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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
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3126 |
BW
3126
Bison Wealth
Atlanta,
Georgia
| $155M | -$19.9M | -11% | 2.48% | 37.4% | 260 | 37.69% |
|
| 3127 |
RGI
3127
River Global Investors
London,
United Kingdom
| $155M | +$8.5M | +6% | 4% | 49.7% | 136 | 37.5% |
|
| 3128 |
WIP
3128
Wayzata Investment Partners
Wayzata,
Minnesota
| $155M | -$20.8M | -12% | 2.5% | – | 2 | 0% |
|
| 3129 |
PVWM
3129
Point View Wealth Management
Summit,
New Jersey
| $155M | +$17M | +12% | 4.6% | 27% | 237 | 10.97% |
|
| 3130 |
PFM
3130
PacWest Financial Management
Phoenix,
Arizona
| $155M | +$5.85M | +4% | 2.61% | 19.2% | 89 | 12.36% |
|
| 3131 |
LCP
3131
Legacy Capital Partners
Milwaukee,
Wisconsin
| $155M | -$606K | -0.4% | 3.44% | 85.6% | 118 | 9.32% |
|
| 3132 |
SRC
3132
Stone Run Capital
New York
| $155M | +$11.2M | +8% | 5.69% | 77.8% | 71 | 11.27% |
|
| 3133 |
CLA
3133
Cranberry Lake Advisors
Houston,
Texas
| $155M | -$14.8M | -9% | 1.79% | 31.5% | 19 | 10.53% |
|
| 3134 |
3134
Koshinski Asset Management
Decatur,
Illinois
| $155M | +$11.8M | +8% | 0.93% | 59.6% | 255 | 25.49% |
|
| 3135 |
NCM
3135
Northroad Capital Management
New York
| $155M | -$13.2M | -8% | 3.5% | 0.07% | 56 | 3.57% |
|
| 3136 |
VIA
3136
Virtus Investment Advisers
Hartford,
Connecticut
| $154M | +$127M | +460% | 3.1% | 131% | 19 | 63.16% |
|
| 3137 |
QCG
3137
Quadrant Capital Group
Cincinnati,
Ohio
| $154M | +$9.82M | +7% | 1.34% | 77.7% | 2,296 | 34.84% |
|
| 3138 |
RO
3138
Reservoir Operations
New York
| $154M | -$45.6M | -23% | 8.46% | 12.4% | 31 | 19.35% |
|
| 3139 |
FM
3139
Family Management
New York
| $154M | -$39.4M | -20% | 0.7% | 58.5% | 86 | 26.74% |
|
| 3140 |
MCM
3140
Matterhorn Capital Management
San Antonio,
Texas
| $154M | -$64.9M | -30% | 1.11% | 38.8% | 59 | 22.03% |
|
| 3141 |
HA
3141
Harfst & Associates
Sheridan,
Wyoming
| $154M | -$91.7M | -37% | 5.36% | 70.3% | 301 | 77.08% |
|
| 3142 |
FP
3142
FDO Partners
Cambridge,
Massachusetts
| $154M | -$21.8M | -12% | 0.63% | – | 372 | 71.24% |
|
| 3143 |
YP
3143
YG Partners
New York
| $154M | +$18.6M | +14% | 2.48% | – | 29 | 34.48% |
|
| 3144 |
BB
3144
Bell Bank
Fargo,
North Dakota
| $154M | +$14.2M | +10% | 3.81% | 64.3% | 144 | 33.33% |
|
| 3145 |
MAS
3145
Madden Advisory Services
Jacksonville,
Florida
| $154M | +$1.74M | +1% | 1.75% | 44.7% | 93 | 5.38% |
|
| 3146 |
CRCM
3146
Crystal Rock Capital Management
Bannockburn,
Illinois
| $153M | +$16.7M | +12% | 2.06% | 153% | 36 | 41.67% |
|
| 3147 |
DDC
3147
Daniel Devine & Co
Parkland,
Florida
| $153M | +$2.04M | +1% | 0.38% | 34.2% | 69 | 17.39% |
|
| 3148 |
IP
3148
Investment Partners
New Philadelphia,
Ohio
| $153M | +$70.4M | +85% | 2.29% | 58.7% | 167 | 41.32% |
|
| 3149 |
FEG
3149
Financial Enhancement Group
Anderson,
Indiana
| $153M | -$9.72M | -6% | 1.81% | 57.5% | 50 | 24% |
|
| 3150 |
EGA
3150
E&G Advisors
Houston,
Texas
| $153M | -$13.4M | -8% | 0.61% | 92.3% | 109 | 26.61% |
|