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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2776 |
DWA
2776
Dorsey Wright & Associates
Pasadena,
California
| $218M | +$293K | +0.1% | 7.93% | 311% | 146 | 52.74% |
|
| 2777 |
SFA
2777
Sequoia Financial Advisors
Akron,
Ohio
| $218M | +$71.9M | +49% | 1.32% | 78.3% | 196 | 26.02% |
|
| 2778 |
VV
2778
Verity & Verity
Beaufort,
South Carolina
| $218M | +$7.23M | +3% | 1.47% | 76.4% | 67 | 4.48% |
|
| 2779 |
CC
2779
CCMP Capital
New York
| $218M | -$196M | -47% | 1.57% | 12.3% | 2 | 0% |
|
| 2780 |
LFR
2780
Lehman Financial Resources
Media,
Pennsylvania
| $218M | +$13.9M | +7% | 0.45% | 58.2% | 457 | 14.44% |
|
| 2781 |
AUB
2781
Atlantic Union Bankshares
Glen Allen,
Virginia
| $217M | -$7.48M | -3% | 1.25% | 78.9% | 127 | 3.94% |
|
| 2782 |
FM
2782
Family Management
New York
| $217M | -$3.55M | -2% | 1.67% | 69% | 95 | 20% |
|
| 2783 |
MCM
2783
McRae Capital Management
Morristown,
New Jersey
| $217M | +$312K | +0.1% | 0.72% | 59.2% | 82 | 6.1% |
|
| 2784 |
MWP
2784
Moller Wealth Partners
| $217M | +$14.4M | +7% | 3.16% | 41.4% | 45 | 6.67% |
|
| 2785 |
HM
2785
Heronetta Management
New York
| $217M | -$8.03M | -4% | 4.72% | 59.7% | 39 | 15.38% |
|
| 2786 |
RIG
2786
Renaissance Investment Group
Lenox,
Massachusetts
| $217M | +$4.7M | +2% | 3.32% | 99.6% | 77 | 3.9% |
|
| 2787 |
OC
2787
Oakworth Capital
Birmingham,
Alabama
| $216M | +$23.2M | +12% | 3.31% | 64.3% | 590 | 5.93% |
|
| 2788 |
SIRP
2788
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $216M | -$39.2M | -15% | 2.02% | 60.5% | 44 | 11.36% |
|
| 2789 |
DIG
2789
Dragoneer Investment Group
San Francisco,
California
| $216M | -$4.77M | -2% | 6.17% | 77.3% | 11 | 27.27% |
|
| 2790 |
NCIM
2790
New Century Investment Management
Southfield,
Michigan
| $216M | +$14.2M | +7% | 7.07% | 103% | 106 | 33.02% |
|
| 2791 |
T
2791
Tahithromos
New York
| $216M | +$7.48M | +4% | 1.92% | 16.4% | 48 | 64.58% |
|
| 2792 |
CA
2792
Cambridge Associates
Boston,
Massachusetts
| $216M | +$18.1M | +9% | 1.48% | 50.1% | 17 | 11.76% |
|
| 2793 |
SFU
2793
Stonehage Fleming (UK)
London,
United Kingdom
| $216M | +$12.5M | +6% | 1.55% | – | 322 | 49.07% |
|
| 2794 |
BL
2794
BCWM LLC
Overland Park,
Kansas
| $216M | +$8.94M | +4% | 1.93% | – | 99 | 17.17% |
|
| 2795 |
DAM
2795
Doheny Asset Management
Los Angeles,
California
| $216M | +$6.49M | +3% | 4.04% | 135% | 126 | 14.29% |
|
| 2796 |
AMG
2796
Asset Management Group
Stamford,
Connecticut
| $216M | +$17M | +9% | 2.04% | 57% | 99 | 15.15% |
|
| 2797 |
UAS
2797
United Asset Strategies
Garden City,
New York
| $216M | -$18.4M | -8% | 0.45% | 94.6% | 140 | 27.14% |
|
| 2798 |
WCF
2798
West Coast Financial
Santa Barbara,
California
| $215M | +$22.3M | +12% | 2.67% | 22.2% | 105 | 23.81% |
|
| 2799 |
OM
2799
Opaleye Management
Boston,
Massachusetts
| $215M | +$17.5M | +9% | 29.4% | 748% | 47 | 42.55% |
|
| 2800 |
WRTC
2800
Wind River Trust Company
Jackson,
Wyoming
| $215M | +$34.8M | +19% | 1.58% | 62.1% | 12 | 0% |
|