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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 |
KC
2626
Keenan Capital
Burlingame,
California
| $558M | +$7.4M | +1% | 15.4% | 110% | 12 | 16.67% |
|
| 2627 |
CIG
2627
Consolidated Investment Group
Englewood,
Colorado
| $558M | +$46.4M | +9% | 10.3% | 140% | 67 | 1.49% |
|
| 2628 |
XT
2628
XTX Topco
George Town,
Cayman Islands
| $558M | +$80.9M | +17% | 4.06% | 87.3% | 1,998 | 71.07% |
|
| 2629 |
MCM
2629
Mainstay Capital Management
Grand Blanc,
Michigan
| $558M | +$53M | +10% | 6.59% | 131% | 114 | 15.79% |
|
| 2630 |
WAM
2630
Wallington Asset Management
Indianapolis,
Indiana
| $557M | +$58.3M | +12% | 5.51% | 108% | 84 | 8.33% |
|
| 2631 |
WWM
2631
Windsor Wealth Management
Indianapolis,
Indiana
| $557M | +$41.3M | +8% | 5.62% | 37.3% | 168 | 5.36% |
|
| 2632 |
NM
2632
NWI Management
New York
| $556M | -$352M | -39% | 12% | 230% | 51 | 27.45% |
|
| 2633 |
STB
2633
S&T Bank
Indiana,
Pennsylvania
| $556M | +$1.83M | +0.3% | 4.23% | 193% | 103 | 4.85% |
|
| 2634 |
FWM
2634
Focused Wealth Management
Newburgh,
New York
| $556M | +$61.4M | +12% | 6.13% | 73.9% | 1,140 | 15.09% |
|
| 2635 |
HIGP
2635
Hill Investment Group Partners
St. Louis,
Missouri
| $555M | +$46.5M | +9% | 2.25% | 50.6% | 62 | 12.9% |
|
| 2636 |
SCM
2636
SKBA Capital Management
San Francisco,
California
| $555M | +$17.9M | +3% | 3.2% | 53.9% | 79 | 7.59% |
|
| 2637 |
MG
2637
Marex Group
London,
| $555M | -$201M | -27% | 3.34% | 254% | 307 | 43.97% |
|
| 2638 |
DS
2638
Dudley & Shanley
Palm Beach,
Florida
| $554M | +$32.4M | +6% | 4.56% | 57% | 39 | 12.82% |
|
| 2639 |
GIM
2639
Greylin Investment Management
Orange,
Virginia
| $554M | +$5.09M | +0.9% | 3.48% | 52.1% | 73 | 9.59% |
|
| 2640 |
PS
2640
Portfolio Strategies
Monsey,
New York
| $553M | +$40.4M | +8% | 12.6% | 120% | 53 | 28.3% |
|
| 2641 |
BC
2641
Brio Consultants
San Francisco,
California
| $553M | +$12.8M | +2% | 3.9% | 42.7% | 95 | 7.37% |
|
| 2642 |
NB
2642
Northwest Bancshares
Warren,
Pennsylvania
| $553M | +$34.4M | +7% | 4.82% | 84.8% | 192 | 8.33% |
|
| 2643 |
MC
2643
MIG Capital
Newport Beach,
California
| $553M | -$25.5M | -4% | 14.5% | 118% | 18 | 16.67% |
|
| 2644 |
ODIJL
2644
One Day In July LLC
Burlington,
Vermont
| $553M | +$31.6M | +6% | 3.68% | 43.1% | 96 | 10.42% |
|
| 2645 |
AWM
2645
Avitas Wealth Management
Los Angeles,
California
| $553M | +$41.8M | +8% | 10% | 56.2% | 201 | 4.48% |
|
| 2646 |
ACL
2646
Azora Capital LP
Miami,
Florida
| $552M | -$134M | -20% | 8.44% | 175% | 48 | 56.25% |
|
| 2647 |
WI
2647
WBI Investments
Red Bank,
New Jersey
| $552M | +$52.2M | +10% | 6.61% | 97.3% | 236 | 47.03% |
|
| 2648 |
CWG
2648
Cornerstone Wealth Group
Huntersville,
North Carolina
| $552M | -$10.7M | -2% | 4.84% | 96.5% | 161 | 18.63% |
|
| 2649 |
KJHP
2649
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $551M | +$56.7M | +11% | 8.58% | 140% | 274 | 31.75% |
|
| 2650 |
CC
2650
Cadinha & Co
Honolulu,
Hawaii
| $550M | +$187M | +52% | 8.36% | 123% | 97 | 8.25% |
|