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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%
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50
100
250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2451 |
TSAM
2451
Trinity Street Asset Management
London,
United Kingdom
| $555M | -$64.5M | -10% | 10.3% | 78.9% | 21 | 9.52% |
|
| 2452 |
IC
2452
Inscription Capital
Houston,
Texas
| $555M | +$205M | +59% | 12% | – | 264 | 32.95% |
|
| 2453 |
BL
2453
BFSG LLC
Irvine,
California
| $554M | -$77.3M | -12% | 12.3% | 81.9% | 221 | 28.96% |
|
| 2454 |
SCM
2454
Sirios Capital Management
Boston,
Massachusetts
| $554M | -$198M | -26% | 15.3% | 177% | 63 | 20.63% |
|
| 2455 |
SC
2455
Sierra Capital
Miami,
Florida
| $553M | -$81.2M | -13% | 8.17% | 32.4% | 863 | 19% |
|
| 2456 |
PP
2456
PDS Planning
Dublin,
Ohio
| $553M | -$15.7M | -3% | 11.2% | 62.7% | 254 | 22.05% |
|
| 2457 |
OCMI
2457
Oaktop Capital Management II
Chatham,
New Jersey
| $552M | -$148M | -21% | 15.8% | 451% | 16 | 0% |
|
| 2458 |
TIM
2458
Total Investment Management
Scottsdale,
Arizona
| $551M | +$29.5M | +6% | 13.9% | 38.3% | 76 | 26.32% |
|
| 2459 |
CFM
2459
Capricorn Fund Managers
London,
United Kingdom
| $551M | +$141M | +34% | 3.59% | 169% | 118 | 37.29% |
|
| 2460 |
BGIM
2460
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $551M | -$211M | -28% | 3.45% | 25.8% | 154 | 69.48% |
|
| 2461 |
RTS
2461
Round Table Services
Westfield,
New Jersey
| $551M | -$47.1M | -8% | 14.5% | 16.1% | 180 | 20% |
|
| 2462 |
VF
2462
Vest Financial
Mclean,
Virginia
| $550M | -$548K | -0.1% | 9.27% | 61.9% | 65 | 1.54% |
|
| 2463 |
WC
2463
Whitney & Co
Rochester,
New York
| $550M | -$100M | -15% | 14.2% | 93.2% | 133 | 9.02% |
|
| 2464 |
CA
2464
Continuum Advisory
Eagle,
Idaho
| $550M | +$23.1M | +4% | 11.9% | 77% | 424 | 16.75% |
|
| 2465 |
ZIG
2465
Zuckerman Investment Group
Chicago,
Illinois
| $550M | -$70.4M | -11% | 14.1% | 111% | 121 | 11.57% |
|
| 2466 |
FWM
2466
Focused Wealth Management
Newburgh,
New York
| $550M | -$81.8M | -13% | 13.3% | 73.9% | 1,137 | 16.09% |
|
| 2467 |
LF
2467
Lannebo Fonder
Stockholm,
Sweden
| $549M | -$174M | -24% | 18.5% | 49.8% | 35 | 2.86% |
|
| 2468 |
TIA
2468
Traphagen Investment Advisors
Oradell,
New Jersey
| $549M | -$69.2M | -11% | 13.1% | 56.3% | 136 | 4.41% |
|
| 2469 |
IR
2469
IAT Reinsurance
New York
| $549M | -$828M | -60% | 9.6% | 60.2% | 109 | 20.18% |
|
| 2470 |
IC
2470
Ikarian Capital
Dallas,
Texas
| $548M | -$212M | -28% | 1.2% | 5,184% | 232 | 55.17% |
|
| 2471 |
KOC
2471
Koss-Olinger Consulting
Gainesville,
Florida
| $548M | -$73.1M | -12% | 9.97% | 57.9% | 215 | 18.14% |
|
| 2472 |
TA
2472
Tectonic Advisors
Frisco,
Texas
| $548M | -$33.6M | -6% | 11.6% | 43.4% | 228 | 10.53% |
|
| 2473 |
SPC
2473
Stewart & Patten Company
Lafayette,
California
| $548M | -$74.9M | -12% | 11.4% | 27.5% | 93 | 15.05% |
|
| 2474 |
GWANC
2474
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $548M | +$316M | +136% | 11.2% | 58.9% | 385 | 43.12% |
|
| 2475 |
IPAM
2475
ICICI Prudential Asset Management
Mumbai,
India
| $547M | -$197M | -26% | 14.8% | 62.1% | 161 | 9.94% |
|