We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2826 |
RWA
2826
RGT Wealth Advisors
Dallas,
Texas
| $506M | -$50.1M | -9% | 0.8% | 9.35% | 58 | 13.79% |
|
| 2827 |
MIC
2827
Means Investment Company
Bangor,
Maine
| $506M | +$6.29M | +1% | 0.45% | 87.9% | 215 | 12.56% |
|
| 2828 |
RIM
2828
Rush Island Management
New York
| $506M | +$50.8M | +11% | 1.76% | 15.5% | 31 | 51.61% |
|
| 2829 |
GRIM
2829
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $506M | +$18.2M | +4% | 4.09% | 70.2% | 52 | 38.46% |
|
| 2830 |
TWP
2830
TFO Wealth Partners
Maumee,
Ohio
| $506M | +$371K | +0.1% | 1.63% | 63.6% | 196 | 57.14% |
|
| 2831 |
TFA
2831
Teamwork Financial Advisors
San Antonio,
Texas
| $506M | +$16.1M | +3% | 2.16% | 126% | 290 | 23.45% |
|
| 2832 |
MCO
2832
MAK Capital One
New York
| $506M | +$2.42M | +0.5% | 1.06% | 200% | 11 | 27.27% |
|
| 2833 |
BBNA
2833
Bremer Bank National Association
St Paul,
Minnesota
| $505M | +$38.1M | +8% | 0.03% | 37.4% | 216 | 10.19% |
|
| 2834 |
LFG
2834
Larson Financial Group
St Louis,
Missouri
| $504M | +$73.6M | +17% | 1.36% | 81.2% | 979 | 16.24% |
|
| 2835 |
RA
2835
RR Advisors
Dallas,
Texas
| $504M | -$32.2M | -6% | 4.41% | 115% | 24 | 16.67% |
|
| 2836 |
CGC
2836
Continental Grain Company
New York
| $503M | +$192M | +62% | 1.9% | 5.73% | 11 | 36.36% |
|
| 2837 |
SFG
2837
StrategIQ Financial Group
Merrillville,
Indiana
| $503M | -$3.49M | -0.7% | 1.44% | 12.6% | 224 | 5.36% |
|
| 2838 |
NCM
2838
Nelson Capital Management
Menlo Park,
California
| $503M | +$8.64M | +2% | 0.22% | 121% | 101 | 5.94% |
|
| 2839 |
SCM
2839
SOL Capital Management
Rockville,
Maryland
| $503M | -$2.52M | -0.5% | 0.57% | 56.6% | 247 | 2.02% |
|
| 2840 |
RB
2840
Rodgers Brothers
Harmony,
Pennsylvania
| $502M | -$20.9M | -4% | 2.89% | 108% | 201 | 6.97% |
|
| 2841 |
SCM
2841
SKBA Capital Management
San Francisco,
California
| $501M | -$9.7M | -2% | 1.55% | 53.9% | 83 | 6.02% |
|
| 2842 |
ACM
2842
Aisling Capital Management
New York
| $501M | -$123M | -20% | 15.6% | 793% | 21 | 0% |
|
| 2843 |
KXA
2843
KPCB XIII Associates
Menlo Park,
California
| $501M | -$42M | -8% | 7.06% | – | 5 | 20% |
|
| 2844 |
SGA
2844
Sector Gamma AS
Oslo,
Norway
| $501M | -$63.3M | -11% | 3.59% | 35.3% | 39 | 30.77% |
|
| 2845 |
HCA
2845
Heck Capital Advisors
Rhinelander,
Wisconsin
| $501M | -$2.91M | -0.6% | 1.38% | 62% | 120 | 10% |
|
| 2846 |
C
2846
Certuity
North Palm Beach,
Florida
| $501M | +$67.7M | +16% | 0.47% | 190% | 421 | 20.9% |
|
| 2847 |
BW
2847
Browning West
Los Angeles,
California
| $500M | +$86.9M | +21% | 11.8% | 96.8% | 2 | 0% |
|
| 2848 |
HA
2848
Harbor Advisors
West Palm Beach,
Florida
| $500M | -$5.7M | -1% | 0.19% | 125% | 192 | 7.29% |
|
| 2849 |
PS
2849
Portfolio Strategies
Monsey,
New York
| $499M | -$4.42M | -0.9% | 1.24% | 120% | 64 | 40.63% |
|
| 2850 |
MC
2850
McMorgan & Co
San Francisco,
California
| $499M | +$40.5M | +9% | 0.34% | 30.1% | 59 | 40.68% |
|