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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3126 |
YWP
3126
YorkBridge Wealth Partners
New York
| $217M | +$10.1M | +5% | 1.16% | 36.5% | 917 | 9.05% |
|
| 3127 |
NFA
3127
Nuveen Fund Advisors
Chicago,
Illinois
| $217M | -$128M | -37% | 1.23% | 52.3% | 311 | 19.94% |
|
| 3128 |
MOS
3128
MGO One Seven
Beachwood,
Ohio
| $217M | +$829K | +0.4% | 0.25% | 73.8% | 1,977 | 11.63% |
|
| 3129 |
KIC
3129
Keating Investment Counselors
Delray Beach,
Florida
| $217M | -$18.4M | -8% | 4.12% | 43.7% | 65 | 0% |
|
| 3130 |
MM
3130
Meridian Management
Little Rock,
Arkansas
| $217M | +$2.51M | +1% | 1.07% | 47.4% | 77 | 7.79% |
|
| 3131 |
AC
3131
Athanor Capital
New York
| $216M | +$4.04M | +2% | 0.44% | 171% | 90 | 85.56% |
|
| 3132 |
TWA
3132
TCI Wealth Advisors
Tucson,
Arizona
| $216M | -$11.8M | -5% | 1.32% | 54.5% | 1,502 | 15.85% |
|
| 3133 |
SH
3133
Sandia Holdings
Greenwich,
Connecticut
| $216M | -$3.37M | -2% | 8.94% | – | 28 | 28.57% |
|
| 3134 |
AP
3134
Advisors Preferred
Rockville,
Maryland
| $215M | -$20M | -8% | 0.81% | 88.4% | 324 | 66.36% |
|
| 3135 |
ITIM
3135
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $215M | -$112K | -0.1% | 1.14% | 104% | 139 | 5.04% |
|
| 3136 |
EP
3136
Eversept Partners
New York
| $215M | +$41.5M | +24% | 20.7% | 281% | 68 | 48.53% |
|
| 3137 |
SIRP
3137
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $215M | -$11.7M | -5% | 2.33% | 51.1% | 41 | 0% |
|
| 3138 |
GIM
3138
Greystone Investment Management
Cincinnati,
Ohio
| $215M | -$5.74M | -3% | 1.62% | 32.8% | 53 | 11.32% |
|
| 3139 |
SCM
3139
Shah Capital Management
Raleigh,
North Carolina
| $215M | -$1.96M | -0.9% | 6.25% | 225% | 13 | 7.69% |
|
| 3140 |
CC
3140
Cedar Capital
Barrington,
Illinois
| $215M | +$6.13M | +3% | 1.98% | 98% | 171 | 30.99% |
|
| 3141 |
CP
3141
Camelot Portfolios
Maumee,
Ohio
| $214M | +$2.83M | +1% | 4.6% | 41.3% | 214 | 22.9% |
|
| 3142 |
SGH
3142
Sivik Global Healthcare
Greenwich,
Connecticut
| $214M | -$55.1M | -20% | 3.51% | 53.8% | 81 | 43.21% |
|
| 3143 |
MC
3143
Mathes Company
New York
| $214M | -$4.44M | -2% | 2.22% | 105% | 148 | 12.84% |
|
| 3144 |
BCA
3144
Bray Capital Advisors
Naples,
Florida
| $214M | +$5.83M | +3% | 0.49% | 36.6% | 343 | 61.22% |
|
| 3145 |
ACM
3145
Armbruster Capital Management
Pittsford,
New York
| $214M | -$4.63M | -2% | 1.24% | 64.3% | 277 | 22.38% |
|
| 3146 |
SH
3146
Scepter Holdings
Fort Worth,
Texas
| $214M | +$172M | +414% | 1.2% | – | 7 | 71.43% |
|
| 3147 |
GPSPJS
3147
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $214M | -$6.37M | -3% | 1.48% | 112% | 14 | 0% |
|
| 3148 |
CI
3148
Chartist Inc
Seal Beach,
California
| $214M | -$12.1M | -5% | 1.71% | – | 38 | 10.53% |
|
| 3149 |
SC
3149
Sculptor Capital
New York
| $214M | +$141M | +193% | 11% | 96.6% | 12 | 66.67% |
|
| 3150 |
NSRI
3150
New Silk Road Investment
Singapore
| $214M | +$24.4M | +13% | 6.26% | 21.2% | 9 | 33.33% |
|