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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3451 |
KFI
3451
Key Financial Inc
West Chester,
Pennsylvania
| $611M | +$48.8M | +9% | 11.2% | 55.5% | 1,466 | 12.41% |
|
| 3452 |
IQI
3452
Integrated Quantitative Investments
Bellevue,
Washington
| $610M | +$59.2M | +11% | 32.6% | – | 546 | 61.17% |
|
| 3453 |
AC
3453
Addison Capital
Conshohocken,
Pennsylvania
| $610M | +$48.2M | +9% | 8.84% | 59.7% | 189 | 6.35% |
|
| 3454 |
GSAM
3454
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $610M | +$91.3M | +18% | 9.35% | 41.6% | 105 | 20.95% |
|
| 3455 |
CCA
3455
Childress Capital Advisors
Houston,
Texas
| $610M | +$55.4M | +10% | 17.9% | 101% | 425 | 22.59% |
|
| 3456 |
FF
3456
Francis Financial
| $610M | +$70.9M | +13% | 11% | 56.2% | 138 | 19.57% |
|
| 3457 |
PDL
3457
Portfolio Design Labs
Encino,
California
| $610M | +$47.7M | +8% | 21% | – | 243 | 11.11% |
|
| 3458 |
GC
3458
Gibson Capital
Wexford,
Pennsylvania
| $610M | +$72.3M | +13% | 13.7% | 60.4% | 98 | 15.31% |
|
| 3459 |
MWM
3459
Mattern Wealth Management
Lawrence,
Kansas
| $609M | +$96.5M | +19% | 11.2% | 54% | 191 | 21.47% |
|
| 3460 |
SAM
3460
Sompo Asset Management
Tokyo,
Japan
| $609M | +$64.5M | +12% | 18.3% | 84.7% | 183 | 4.92% |
|
| 3461 |
CWA
3461
Crusonia Wealth Advisors
Denver,
Colorado
| $609M | +$124M | +26% | 12.4% | – | 243 | 23.46% |
|
| 3462 |
SP
3462
Summit Partners
Boston,
Massachusetts
| $609M | -$61.2M | -9% | 18.9% | 13.7% | 7 | 28.57% |
|
| 3463 |
EA
3463
Ellsworth Advisors
Hudson,
Ohio
| $609M | +$76.3M | +14% | 18.2% | 123% | 203 | 29.56% |
|
| 3464 |
DIM
3464
Delta Investment Management
San Francisco,
California
| $608M | +$48.9M | +9% | 12.7% | 65.8% | 327 | 26.91% |
|
| 3465 |
MCM
3465
Mason Capital Management
New York
| $607M | -$5.83M | -1% | 6.57% | 18.5% | 9 | 22.22% |
|
| 3466 |
CM
3466
Conifer Management
New York
| $607M | +$82.8M | +16% | 1.59% | 22.7% | 7 | 28.57% |
|
| 3467 |
SCM
3467
SKBA Capital Management
San Francisco,
California
| $606M | -$122M | -17% | 4.29% | 53.9% | 80 | 2.5% |
|
| 3468 |
NPPM
3468
North Point Portfolio Managers
Orange Village,
Ohio
| $606M | +$44.6M | +8% | 12.9% | 67.2% | 82 | 10.98% |
|
| 3469 |
SFCM
3469
Seven Fleet Capital Management
Mountain View,
California
| $606M | +$288M | +90% | 32.7% | – | 138 | 47.1% |
|
| 3470 |
BFC
3470
Banc Funds Company
Chicago,
Illinois
| $605M | +$68.3M | +13% | 11.6% | 69% | 102 | 14.71% |
|
| 3471 |
VV
3471
Verbena Value
Westport,
Connecticut
| $605M | -$5.69M | -0.9% | 1.54% | – | 33 | 27.27% |
|
| 3472 |
RCM
3472
Requisite Capital Management
Dallas,
Texas
| $605M | +$68.3M | +13% | 10.4% | 41% | 139 | 25.18% |
|
| 3473 |
V
3473
VeraBank
Henderson,
Texas
| $604M | +$58.1M | +11% | 11.9% | 60.6% | 180 | 11.11% |
|
| 3474 |
EFL
3474
ERn Financial LLC
Middleton,
Wisconsin
| $604M | +$72.5M | +14% | 12.2% | 55.9% | 166 | 12.65% |
|
| 3475 |
SCM
3475
Sio Capital Management
New York
| $604M | -$93M | -13% | 10.6% | 564% | 92 | 53.26% |
|