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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
WI
3101
WrapManager Inc
Mill Valley,
California
| $270M | +$45M | +20% | 16.1% | 64.6% | 253 | 22.13% |
|
| 3102 |
KBFS
3102
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $269M | +$42M | +18% | 14.2% | 42.8% | 129 | 18.6% |
|
| 3103 |
PWMAG
3103
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $269M | +$63.3M | +31% | 17.8% | 80.5% | 191 | 21.99% |
|
| 3104 |
AUIM
3104
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $269M | +$25.4M | +10% | 14.3% | 39.9% | 49 | 22.45% |
|
| 3105 |
SCP
3105
SailingStone Capital Partners
Houston,
Texas
| $269M | +$90.7M | +51% | 130% | 152% | 16 | 6.25% |
|
| 3106 |
MAA
3106
Mraz Amerine & Associates
Modesto,
California
| $269M | +$14.7M | +6% | 8.15% | 69.8% | 166 | 12.05% |
|
| 3107 |
HFA
3107
High Falls Advisors
Rochester,
New York
| $268M | +$17.6M | +7% | 12.6% | 56.9% | 99 | 27.27% |
|
| 3108 |
SA
3108
Strategic Advisors
New York
| $268M | +$38.5M | +17% | 24.7% | 87.3% | 166 | 27.11% |
|
| 3109 |
FC
3109
Fore Capital
New York
| $268M | +$139M | +108% | 9.67% | 25.4% | 93 | 68.82% |
|
| 3110 |
SMI
3110
Shelter Mutual Insurance
Columbia,
Missouri
| $268M | +$29.1M | +12% | 14.2% | 51.2% | 47 | 12.77% |
|
| 3111 |
SP
3111
StackLine Partners
New York
| $268M | +$74.1M | +38% | 32.9% | 12.7% | 14 | 35.71% |
|
| 3112 |
PSP
3112
Principal Street Partners
Memphis,
Tennessee
| $268M | +$29.5M | +12% | 19.4% | 91% | 147 | 24.49% |
|
| 3113 |
ATI
3113
Act Two Investors
Santa Cruz,
California
| $268M | +$51.3M | +24% | 22.9% | 53% | 31 | 12.9% |
|
| 3114 |
PC
3114
Permit Capital
West Conshohocken,
Pennsylvania
| $268M | +$26.7M | +11% | 14.6% | 121% | 24 | 8.33% |
|
| 3115 |
MCP
3115
Mirador Capital Partners
Pleasanton,
California
| $268M | +$28.2M | +12% | 17.9% | 102% | 154 | 12.34% |
|
| 3116 |
YU
3116
Yale University
New Haven,
Connecticut
| $267M | $0 | 0% | 24.4% | 33.7% | 9 | 0% |
|
| 3117 |
MJP
3117
Michael J. Puzo
| $267M | +$40.1M | +18% | 18.4% | 90.3% | 76 | 11.84% |
|
| 3118 |
TFF
3118
The Family Firm
Bethesda,
Maryland
| $267M | +$32.2M | +14% | 15.9% | 40.2% | 143 | 12.59% |
|
| 3119 |
MCM
3119
McRae Capital Management
Morristown,
New Jersey
| $267M | +$61.8M | +30% | 34% | 59.2% | 92 | 8.7% |
|
| 3120 |
SWM
3120
Stockman Wealth Management
Billings,
Montana
| $267M | +$41.5M | +18% | 17.7% | 73.5% | 172 | 11.63% |
|
| 3121 |
EIP
3121
Ellis Investment Partners
Berwyn,
Pennsylvania
| $267M | +$55.9M | +27% | 18.5% | 66.3% | 779 | 13.74% |
|
| 3122 |
CC
3122
Cannell Capital
Alta,
Wyoming
| $267M | +$26.2M | +11% | 64.7% | 127% | 59 | 32.2% |
|
| 3123 |
SIG
3123
Sargent Investment Group
Bethesda,
Maryland
| $266M | +$48.8M | +22% | 31.5% | 113% | 154 | 16.23% |
|
| 3124 |
HC
3124
Hamilton Capital
Columbus,
Ohio
| $266M | -$6.45M | -2% | 16.9% | – | 42 | 26.19% |
|
| 3125 |
PJB
3125
Paul John Balson
Marina Del Rey,
California
| $266M | +$79.1M | +42% | 40.7% | – | 78 | 23.08% |
|