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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3551 |
HEC
3551
Hudson Executive Capital
New York
| $395M | -$565M | -59% | 13.8% | 127% | 4 | 0% |
|
| 3552 |
WC
3552
Westwind Capital
Las Cruces,
New Mexico
| $395M | +$28.2M | +8% | 6.57% | 78.1% | 39 | 10.26% |
|
| 3553 |
BA
3553
BCM Advisors
Lafayette,
Louisiana
| $395M | +$14.2M | +4% | 6.87% | 59.3% | 69 | 5.8% |
|
| 3554 |
LCM
3554
Lionstone Capital Management
New York
| $395M | +$31.8M | +9% | 11.1% | 74.1% | 12 | 0% |
|
| 3555 |
WIS
3555
Wright Investors Service
Shelton,
Connecticut
| $395M | +$39.5M | +11% | 13.6% | 146% | 162 | 23.46% |
|
| 3556 |
GC
3556
GFG Capital
Miami,
Florida
| $394M | +$20.9M | +6% | 8.32% | 128% | 149 | 21.48% |
|
| 3557 |
BWA
3557
Burt Wealth Advisors
North Bethesda,
Maryland
| $394M | +$44M | +13% | 5.79% | 57.3% | 121 | 13.22% |
|
| 3558 |
BFA
3558
Benedict Financial Advisors
Atlanta,
Georgia
| $394M | +$27.1M | +7% | 7.54% | 62% | 130 | 7.69% |
|
| 3559 |
AIS
3559
AM Investment Strategies
Chattanooga,
Tennessee
| $394M | +$39.7M | +11% | 9.46% | 121% | 114 | 12.28% |
|
| 3560 |
BCA
3560
Bray Capital Advisors
Naples,
Florida
| $394M | +$32.7M | +9% | 11.3% | 36.6% | 263 | 1.9% |
|
| 3561 |
PAM
3561
Paradigm Asset Management
New York
| $394M | +$16M | +4% | 7.17% | 73.8% | 539 | 8.91% |
|
| 3562 |
CCP
3562
Clifford Capital Partners
Alpine,
Utah
| $394M | +$6.06M | +2% | 5.02% | 77.3% | 57 | 26.32% |
|
| 3563 |
GMF
3563
Grace & Mercy Foundation
New York
| $394M | +$18.7M | +5% | 15.2% | 67.6% | 21 | 4.76% |
|
| 3564 |
CWM
3564
CMH Wealth Management
Portsmouth,
New Hampshire
| $394M | -$19M | -5% | 7.16% | 76.6% | 46 | 8.7% |
|
| 3565 |
RPWA
3565
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $394M | +$24.9M | +7% | 7.89% | – | 180 | 12.22% |
|
| 3566 |
T2I
3566
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $393M | +$80.4M | +26% | 6.98% | 62.1% | 84 | 16.67% |
|
| 3567 |
DEA
3567
DoubleLine ETF Adviser
Tampa,
Florida
| $393M | +$46.5M | +13% | 8.45% | 51.6% | 245 | 37.55% |
|
| 3568 |
PFA
3568
Pettinga Financial Advisors
Evansville,
Indiana
| $393M | +$19.8M | +5% | 8.43% | 71.8% | 129 | 17.05% |
|
| 3569 |
OH
3569
Oikos Holdings
New York
| $392M | +$26.5M | +7% | 6.09% | 5.54% | 8 | 0% |
|
| 3570 |
KFI
3570
Key Financial Inc
West Chester,
Pennsylvania
| $392M | +$26.3M | +7% | 6.09% | 55.5% | 1,334 | 3.3% |
|
| 3571 |
SC
3571
Searle & Co
Greenwich,
Connecticut
| $392M | +$26.5M | +7% | 9.85% | 93.8% | 168 | 8.33% |
|
| 3572 |
MAM
3572
Morse Asset Management
Darien,
Connecticut
| $392M | +$52.2M | +15% | 17.9% | 222% | 154 | 27.27% |
|
| 3573 |
CF
3573
Corrigan Financial
Middletown,
Rhode Island
| $392M | +$61.5M | +19% | 4.3% | 9.54% | 41 | 7.32% |
|
| 3574 |
AP
3574
Agilis Partners
Waltham,
Massachusetts
| $392M | +$11.7M | +3% | 4.14% | 8.47% | 25 | 0% |
|
| 3575 |
MWM
3575
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $392M | +$45.6M | +13% | 11.8% | 119% | 119 | 26.05% |
|