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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
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250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2676 |
HWA
2676
HCR Wealth Advisors
Los Angeles,
California
| $505M | +$28.7M | +6% | 10.7% | 91% | 184 | 8.15% |
|
| 2677 |
MCM
2677
Mainstay Capital Management
Grand Blanc,
Michigan
| $505M | +$54.7M | +12% | 7.28% | 131% | 121 | 22.31% |
|
| 2678 |
CL
2678
CIM LLC
Albany,
New York
| $505M | +$565K | +0.1% | 13% | 108% | 156 | 10.9% |
|
| 2679 |
TFCP
2679
Twin Focus Capital Partners
Boston,
Massachusetts
| $504M | +$25.4M | +5% | 5.86% | 92.5% | 230 | 8.26% |
|
| 2680 |
KA
2680
KLCM Advisors
Milwaukee,
Wisconsin
| $504M | +$11.9M | +2% | 3.87% | 122% | 142 | 15.49% |
|
| 2681 |
DA
2681
Dillon & Associates
Jackson,
Michigan
| $504M | +$41.7M | +9% | 14% | 98.2% | 79 | 3.8% |
|
| 2682 |
CEI
2682
Clark Estates Inc
New York
| $504M | +$22.4M | +5% | 8.2% | 34.5% | 104 | 34.62% |
|
| 2683 |
CI
2683
Cigna Investments
Bloomfield,
Connecticut
| $503M | +$21.8M | +5% | 9.74% | 138% | 468 | 6.84% |
|
| 2684 |
MIG
2684
McGuire Investment Group
Wakefield,
Rhode Island
| $503M | +$41.1M | +9% | 13.6% | 184% | 121 | 9.09% |
|
| 2685 |
NRI
2685
NFP Retirement Inc
Aliso Viejo,
California
| $503M | +$47.2M | +10% | 4.94% | 46.7% | 256 | 11.33% |
|
| 2686 |
AF
2686
Atlas FRM
Greenwich,
Connecticut
| $502M | -$12.9M | -3% | 1.92% | 38.9% | 8 | 12.5% |
|
| 2687 |
CM
2687
Condire Management
Dallas,
Texas
| $502M | -$46M | -8% | 0.27% | 187% | 19 | 26.32% |
|
| 2688 |
PIM
2688
Parker Investment Management
Menlo Park,
California
| $502M | +$97.3M | +24% | 13.9% | 208% | 36 | 41.67% |
|
| 2689 |
HIC
2689
Hartline Investment Corp
Winnetka,
Illinois
| $501M | +$61.4M | +14% | 18.6% | 201% | 111 | 6.31% |
|
| 2690 |
EEP
2690
Edgehill Endowment Partners
Hamden,
Connecticut
| $501M | +$41.2M | +9% | 5.55% | 11.6% | 9 | 0% |
|
| 2691 |
HCP
2691
Holt Capital Partners
Fort Worth,
Texas
| $500M | +$4.82M | +1% | 3.17% | 69.5% | 159 | 5.03% |
|
| 2692 |
KC
2692
Kadensa Capital
Central,
Hong Kong
| $500M | +$166M | +50% | 10.8% | 191% | 34 | 58.82% |
|
| 2693 |
WI
2693
WBI Investments
Red Bank,
New Jersey
| $500M | +$33.4M | +7% | 2.06% | 97.3% | 241 | 61.41% |
|
| 2694 |
KI
2694
Keystone Investors
Singapore
| $500M | +$291M | +139% | 33.5% | – | 54 | 62.96% |
|
| 2695 |
EC
2695
ECP ControlCo
Summit,
New Jersey
| $499M | +$4.49M | +0.9% | 0.03% | 42.5% | 8 | 12.5% |
|
| 2696 |
WAM
2696
Wallington Asset Management
Indianapolis,
Indiana
| $499M | +$37.4M | +8% | 3.19% | 108% | 83 | 10.84% |
|
| 2697 |
IWA
2697
Inspirion Wealth Advisors
Libertyville,
Illinois
| $499M | +$26.6M | +6% | 2.96% | 47% | 145 | 15.17% |
|
| 2698 |
RC
2698
Raine Capital
New York
| $499M | +$94.1M | +23% | 39.6% | 119% | 17 | 23.53% |
|
| 2699 |
SLT
2699
St Louis Trust
Saint Louis,
Missouri
| $498M | +$27.3M | +6% | 5.49% | 71.4% | 102 | 1.96% |
|
| 2700 |
AWP
2700
Ascent Wealth Partners
New Hartford,
New York
| $498M | +$32.6M | +7% | 6.84% | 94.4% | 152 | 10.53% |
|