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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2726 |
CC
2726
Chanos & Company
New York
| $526M | -$1.93M | -0.4% | 11.7% | – | 89 | 46.07% |
|
| 2727 |
SA
2727
Strategic Advisors
New York
| $525M | +$31.1M | +6% | 8.77% | 87.3% | 213 | 12.21% |
|
| 2728 |
KFS
2728
Kurt F. Somerville
| $525M | -$23.3M | -4% | 7.34% | 92.9% | 106 | 1.89% |
|
| 2729 |
MMC
2729
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $525M | -$1.96B | -79% | 19.8% | 219% | 153 | 95.42% |
|
| 2730 |
BBNA
2730
Bremer Bank National Association
St Paul,
Minnesota
| $524M | +$7.29M | +1% | 8.11% | 37.4% | 203 | 7.39% |
|
| 2731 |
BCM
2731
Bluefin Capital Management
New York
| $524M | -$281M | -35% | 11.5% | – | 212 | 77.83% |
|
| 2732 |
DLCIG
2732
D.L. Carlson Investment Group
Concord,
New Hampshire
| $524M | +$82.8M | +19% | 7.53% | 113% | 164 | 35.37% |
|
| 2733 |
MCM
2733
Makena Capital Management
Menlo Park,
California
| $523M | -$4.01M | -0.8% | 7.8% | 78.7% | 46 | 17.39% |
|
| 2734 |
SFA
2734
Souders Financial Advisors
Cincinnati,
Ohio
| $523M | +$52.4M | +11% | 4.98% | 54.9% | 153 | 9.8% |
|
| 2735 |
AF
2735
Atlas FRM
Greenwich,
Connecticut
| $523M | +$20.8M | +4% | 9.31% | 38.9% | 9 | 22.22% |
|
| 2736 |
IL
2736
Investure LLC
Charlottesville,
Virginia
| $523M | -$14.7M | -3% | 7.38% | 55.4% | 13 | 0% |
|
| 2737 |
IWS
2737
Insight Wealth Strategies
San Ramon,
California
| $523M | +$12.5M | +2% | 2.96% | 79.5% | 142 | 8.45% |
|
| 2738 |
DWP
2738
Destiny Wealth Partners
Tavares,
Florida
| $522M | +$39.1M | +8% | 4.44% | 63.7% | 199 | 22.61% |
|
| 2739 |
BIM
2739
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $522M | +$36.7M | +8% | 12% | 48.4% | 100 | 7% |
|
| 2740 |
IWA
2740
Inspirion Wealth Advisors
Libertyville,
Illinois
| $522M | +$23.3M | +5% | 3.36% | 47% | 147 | 9.52% |
|
| 2741 |
IAS
2741
Insigneo Advisory Services
Miami,
Florida
| $522M | +$208M | +66% | 9.89% | 119% | 360 | 27.78% |
|
| 2742 |
PCM
2742
Polus Capital Management
London,
United Kingdom
| $520M | -$20.8M | -4% | 2.76% | – | 17 | 47.06% |
|
| 2743 |
PAM
2743
Private Asset Management
San Diego,
California
| $520M | -$86.3M | -14% | 6.32% | 38.2% | 141 | 6.38% |
|
| 2744 |
LA
2744
LVW Advisors
Pittsford,
New York
| $520M | +$8.35M | +2% | 5.4% | 71.5% | 244 | 22.13% |
|
| 2745 |
EWM
2745
Evermay Wealth Management
Arlington,
Virginia
| $520M | +$24.1M | +5% | 6.63% | 56.2% | 574 | 9.93% |
|
| 2746 |
JCI
2746
Jet Capital Investors
New York
| $519M | +$223M | +76% | 12.5% | 147% | 35 | 74.29% |
|
| 2747 |
IA
2747
Inspire Advisors
Meridian,
Idaho
| $519M | +$82.4M | +19% | 3.07% | 60.2% | 270 | 34.07% |
|
| 2748 |
AGA
2748
Arkos Global Advisors
Houston,
Texas
| $518M | +$23.4M | +5% | 2.3% | 43.6% | 105 | 15.24% |
|
| 2749 |
PAMG
2749
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $518M | -$28.3M | -5% | 7.38% | 109% | 221 | 9.95% |
|
| 2750 |
IR
2750
IAT Reinsurance
New York
| $518M | +$28.9M | +6% | 2.6% | 60.2% | 85 | 9.41% |
|