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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
500
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2601 |
CCIA
2601
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $561M | +$24.6M | +5% | 5.74% | 25.1% | 1,219 | 66.37% |
|
| 2602 |
GWP
2602
Gateway Wealth Partners
Appleton,
Wisconsin
| $559M | -$90.6M | -14% | 4.09% | 46.3% | 264 | 23.86% |
|
| 2603 |
KC
2603
Keenan Capital
Burlingame,
California
| $558M | +$7.4M | +1% | 15.4% | 118% | 12 | 16.67% |
|
| 2604 |
CIG
2604
Consolidated Investment Group
Englewood,
Colorado
| $558M | +$46.4M | +9% | 10.3% | 140% | 67 | 1.49% |
|
| 2605 |
XT
2605
XTX Topco
George Town,
Cayman Islands
| $558M | +$80.9M | +17% | 4.06% | 70.4% | 1,998 | 71.12% |
|
| 2606 |
MCM
2606
Mainstay Capital Management
Grand Blanc,
Michigan
| $558M | +$53M | +10% | 6.59% | 107% | 114 | 15.79% |
|
| 2607 |
WAM
2607
Wallington Asset Management
Indianapolis,
Indiana
| $557M | +$58.3M | +12% | 5.51% | 108% | 84 | 8.33% |
|
| 2608 |
WWM
2608
Windsor Wealth Management
Indianapolis,
Indiana
| $557M | +$41.3M | +8% | 5.62% | 37.3% | 168 | 5.36% |
|
| 2609 |
NM
2609
NWI Management
New York
| $556M | -$352M | -39% | 12% | 170% | 51 | 27.45% |
|
| 2610 |
STB
2610
S&T Bank
Indiana,
Pennsylvania
| $556M | +$1.83M | +0.3% | 4.23% | 94.2% | 103 | 4.85% |
|
| 2611 |
FWM
2611
Focused Wealth Management
Newburgh,
New York
| $556M | +$61.4M | +12% | 6.13% | 57.9% | 1,140 | 15.09% |
|
| 2612 |
HIGP
2612
Hill Investment Group Partners
St. Louis,
Missouri
| $555M | +$46.5M | +9% | 2.25% | 41.1% | 62 | 12.9% |
|
| 2613 |
SCM
2613
SKBA Capital Management
San Francisco,
California
| $555M | +$17.9M | +3% | 3.2% | 52.3% | 79 | 7.59% |
|
| 2614 |
MG
2614
Marex Group
London,
| $555M | -$201M | -27% | 3.34% | 144% | 307 | 43.97% |
|
| 2615 |
DS
2615
Dudley & Shanley
Palm Beach,
Florida
| $554M | +$32.4M | +6% | 4.56% | 57% | 39 | 12.82% |
|
| 2616 |
GIM
2616
Greylin Investment Management
Orange,
Virginia
| $554M | +$5.09M | +0.9% | 3.48% | 52.1% | 73 | 9.59% |
|
| 2617 |
PS
2617
Portfolio Strategies
Monsey,
New York
| $553M | +$40.4M | +8% | 12.6% | 83.1% | 53 | 28.3% |
|
| 2618 |
BC
2618
Brio Consultants
San Francisco,
California
| $553M | +$12.8M | +2% | 3.9% | 35.6% | 95 | 7.37% |
|
| 2619 |
NB
2619
Northwest Bancshares
Warren,
Pennsylvania
| $553M | +$34.4M | +7% | 4.82% | 61.3% | 192 | 8.33% |
|
| 2620 |
MC
2620
MIG Capital
Newport Beach,
California
| $553M | -$25.5M | -4% | 14.5% | 118% | 18 | 16.67% |
|
| 2621 |
ODIJL
2621
One Day In July LLC
Burlington,
Vermont
| $553M | +$31.6M | +6% | 3.68% | 33.3% | 96 | 10.42% |
|
| 2622 |
AWM
2622
Avitas Wealth Management
Los Angeles,
California
| $553M | +$41.8M | +8% | 10% | 56.2% | 201 | 4.48% |
|
| 2623 |
ACL
2623
Azora Capital LP
Miami,
Florida
| $552M | -$134M | -20% | 8.44% | 155% | 48 | 56.25% |
|
| 2624 |
WI
2624
WBI Investments
Red Bank,
New Jersey
| $552M | +$52.2M | +10% | 6.61% | 74.4% | 236 | 47.03% |
|
| 2625 |
CWG
2625
Cornerstone Wealth Group
Huntersville,
North Carolina
| $552M | -$10.7M | -2% | 4.84% | 96.5% | 161 | 18.63% |
|