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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3051 |
VFM
3051
Viking Fund Management
Minot,
North Dakota
| $227M | -$129M | -36% | 22.9% | 104% | 131 | 23.66% |
|
| 3052 |
MJP
3052
Michael J. Puzo
| $227M | -$52.2M | -19% | 15.1% | 90.3% | 80 | 16.25% |
|
| 3053 |
IAS
3053
IMA Advisory Services
Denver,
Colorado
| $227M | -$42.2M | -16% | 15.3% | 74.5% | 301 | 21.93% |
|
| 3054 |
IHAM
3054
Integral Health Asset Management
New York
| $227M | -$29.8M | -12% | 11.8% | 564% | 81 | 75.31% |
|
| 3055 |
GSWM
3055
Golden State Wealth Management
Santa Ana,
California
| $227M | -$297M | -57% | 13.9% | – | 1,036 | 96.24% |
|
| 3056 |
FC
3056
Ferris Capital
Marlborough,
Massachusetts
| $227M | -$58.8M | -21% | 17.9% | 67% | 169 | 23.08% |
|
| 3057 |
ACM
3057
Alpha Capital Management
Austin,
Texas
| $227M | -$44.5M | -16% | 22.4% | 88% | 107 | 17.76% |
|
| 3058 |
BWC
3058
Blue Whale Capital
London,
United Kingdom
| $227M | +$27.4M | +14% | 9.98% | 405% | 18 | 16.67% |
|
| 3059 |
PHK
3059
Point72 Hong Kong
Hong Kong
| $227M | -$197M | -46% | 5.27% | 396% | 1,565 | 69.52% |
|
| 3060 |
CIG
3060
Consolidated Investment Group
Englewood,
Colorado
| $227M | +$13.8M | +6% | 19.6% | 140% | 67 | 34.33% |
|
| 3061 |
C
3061
Cliffwater
Marina Del Rey,
California
| $226M | -$76.9M | -25% | 25.6% | 29.4% | 23 | 8.7% |
|
| 3062 |
CG
3062
Compass Group
New York
| $226M | -$203M | -47% | 35.9% | 64.6% | 20 | 30% |
|
| 3063 |
ZF
3063
Zhang Financial
Portage,
Michigan
| $226M | -$36.4M | -14% | 19.1% | 67.9% | 108 | 22.22% |
|
| 3064 |
MMG
3064
Monetary Management Group
St Louis,
Missouri
| $226M | -$47.7M | -17% | 14% | 138% | 311 | 17.68% |
|
| 3065 |
PGAM
3065
Princeton Global Asset Management
Princeton,
New Jersey
| $226M | -$21.5M | -9% | 17.6% | 104% | 586 | 29.18% |
|
| 3066 |
MWM
3066
Meridian Wealth Management
Lexington,
Kentucky
| $226M | +$17.8M | +9% | 12.6% | 117% | 258 | 46.12% |
|
| 3067 |
KIP
3067
Kayak Investment Partners
San Francisco,
California
| $226M | +$58.6M | +35% | 3.25% | 27% | 24 | 41.67% |
|
| 3068 |
CIM
3068
Contravisory Investment Management
Norwell,
Massachusetts
| $226M | -$47.8M | -17% | 16.6% | 129% | 329 | 30.7% |
|
| 3069 |
SWM
3069
Stockman Wealth Management
Billings,
Montana
| $225M | -$56.2M | -20% | 21.5% | 73.5% | 177 | 14.69% |
|
| 3070 |
NI
3070
NYL Investors
New York
| $225M | -$416K | -0.2% | 7.77% | 12.7% | 30 | 23.33% |
|
| 3071 |
BPM
3071
Blue Pool Management
Causeway Bay,
Hong Kong
| $225M | -$63.9M | -22% | 19.6% | 72.8% | 28 | 32.14% |
|
| 3072 |
WI
3072
WrapManager Inc
Mill Valley,
California
| $224M | -$93.8M | -29% | 13.3% | 64.6% | 283 | 27.92% |
|
| 3073 |
KM
3073
Kalos Management
Alpharetta,
Georgia
| $224M | -$50.1M | -18% | 18% | 48.5% | 263 | 45.25% |
|
| 3074 |
WCMN
3074
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $224M | -$63.2M | -22% | 18.8% | 107% | 50 | 18% |
|
| 3075 |
CCT
3075
Capital City Trust
Tallahassee,
Florida
| $224M | -$41M | -16% | 16.5% | 86.1% | 115 | 16.52% |
|