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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 |
RIS
3451
Richmond Investment Services
Mequon,
Wisconsin
| $473M | +$289M | +157% | 10.1% | – | 211 | 49.29% |
|
| 3452 |
GDP
3452
Great Diamond Partners
Portland,
Maine
| $473M | +$108M | +29% | 10.5% | 78.6% | 238 | 30.25% |
|
| 3453 |
ECM
3453
Engine Capital Management
New York
| $473M | -$54.2M | -10% | 4.42% | 22.2% | 35 | 25.71% |
|
| 3454 |
PG
3454
Patten Group
Chattanooga,
Tennessee
| $473M | +$37M | +8% | 10.2% | 71.1% | 262 | 8.4% |
|
| 3455 |
MAM
3455
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $473M | +$3.42M | +0.7% | 8.43% | 56.1% | 253 | 37.55% |
|
| 3456 |
SRC
3456
Sage Rhino Capital
Menlo Park,
California
| $473M | +$41.9M | +10% | 9.56% | 71.6% | 301 | 18.27% |
|
| 3457 |
RM
3457
Rudius Management
New York
| $473M | -$13.8M | -3% | 0.3% | 8.21% | 5 | 20% |
|
| 3458 |
PGA
3458
Pilgrim Global Advisors
Reno,
Nevada
| $473M | -$56.7M | -11% | 8.96% | – | 4 | 0% |
|
| 3459 |
FC
3459
Fulcrum Capital
Seattle,
Washington
| $473M | +$21.7M | +5% | 13% | 83.4% | 110 | 13.64% |
|
| 3460 |
GWAG
3460
Garrett Wealth Advisory Group
Weatherford,
Texas
| $473M | +$25.5M | +6% | 5.67% | 55.2% | 120 | 11.67% |
|
| 3461 |
MCM
3461
Mudrick Capital Management
New York
| $473M | +$183M | +63% | 74% | 223% | 4 | 25% |
|
| 3462 |
DA
3462
Dash Acquisitions
Woodland Hills,
California
| $472M | +$23.6M | +5% | 11.7% | 61.3% | 66 | 13.64% |
|
| 3463 |
GIM
3463
Garden Investment Management
Greenwich,
Connecticut
| $472M | +$71.3M | +18% | 5.25% | – | 1 | 0% |
|
| 3464 |
SIM
3464
Seaview Investment Managers
Miami,
Florida
| $472M | +$60.3M | +15% | 17.7% | 148% | 154 | 30.52% |
|
| 3465 |
WFA
3465
WestHill Financial Advisors
San Rafael,
California
| $471M | +$34.3M | +8% | 8.51% | 55.9% | 75 | 6.67% |
|
| 3466 |
FMTC
3466
Farmers & Merchants Trust Company
Long Beach,
California
| $471M | +$76M | +19% | 8.42% | 61% | 227 | 18.94% |
|
| 3467 |
GF
3467
Greenfield FTC
Reno,
Nevada
| $471M | +$40.1M | +9% | 10.3% | 67.1% | 3 | 0% |
|
| 3468 |
MCM
3468
Mengis Capital Management
Portland,
Oregon
| $471M | -$8.31M | -2% | 9.07% | 91.8% | 206 | 11.17% |
|
| 3469 |
NWA
3469
New World Advisors
Hingham,
Massachusetts
| $470M | +$28.5M | +6% | 3.88% | 95.9% | 94 | 41.49% |
|
| 3470 |
QL
3470
Quarry LP
New York
| $470M | +$8.98M | +2% | 4.67% | 50.4% | 2,159 | 47.66% |
|
| 3471 |
WPA
3471
West Paces Advisors
Atlanta,
Georgia
| $470M | +$31M | +7% | 7.35% | 53.2% | 585 | 69.4% |
|
| 3472 |
PAI
3472
Palo Alto Investors
Palo Alto,
California
| $470M | -$55.1M | -11% | 5.27% | 127% | 50 | 22% |
|
| 3473 |
SAM
3473
Satovsky Asset Management
New York
| $470M | +$22.8M | +5% | 5.54% | 48.9% | 66 | 19.7% |
|
| 3474 |
BA
3474
BCM Advisors
Lafayette,
Louisiana
| $470M | +$28.6M | +6% | 5.29% | 59.3% | 71 | 4.23% |
|
| 3475 |
HL
3475
HeadInvest LLC
Portland,
Maine
| $469M | -$44.9M | -9% | 8.52% | 45.6% | 238 | 14.71% |
|