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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2626 |
MAM
2626
Marquette Asset Management
Minneapolis,
Minnesota
| $246M | -$5.17M | -2% | 1.73% | 63.5% | 93 | 8.6% |
|
| 2627 |
SIC
2627
SFE Investment Counsel
Los Angeles,
California
| $246M | -$1.71M | -0.7% | 2.24% | 105% | 100 | 9% |
|
| 2628 |
CFG
2628
CNO Financial Group
Carmel,
Indiana
| $245M | +$8.06M | +3% | 1.3% | – | 19 | 5.26% |
|
| 2629 |
ECM
2629
Exchange Capital Management
Ann Arbor,
Michigan
| $245M | -$351K | -0.1% | 0.67% | 57.8% | 89 | 8.99% |
|
| 2630 |
SCM
2630
Stonebridge Capital Management
Los Angeles,
California
| $245M | -$689K | -0.3% | 0.33% | – | 188 | 21.28% |
|
| 2631 |
K
2631
Kemper
Chicago,
Illinois
| $245M | -$75M | -23% | 1.09% | 28.6% | 63 | 76.19% |
|
| 2632 |
BO
2632
BRR OpCo
Columbus,
Ohio
| $245M | +$548K | +0.2% | 1.38% | 23.6% | 109 | 11.01% |
|
| 2633 |
AAM
2633
AR Asset Management
West Hollywood,
California
| $245M | -$4.84M | -2% | 0.8% | 64.9% | 115 | 8.7% |
|
| 2634 |
RPGK
2634
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $245M | -$6.56M | -3% | 1.2% | 49.7% | 62 | 4.84% |
|
| 2635 |
DVC
2635
Deer VII & Co
Larchmont,
New York
| $244M | +$743K | +0.3% | 21.6% | 241% | 7 | 0% |
|
| 2636 |
GB
2636
Gunma Bank
Gunma,
Japan
| $244M | -$2.48M | -1% | 0.95% | 24.5% | 13 | 0% |
|
| 2637 |
LWMT
2637
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $244M | +$3.44M | +1% | 0.04% | 46.9% | 7 | 0% |
|
| 2638 |
GIM
2638
GCA Investment Management
New York
| $243M | – | – | 1.63% | 27.3% | 21 | – |
|
| 2639 |
BI
2639
BlueSpruce Investments
Chicago,
Illinois
| $243M | +$33M | +16% | 1.63% | 59.6% | 25 | 16% |
|
| 2640 |
AEPG
2640
American Economic Planning Group
Warren,
New Jersey
| $243M | -$20.5M | -8% | 0.74% | 25.9% | 47 | 14.89% |
|
| 2641 |
JA
2641
JOYN Advisors
Atlanta,
Georgia
| $243M | -$5.34M | -2% | 1.22% | 0.77% | 26 | 3.85% |
|
| 2642 |
AIC
2642
Argus Investors Counsel
New York
| $243M | -$5.77M | -2% | 1.59% | 124% | 50 | 0% |
|
| 2643 |
BC
2643
Barnett & Company
Chattanooga,
Tennessee
| $243M | -$11.9M | -5% | 5.68% | 65.9% | 191 | 12.57% |
|
| 2644 |
GC
2644
Grace Capital
Quincy,
Massachusetts
| $243M | -$202M | -45% | 1.52% | 127% | 117 | 24.79% |
|
| 2645 |
FM
2645
Family Management
New York
| $242M | +$25.6M | +12% | 1.53% | 69% | 111 | 38.74% |
|
| 2646 |
SG
2646
StepStone Group
La Jolla,
California
| $242M | -$108M | -31% | 4.64% | 103% | 17 | 41.18% |
|
| 2647 |
CLC
2647
Charles-Lim Capital
Central,
Hong Kong
| $242M | +$95.1M | +65% | 12.4% | 4.44% | 7 | 28.57% |
|
| 2648 |
BPV
2648
Battery Partners VII
Boston,
Massachusetts
| $242M | -$21.1M | -8% | 8.01% | – | 1 | 0% |
|
| 2649 |
GCA
2649
Gideon Capital Advisors
New York
| $242M | -$6.07M | -2% | 5.6% | 37.6% | 359 | 76.88% |
|
| 2650 |
WPP
2650
Whalerock Point Partners
Providence,
Rhode Island
| $242M | -$3.49M | -1% | 1.96% | 103% | 156 | 10.26% |
|