Irvine,
California
| $291M | +$2.58M | +0.9% | 0.25% | 74.3% | 763 | 30.93% |
|
| 2434 |
NFG
2434
Next Financial Group
Houston,
Texas
| $290M | -$21.5M | -7% | 0.55% | 85.4% | 2,112 | 12.97% |
|
| 2435 |
MIHAS
2435
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $290M | +$4.24M | +1% | 4.64% | 92.8% | 40 | 5% |
|
| 2436 |
TNB
2436
Thomasville National Bank
Thomasville,
Georgia
| $290M | -$2.32M | -0.8% | 0.59% | – | 402 | 67.66% |
|
| 2437 |
BO
2437
Bank OZK
Little Rock,
Arkansas
| $289M | +$11.1M | +4% | 8.08% | 112% | 125 | 8% |
|
| 2438 |
LCM
2438
Leonard Capital Management
Vero Beach,
Florida
| $288M | -$2.63M | -0.9% | 0.19% | – | 134 | 26.12% |
|
| 2439 |
PAAMCP
2439
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $288M | -$78.5M | -21% | 7.98% | 87.2% | 91 | 75.82% |
|
| 2440 |
SA
2440
Steadfast Advisors
New York
| $288M | -$17.6M | -6% | 1.95% | 81.4% | 77 | 41.56% |
|
| 2441 |
SGH
2441
Sivik Global Healthcare
Greenwich,
Connecticut
| $288M | -$5.67M | -2% | 8.17% | 53.8% | 83 | 26.51% |
|
| 2442 |
SWM
2442
Segment Wealth Management
Houston,
Texas
| $288M | -$11.3M | -4% | 1.56% | 102% | 184 | 9.24% |
|
| 2443 |
EC
2443
Estate Counselors
Thiensville,
Wisconsin
| $288M | +$6.78M | +2% | 1.46% | 60% | 54 | 5.56% |
|
| 2444 |
CM
2444
Capital Management
Glen Allen,
Virginia
| $288M | -$7.9M | -3% | 1.26% | 52.5% | 86 | 11.63% |
|
| 2445 |
NA
2445
Newport Asia
San Francisco,
California
| $288M | +$32.3M | +13% | 9.61% | – | 9 | 55.56% |
|
| 2446 |
DTL
2446
Dynamic Technology Lab
Singapore
| $288M | +$56.3M | +24% | 1.01% | 30.8% | 1,137 | 81.18% |
|
| 2447 |
IB
2447
Intrust Bank
Wichita,
Kansas
| $287M | +$3.93M | +1% | 0.84% | 102% | 277 | 11.19% |
|
| 2448 |
SCM
2448
Somerset Capital Management
London,
United Kingdom
| $287M | +$567K | +0.2% | 4.95% | 7.5% | 12 | 25% |
|
| 2449 |
BS
2449
Bessemer Securities
New York
| $287M | -$4.94M | -2% | 1.39% | 45% | 98 | 64.29% |
|
| 2450 |
DSC
2450
Duncker Streett & Co
St. Louis,
Missouri
| $287M | -$18.6M | -6% | 0.65% | 90.9% | 648 | 6.17% |
|