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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3201 |
RI
3201
RPTC Inc
Jackson,
Wyoming
| $380M | -$106M | -22% | 16.2% | 66.4% | 6 | 0% |
|
| 3202 |
MSWMA
3202
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $380M | +$35.3M | +10% | 5.67% | 39.6% | 95 | 8.42% |
|
| 3203 |
GC
3203
Gibson Capital
Wexford,
Pennsylvania
| $380M | +$44.3M | +13% | 4.62% | 60.4% | 59 | 13.56% |
|
| 3204 |
RCM
3204
Radnor Capital Management
Wayne,
Pennsylvania
| $380M | -$28.7M | -7% | 0.06% | 86.6% | 258 | 24.03% |
|
| 3205 |
PIFP
3205
Partners in Financial Planning
Salem,
Virginia
| $380M | +$18.7M | +5% | 4.58% | 38.9% | 95 | 7.37% |
|
| 3206 |
GFA
3206
Gifford Fong Associates
Lafayette,
California
| $380M | -$56.3M | -13% | 16.1% | 180% | 141 | 1.42% |
|
| 3207 |
VM
3207
Valor Management
Chicago,
Illinois
| $380M | -$254M | -40% | 39.1% | 14.5% | 4 | 0% |
|
| 3208 |
OLA
3208
Oliver Luxxe Assets
Gladstone,
New Jersey
| $380M | +$21.1M | +6% | 9.65% | 137% | 203 | 28.57% |
|
| 3209 |
AP
3209
AlpInvest Partners
Amsterdam,
Netherlands
| $380M | +$10.2M | +3% | 11.8% | 138% | 25 | 28% |
|
| 3210 |
VT
3210
Vise Technologies
New York
| $379M | +$60M | +19% | 7% | – | 378 | 26.19% |
|
| 3211 |
WU
3211
Washington University
St Louis,
Missouri
| $379M | +$38.9M | +11% | 10.8% | 44% | 12 | 50% |
|
| 3212 |
SIG
3212
Sargent Investment Group
Bethesda,
Maryland
| $379M | +$57.2M | +18% | 11.8% | 113% | 217 | 19.35% |
|
| 3213 |
BCA
3213
Bay Colony Advisors
Concord,
Massachusetts
| $379M | -$234K | -0.1% | 7.5% | 91.8% | 378 | 19.31% |
|
| 3214 |
MLM
3214
Mount Lucas Management
Newtown,
Pennsylvania
| $379M | +$73.6M | +24% | 0.75% | 109% | 133 | 34.59% |
|
| 3215 |
IC
3215
Inscription Capital
Houston,
Texas
| $379M | +$86.3M | +30% | 5.39% | – | 215 | 11.16% |
|
| 3216 |
PCA
3216
Providence Capital Advisors
Charlotte,
North Carolina
| $378M | +$8.16M | +2% | 6.02% | 47.4% | 347 | 25.65% |
|
| 3217 |
FBT
3217
First Bank & Trust
Brookings,
South Dakota
| $378M | +$18M | +5% | 5.81% | 78.5% | 201 | 13.43% |
|
| 3218 |
AC
3218
AlphaCore Capital
La Jolla,
California
| $378M | +$120M | +47% | 5.81% | 85.9% | 253 | 32.81% |
|
| 3219 |
TP
3219
TenCore Partners
New York
| $378M | +$67.3M | +22% | 32.7% | 50.4% | 11 | 9.09% |
|
| 3220 |
CPI
3220
Crestview Partners III
New York
| $377M | +$6.2M | +2% | 9.25% | 51.2% | 2 | 0% |
|
| 3221 |
3LCM
3221
3D/L Capital Management
Hartford,
Connecticut
| $377M | +$5.46M | +1% | 3.92% | 13.9% | 118 | 20.34% |
|
| 3222 |
CA
3222
CHI Advisors
New York
| $377M | +$1.24M | +0.3% | 13.1% | 88.2% | 27 | 25.93% |
|
| 3223 |
AMM
3223
American Money Management
Rancho Santa Fe,
California
| $377M | +$25.8M | +7% | 5.57% | 65% | 137 | 6.57% |
|
| 3224 |
TA
3224
Teton Advisors
Rye,
New York
| $376M | -$13.7M | -4% | 7.74% | 139% | 270 | 3.7% |
|
| 3225 |
MAM
3225
Marquette Asset Management
Minneapolis,
Minnesota
| $376M | +$38.1M | +11% | 6.78% | 63.5% | 230 | 12.61% |
|