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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2876 |
CF
2876
CNA Financial
Chicago,
Illinois
| $237M | -$134M | -36% | 25.9% | 50.5% | 186 | 69.89% |
|
| 2877 |
AG
2877
Algert Global
San Francisco,
California
| $237M | -$97.6M | -29% | 20.6% | 141% | 580 | 66.55% |
|
| 2878 |
P3I
2878
Progeny 3 Inc
Kirkland,
Washington
| $237M | +$127M | +116% | 24% | 93.2% | 36 | 58.33% |
|
| 2879 |
PWMG
2879
Prestige Wealth Management Group
Flemington,
New Jersey
| $237M | +$54.4M | +30% | 5.8% | 50.3% | 1,066 | 50.09% |
|
| 2880 |
LPAM
2880
Legion Partners Asset Management
Los Angeles,
California
| $237M | -$149M | -39% | 27.8% | 95.5% | 16 | 37.5% |
|
| 2881 |
DM
2881
Diker Management
New York
| $237M | +$82.2M | +53% | 14% | 151% | 41 | 36.59% |
|
| 2882 |
HWM
2882
Hohimer Wealth Management
Seattle,
Washington
| $237M | -$50.9M | -18% | 19.4% | 85.5% | 241 | 34.44% |
|
| 2883 |
1W
2883
1776 Wealth
Atlanta,
Georgia
| $237M | +$119M | +101% | 13.4% | 87.4% | 363 | 7.71% |
|
| 2884 |
TGAM
2884
TBH Global Asset Management
Brentwood,
Tennessee
| $236M | -$97.5M | -29% | 16.8% | 59.2% | 174 | 24.71% |
|
| 2885 |
HCM
2885
Howard Capital Management
Roswell,
Georgia
| $236M | -$54.4M | -19% | 8.21% | 129% | 50 | 76% |
|
| 2886 |
FMP
2886
Financial Management Professionals
Austin,
Texas
| $236M | -$66.1M | -22% | 14% | 62.1% | 400 | 26.5% |
|
| 2887 |
HIM
2887
HughesLittle Investment Management
Vancouver,
| $236M | -$58.1M | -20% | 19.5% | 91.2% | 15 | 0% |
|
| 2888 |
HC
2888
Hourglass Capital
Houston,
Texas
| $236M | -$133M | -36% | 29.1% | 90.2% | 138 | 21.74% |
|
| 2889 |
NTCM
2889
Nine Ten Capital Management
Chicago,
Illinois
| $236M | -$165M | -41% | 32.1% | 88.9% | 12 | 8.33% |
|
| 2890 |
VW
2890
Vantage Wealth
Pasadena,
California
| $235M | -$33.5M | -12% | 14.8% | 56.1% | 38 | 34.21% |
|
| 2891 |
NEIRG
2891
New England Investment & Retirement Group
North Andover,
Massachusetts
| $235M | -$56.2M | -19% | 7.61% | 72.5% | 227 | 77.97% |
|
| 2892 |
TFF
2892
The Family Firm
Bethesda,
Maryland
| $235M | -$60.4M | -20% | 16.6% | 40.2% | 149 | 14.77% |
|
| 2893 |
NFG
2893
Nations Financial Group
Cedar Rapids,
Iowa
| $234M | -$55.6M | -19% | 16.7% | 105% | 303 | 21.12% |
|
| 2894 |
PFG
2894
PAX Financial Group
San Antonio,
Texas
| $234M | +$421K | +0.2% | 14.2% | 42.5% | 145 | 42.07% |
|
| 2895 |
RGC
2895
Roberts, Glore & Co
Deerfield,
Illinois
| $234M | -$28M | -11% | 14.7% | 59.4% | 184 | 17.93% |
|
| 2896 |
CDIA
2896
Capital Directions Investment Advisors
Atlanta,
Georgia
| $234M | -$78.1M | -25% | 20.9% | 7.53% | 253 | 13.04% |
|
| 2897 |
UAM
2897
UAS Asset Management
New York
| $234M | -$36.7M | -14% | 14.7% | 102% | 42 | 59.52% |
|
| 2898 |
AWA
2898
Artemis Wealth Advisors
New York
| $234M | -$43.2M | -16% | 8% | 112% | 133 | 45.86% |
|
| 2899 |
IC
2899
Impactive Capital
New York City,
New York
| $234M | +$54.1M | +30% | 30.3% | 5.02% | 9 | 44.44% |
|
| 2900 |
WSC
2900
White Square Capital
London,
United Kingdom
| $234M | +$95.4M | +69% | 10.7% | 542% | 23 | 82.61% |
|