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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%
10
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3376 |
CCIA
3376
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $371M | +$79M | +27% | 1.48% | 25.1% | 972 | 69.24% |
|
| 3377 |
CCM
3377
Canal Capital Management
Richmond,
Virginia
| $371M | -$43.7M | -11% | 7.73% | 67.8% | 159 | 19.5% |
|
| 3378 |
SM
3378
Scoggin Management
New York
| $370M | +$19.3M | +6% | 11.8% | 527% | 78 | 55.13% |
|
| 3379 |
TWP
3379
Total Wealth Planning
Cincinnati,
Ohio
| $370M | +$208M | +129% | 4.04% | 37.2% | 84 | 60.71% |
|
| 3380 |
CAM
3380
Covenant Asset Management
Chester,
New Jersey
| $370M | -$6.18M | -2% | 7.65% | 158% | 152 | 15.79% |
|
| 3381 |
ANI
3381
American National Insurance
Galveston,
Texas
| $370M | -$81.5M | -18% | 1.96% | 97.8% | 274 | 8.39% |
|
| 3382 |
NC
3382
NinePointTwo Capital
Los Angeles,
California
| $370M | +$59.2M | +19% | 3.68% | 1.62% | 263 | 43.73% |
|
| 3383 |
WAOTB
3383
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $369M | -$38.2M | -9% | 3.36% | 73.5% | 116 | 11.21% |
|
| 3384 |
BWM
3384
Buckley Wealth Management
Las Vegas,
Nevada
| $369M | +$26.9M | +8% | 1.53% | 79.6% | 164 | 28.66% |
|
| 3385 |
AL
3385
AIP LLC
New York
| $369M | -$20.7M | -5% | 5.3% | 86.8% | 1 | 0% |
|
| 3386 |
MVM
3386
Medicxi Ventures Management
St. Helier,
Jersey
| $369M | -$30.4M | -8% | 8.61% | 788% | 7 | 0% |
|
| 3387 |
TI
3387
tru Independence
Portland,
Oregon
| $369M | +$2.32M | +0.6% | 0.38% | 42.5% | 222 | 17.12% |
|
| 3388 |
HI
3388
Hoey Investments
Coatesville,
Pennsylvania
| $369M | -$23M | -6% | 5.01% | 200% | 287 | 21.6% |
|
| 3389 |
EL
3389
Essex LLC
Deer Park,
Illinois
| $369M | -$4.89M | -1% | 2.38% | 89.1% | 176 | 8.52% |
|
| 3390 |
BPCA
3390
Bank Pictet & Cie (Asia)
Singapore
| $369M | -$54.3M | -13% | 8.48% | 30.4% | 99 | 6.06% |
|
| 3391 |
TGI
3391
TRV GP III
Boston,
Massachusetts
| $369M | -$31.1M | -8% | 22.6% | 170% | 7 | 0% |
|
| 3392 |
MFS
3392
McNamara Financial Services
Marshfield,
Massachusetts
| $368M | -$14.6M | -4% | 5.28% | 42.6% | 63 | 11.11% |
|
| 3393 |
IIC
3393
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $368M | -$6.63M | -2% | 4.23% | 59.1% | 321 | 16.82% |
|
| 3394 |
AWC
3394
Abundance Wealth Counselors
State College,
Pennsylvania
| $368M | -$22M | -6% | 4.14% | 94.7% | 156 | 30.13% |
|
| 3395 |
GA
3395
Gateway Advisory
Westfield,
New Jersey
| $368M | -$101M | -22% | 1.26% | 26% | 123 | 37.4% |
|
| 3396 |
PRA
3396
Pine Ridge Advisers
New York
| $368M | +$3.27M | +0.9% | 5.73% | 80% | 25 | 4% |
|
| 3397 |
CC
3397
Covalis Capital
London,
United Kingdom
| $367M | +$93.4M | +34% | 6.39% | 31.3% | 112 | 54.46% |
|
| 3398 |
SAS
3398
Sanford Advisory Services
Portage,
Michigan
| $367M | -$76.8M | -17% | 4.14% | – | 119 | 12.61% |
|
| 3399 |
CWS
3399
Cypress Wealth Services
Palm Desert,
California
| $367M | +$1.54M | +0.4% | 3.9% | 71.8% | 257 | 16.34% |
|
| 3400 |
PTB
3400
Pioneer Trust Bank
Salem,
Oregon
| $367M | -$18.3M | -5% | 4% | 61.4% | 75 | 6.67% |
|