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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
KFAA
3101
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $435M | -$7.94M | -2% | 5.69% | 36.2% | 87 | 18.39% |
|
| 3102 |
CBA
3102
Coastal Bridge Advisors
Westport,
Connecticut
| $434M | -$45.8M | -10% | 2.59% | 67.4% | 233 | 35.19% |
|
| 3103 |
4CM
3103
400 Capital Management
New York
| $434M | +$297M | +216% | 8.98% | – | 19 | 68.42% |
|
| 3104 |
FC
3104
Full18 Capital
Westport,
Connecticut
| $434M | +$198M | +84% | 6.08% | – | 140 | 73.57% |
|
| 3105 |
UI
3105
Untitled Investments
New York
| $433M | -$34M | -7% | 13.4% | 62.6% | 22 | 31.82% |
|
| 3106 |
RIM
3106
Regent Investment Management
Louisville,
Kentucky
| $432M | -$26.5M | -6% | 2.69% | 44% | 225 | 8.89% |
|
| 3107 |
LC
3107
Lodbrok Capital
London,
United Kingdom
| $432M | +$188M | +77% | 26.5% | 25.9% | 5 | 40% |
|
| 3108 |
SAF
3108
Smith Anglin Financial
Dallas,
Texas
| $432M | -$154M | -26% | 0.86% | 52.8% | 160 | 23.13% |
|
| 3109 |
CA
3109
Cumberland Advisors
Sarasota,
Florida
| $432M | -$45.8M | -10% | 5.09% | 73.5% | 66 | 18.18% |
|
| 3110 |
PFG
3110
PAX Financial Group
San Antonio,
Texas
| $431M | -$14.8M | -3% | 4.08% | 42.5% | 228 | 25.44% |
|
| 3111 |
AGAM
3111
Avalon Global Asset Management
San Francisco,
California
| $431M | +$145M | +51% | 6.45% | 177% | 54 | 62.96% |
|
| 3112 |
ISB
3112
Iowa State Bank
Urbandale,
Iowa
| $431M | +$6.51M | +2% | 1.72% | 76% | 127 | 7.09% |
|
| 3113 |
MWA
3113
Meridian Wealth Advisors
Austin,
Texas
| $431M | +$19.8M | +5% | 0.38% | 68.8% | 221 | 12.67% |
|
| 3114 |
9WM
3114
9258 Wealth Management
Blue Ash,
Ohio
| $431M | -$4.95M | -1% | 2.71% | 49.6% | 392 | 15.05% |
|
| 3115 |
LPC
3115
Lion Point Capital
New York
| $431M | +$57.9M | +16% | 5.11% | 204% | 40 | 30% |
|
| 3116 |
RP
3116
Rowlandmiller & Partners
Atlanta,
Georgia
| $431M | -$16.3M | -4% | 1.39% | 84% | 192 | 5.73% |
|
| 3117 |
HA
3117
Harfst & Associates
Sheridan,
Wyoming
| $431M | +$37.6M | +10% | 1.13% | 70.3% | 128 | 12.5% |
|
| 3118 |
MAM
3118
Marquette Asset Management
Minneapolis,
Minnesota
| $430M | -$46.6M | -10% | 6.91% | 63.5% | 403 | 37.22% |
|
| 3119 |
DWA
3119
Dorsey Wright & Associates
Pasadena,
California
| $430M | -$54.4M | -11% | 4.93% | 246% | 366 | 47.54% |
|
| 3120 |
VR
3120
Viridian RIA
Bothell,
Washington
| $430M | -$43.1M | -9% | 5.69% | 63.1% | 87 | 88.51% |
|
| 3121 |
PAM
3121
Peak Asset Management
Louisville,
Colorado
| $430M | -$3.5M | -0.8% | 0.83% | 58.1% | 143 | 5.59% |
|
| 3122 |
ST
3122
SAL Trading
Bala Cynwyd,
Pennsylvania
| $430M | +$184M | +75% | 8.75% | 18.9% | 61 | 67.21% |
|
| 3123 |
MAM
3123
Marotta Asset Management
Charlottesville,
Virginia
| $430M | -$11.4M | -3% | 4.19% | 45.7% | 125 | 18.4% |
|
| 3124 |
HCM
3124
Hutchinson Capital Management
San Rafael,
California
| $430M | -$19.7M | -4% | 0.32% | 46.5% | 75 | 9.33% |
|
| 3125 |
CAM
3125
Cubic Asset Management
Boston,
Massachusetts
| $429M | -$12.1M | -3% | 1.89% | 40.5% | 209 | 8.61% |
|