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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3476 |
IAM
3476
Infusive Asset Management
New York
| $302M | – | – | 16.7% | 33.8% | 73 | – |
|
| 3477 |
ISB
3477
Iowa State Bank
Urbandale,
Iowa
| $302M | +$43.6M | +17% | 11.6% | 76% | 127 | 8.66% |
|
| 3478 |
GPSPJS
3478
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $302M | +$63.6M | +27% | 31.3% | 116% | 15 | 6.67% |
|
| 3479 |
KI
3479
Koch Industries
Wichita,
Kansas
| $302M | +$206M | +216% | 39% | 56.9% | 4 | 50% |
|
| 3480 |
B
3480
Bridgeworth
Birmingham,
Alabama
| $302M | +$35.3M | +13% | 16.3% | 19.3% | 133 | 14.29% |
|
| 3481 |
TWM
3481
Tolleson Wealth Management
Dallas,
Texas
| $302M | +$54.3M | +22% | 12.7% | 56.2% | 69 | 11.59% |
|
| 3482 |
GG
3482
GenWealth Group
Maplewood,
New Jersey
| $302M | +$25.3M | +9% | 9.59% | 67.8% | 71 | 7.04% |
|
| 3483 |
OAM
3483
Occidental Asset Management
Burlingame,
California
| $302M | +$61.6M | +26% | 10% | 82.5% | 170 | 19.41% |
|
| 3484 |
SCP
3484
SailingStone Capital Partners
Houston,
Texas
| $302M | +$41M | +16% | 44.3% | 152% | 14 | 35.71% |
|
| 3485 |
HCL
3485
Heard Capital LLC
Chicago,
Illinois
| $301M | +$58.1M | +24% | 20% | 161% | 70 | 67.14% |
|
| 3486 |
ICA
3486
Infrastructure Capital Advisors
New York
| $301M | +$120M | +66% | 29.7% | 52% | 70 | 57.14% |
|
| 3487 |
FCA
3487
FLC Capital Advisors
Palm Desert,
California
| $301M | +$27.6M | +10% | 9.57% | 59.3% | 150 | 12.67% |
|
| 3488 |
MAA
3488
Mraz Amerine & Associates
Modesto,
California
| $301M | +$32.1M | +12% | 18.9% | 69.8% | 171 | 12.28% |
|
| 3489 |
SWK
3489
Stephen W. Kidder
| $300M | +$18.5M | +7% | 12.6% | 94.7% | 72 | 6.94% |
|
| 3490 |
PCM
3490
Punch Card Management
Winter Park,
Florida
| $300M | +$53M | +21% | 23.3% | 41% | 3 | 0% |
|
| 3491 |
PC
3491
Packer & Co
Cottesloe,
Australia
| $300M | +$38.3M | +15% | 12.1% | – | 4 | 0% |
|
| 3492 |
RPWA
3492
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $300M | +$65M | +28% | 11.8% | – | 1,168 | 88.78% |
|
| 3493 |
B
3493
Bellecapital
Zurich,
Switzerland
| $300M | +$81.3M | +37% | 15.6% | 128% | 195 | 25.64% |
|
| 3494 |
FA
3494
FMA Advisory
Harrisburg,
Pennsylvania
| $300M | +$48.8M | +19% | 15.4% | 46.7% | 175 | 11.43% |
|
| 3495 |
S
3495
Surevest
Los Angeles,
California
| $300M | +$45.4M | +18% | 13.2% | 24.6% | 90 | 12.22% |
|
| 3496 |
EDRIA
3496
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $300M | +$59.9M | +25% | 13.3% | 12.8% | 134 | 20.9% |
|
| 3497 |
AIM
3497
Atlantic Investment Management
New York
| $299M | +$65.2M | +28% | 30.1% | 28.8% | 11 | 36.36% |
|
| 3498 |
SHJ
3498
Sharkey, Howes & Javer
Denver,
Colorado
| $299M | +$36.4M | +14% | 10.9% | 54.6% | 78 | 21.79% |
|
| 3499 |
ROC
3499
Running Oak Capital
Edina,
Minnesota
| $299M | +$25M | +9% | 14% | 32.7% | 65 | 3.08% |
|
| 3500 |
MFW
3500
Mosaic Family Wealth
St. Louis,
Missouri
| $299M | +$32.5M | +12% | 13.4% | 85.2% | 158 | 14.56% |
|