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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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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3401 |
GPSPJS
3401
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $302M | +$63.6M | +27% | 31.3% | 112% | 15 | 6.67% |
|
| 3402 |
KI
3402
Koch Industries
Wichita,
Kansas
| $302M | +$206M | +216% | 39% | 56.9% | 4 | 50% |
|
| 3403 |
B
3403
Bridgeworth
Birmingham,
Alabama
| $302M | +$35.3M | +13% | 16.3% | 19.3% | 133 | 14.29% |
|
| 3404 |
TWM
3404
Tolleson Wealth Management
Dallas,
Texas
| $302M | +$54.3M | +22% | 12.7% | 48.1% | 69 | 11.59% |
|
| 3405 |
GG
3405
GenWealth Group
Maplewood,
New Jersey
| $302M | +$25.3M | +9% | 9.59% | 67.8% | 71 | 7.04% |
|
| 3406 |
OAM
3406
Occidental Asset Management
Burlingame,
California
| $302M | +$61.6M | +26% | 10% | 65.6% | 170 | 19.41% |
|
| 3407 |
SCP
3407
SailingStone Capital Partners
Houston,
Texas
| $302M | +$41M | +16% | 44.3% | 161% | 14 | 35.71% |
|
| 3408 |
HCL
3408
Heard Capital LLC
Chicago,
Illinois
| $301M | +$58.1M | +24% | 20% | 97.6% | 70 | 67.14% |
|
| 3409 |
ICA
3409
Infrastructure Capital Advisors
New York
| $301M | +$120M | +66% | 29.7% | 49% | 70 | 57.14% |
|
| 3410 |
FCA
3410
FLC Capital Advisors
Palm Desert,
California
| $301M | +$27.6M | +10% | 9.57% | 59.3% | 150 | 12.67% |
|
| 3411 |
MAA
3411
Mraz Amerine & Associates
Modesto,
California
| $301M | +$32.1M | +12% | 18.9% | 69.8% | 171 | 12.28% |
|
| 3412 |
SWK
3412
Stephen W. Kidder
| $300M | +$18.5M | +7% | 12.6% | 62.5% | 72 | 6.94% |
|
| 3413 |
PCM
3413
Punch Card Management
Winter Park,
Florida
| $300M | +$53M | +21% | 23.3% | 41% | 3 | 0% |
|
| 3414 |
PC
3414
Packer & Co
Cottesloe,
Australia
| $300M | +$38.3M | +15% | 12.1% | – | 4 | 0% |
|
| 3415 |
RPWA
3415
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $300M | +$65M | +28% | 11.8% | – | 1,168 | 88.87% |
|
| 3416 |
B
3416
Bellecapital
Zurich,
Switzerland
| $300M | +$81.3M | +37% | 15.6% | 128% | 195 | 25.64% |
|
| 3417 |
FA
3417
FMA Advisory
Harrisburg,
Pennsylvania
| $300M | +$48.8M | +19% | 15.4% | 46.7% | 175 | 11.43% |
|
| 3418 |
S
3418
Surevest
Los Angeles,
California
| $300M | +$45.4M | +18% | 13.2% | 24.6% | 90 | 12.22% |
|
| 3419 |
EDRIA
3419
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $300M | +$59.9M | +25% | 13.3% | 12.8% | 134 | 20.9% |
|
| 3420 |
AIM
3420
Atlantic Investment Management
New York
| $299M | +$65.2M | +28% | 30.1% | 34% | 11 | 36.36% |
|
| 3421 |
SHJ
3421
Sharkey, Howes & Javer
Denver,
Colorado
| $299M | +$36.4M | +14% | 10.9% | 54.6% | 78 | 21.79% |
|
| 3422 |
ROC
3422
Running Oak Capital
Edina,
Minnesota
| $299M | +$25M | +9% | 14% | 32.7% | 65 | 3.08% |
|
| 3423 |
MFW
3423
Mosaic Family Wealth
St. Louis,
Missouri
| $299M | +$32.5M | +12% | 13.4% | 85.2% | 158 | 14.56% |
|
| 3424 |
CPA
3424
Court Place Advisors
Ellicott City,
Maryland
| $299M | +$31.6M | +12% | 12.7% | 92% | 179 | 8.94% |
|
| 3425 |
SWM
3425
Sugarloaf Wealth Management
Duluth,
Georgia
| $299M | +$24.5M | +9% | 8.37% | 10.2% | 781 | 13.44% |
|