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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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50
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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 |
HIM
3026
HughesLittle Investment Management
Vancouver,
| $426M | -$3.52M | -0.8% | 0.52% | 91.2% | 16 | 0% |
|
| 3027 |
MP
3027
McDonald Partners
Cleveland,
Ohio
| $426M | +$2.78M | +0.7% | 1.07% | 90.7% | 307 | 3.91% |
|
| 3028 |
WF
3028
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $426M | +$46.7M | +12% | 0.34% | 71.9% | 135 | 12.59% |
|
| 3029 |
NI
3029
Noked Israel
Ramat Hasharon,
Israel
| $425M | +$23.8M | +6% | 3.42% | 202% | 53 | 49.06% |
|
| 3030 |
NC
3030
Noked Capital
Tel Aviv,
Israel
| $425M | +$23.8M | +6% | 3.42% | 197% | 53 | 49.06% |
|
| 3031 |
EVM
3031
Evelyn V. Moreno
| $425M | -$1.07M | -0.3% | 1.12% | 39.4% | 58 | 5.17% |
|
| 3032 |
VU
3032
Vanderbilt University
Nashville,
Tennessee
| $425M | -$44.3M | -9% | 1.1% | 61.8% | 44 | 84.09% |
|
| 3033 |
MC
3033
Martin & Co
Knoxville,
Tennessee
| $425M | +$23M | +6% | 1.52% | 57.2% | 116 | 3.45% |
|
| 3034 |
AWM
3034
Arbor Wealth Management
Miramar Beach,
Florida
| $424M | +$18.8M | +5% | 0.8% | 101% | 55 | 14.55% |
|
| 3035 |
FPGK
3035
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $424M | +$36.2M | +9% | 0.08% | 70.7% | 163 | 14.72% |
|
| 3036 |
KNW
3036
Kesler Norman & Wride
Ogden,
Utah
| $424M | -$10M | -2% | 0.31% | 76% | 157 | 7.01% |
|
| 3037 |
VRM
3037
Vectors Research Management
New York
| $424M | +$32.2M | +8% | 0.7% | 67.3% | 529 | 12.85% |
|
| 3038 |
RIA
3038
Realta Investment Advisors
Wilmington,
Delaware
| $424M | +$2.68M | +0.6% | 0.38% | 126% | 428 | 12.38% |
|
| 3039 |
ACS
3039
Archford Capital Strategies
Swansea,
Illinois
| $424M | +$25.2M | +6% | 0.71% | 76.2% | 320 | 8.44% |
|
| 3040 |
HI
3040
Human Investing
Lake Oswego,
Oregon
| $424M | +$13.3M | +3% | 0.68% | 52% | 118 | 15.25% |
|
| 3041 |
MCM
3041
Model Capital Management
Wellesley,
Massachusetts
| $424M | -$16.9M | -4% | 0.03% | – | 6 | 66.67% |
|
| 3042 |
SWP
3042
Summit Wealth Partners
Orlando,
Florida
| $423M | +$4.71M | +1% | 0.9% | 35.5% | 156 | 5.77% |
|
| 3043 |
IAS
3043
IMA Advisory Services
Denver,
Colorado
| $423M | -$4.62M | -1% | 0.38% | 55.7% | 295 | 4.75% |
|
| 3044 |
CA
3044
Crewe Advisors
Salt Lake City,
Utah
| $423M | +$20.1M | +5% | 5.68% | 96.1% | 488 | 19.26% |
|
| 3045 |
EGI
3045
EAM Global Investors
Solana Beach,
California
| $423M | +$61.7M | +17% | 27.6% | 2,492% | 270 | 78.52% |
|
| 3046 |
EAM
3046
Exane Asset Management
Paris,
France
| $422M | -$18.4M | -4% | 2.03% | 77.5% | 20 | 50% |
|
| 3047 |
ACM
3047
Alpha Capital Management
Austin,
Texas
| $422M | -$4.25M | -1% | 0.94% | 76.2% | 121 | 14.88% |
|
| 3048 |
ATI
3048
Act Two Investors
Santa Cruz,
California
| $421M | -$90.3M | -18% | 0.39% | 52.9% | 34 | 14.71% |
|
| 3049 |
SWA
3049
Sax Wealth Advisors
Parsippany,
New Jersey
| $421M | +$130M | +45% | 0.87% | 57.2% | 174 | 11.49% |
|
| 3050 |
TPA
3050
Trivium Point Advisory
Westport,
Connecticut
| $421M | +$20.2M | +5% | 0.63% | 86.7% | 239 | 13.81% |
|