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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%
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2926 |
KFAA
2926
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $580M | +$12.2M | +2% | 0.05% | 36.2% | 46 | 0% |
|
| 2927 |
ACM
2927
Academy Capital Management
Waco,
Texas
| $580M | -$32.3M | -5% | 4.21% | 71.2% | 41 | 4.88% |
|
| 2928 |
NCM
2928
Nelson Capital Management
Menlo Park,
California
| $579M | -$25.8M | -4% | 3.56% | 121% | 110 | 9.09% |
|
| 2929 |
JC
2929
Joho Capital
New York
| $579M | +$2.62M | +0.5% | 2.47% | 80.2% | 11 | 36.36% |
|
| 2930 |
IIC
2930
Ironwood Investment Counsel
Scottsdale,
Arizona
| $579M | -$5.55M | -0.9% | 1.52% | 64% | 255 | 9.41% |
|
| 2931 |
FP
2931
FPR Partners
San Francisco,
California
| $579M | -$331M | -36% | 0.33% | 33% | 11 | 9.09% |
|
| 2932 |
PCWA
2932
Pacific Capital Wealth Advisors
Corona,
California
| $578M | -$20.5M | -3% | 0.92% | 46.9% | 401 | 79.3% |
|
| 2933 |
EI
2933
EAM Investors
Solana Beach,
California
| $578M | -$127M | -18% | 13.5% | 6,012% | 378 | 68.52% |
|
| 2934 |
AFG
2934
Arkansas Financial Group
Little Rock,
Arkansas
| $578M | -$40.8M | -7% | 1.55% | 39.1% | 78 | 5.13% |
|
| 2935 |
WI
2935
Wahed Invest
New York
| $578M | -$23.6M | -4% | 5.1% | 140% | 236 | 11.02% |
|
| 2936 |
JPMIA
2936
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $578M | -$27.9M | -5% | 1.34% | 183% | 70 | 4.29% |
|
| 2937 |
SAM
2937
Summit Asset Management
Memphis,
Tennessee
| $578M | +$8.51M | +1% | 0.42% | 48.9% | 169 | 6.51% |
|
| 2938 |
CM
2938
Capital Management
Glen Allen,
Virginia
| $577M | +$19.8M | +4% | 3.94% | 52.5% | 81 | 8.64% |
|
| 2939 |
WCM
2939
Woodson Capital Management
Greenwich,
Connecticut
| $577M | -$44.6M | -7% | 13% | 235% | 38 | 36.84% |
|
| 2940 |
AGC
2940
Angelo Gordon & Co
New York
| $576M | +$70.9M | +14% | 0.08% | 90.1% | 80 | 65% |
|
| 2941 |
PAM
2941
Pinpoint Asset Management
Hong Kong
| $576M | +$12M | +2% | 8.8% | 185% | 127 | 56.69% |
|
| 2942 |
HA
2942
Harbor Advisors
West Palm Beach,
Florida
| $576M | -$60.6M | -10% | 8.55% | 125% | 199 | 6.53% |
|
| 2943 |
GHAM
2943
Gilman Hill Asset Management
New Canaan,
Connecticut
| $576M | +$1.31M | +0.2% | 0.13% | 50.7% | 230 | 9.57% |
|
| 2944 |
MA
2944
MYDA Advisors
Woodmere,
New York
| $576M | +$179M | +45% | 6.72% | 232% | 206 | 67.48% |
|
| 2945 |
ES
2945
Eagle Strategies
New York
| $575M | -$2.7M | -0.5% | 2.11% | 70.1% | 224 | 8.93% |
|
| 2946 |
IA
2946
Insight Advisors
Newtown,
Pennsylvania
| $575M | -$17.6M | -3% | 2.4% | 66.7% | 305 | 11.8% |
|
| 2947 |
FCM
2947
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $575M | +$34.8M | +6% | 4.36% | 78% | 243 | 13.99% |
|
| 2948 |
OL
2948
Optas LLC
Austin,
Texas
| $575M | +$111M | +24% | 3.22% | 118% | 342 | 26.32% |
|
| 2949 |
KFS
2949
Kurt F. Somerville
| $574M | -$21.1M | -4% | 1.46% | 92.9% | 113 | 18.58% |
|
| 2950 |
FA
2950
Faithward Advisors
Lancaster,
Pennsylvania
| $574M | -$13M | -2% | 0.99% | 119% | 271 | 10.33% |
|