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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3426 |
SFS
3426
Security Financial Services
Fort Wayne,
Indiana
| $314M | -$1.88M | -0.6% | 12.4% | 60.7% | 144 | 20.83% |
|
| 3427 |
CWS
3427
Cypress Wealth Services
Palm Desert,
California
| $313M | -$53.4M | -15% | 13.7% | 71.8% | 263 | 20.91% |
|
| 3428 |
OFM
3428
Omega Fund Management
Boston,
Massachusetts
| $313M | -$175M | -36% | 18.5% | 106% | 23 | 13.04% |
|
| 3429 |
PS
3429
Pensionfund Sabic
Sittard,
Netherlands
| $313M | -$88.2M | -22% | 11.9% | 67.7% | 205 | 4.39% |
|
| 3430 |
A
3430
Accenture
Dublin,
Ireland
| $313M | -$153M | -33% | 32.9% | – | 1 | 0% |
|
| 3431 |
IVMX
3431
Institutional Venture Management XIV
Menlo Park,
California
| $313M | -$179M | -36% | 36.3% | 18.1% | 6 | 16.67% |
|
| 3432 |
GG
3432
GenWealth Group
Maplewood,
New Jersey
| $313M | -$47.9M | -13% | 11.1% | 67.8% | 72 | 23.61% |
|
| 3433 |
A
3433
Abingworth
London,
United Kingdom
| $312M | -$40.1M | -11% | 3.27% | 184% | 21 | 4.76% |
|
| 3434 |
SC
3434
Schoolcraft Capital
Boulder,
Colorado
| $312M | -$12.6M | -4% | 12.3% | 54.3% | 59 | 15.25% |
|
| 3435 |
PG
3435
Patten Group
Chattanooga,
Tennessee
| $312M | -$44.3M | -12% | 12.1% | 88.1% | 259 | 6.95% |
|
| 3436 |
JAMH
3436
Junson Asset Management (HK)
Hong Kong
| $312M | -$48.9M | -14% | 27.4% | – | 51 | 31.37% |
|
| 3437 |
MAM
3437
Morse Asset Management
Darien,
Connecticut
| $312M | -$90.6M | -23% | 15.3% | 222% | 172 | 27.33% |
|
| 3438 |
IF
3438
Ironwood Financial
Tucson,
Arizona
| $311M | -$43M | -12% | 12.9% | 48.8% | 130 | 15.38% |
|
| 3439 |
SIA
3439
SeaBridge Investment Advisors
Summit,
New Jersey
| $311M | -$23.8M | -7% | 10.1% | 128% | 150 | 12.67% |
|
| 3440 |
TI
3440
tru Independence
Portland,
Oregon
| $311M | -$57.9M | -16% | 12.2% | 55.7% | 222 | 24.32% |
|
| 3441 |
BA
3441
Bellwether Advisors
Lincoln,
Nebraska
| $311M | -$24.9M | -7% | 8.81% | 115% | 614 | 32.57% |
|
| 3442 |
GAM
3442
Gould Asset Management
Claremont,
California
| $311M | -$38.1M | -11% | 12.3% | 42.8% | 157 | 17.83% |
|
| 3443 |
BWM
3443
Buckley Wealth Management
Las Vegas,
Nevada
| $311M | -$58.7M | -16% | 13.5% | 88% | 163 | 19.02% |
|
| 3444 |
BSWM
3444
Boston Standard Wealth Management
Winchester,
Massachusetts
| $311M | -$38.1M | -11% | 12.4% | 42.9% | 43 | 16.28% |
|
| 3445 |
AFIA
3445
America First Investment Advisors
Omaha,
Nebraska
| $311M | -$35M | -10% | 11.5% | 78.2% | 77 | 10.39% |
|
| 3446 |
NC
3446
Nekton Capital
London,
United Kingdom
| $310M | -$95.5M | -24% | 13.7% | 30.1% | 23 | 69.57% |
|
| 3447 |
FFL
3447
Flat Footed LLC
Wilson,
Wyoming
| $310M | +$21.3M | +7% | 12.5% | 152% | 51 | 54.9% |
|
| 3448 |
GF
3448
Greenfield FTC
Reno,
Nevada
| $310M | -$65.7M | -18% | 16.3% | 67.1% | 4 | 25% |
|
| 3449 |
C
3449
Cliffwater
Marina Del Rey,
California
| $310M | -$71.6M | -19% | 14.3% | 29.4% | 25 | 0% |
|
| 3450 |
TAM
3450
Tucker Asset Management
Littleton,
Colorado
| $310M | -$10.5M | -3% | 1.05% | 64.2% | 712 | 35.53% |
|