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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 |
ES
3126
Eagle Strategies
New York
| $411M | +$11.2M | +3% | 4.7% | 70.1% | 191 | 14.66% |
|
| 3127 |
BBL
3127
Beck Bode LLC
Dedham,
Massachusetts
| $411M | +$4.05M | +1% | 4.1% | 128% | 166 | 37.95% |
|
| 3128 |
EIP
3128
Ellis Investment Partners
Berwyn,
Pennsylvania
| $408M | +$20.8M | +5% | 5.45% | 51% | 224 | 9.82% |
|
| 3129 |
ROC
3129
Running Oak Capital
Edina,
Minnesota
| $408M | +$57.1M | +16% | 6.17% | 36.5% | 62 | 16.13% |
|
| 3130 |
CBA
3130
Coastal Bridge Advisors
Westport,
Connecticut
| $408M | +$12.4M | +3% | 5.62% | 67.4% | 188 | 17.55% |
|
| 3131 |
RI
3131
RPTC Inc
Jackson,
Wyoming
| $408M | +$27.1M | +7% | 6.91% | 69.5% | 6 | 0% |
|
| 3132 |
AC
3132
Asio Capital
Lexington,
Kentucky
| $408M | +$22.6M | +6% | 7.36% | 88% | 123 | 17.07% |
|
| 3133 |
TC
3133
TAP Consulting
Kirkwood,
Missouri
| $408M | -$967K | -0.2% | 2.55% | 3.08% | 143 | 9.79% |
|
| 3134 |
SF
3134
Symphony Financial
Houston,
Texas
| $407M | +$21.2M | +5% | 6.37% | 71.2% | 219 | 24.2% |
|
| 3135 |
EFI
3135
EHP Funds Inc
Toronto,
Canada
| $407M | -$103M | -20% | 6.76% | 173% | 353 | 31.73% |
|
| 3136 |
TS
3136
Tamar Securities
Woodland Hills,
California
| $407M | +$58.6M | +17% | 7.11% | 76.3% | 73 | 8.22% |
|
| 3137 |
TP
3137
TenCore Partners
New York
| $407M | +$29.3M | +8% | 18.4% | 64.8% | 15 | 40% |
|
| 3138 |
TFM
3138
TFC Financial Management
Boston,
Massachusetts
| $407M | +$19.8M | +5% | 6.07% | 60% | 790 | 31.27% |
|
| 3139 |
WFA
3139
West Financial Advisors
Des Moines,
Iowa
| $406M | +$24.2M | +6% | 3.85% | 45.1% | 204 | 28.92% |
|
| 3140 |
ACM
3140
Armbruster Capital Management
Pittsford,
New York
| $406M | +$14.8M | +4% | 3.2% | 64.3% | 106 | 3.77% |
|
| 3141 |
NCM
3141
Noesis Capital Mangement
Boca Raton,
Florida
| $406M | +$11.3M | +3% | 5.72% | 86.8% | 107 | 8.41% |
|
| 3142 |
SCM
3142
Steadview Capital Management
London,
United Kingdom
| $406M | +$75.3M | +23% | 32.2% | 696% | 10 | 10% |
|
| 3143 |
NFT
3143
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $406M | +$29.4M | +8% | 4.82% | 82.3% | 17 | 23.53% |
|
| 3144 |
AP
3144
Advisors Preferred
Rockville,
Maryland
| $405M | +$113M | +39% | 8.59% | 88.4% | 277 | 68.95% |
|
| 3145 |
MCM
3145
Marathon Capital Management
Hunt Valley,
Maryland
| $405M | -$1.28M | -0.3% | 4.74% | 70.9% | 169 | 10.06% |
|
| 3146 |
LWM
3146
Liberty Wealth Management
Oakland,
California
| $405M | -$79.9M | -16% | 6.25% | 55.5% | 241 | 25.31% |
|
| 3147 |
HFM
3147
Hartford Financial Management
Hartford,
Connecticut
| $405M | +$17.9M | +5% | 5.94% | 79.6% | 387 | 7.24% |
|
| 3148 |
NO
3148
Ninety One
Cape Town,
South Africa
| $404M | +$11.2M | +3% | 7.63% | 193% | 74 | 13.51% |
|
| 3149 |
JE
3149
JMAC Enterprises
Newtown,
Pennsylvania
| $404M | +$10.7M | +3% | 5.39% | 65% | 189 | 16.4% |
|
| 3150 |
RWG
3150
Ratio Wealth Group
Denver,
Colorado
| $404M | – | – | 3.07% | – | 67 | – |
|