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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2876 |
ACI
2876
Advance Capital I
Southfield,
Michigan
| $189M | -$15.7M | -8% | 5.08% | 34.1% | 226 | 73.89% |
|
| 2877 |
DSAM
2877
Dock Street Asset Management
Palm Beach,
Florida
| $189M | +$21.7M | +13% | 6.82% | 167% | 57 | 19.3% |
|
| 2878 |
FWP
2878
FAS Wealth Partners
Leawood,
Kansas
| $189M | +$15M | +9% | 4.32% | 58% | 99 | 16.16% |
|
| 2879 |
AAM
2879
Azzad Asset Management
Falls Church,
Virginia
| $189M | +$16.4M | +9% | 7.91% | 77.7% | 313 | 21.73% |
|
| 2880 |
AIM
2880
Act II Management
New York
| $189M | -$22.4M | -11% | 8.99% | 43.6% | 33 | 60.61% |
|
| 2881 |
NGA
2881
Naples Global Advisors
Naples,
Florida
| $189M | +$19.3M | +11% | 5.24% | 103% | 232 | 12.5% |
|
| 2882 |
MG
2882
McCutchen Group
Seattle,
Washington
| $189M | +$15.1M | +9% | 0.89% | 2.54% | 17 | 11.76% |
|
| 2883 |
BMC
2883
Benin Management Corp
Wilton,
Connecticut
| $189M | -$6.53M | -3% | 3.66% | 76.3% | 106 | 14.15% |
|
| 2884 |
KWMG
2884
King Wealth Management Group
Naples,
Florida
| $188M | +$28.6M | +18% | 5.13% | 75.4% | 129 | 34.11% |
|
| 2885 |
CBOR
2885
Community Bank of Raymore
Raymore,
Missouri
| $188M | – | – | 4.9% | 68.3% | 40 | – |
|
| 2886 |
SMC
2886
Smith, Moore & Co
Clayton,
Missouri
| $188M | +$8.27M | +5% | 2.93% | 55.8% | 178 | 14.61% |
|
| 2887 |
CBN
2887
Cadence Bank NA
Houston,
Texas
| $187M | +$1.78M | +1% | 2.18% | 33.3% | 173 | 13.29% |
|
| 2888 |
TCA
2888
Teewinot Capital Advisers
New York
| $187M | +$14.4M | +8% | 6.18% | 159% | 90 | 36.67% |
|
| 2889 |
UAM
2889
UAS Asset Management
New York
| $187M | +$12.2M | +7% | 5.31% | 102% | 31 | 38.71% |
|
| 2890 |
IVMX
2890
Institutional Venture Management XIII
Menlo Park,
California
| $187M | +$85.5M | +84% | 10.6% | – | 6 | 16.67% |
|
| 2891 |
RA
2891
RMR Advisors
Newton,
Massachusetts
| $187M | +$20.8M | +13% | 13.6% | 2.17% | 114 | 7.02% |
|
| 2892 |
VFP
2892
Verus Financial Partners
Richmond,
Virginia
| $187M | +$8.77M | +5% | 4.47% | 41.6% | 46 | 6.52% |
|
| 2893 |
DAS
2893
Dynamic Advisor Solutions
Phoenix,
Arizona
| $186M | +$2.54M | +1% | 5.09% | 64% | 225 | 31.11% |
|
| 2894 |
KFA
2894
Kelleher Financial Advisors
New York
| $186M | +$1.81M | +1% | 4.09% | 73.2% | 120 | 7.5% |
|
| 2895 |
GC
2895
Gratia Capital
Los Angeles,
California
| $186M | -$19.2M | -9% | 7.38% | 43% | 62 | 56.45% |
|
| 2896 |
BCM
2896
BlueMar Capital Management
Miami,
Florida
| $186M | -$3.4M | -2% | 9.31% | 27.4% | 56 | 75% |
|
| 2897 |
LA
2897
Lynch & Associates
Newburgh,
Indiana
| $186M | +$7.95M | +4% | 5.66% | 62.9% | 100 | 6% |
|
| 2898 |
SMC
2898
S. Muoio & Co
New York
| $186M | – | – | 11.7% | 327% | 91 | – |
|
| 2899 |
EEG
2899
E.E. Geduld
| $186M | +$44.3M | +31% | 6.66% | 59.9% | 319 | 38.56% |
|
| 2900 |
CD
2900
Carl Domino
West Palm Beach,
Florida
| $186M | -$639K | -0.3% | 4.66% | 38.3% | 188 | 17.02% |
|