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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2676 |
GC
2676
Gilbert & Cook
West Des Moines,
Iowa
| $740M | +$50.4M | +7% | 9.03% | 63.2% | 212 | 7.08% |
|
| 2677 |
HP
2677
Hound Partners
New York
| $740M | +$236M | +47% | 18.4% | 19.7% | 28 | 39.29% |
|
| 2678 |
WMN
2678
Wealth Management Nebraska
Norfolk,
Nebraska
| $740M | +$82.4M | +13% | 6.53% | – | 89 | 24.72% |
|
| 2679 |
SIG
2679
Sargent Investment Group
Bethesda,
Maryland
| $740M | +$113M | +18% | 17% | 113% | 247 | 10.53% |
|
| 2680 |
QFA
2680
Quantum Financial Advisors
El Segundo,
California
| $739M | +$67.9M | +10% | 8.56% | 61.1% | 196 | 18.37% |
|
| 2681 |
PAS
2681
Professional Advisory Services
Vero Beach,
Florida
| $737M | +$23.1M | +3% | 6.61% | 61.8% | 85 | 3.53% |
|
| 2682 |
KWMG
2682
King Wealth Management Group
Naples,
Florida
| $737M | +$77.4M | +12% | 13.7% | 86% | 165 | 9.09% |
|
| 2683 |
FHB
2683
First Hawaiian Bank
Honolulu,
Hawaii
| $737M | +$50.9M | +7% | 8.89% | 67.1% | 99 | 9.09% |
|
| 2684 |
DA
2684
Dillon & Associates
Jackson,
Michigan
| $737M | +$63.6M | +9% | 12.3% | 98.2% | 79 | 3.8% |
|
| 2685 |
RMC
2685
Resources Management Corp
West Hartford,
Connecticut
| $736M | +$25.3M | +4% | 9.59% | 78.5% | 451 | 11.75% |
|
| 2686 |
PI
2686
Parkside Investments
Deerfield,
Illinois
| $736M | +$56.7M | +8% | 9.47% | 70% | 95 | 9.47% |
|
| 2687 |
DTL
2687
Dynamic Technology Lab
Singapore
| $736M | +$45.1M | +7% | 6.87% | 30.8% | 1,424 | 70.79% |
|
| 2688 |
SWM
2688
Stockman Wealth Management
Billings,
Montana
| $736M | +$60.5M | +9% | 6.27% | 73.5% | 178 | 9.55% |
|
| 2689 |
WCM
2689
Wallace Capital Management
Dallas,
Texas
| $734M | -$47M | -6% | 3.28% | 62.3% | 86 | 19.77% |
|
| 2690 |
CAM
2690
Clark Asset Management
Stratham,
New Hampshire
| $734M | +$137M | +23% | 7.4% | 45.5% | 208 | 29.81% |
|
| 2691 |
PC
2691
Permanens Capital
New York
| $733M | +$183M | +33% | 8.92% | 76.9% | 76 | 32.89% |
|
| 2692 |
BFC
2692
Bedel Financial Consulting
Indianapolis,
Indiana
| $733M | +$35.2M | +5% | 3.42% | 104% | 277 | 6.86% |
|
| 2693 |
BHB
2693
Bank Hapoalim BM
Tel Aviv,
Israel
| $733M | +$43.5M | +6% | 11.4% | 76.6% | 132 | 12.88% |
|
| 2694 |
ZI
2694
ZEGA Investments
Palm Beach Gardens,
Florida
| $733M | +$76.6M | +12% | 7.42% | – | 163 | 30.06% |
|
| 2695 |
AAA
2695
Affinity Asset Advisors
New York
| $732M | -$316M | -30% | 15.9% | 1,487% | 119 | 41.18% |
|
| 2696 |
FAM
2696
Flaharty Asset Management
Clearwater,
Florida
| $731M | +$38.1M | +5% | 4.45% | 33.4% | 513 | 76.02% |
|
| 2697 |
GA
2697
GFS Advisors
Houston,
Texas
| $731M | +$233M | +47% | 9.39% | 97.9% | 150 | 21.33% |
|
| 2698 |
TFM
2698
TFC Financial Management
Boston,
Massachusetts
| $730M | +$76.8M | +12% | 8.14% | 60% | 1,106 | 25.5% |
|
| 2699 |
BWP
2699
BSW Wealth Partners
Boulder,
Colorado
| $730M | +$71.1M | +11% | 9.83% | 75.4% | 330 | 10.91% |
|
| 2700 |
AIM
2700
Aigen Investment Management
New York
| $730M | +$103M | +16% | 8.42% | 55.5% | 1,126 | 68.83% |
|