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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2901 |
UFG
2901
United Fire Group
Cedar Rapids,
Iowa
| $274M | +$15.3M | +6% | 6.16% | 27.4% | 115 | 1.74% |
|
| 2902 |
SWK
2902
Stephen W. Kidder
| $274M | +$13.1M | +5% | 9.93% | 62.5% | 86 | 1.16% |
|
| 2903 |
DOA
2903
D'Orazio & Associates
Falls Church,
Virginia
| $274M | +$13M | +5% | 8.32% | 51.7% | 302 | 9.93% |
|
| 2904 |
CL
2904
CIM LLC
Albany,
New York
| $274M | -$3.81M | -1% | 10.8% | 92.1% | 124 | 21.77% |
|
| 2905 |
HC
2905
Hamilton Capital
Columbus,
Ohio
| $273M | +$11.4M | +4% | 1.12% | – | 30 | 13.33% |
|
| 2906 |
WIS
2906
Wright Investors Service
Shelton,
Connecticut
| $273M | +$21.6M | +9% | 8.92% | 107% | 161 | 22.36% |
|
| 2907 |
SA
2907
Strategic Advisors
New York
| $273M | +$24.1M | +10% | 8.04% | 78.5% | 159 | 14.47% |
|
| 2908 |
VNB
2908
Virginia National Bank
Charlottesville,
Virginia
| $273M | – | – | 2.11% | – | 117 | – |
|
| 2909 |
SCP
2909
Searchlight Capital Partners
New York
| $273M | +$36.6M | +15% | 6.45% | 70.4% | 4 | 25% |
|
| 2910 |
TAT
2910
TD Ameritrade Trust
Denver,
Colorado
| $273M | +$9.79M | +4% | 2.53% | 21.7% | 23 | 8.7% |
|
| 2911 |
MCG
2911
McCollum Christoferson Group
Amherst,
New York
| $273M | +$27M | +11% | 9.78% | 47.8% | 76 | 7.89% |
|
| 2912 |
KCMH
2912
Kontiki Capital Management (HK)
Hong Kong
| $273M | +$38.5M | +16% | 15.7% | 130% | 6 | 0% |
|
| 2913 |
GCC
2913
Game Creek Capital
Boston,
Massachusetts
| $273M | +$37.4M | +16% | 3.17% | 108% | 80 | 31.25% |
|
| 2914 |
ML
2914
McAdam LLC
Philadelphia,
Pennsylvania
| $272M | +$26.7M | +11% | 3.67% | 46.3% | 780 | 15.26% |
|
| 2915 |
BCM
2915
BBT Capital Management
Fort Worth,
Texas
| $272M | +$40.1M | +17% | 3.68% | 31.4% | 158 | 79.11% |
|
| 2916 |
CICI
2916
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $272M | +$21.7M | +9% | 10.6% | 120% | 153 | 9.15% |
|
| 2917 |
BA
2917
BKS Advisors
Southfield,
Michigan
| $272M | -$10.7M | -4% | 8.21% | 57.9% | 254 | 22.83% |
|
| 2918 |
MS
2918
Maven Securities
St Helier,
Jersey
| $272M | +$91.8M | +51% | 7.48% | 103% | 187 | 83.96% |
|
| 2919 |
AAM
2919
AR Asset Management
West Hollywood,
California
| $272M | +$14.4M | +6% | 6.14% | 59.5% | 117 | 5.98% |
|
| 2920 |
RC
2920
Rinet Company
Boston,
Massachusetts
| $272M | +$9.03M | +3% | 3.92% | 33.1% | 22 | 9.09% |
|
| 2921 |
FWM
2921
FFT Wealth Management
Philadelphia,
Pennsylvania
| $272M | +$1.62M | +0.6% | 2.37% | 53.4% | 36 | 8.33% |
|
| 2922 |
RWA
2922
River Wealth Advisors
Camp Hill,
Pennsylvania
| $271M | +$14.2M | +6% | 5.98% | 67.7% | 627 | 10.69% |
|
| 2923 |
LPC
2923
Loeb Partners Corp
New York
| $271M | -$125M | -31% | 3.5% | 34.4% | 181 | 27.07% |
|
| 2924 |
NC
2924
Nightview Capital
Austin,
Texas
| $271M | -$74.4M | -22% | 0.61% | 142% | 16 | 18.75% |
|
| 2925 |
PWAP
2925
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $271M | +$19.6M | +8% | 6.91% | 58.5% | 131 | 6.11% |
|