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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
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3076 |
CC
3076
Cannell Capital
Alta,
Wyoming
| $461M | +$31.5M | +7% | 19.6% | 130% | 62 | 24.19% |
|
| 3077 |
MIM
3077
Manitou Investment Management
Toronto,
Ontario, Canada
| $461M | +$39.8M | +9% | 9.66% | 57.2% | 59 | 6.78% |
|
| 3078 |
EC
3078
ECP ControlCo
Summit,
New Jersey
| $461M | +$24.4M | +6% | 14.1% | 35.8% | 9 | 11.11% |
|
| 3079 |
RDWM
3079
Red Door Wealth Management
Memphis,
Tennessee
| $461M | +$60.4M | +15% | 10.8% | 100% | 202 | 13.86% |
|
| 3080 |
NG
3080
Northstar Group
New York
| $460M | +$38.5M | +9% | 7.76% | 61.8% | 149 | 8.05% |
|
| 3081 |
FA
3081
Fagan Associates
Troy,
New York
| $460M | +$46.4M | +11% | 11.2% | 87.7% | 114 | 6.14% |
|
| 3082 |
CWC
3082
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $460M | +$58.6M | +15% | 11.2% | 24.6% | 1,064 | 11% |
|
| 3083 |
PA
3083
Probity Advisors
Dallas,
Texas
| $459M | +$25.3M | +6% | 9.59% | 41.2% | 208 | 16.83% |
|
| 3084 |
HCM
3084
Hutchinson Capital Management
San Rafael,
California
| $459M | +$33.3M | +8% | 9.97% | 46.5% | 83 | 4.82% |
|
| 3085 |
BEI
3085
Benjamin Edwards Inc
Clayton,
Missouri
| $459M | +$36.4M | +9% | 9.97% | 66.5% | 681 | 10.57% |
|
| 3086 |
PI
3086
Pennant Investors
Summit,
New Jersey
| $458M | +$181M | +65% | 13.9% | 359% | 45 | 73.33% |
|
| 3087 |
PO
3087
PBCay One
Dubai,
United Arab Emirates
| $458M | – | – | 10.7% | – | 13 | – |
|
| 3088 |
EWM
3088
Edge Wealth Management
New York
| $457M | +$29.4M | +7% | 11.7% | 61.6% | 83 | 9.64% |
|
| 3089 |
WLIM
3089
White Lighthouse Investment Management
Bedford,
Massachusetts
| $457M | +$45.1M | +11% | 9.85% | 46.8% | 124 | 7.26% |
|
| 3090 |
NC
3090
NBW Capital
Boston,
Massachusetts
| $457M | +$48.4M | +12% | 11% | 86% | 121 | 22.31% |
|
| 3091 |
BGC
3091
Blue Grotto Capital
Atlanta,
Georgia
| $457M | +$30.3M | +7% | 17.3% | 283% | 31 | 41.94% |
|
| 3092 |
MWA
3092
Meridian Wealth Advisors
Austin,
Texas
| $457M | +$56.5M | +14% | 9.69% | 68.8% | 184 | 7.07% |
|
| 3093 |
XT
3093
XTX Topco
George Town,
Cayman Islands
| $457M | -$129M | -22% | 12.9% | 70.4% | 2,338 | 70.57% |
|
| 3094 |
LS
3094
Leelyn Smith
Geneva,
Illinois
| $457M | +$46.8M | +11% | 9.93% | 77.3% | 127 | 18.11% |
|
| 3095 |
SIG
3095
Sargent Investment Group
Bethesda,
Maryland
| $457M | +$41.4M | +10% | 11.2% | 105% | 218 | 8.72% |
|
| 3096 |
CS
3096
Cisco Systems
San Jose,
California
| $456M | +$46.8M | +11% | 11.5% | 212% | 4 | 25% |
|
| 3097 |
SOAMC
3097
Spirit of America Management Corp
Syosset,
New York
| $456M | +$13.1M | +3% | 6.46% | 110% | 270 | 12.96% |
|
| 3098 |
HGWM
3098
Horst & Graben Wealth Management
Portland,
Oregon
| $455M | +$48.7M | +12% | 9.03% | 55.1% | 153 | 23.53% |
|
| 3099 |
GF
3099
Gries Financial
Cleveland,
Ohio
| $455M | +$83.9M | +23% | 9.77% | 71.3% | 228 | 27.63% |
|
| 3100 |
VW
3100
Vantage Wealth
Pasadena,
California
| $455M | +$55.7M | +14% | 7.68% | 56.1% | 43 | 13.95% |
|