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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 |
VT
3101
Vise Technologies
New York
| $465M | +$57.8M | +14% | 9.08% | – | 375 | 18.67% |
|
| 3102 |
JE
3102
JMAC Enterprises
Newtown,
Pennsylvania
| $465M | +$59.5M | +15% | 10.7% | 65% | 174 | 9.77% |
|
| 3103 |
CVM
3103
Cheviot Value Management
Beverly Hills,
California
| $464M | +$12.7M | +3% | 5.61% | 77.8% | 76 | 7.89% |
|
| 3104 |
BCL
3104
Bracebridge Capital LLC
Boston,
Massachusetts
| $464M | -$165M | -26% | 17.3% | 156% | 59 | 42.37% |
|
| 3105 |
TP
3105
Thunderbird Partners
London,
United Kingdom
| $464M | +$64.6M | +16% | 20.4% | 38% | 13 | 23.08% |
|
| 3106 |
EWA
3106
ERTS Wealth Advisors
Marquette,
Michigan
| $464M | +$48.2M | +12% | 9.38% | 36.5% | 90 | 12.22% |
|
| 3107 |
EAMA
3107
EFG Asset Management (Americas)
Miami,
Florida
| $463M | +$46.3M | +11% | 13.3% | 112% | 146 | 10.96% |
|
| 3108 |
HI
3108
Human Investing
Lake Oswego,
Oregon
| $463M | +$33.8M | +8% | 9.5% | 52% | 101 | 13.86% |
|
| 3109 |
ATI
3109
Act Two Investors
Santa Cruz,
California
| $463M | +$89.2M | +24% | 12.5% | 53% | 50 | 34% |
|
| 3110 |
RWG
3110
Ratio Wealth Group
Denver,
Colorado
| $462M | +$63M | +16% | 9.33% | – | 79 | 17.72% |
|
| 3111 |
KLI
3111
Kelman-Lazarov Inc
Memphis,
Tennessee
| $462M | +$39M | +9% | 8.29% | 46.6% | 105 | 11.43% |
|
| 3112 |
D
3112
Diversified
Wilmington,
Delaware
| $462M | +$76.4M | +20% | 10.8% | 34.4% | 164 | 19.51% |
|
| 3113 |
BAM
3113
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $462M | +$65.5M | +17% | 4.81% | 39.2% | 8 | 25% |
|
| 3114 |
CA
3114
Claro Advisors
Boston,
Massachusetts
| $462M | +$61.8M | +15% | 11.4% | 85.5% | 420 | 20.24% |
|
| 3115 |
CPM
3115
Crescent Park Management
East Palo Alto,
California
| $462M | +$36M | +8% | 21.1% | 87% | 36 | 13.89% |
|
| 3116 |
PWW
3116
Pettyjohn Wood & White
Lynchburg,
Virginia
| $462M | +$38.1M | +9% | 9.65% | 70.9% | 182 | 3.85% |
|
| 3117 |
CC
3117
Cannell Capital
Alta,
Wyoming
| $461M | +$31.5M | +7% | 19.6% | 127% | 62 | 24.19% |
|
| 3118 |
MIM
3118
Manitou Investment Management
Toronto,
Ontario, Canada
| $461M | +$39.8M | +9% | 9.66% | 57.2% | 59 | 6.78% |
|
| 3119 |
EC
3119
ECP ControlCo
Summit,
New Jersey
| $461M | +$24.4M | +6% | 14.1% | 42.5% | 9 | 11.11% |
|
| 3120 |
RDWM
3120
Red Door Wealth Management
Memphis,
Tennessee
| $461M | +$60.4M | +15% | 10.8% | 100% | 202 | 13.86% |
|
| 3121 |
NG
3121
Northstar Group
New York
| $460M | +$38.5M | +9% | 7.76% | 63.9% | 149 | 8.05% |
|
| 3122 |
FA
3122
Fagan Associates
Troy,
New York
| $460M | +$46.4M | +11% | 11.2% | 110% | 114 | 6.14% |
|
| 3123 |
IWA
3123
IBEX Wealth Advisors
Bedminster,
New Jersey
| $460M | +$67.2M | +17% | 13.7% | 221% | 126 | 25.4% |
|
| 3124 |
CWC
3124
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $460M | +$58.6M | +15% | 11.2% | 24.6% | 1,064 | 11% |
|
| 3125 |
PA
3125
Probity Advisors
Dallas,
Texas
| $459M | +$25.3M | +6% | 9.59% | 55.8% | 208 | 16.83% |
|