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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2951 |
JC
2951
JBF Capital
Aspen,
Colorado
| $466M | +$33.8M | +8% | 0.06% | 93.6% | 113 | 23.89% |
|
| 2952 |
KA
2952
KLCM Advisors
Milwaukee,
Wisconsin
| $466M | +$13.6M | +3% | 3.95% | 122% | 122 | 11.48% |
|
| 2953 |
CIA
2953
Covington Investment Advisors
Ligonier,
Pennsylvania
| $465M | +$9.32M | +2% | 1.11% | 100% | 78 | 0% |
|
| 2954 |
SA
2954
Strategic Advisors
New York
| $464M | +$79.9M | +21% | 1.06% | 87.3% | 186 | 11.29% |
|
| 2955 |
SOAMC
2955
Spirit of America Management Corp
Syosset,
New York
| $464M | -$3.56M | -0.8% | 0.31% | 110% | 244 | 2.46% |
|
| 2956 |
OGC
2956
Oak Grove Capital
North Hampton,
New Hampshire
| $463M | +$16.1M | +4% | 0.31% | 463% | 121 | 18.18% |
|
| 2957 |
JWM
2957
JGP Wealth Management
Bend,
Oregon
| $463M | -$2.21M | -0.5% | 0.07% | 78.2% | 160 | 6.25% |
|
| 2958 |
MWM
2958
Minot Wealth Management
Westwood,
Massachusetts
| $463M | +$5.02M | +1% | 0.49% | – | 221 | 14.93% |
|
| 2959 |
MWP
2959
Meridian Wealth Partners
Exton,
Pennsylvania
| $462M | +$33.9M | +8% | 1.34% | 54.2% | 82 | 12.2% |
|
| 2960 |
CCMINC
2960
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $462M | -$11.8M | -2% | 0.66% | 77.6% | 143 | 2.1% |
|
| 2961 |
VCM
2961
Vivaldi Capital Management
Chicago,
Illinois
| $462M | -$36.5M | -7% | 0.83% | 69.2% | 401 | 30.42% |
|
| 2962 |
AC
2962
Amia Capital
London,
United Kingdom
| $462M | +$181M | +64% | 2.52% | 30.1% | 26 | 61.54% |
|
| 2963 |
OMC
2963
Overbrook Management Corp
New York
| $461M | -$17.8M | -4% | 0.25% | 146% | 91 | 6.59% |
|
| 2964 |
FA
2964
Fagan Associates
Troy,
New York
| $460M | -$8.08M | -2% | 0.36% | 110% | 131 | 10.69% |
|
| 2965 |
CIP
2965
Capital Insight Partners
Scottsdale,
Arizona
| $460M | +$17.4M | +4% | 0.18% | 51.7% | 154 | 4.55% |
|
| 2966 |
GA
2966
GFS Advisors
Houston,
Texas
| $460M | +$15.9M | +4% | 3.02% | 97.9% | 180 | 20.56% |
|
| 2967 |
AO
2967
Advisor OS
Chicago,
Illinois
| $460M | -$21.9M | -5% | 0.41% | 61.2% | 233 | 9.44% |
|
| 2968 |
3CP
2968
3G Capital Partners
New York
| $460M | +$72.8M | +19% | 24.8% | 351% | 17 | 5.88% |
|
| 2969 |
GSWM
2969
Golden State Wealth Management
Santa Ana,
California
| $460M | +$6.25M | +1% | 0.22% | – | 335 | 16.72% |
|
| 2970 |
MVM
2970
Medicxi Ventures Management
St. Helier,
Jersey
| $460M | -$98.4M | -18% | 15.6% | 505% | 6 | 0% |
|
| 2971 |
NI
2971
NFC Investments
Memphis,
Tennessee
| $460M | +$79.2M | +21% | 3.02% | – | 49 | 16.33% |
|
| 2972 |
TCM
2972
Thames Capital Management
Roseland,
New Jersey
| $459M | +$32.1M | +8% | 2.1% | 1,177% | 62 | 41.94% |
|
| 2973 |
CAM
2973
Columbia Asset Management
Ann Arbor,
Michigan
| $458M | +$7.81M | +2% | 1.09% | 84.4% | 189 | 12.17% |
|
| 2974 |
GA
2974
Geller Advisors
New York
| $458M | -$3.2M | -0.7% | 0.42% | 20.4% | 170 | 25.29% |
|
| 2975 |
GC
2975
Globeflex Capital
San Diego,
California
| $458M | -$98.7M | -18% | 3.73% | 186% | 503 | 19.48% |
|