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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
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3501 |
LHC
3501
Lodge Hill Capital
New York
| $596M | +$78.5M | +15% | 15.9% | 17.9% | 31 | 41.94% |
|
| 3502 |
WPA
3502
West Paces Advisors
Atlanta,
Georgia
| $596M | +$79.9M | +15% | 12.6% | 53.2% | 766 | 74.41% |
|
| 3503 |
TCM
3503
Tufton Capital Management
Hunt Valley,
Maryland
| $596M | +$46.3M | +8% | 17.7% | 86.5% | 132 | 8.33% |
|
| 3504 |
AFG
3504
ABLE Financial Group
Scottsdale,
Arizona
| $596M | +$84.7M | +17% | 11.7% | 57.8% | 229 | 13.1% |
|
| 3505 |
PM
3505
Phraction Management
Colchester,
Connecticut
| $596M | +$113M | +23% | 18.6% | 89.7% | 66 | 1.52% |
|
| 3506 |
RW
3506
Rockport Wealth
Fairview Park,
Ohio
| $595M | +$46M | +8% | 10.4% | – | 116 | 18.1% |
|
| 3507 |
SWA
3507
SOA Wealth Advisors
New York
| $595M | +$65.3M | +12% | 16.2% | 79.1% | 954 | 15.83% |
|
| 3508 |
CAM
3508
Covenant Asset Management
Chester,
New Jersey
| $595M | -$69.6M | -10% | 23.2% | 158% | 184 | 9.78% |
|
| 3509 |
EWM
3509
Edge Wealth Management
New York
| $594M | +$9.08M | +2% | 7.13% | 61.6% | 91 | 10.99% |
|
| 3510 |
RI
3510
RPTC Inc
Jackson,
Wyoming
| $594M | +$23M | +4% | 4.9% | 66.4% | 7 | 0% |
|
| 3511 |
KMC
3511
Kirr Marbach & Co
Columbus,
Indiana
| $594M | +$45M | +8% | 15.2% | 135% | 59 | 6.78% |
|
| 3512 |
DA
3512
Drake & Associates
Waukesha,
Wisconsin
| $594M | +$68.9M | +13% | 9.04% | 47.9% | 118 | 26.27% |
|
| 3513 |
AFFA
3513
ALM First Financial Advisors
Dallas,
Texas
| $594M | +$36.2M | +6% | 7.28% | 43.5% | 25 | 12% |
|
| 3514 |
JE
3514
JMAC Enterprises
Newtown,
Pennsylvania
| $593M | +$71.4M | +14% | 13.8% | 65% | 126 | 10.32% |
|
| 3515 |
STP
3515
Science & Technology Partners
New York
| $593M | +$211M | +55% | 64.8% | – | 104 | 77.88% |
|
| 3516 |
APA
3516
Astoria Portfolio Advisors
New York
| $593M | +$123M | +26% | 16.4% | 75.4% | 369 | 22.76% |
|
| 3517 |
MGIA
3517
Matthew Goff Investment Advisor
Houston,
Texas
| $593M | -$7.24M | -1% | 18.2% | 79.9% | 117 | 30.77% |
|
| 3518 |
FFA
3518
Florida Financial Advisors
Tampa,
Florida
| $592M | +$174M | +42% | 37.2% | – | 396 | 28.54% |
|
| 3519 |
SIM
3519
Studio Investment Management
Chicago,
Illinois
| $592M | +$37.1M | +7% | 8.06% | 47.2% | 192 | 9.9% |
|
| 3520 |
DSC
3520
Duncker Streett & Co
St. Louis,
Missouri
| $591M | +$64.7M | +12% | 16.6% | 90.9% | 548 | 7.3% |
|
| 3521 |
AIM
3521
Anatole Investment Management
Central,
Hong Kong
| $590M | -$126M | -18% | 145% | 3,486% | 21 | 66.67% |
|
| 3522 |
DWA
3522
Dorsey Wright & Associates
Pasadena,
California
| $590M | -$217M | -27% | 31.2% | 311% | 195 | 51.79% |
|
| 3523 |
ECM
3523
Estuary Capital Management
Wayzata,
Minnesota
| $589M | -$8.35M | -1% | 10.9% | – | 33 | 69.7% |
|
| 3524 |
CAM
3524
CenterStar Asset Management
Chicago,
Illinois
| $589M | -$209M | -26% | 18.4% | 103% | 566 | 76.86% |
|
| 3525 |
HSG
3525
Helen Stephens Group
Fort Worth,
Texas
| $589M | +$87.5M | +17% | 9.86% | 49.5% | 136 | 11.76% |
|