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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3026 |
XF
3026
XML Financial
Bethesda,
Maryland
| $232M | -$43.6M | -16% | 19.6% | 69.5% | 200 | 26% |
|
| 3027 |
RCM
3027
Requisite Capital Management
Dallas,
Texas
| $231M | -$60.8M | -21% | 16% | 41% | 102 | 61.76% |
|
| 3028 |
RA
3028
RR Advisors
Dallas,
Texas
| $231M | -$486M | -68% | 55.7% | 115% | 20 | 20% |
|
| 3029 |
HI
3029
Human Investing
Lake Oswego,
Oregon
| $231M | -$75.3M | -25% | 18.2% | 52% | 402 | 29.1% |
|
| 3030 |
ROC
3030
Running Oak Capital
Edina,
Minnesota
| $231M | -$62.1M | -21% | 23% | 32.7% | 67 | 16.42% |
|
| 3031 |
JGGDR
3031
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $231M | -$51.3M | -18% | 28% | 206% | 69 | 31.88% |
|
| 3032 |
TB
3032
Terril Brothers
St. Louis,
Missouri
| $230M | -$53.4M | -19% | 28.2% | 94.4% | 62 | 22.58% |
|
| 3033 |
SCP
3033
Siena Capital Partners
Chicago,
Illinois
| $230M | -$121M | -35% | 11.5% | 44.2% | 117 | 10.26% |
|
| 3034 |
GCM
3034
Galibier Capital Management
Toronto,
Ontario, Canada
| $230M | -$85.4M | -27% | 28.9% | 66.8% | 41 | 19.51% |
|
| 3035 |
SA
3035
Strategic Advisors
New York
| $230M | -$57.5M | -20% | 16% | 87.3% | 177 | 25.99% |
|
| 3036 |
ACM
3036
Aisling Capital Management
New York
| $230M | -$31.4M | -12% | 14.5% | 793% | 14 | 7.14% |
|
| 3037 |
GG
3037
GenWealth Group
Maplewood,
New Jersey
| $229M | -$28.9M | -11% | 3.07% | 67.8% | 78 | 38.46% |
|
| 3038 |
TWM
3038
Tolleson Wealth Management
Dallas,
Texas
| $229M | +$22.4M | +11% | 19.8% | 56.2% | 74 | 31.08% |
|
| 3039 |
IVAV
3039
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $229M | -$70.3M | -24% | 23.5% | 61.2% | 2 | 0% |
|
| 3040 |
MP
3040
Marcho Partners
London,
United Kingdom
| $229M | +$82.3M | +56% | 12.1% | 115% | 12 | 33.33% |
|
| 3041 |
CIP
3041
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $229M | -$123M | -35% | 20.7% | 284% | 283 | 48.76% |
|
| 3042 |
FC
3042
FCA Corp
Houston,
Texas
| $228M | -$59.8M | -21% | 17.5% | 57.4% | 171 | 18.71% |
|
| 3043 |
FVWA
3043
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $228M | -$3.02M | -1% | 20.5% | 68.9% | 122 | 28.69% |
|
| 3044 |
EP
3044
Eudaimonia Partners
Winchester,
Tennessee
| $228M | -$24.5M | -10% | 17.5% | – | 787 | 29.48% |
|
| 3045 |
LHC
3045
Lodge Hill Capital
New York
| $228M | -$146M | -39% | 34.6% | 17.9% | 38 | 57.89% |
|
| 3046 |
SCM
3046
SunTx Capital Management
Dallas,
Texas
| $228M | +$270K | +0.1% | 0.12% | – | 1 | 0% |
|
| 3047 |
OCM
3047
Oakview Capital Management
Dallas,
Texas
| $228M | -$44M | -16% | 32.2% | 21.2% | 19 | 26.32% |
|
| 3048 |
9WM
3048
9258 Wealth Management
Blue Ash,
Ohio
| $227M | -$45.3M | -17% | 19.4% | 49.6% | 331 | 21.75% |
|
| 3049 |
MP
3049
Mediatel Partners
Fort Worth,
Texas
| $227M | -$71M | -24% | 23.8% | 11.6% | 2 | 0% |
|
| 3050 |
KBFS
3050
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $227M | -$43.9M | -16% | 16.5% | 42.8% | 126 | 23.02% |
|