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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3576 |
DCM
3576
DeGreen Capital Management
Scottsdale,
Arizona
| $209M | +$28.2M | +16% | 15% | 28.5% | 23 | 4.35% |
|
| 3577 |
AC
3577
Aperimus Capital
Marina Del Rey,
California
| $209M | +$54.6M | +36% | 22.2% | 44% | 5 | 40% |
|
| 3578 |
PVWM
3578
Point View Wealth Management
Summit,
New Jersey
| $208M | +$25.9M | +14% | 18.1% | 27% | 270 | 10.74% |
|
| 3579 |
KS
3579
Karpas Strategies
Litchfield,
Connecticut
| $208M | +$23.6M | +13% | 13.2% | 16.1% | 120 | 6.67% |
|
| 3580 |
HA
3580
Hamel Associates
Chatham,
New Jersey
| $208M | +$18.3M | +10% | 14.2% | 50.6% | 69 | 10.14% |
|
| 3581 |
FPB
3581
First PREMIER Bank
Sioux Falls,
South Dakota
| $208M | +$28.3M | +16% | 12.6% | 54.4% | 355 | 15.49% |
|
| 3582 |
AA
3582
Armor Advisors
New York
| $207M | -$94.6M | -31% | 31.4% | 78.5% | 17 | 35.29% |
|
| 3583 |
LC
3583
Lunia Capital
Dallas,
Texas
| $207M | -$88.5M | -30% | 28.5% | 115% | 46 | 56.52% |
|
| 3584 |
UFG
3584
United Fire Group
Cedar Rapids,
Iowa
| $207M | +$691K | +0.3% | 10.8% | 27.4% | 121 | 5.79% |
|
| 3585 |
PFA
3585
Pettinga Financial Advisors
Evansville,
Indiana
| $207M | +$58.8M | +40% | 18.7% | 71.8% | 85 | 24.71% |
|
| 3586 |
NI
3586
Nepsis Inc
Minneapolis,
Minnesota
| $207M | +$57.2M | +38% | 29.4% | 116% | 39 | 25.64% |
|
| 3587 |
SF
3587
Symphony Financial
Houston,
Texas
| $207M | +$61.7M | +42% | 17.9% | 85.7% | 143 | 41.26% |
|
| 3588 |
THP
3588
Tower House Partners
London,
United Kingdom
| $207M | +$71M | +52% | 37.5% | 21.4% | 6 | 50% |
|
| 3589 |
PV
3589
Private Vista
Chicago,
Illinois
| $207M | -$58.1M | -22% | 14.2% | 10.1% | 152 | 32.89% |
|
| 3590 |
AWAM
3590
Appian Way Asset Management
New York
| $206M | +$69.9M | +51% | 28.5% | 49.4% | 74 | 81.08% |
|
| 3591 |
IWP
3591
IAG Wealth Partners
Waukesha,
Wisconsin
| $206M | +$56.4M | +38% | 17.8% | 47.3% | 451 | 14.41% |
|
| 3592 |
EA
3592
Evergreen Advisors
Chattanooga,
Tennessee
| $206M | +$28M | +16% | 14.1% | – | 12 | 16.67% |
|
| 3593 |
PIC
3593
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $206M | +$61.3M | +42% | 39.1% | 164% | 83 | 48.19% |
|
| 3594 |
IGGA
3594
Iron Gate Global Advisors
Nsl,
Utah
| $206M | +$58.8M | +40% | 20.1% | 106% | 97 | 51.55% |
|
| 3595 |
AIC
3595
Argus Investors Counsel
New York
| $206M | +$38M | +23% | 19.3% | 124% | 69 | 1.45% |
|
| 3596 |
AL
3596
AIP LLC
New York
| $206M | +$65.2M | +46% | 46.3% | 54.9% | 1 | 0% |
|
| 3597 |
RMAM
3597
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $206M | +$22.3M | +12% | 16.2% | 75% | 143 | 12.59% |
|
| 3598 |
MWM
3598
Mattern Wealth Management
Lawrence,
Kansas
| $206M | +$67.1M | +48% | 15.2% | 54% | 144 | 25.69% |
|
| 3599 |
SHCM
3599
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $206M | +$67.7M | +49% | 38.5% | 39.8% | 7 | 14.29% |
|
| 3600 |
SMH
3600
Sanders Morris Harris
Houston,
Texas
| $206M | +$103M | +101% | 24.2% | 83.1% | 243 | 68.31% |
|