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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3426 |
RAM
3426
Redmond Asset Management
Henrico,
Virginia
| $322M | +$39.4M | +14% | 12.1% | 59.1% | 192 | 11.46% |
|
| 3427 |
MM
3427
Meridian Management
Little Rock,
Arkansas
| $322M | +$9.99M | +3% | 2.93% | 47.4% | 83 | 10.84% |
|
| 3428 |
KM
3428
Kalos Management
Alpharetta,
Georgia
| $321M | +$87.1M | +37% | 7.51% | 48.5% | 333 | 34.53% |
|
| 3429 |
BC
3429
Bridgefront Capital
Austin,
Texas
| $321M | +$28.9M | +10% | 9.05% | 38.1% | 1,013 | 79.57% |
|
| 3430 |
LS
3430
Liquid Strategies
Atlanta,
Georgia
| $321M | +$1.33M | +0.4% | 1.52% | 46.8% | 8 | 12.5% |
|
| 3431 |
BFO
3431
Biltmore Family Office
Charlotte,
North Carolina
| $321M | -$11.9M | -4% | 0.32% | 73.5% | 193 | 11.4% |
|
| 3432 |
CM
3432
Columbus Macro
New Castle,
Pennsylvania
| $321M | -$4.75M | -1% | 4.82% | 46.8% | 178 | 20.79% |
|
| 3433 |
RPA
3433
Rock Point Advisors
Burlington,
Vermont
| $321M | +$30M | +10% | 14.4% | 64.6% | 100 | 12% |
|
| 3434 |
CAM
3434
Covenant Asset Management
Chester,
New Jersey
| $321M | +$17.2M | +6% | 3.37% | 158% | 158 | 25.32% |
|
| 3435 |
B
3435
Bellecapital
Zurich,
Switzerland
| $320M | +$20.4M | +7% | 3.4% | 128% | 205 | 22.44% |
|
| 3436 |
LC
3436
Lincoln Capital
Lincoln,
Nebraska
| $320M | +$12.4M | +4% | 5.04% | 63.8% | 91 | 4.4% |
|
| 3437 |
CIM
3437
Contravisory Investment Management
Norwell,
Massachusetts
| $320M | -$2.47M | -0.8% | 4.64% | 129% | 293 | 26.28% |
|
| 3438 |
SHJ
3438
Sharkey, Howes & Javer
Denver,
Colorado
| $320M | +$20.3M | +7% | 4.38% | 54.6% | 84 | 21.43% |
|
| 3439 |
RGC
3439
Roberts, Glore & Co
Deerfield,
Illinois
| $320M | +$13.7M | +4% | 6.29% | 59.4% | 197 | 7.61% |
|
| 3440 |
FCA
3440
FLC Capital Advisors
Palm Desert,
California
| $319M | +$18.5M | +6% | 3.84% | 59.3% | 165 | 15.15% |
|
| 3441 |
HI
3441
Hudock Inc
Williamsport,
Pennsylvania
| $319M | +$12.2M | +4% | 4.63% | 64.4% | 870 | 11.72% |
|
| 3442 |
LI
3442
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| $319M | +$48.4M | +18% | 10.1% | – | 2 | 50% |
|
| 3443 |
FCT
3443
Family Capital Trust
Peabody,
Massachusetts
| $319M | -$4.2M | -1% | 0.17% | 32.3% | 54 | 3.7% |
|
| 3444 |
CCM
3444
Compton Capital Management
Providence,
Rhode Island
| $319M | +$23.4M | +8% | 6.37% | 75.6% | 165 | 10.91% |
|
| 3445 |
OL
3445
Optas LLC
Austin,
Texas
| $319M | +$7.79M | +3% | 5.81% | 118% | 151 | 15.23% |
|
| 3446 |
BT
3446
Brandywine Trust
Hockessin,
Delaware
| $319M | +$31.9M | +11% | 6.31% | 11.9% | 32 | 3.13% |
|
| 3447 |
FIM
3447
Fruth Investment Management
Houston,
Texas
| $319M | +$31.4M | +11% | 12.1% | 71% | 228 | 7.46% |
|
| 3448 |
FM
3448
Family Management
New York
| $318M | +$26.4M | +9% | 4.3% | 58.5% | 193 | 26.42% |
|
| 3449 |
AMG
3449
Advisors Management Group
La Crosse,
Wisconsin
| $318M | +$73.1M | +30% | 6.52% | 68.9% | 133 | 21.05% |
|
| 3450 |
MMG
3450
Monetary Management Group
St Louis,
Missouri
| $318M | +$14.4M | +5% | 6.27% | 99.8% | 326 | 8.28% |
|