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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3601 |
WDG
3601
Wealth Dimensions Group
Cincinnati,
Ohio
| $486M | +$32.7M | +7% | 6.04% | 57.1% | 183 | 7.1% |
|
| 3602 |
GL
3602
Gemsstock Ltd
London,
United Kingdom
| $486M | -$74.7M | -13% | 23.9% | 149% | 20 | 40% |
|
| 3603 |
HFA
3603
High Falls Advisors
Rochester,
New York
| $486M | +$33.7M | +7% | 7.28% | 56.9% | 154 | 12.99% |
|
| 3604 |
LS
3604
Liquid Strategies
Atlanta,
Georgia
| $486M | +$28M | +6% | 6.11% | 46.8% | 7 | 0% |
|
| 3605 |
WCP
3605
Welch Capital Partners
Harrison,
New York
| $486M | +$36.4M | +8% | 9.39% | 79.2% | 27 | 25.93% |
|
| 3606 |
OSNBOA
3606
Old Second National Bank of Aurora
Aurora,
Illinois
| $485M | +$27.4M | +6% | 9.24% | 89.5% | 311 | 12.54% |
|
| 3607 |
MAM
3607
McLean Asset Management
Tysons,
Virginia
| $485M | +$104M | +27% | 8.46% | 64.3% | 175 | 12% |
|
| 3608 |
AGWCA
3608
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $485M | +$196M | +68% | 6.84% | 85% | 1,449 | 26.78% |
|
| 3609 |
CBTWT
3609
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $485M | +$43.1M | +10% | 10.9% | 108% | 151 | 6.62% |
|
| 3610 |
RCM
3610
RB Capital Management
Reno,
Nevada
| $485M | +$42.9M | +10% | 8.85% | 79.4% | 190 | 6.84% |
|
| 3611 |
PC
3611
Peavine Capital
Reno,
Nevada
| $484M | +$57.4M | +13% | 3.85% | 27.7% | 9 | 0% |
|
| 3612 |
SSG
3612
Summit Securities Group
New York
| $484M | -$35.7M | -7% | 10.8% | 136% | 1,422 | 57.24% |
|
| 3613 |
HL
3613
HeadInvest LLC
Portland,
Maine
| $484M | +$14.3M | +3% | 4.62% | 59.1% | 215 | 6.05% |
|
| 3614 |
A6
3614
Anchor @ 65
Singapore
| $483M | -$11M | -2% | 11.1% | – | 2 | 0% |
|
| 3615 |
SLC
3615
Second Line Capital
Metairie,
Louisiana
| $483M | +$52.7M | +12% | 9.11% | – | 169 | 17.16% |
|
| 3616 |
RWM
3616
Rockline Wealth Management
Plainview,
New York
| $483M | +$60.4M | +14% | 13.7% | – | 106 | 10.38% |
|
| 3617 |
FIC
3617
Family Investment Center
Saint Joseph,
Missouri
| $482M | +$40.2M | +9% | 4.08% | 49.8% | 111 | 25.23% |
|
| 3618 |
HW
3618
Hedeker Wealth
Lincolnshire,
Illinois
| $481M | +$52.1M | +12% | 12.5% | 141% | 94 | 7.45% |
|
| 3619 |
MIC
3619
Maxi Investments CY
Limassol,
Cyprus
| $481M | -$121M | -20% | 0.68% | 67.1% | 143 | 61.54% |
|
| 3620 |
TAS
3620
TIFF Advisory Services
Radnor,
Pennsylvania
| $480M | +$58M | +14% | 8.85% | 85.9% | 25 | 40% |
|
| 3621 |
TCMNY
3621
Thrive Capital Management (New York)
New York
| $480M | +$244M | +103% | 18.3% | 205% | 6 | 50% |
|
| 3622 |
CSNH
3622
Crow's Nest Holdings
Richmond,
Virginia
| $480M | +$26.6M | +6% | 6.52% | 103% | 10 | 20% |
|
| 3623 |
BP
3623
Broadleaf Partners
Hudson,
Ohio
| $480M | +$25.4M | +6% | 11.9% | 180% | 83 | 4.82% |
|
| 3624 |
OHA
3624
Oak Hill Advisors
New York
| $480M | +$80.8M | +20% | 20.5% | 42.4% | 12 | 0% |
|
| 3625 |
WCCM
3625
Webs Creek Capital Management
Dallas,
Texas
| $480M | +$14M | +3% | 14.8% | 133% | 24 | 50% |
|