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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 |
RAM
3451
RJA Asset Management
Stamford,
Connecticut
| $329M | -$54.9M | -14% | 10.4% | 80.2% | 4 | 0% |
|
| 3452 |
CC
3452
Conversant Capital
Summit,
New Jersey
| $329M | -$73.4M | -18% | 4.89% | 178% | 23 | 52.17% |
|
| 3453 |
HA
3453
Herold Advisors
New York
| $329M | +$2.03M | +0.6% | 2.57% | 79.7% | 261 | 14.18% |
|
| 3454 |
OSNBOA
3454
Old Second National Bank of Aurora
Aurora,
Illinois
| $329M | -$17M | -5% | 2.27% | 89.5% | 377 | 11.94% |
|
| 3455 |
ODG
3455
O'Dell Group
Cincinnati,
Ohio
| $328M | -$23.7M | -7% | 4.24% | 72.2% | 519 | 84.2% |
|
| 3456 |
BCA
3456
Bray Capital Advisors
Naples,
Florida
| $328M | -$5.19M | -2% | 1.75% | 36.6% | 262 | 4.2% |
|
| 3457 |
LWP
3457
LMG Wealth Partners
Shreveport,
Louisiana
| $328M | +$1.41M | +0.4% | 3.32% | 69.7% | 111 | 10.81% |
|
| 3458 |
KMWM
3458
Keudell/Morrison Wealth Management
Salem,
Oregon
| $328M | -$18.9M | -5% | 3.3% | – | 190 | 7.89% |
|
| 3459 |
RC
3459
RV Capital
Schindellegi,
Switzerland
| $328M | +$21.1M | +7% | 8.55% | 278% | 8 | 12.5% |
|
| 3460 |
NTCM
3460
Nine Ten Capital Management
Chicago,
Illinois
| $328M | +$29.9M | +10% | 3.14% | 88.9% | 11 | 18.18% |
|
| 3461 |
BAM
3461
Brave Asset Management
Summit,
New Jersey
| $328M | -$13.6M | -4% | 3.71% | 76.3% | 165 | 14.55% |
|
| 3462 |
IP
3462
Ignite Planners
San Clemente,
California
| $327M | +$67.4M | +26% | 3.3% | 73.8% | 343 | 31.49% |
|
| 3463 |
DI
3463
Diligent Investors
Redlands,
California
| $327M | -$10.9M | -3% | 3.34% | 71.9% | 310 | 10.32% |
|
| 3464 |
RPWA
3464
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $327M | -$16M | -5% | 3.89% | – | 168 | 17.86% |
|
| 3465 |
UAM
3465
UAS Asset Management
New York
| $327M | -$22.3M | -6% | 1.58% | 102% | 19 | 52.63% |
|
| 3466 |
SB
3466
Samsara BioCapital
Palo Alto,
California
| $327M | -$243M | -43% | 9.62% | 1,814% | 50 | 24% |
|
| 3467 |
NI
3467
Nepsis Inc
Minneapolis,
Minnesota
| $326M | +$1.89M | +0.6% | 1.77% | 116% | 30 | 6.67% |
|
| 3468 |
XXIP
3468
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $326M | -$114M | -26% | 1.57% | 28.5% | 1 | 0% |
|
| 3469 |
FGA
3469
Fortis Group Advisors
Westwood,
New Jersey
| $326M | -$50.5M | -13% | 2.65% | 91.2% | 471 | 76.43% |
|
| 3470 |
FPB
3470
First PREMIER Bank
Sioux Falls,
South Dakota
| $326M | -$24M | -7% | 4.6% | 54.4% | 377 | 7.69% |
|
| 3471 |
NB
3471
Nicolet Bankshares
Green Bay,
Wisconsin
| $326M | -$26.2M | -7% | 3.11% | 63.9% | 203 | 9.85% |
|
| 3472 |
CG
3472
Cynosure Group
Salt Lake City,
Utah
| $326M | -$6.69M | -2% | 3.06% | 48.9% | 153 | 26.14% |
|
| 3473 |
OIM
3473
Oracle Investment Management
Greenwich,
Connecticut
| $326M | +$190M | +140% | 12.7% | 865% | 33 | 42.42% |
|
| 3474 |
ACP
3474
Arcus Capital Partners
Atlanta,
Georgia
| $326M | -$9.3M | -3% | 3.05% | 82.6% | 134 | 17.16% |
|
| 3475 |
BWA
3475
Burt Wealth Advisors
North Bethesda,
Maryland
| $326M | -$6.25M | -2% | 3.59% | 57.3% | 110 | 10.91% |
|