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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2526 |
OA
2526
Oxbow Advisors
Austin,
Texas
| $531M | -$106M | -17% | 7.61% | 66.3% | 261 | 26.82% |
|
| 2527 |
EFI
2527
EHP Funds Inc
Toronto,
Canada
| $531M | +$36.5M | +7% | 13.5% | 173% | 453 | 34.44% |
|
| 2528 |
CC
2528
Cipher Capital
New York
| $530M | -$86.3M | -14% | 9.57% | – | 688 | 72.09% |
|
| 2529 |
CBT
2529
Central Bank & Trust
Lexington,
Kentucky
| $530M | +$64.9M | +14% | 10.5% | 110% | 343 | 11.66% |
|
| 2530 |
SAF
2530
Smith Anglin Financial
Dallas,
Texas
| $530M | +$55.1M | +12% | 7.57% | 52.8% | 166 | 22.89% |
|
| 2531 |
TCOT
2531
Trust Company of Toledo
Holland,
Ohio
| $530M | +$14.4M | +3% | 9.69% | 93.8% | 189 | 4.23% |
|
| 2532 |
XL
2532
XN LP
New York
| $529M | -$328M | -38% | 8.36% | 172% | 15 | 26.67% |
|
| 2533 |
HR
2533
Hardy Reed
Tupelo,
Mississippi
| $529M | +$77M | +17% | 7.92% | 69.7% | 117 | 32.48% |
|
| 2534 |
CWG
2534
Cornerstone Wealth Group
Huntersville,
North Carolina
| $529M | +$75.8M | +17% | 9.5% | 96.5% | 155 | 32.26% |
|
| 2535 |
WA
2535
Wealth Architects
Mountain View,
California
| $529M | +$50.8M | +11% | 10.2% | 80.1% | 184 | 8.7% |
|
| 2536 |
PCP
2536
Proficio Capital Partners
Newton,
Massachusetts
| $528M | -$14.7M | -3% | 7.25% | 97% | 298 | 18.79% |
|
| 2537 |
KAM
2537
Knightsbridge Asset Management
Newport Beach,
California
| $528M | +$52.4M | +11% | 11.5% | 150% | 144 | 21.53% |
|
| 2538 |
GGI
2538
Godsey & Gibb Inc
Richmond,
Virginia
| $528M | +$402M | +320% | 13.8% | 78.9% | 345 | 84.64% |
|
| 2539 |
ROTUOC
2539
Regents of the University of California
Oakland,
California
| $527M | +$34.1M | +7% | 11.8% | 86.1% | 39 | 17.95% |
|
| 2540 |
WAG
2540
Winthrop Advisory Group
Boston,
Massachusetts
| $527M | +$60.4M | +13% | 5.37% | 70.4% | 127 | 13.39% |
|
| 2541 |
KW
2541
KWB Wealth
Redlands,
California
| $526M | +$25.2M | +5% | 7.47% | 49.1% | 128 | 32.03% |
|
| 2542 |
QIM
2542
Quantitative Investment Management
Charlottesville,
Virginia
| $526M | -$76.3M | -13% | 5.31% | 24.6% | 351 | 65.81% |
|
| 2543 |
TCM
2543
Teza Capital Management
Chicago,
Illinois
| $526M | +$43M | +9% | 11.6% | 140% | 755 | 56.56% |
|
| 2544 |
SLG
2544
Stanley-Laman Group
Berwyn,
Pennsylvania
| $525M | -$2.34M | -0.4% | 5.61% | 124% | 259 | 26.64% |
|
| 2545 |
GWM
2545
GDS Wealth Management
Flower Mound,
Texas
| $524M | +$74.5M | +17% | 8.16% | 82.2% | 118 | 12.71% |
|
| 2546 |
LCM
2546
Legato Capital Management
San Francisco,
California
| $524M | +$137M | +36% | 11.3% | 243% | 869 | 98.5% |
|
| 2547 |
VCM
2547
Vision Capital Management
Portland,
Oregon
| $523M | +$38.9M | +8% | 7.82% | 67.4% | 95 | 5.26% |
|
| 2548 |
MW
2548
MBL Wealth
Charlotte,
North Carolina
| $523M | +$59.3M | +13% | 6.2% | 47.7% | 176 | 15.91% |
|
| 2549 |
WP
2549
WealthShield Partners
Cary,
North Carolina
| $522M | +$18M | +4% | 7.34% | 71% | 319 | 19.44% |
|
| 2550 |
FEG
2550
Financial Enhancement Group
Anderson,
Indiana
| $522M | +$89.2M | +21% | 7.78% | 57.5% | 342 | 72.22% |
|