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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3151 |
FA
3151
Fagan Associates
Troy,
New York
| $412M | +$10.2M | +3% | 9.57% | 110% | 128 | 17.19% |
|
| 3152 |
CWP
3152
CFM Wealth Partners
Austin,
Texas
| $412M | +$40.9M | +11% | 12.2% | 152% | 169 | 11.83% |
|
| 3153 |
SXL
3153
Summit X LLC
Chesterfield,
Missouri
| $412M | +$24.9M | +6% | 6.8% | 62.9% | 281 | 9.96% |
|
| 3154 |
SIG
3154
Sargent Investment Group
Bethesda,
Maryland
| $412M | +$32.5M | +9% | 9.07% | 113% | 213 | 12.68% |
|
| 3155 |
SMI
3155
Shelter Mutual Insurance
Columbia,
Missouri
| $412M | +$52.8M | +15% | 3.31% | 51.2% | 69 | 24.64% |
|
| 3156 |
CCM
3156
Carronade Capital Management
Darien,
Connecticut
| $412M | +$165M | +67% | 4.47% | 215% | 26 | 57.69% |
|
| 3157 |
ES
3157
Eagle Strategies
New York
| $411M | +$11.2M | +3% | 4.7% | 70.1% | 191 | 14.66% |
|
| 3158 |
BBL
3158
Beck Bode LLC
Dedham,
Massachusetts
| $411M | +$4.05M | +1% | 4.1% | 155% | 166 | 37.95% |
|
| 3159 |
EIP
3159
Ellis Investment Partners
Berwyn,
Pennsylvania
| $408M | +$20.8M | +5% | 5.45% | 66.3% | 224 | 9.82% |
|
| 3160 |
ROC
3160
Running Oak Capital
Edina,
Minnesota
| $408M | +$57.1M | +16% | 6.17% | 32.7% | 62 | 16.13% |
|
| 3161 |
CBA
3161
Coastal Bridge Advisors
Westport,
Connecticut
| $408M | +$12.4M | +3% | 5.62% | 88.1% | 188 | 17.55% |
|
| 3162 |
RI
3162
RPTC Inc
Jackson,
Wyoming
| $408M | +$27.1M | +7% | 6.91% | 66.4% | 6 | 0% |
|
| 3163 |
AC
3163
Asio Capital
Lexington,
Kentucky
| $408M | +$22.6M | +6% | 7.36% | 88% | 123 | 17.07% |
|
| 3164 |
TC
3164
TAP Consulting
Kirkwood,
Missouri
| $408M | -$967K | -0.2% | 2.55% | 3.08% | 143 | 9.79% |
|
| 3165 |
SF
3165
Symphony Financial
Houston,
Texas
| $407M | +$21.2M | +5% | 6.37% | 85.7% | 219 | 24.2% |
|
| 3166 |
EFI
3166
EHP Funds Inc
Toronto,
Canada
| $407M | -$103M | -20% | 6.76% | 173% | 353 | 31.73% |
|
| 3167 |
TS
3167
Tamar Securities
Woodland Hills,
California
| $407M | +$58.6M | +17% | 7.11% | 84.8% | 73 | 8.22% |
|
| 3168 |
TP
3168
TenCore Partners
New York
| $407M | +$29.3M | +8% | 18.4% | 50.4% | 15 | 40% |
|
| 3169 |
TFM
3169
TFC Financial Management
Boston,
Massachusetts
| $407M | +$19.8M | +5% | 6.07% | 60% | 790 | 31.27% |
|
| 3170 |
WFA
3170
West Financial Advisors
Des Moines,
Iowa
| $406M | +$24.2M | +6% | 3.85% | 45.1% | 204 | 28.92% |
|
| 3171 |
ACM
3171
Armbruster Capital Management
Pittsford,
New York
| $406M | +$14.8M | +4% | 3.2% | 64.3% | 106 | 3.77% |
|
| 3172 |
NCM
3172
Noesis Capital Mangement
Boca Raton,
Florida
| $406M | +$11.3M | +3% | 5.72% | 128% | 107 | 8.41% |
|
| 3173 |
SCM
3173
Steadview Capital Management
London,
United Kingdom
| $406M | +$75.3M | +23% | 32.2% | 930% | 10 | 10% |
|
| 3174 |
NFT
3174
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $406M | +$29.4M | +8% | 4.82% | 82.3% | 17 | 23.53% |
|
| 3175 |
AP
3175
Advisors Preferred
Rockville,
Maryland
| $405M | +$113M | +39% | 8.59% | 102% | 277 | 68.95% |
|