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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
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250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
AIP
2501
Atlas Infrastructure Partners
London,
United Kingdom
| $505M | -$83.9M | -14% | 5.09% | 20.7% | 5 | 0% |
|
| 2502 |
AWM
2502
Angeles Wealth Management
Santa Monica,
California
| $505M | +$4.48M | +0.9% | 5.07% | 70.4% | 232 | 23.71% |
|
| 2503 |
OP
2503
Oldfield Partners
London,
United Kingdom
| $505M | -$192M | -28% | 7.97% | 90.3% | 28 | 25% |
|
| 2504 |
CHC
2504
City Holding Co
Charleston,
West Virginia
| $504M | -$26.7M | -5% | 3.03% | 81.3% | 539 | 8.91% |
|
| 2505 |
WP
2505
WealthShield Partners
Cary,
North Carolina
| $504M | -$396K | -0.1% | 5.6% | 71% | 309 | 12.94% |
|
| 2506 |
RC
2506
RBO & Co
Saint Helena,
California
| $503M | -$42.2M | -8% | 6.99% | 27.9% | 57 | 3.51% |
|
| 2507 |
LIP
2507
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $503M | +$216M | +75% | 2.43% | 96.2% | 88 | 63.64% |
|
| 2508 |
EWM
2508
Evermay Wealth Management
Arlington,
Virginia
| $503M | -$12.3M | -2% | 3.83% | 56.2% | 578 | 12.63% |
|
| 2509 |
TIP
2509
Torray Investment Partners
Bethesda,
Maryland
| $502M | -$22.3M | -4% | 3.55% | 82.4% | 104 | 8.65% |
|
| 2510 |
IC
2510
Ikarian Capital
Dallas,
Texas
| $502M | -$46.6M | -8% | 44.6% | 5,184% | 180 | 65% |
|
| 2511 |
KCM
2511
Kathmere Capital Management
Wayne,
Pennsylvania
| $502M | -$40.7M | -8% | 4.91% | 62.3% | 193 | 30.57% |
|
| 2512 |
AIMC
2512
Alley Investment Management Company
Lake Forest,
Illinois
| $501M | -$28.9M | -5% | 4.7% | 54.6% | 80 | 3.75% |
|
| 2513 |
DC
2513
Dendur Capital
New York
| $501M | +$21.3M | +4% | 0.46% | 99.6% | 18 | 38.89% |
|
| 2514 |
KW
2514
KWB Wealth
Redlands,
California
| $501M | -$18.3M | -4% | 5.79% | 49.1% | 113 | 16.81% |
|
| 2515 |
LF
2515
Lannebo Fonder
Stockholm,
Sweden
| $501M | -$48.7M | -9% | 5.15% | 49.8% | 35 | 5.71% |
|
| 2516 |
SEC
2516
Seven Eight Capital
New York
| $500M | +$252M | +102% | 7.81% | 13.6% | 671 | 76.15% |
|
| 2517 |
PGA
2517
Portland Global Advisors
Portland,
Maine
| $500M | -$21.9M | -4% | 5.04% | 43.4% | 137 | 5.11% |
|
| 2518 |
HCC
2518
Hill City Capital
Boston,
Massachusetts
| $500M | +$65.9M | +15% | 15.7% | 194% | 22 | 9.09% |
|
| 2519 |
NWM
2519
NEIRG Wealth Management
North Andover,
Massachusetts
| $500M | +$41.9M | +9% | 4.9% | – | 152 | 14.47% |
|
| 2520 |
VWA
2520
V Wealth Advisors
Overland Park,
Kansas
| $500M | -$30.7M | -6% | 4.61% | 36.9% | 426 | 17.37% |
|
| 2521 |
PDM
2521
Penn Davis McFarland
Dallas,
Texas
| $499M | -$33.2M | -6% | 2.7% | 86.8% | 45 | 4.44% |
|
| 2522 |
KFS
2522
Kurt F. Somerville
| $498M | -$28.8M | -5% | 3.05% | 92.9% | 120 | 5.83% |
|
| 2523 |
BFM
2523
Blacksheep Fund Management
Co. Dublin,
Ireland
| $498M | -$108M | -18% | 12.2% | 71.5% | 7 | 14.29% |
|
| 2524 |
CLC
2524
Charles-Lim Capital
Central,
Hong Kong
| $498M | -$250M | -33% | 6.96% | 4.44% | 9 | 66.67% |
|
| 2525 |
IDA
2525
Intelligence Driven Advisers
Carlsbad,
California
| $498M | -$12.8M | -3% | 5.75% | 58.5% | 117 | 24.79% |
|