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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
GBT
2501
Grove Bank & Trust
Miami,
Florida
| $884M | -$4.64M | -0.5% | 0.31% | 71.8% | 899 | 9.57% |
|
| 2502 |
MFWM
2502
Motley Fool Wealth Management
Alexandria,
Virginia
| $884M | -$405M | -31% | 6.77% | 52.4% | 130 | 6.15% |
|
| 2503 |
GKFF
2503
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $883M | +$136M | +18% | 8.86% | 75.9% | 72 | 8.33% |
|
| 2504 |
AE
2504
American Express
New York
| $880M | -$327M | -27% | 27.1% | – | 1 | 0% |
|
| 2505 |
RBC
2505
Romano Brothers & Co
Evanston,
Illinois
| $880M | +$245K | +0% | 2.15% | 101% | 325 | 5.23% |
|
| 2506 |
CAL
2506
Capital Advisors Ltd
Shaker Heights,
Ohio
| $880M | -$6.87M | -0.8% | 1.67% | 54.2% | 1,640 | 11.52% |
|
| 2507 |
1WA
2507
180 Wealth Advisors
Federal Way,
Washington
| $880M | +$1.49M | +0.2% | 0.22% | 136% | 500 | 11.6% |
|
| 2508 |
QWM
2508
Quadcap Wealth Management
Frisco,
Texas
| $879M | +$5.03M | +0.6% | 0.16% | – | 426 | 13.62% |
|
| 2509 |
DCM
2509
Dupont Capital Management
Wilmington,
Delaware
| $879M | -$8.32M | -0.9% | 0.5% | 137% | 111 | 16.22% |
|
| 2510 |
OHA
2510
Oak Hill Advisors
New York
| $878M | +$265M | +43% | 53.1% | 55.9% | 12 | 0% |
|
| 2511 |
HT
2511
Headlands Technologies
Chicago,
Illinois
| $878M | -$320M | -27% | 0.09% | 116% | 1,033 | 67.76% |
|
| 2512 |
TNA
2512
True North Advisors
Dallas,
Texas
| $877M | +$104M | +13% | 0.61% | 86.9% | 288 | 28.13% |
|
| 2513 |
AGDI
2513
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $877M | -$79.6M | -8% | 10.6% | – | 99 | 79.8% |
|
| 2514 |
MC
2514
Middleton & Co
Boston,
Massachusetts
| $877M | -$65M | -7% | 4.83% | 63.4% | 168 | 5.36% |
|
| 2515 |
SFA
2515
Souders Financial Advisors
Cincinnati,
Ohio
| $876M | +$3.19M | +0.4% | 1.68% | 45.5% | 227 | 13.22% |
|
| 2516 |
LI
2516
LVZ Inc
Holland,
Michigan
| $876M | -$18.2M | -2% | 0.85% | 47.1% | 180 | 16.67% |
|
| 2517 |
SCA
2517
Stillwater Capital Advisors
Devon,
Pennsylvania
| $876M | -$54.3M | -6% | 2.69% | 121% | 73 | 10.96% |
|
| 2518 |
ACA
2518
Atlas Capital Advisors
Jackson,
Wyoming
| $875M | -$23.2M | -3% | 1.19% | – | 1,045 | 12.44% |
|
| 2519 |
PL
2519
Parthenon LLC
Louisville,
Kentucky
| $875M | -$52M | -6% | 1.52% | 80.8% | 131 | 3.05% |
|
| 2520 |
PAI
2520
Power Alpha Investment
Road Town, Tortola,
British Virgin Islands
| $874M | -$98.6M | -10% | 4.56% | – | 5 | 0% |
|
| 2521 |
ACS
2521
Archford Capital Strategies
Swansea,
Illinois
| $873M | +$15.4M | +2% | 0.66% | 76.2% | 378 | 21.43% |
|
| 2522 |
NG
2522
Novem Group
Rochester,
New York
| $873M | +$3.43M | +0.4% | 0.67% | – | 477 | 20.13% |
|
| 2523 |
JWBC
2523
J.W. Burns & Co
Dewitt,
New York
| $873M | -$30.5M | -3% | 2.09% | 78.5% | 190 | 7.37% |
|
| 2524 |
GCM
2524
Genus Capital Management
Vancouver,
British Columbia, Canada
| $873M | +$14.1M | +2% | 9.68% | – | 237 | 37.97% |
|
| 2525 |
SA
2525
SoftVest Advisors
Abilene,
Texas
| $872M | +$417M | +92% | 56.9% | 146% | 5 | 40% |
|