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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3701 |
SP
3701
StackLine Partners
New York
| $209M | +$14.6M | +7% | 12.2% | 12.7% | 17 | 35.29% |
|
| 3702 |
VS
3702
VK Services
Menlo Park,
California
| $209M | -$87.4M | -30% | 22.4% | 1,605% | 1 | 0% |
|
| 3703 |
BW
3703
Bison Wealth
Atlanta,
Georgia
| $209M | +$28.8M | +16% | 6.96% | 37.4% | 400 | 44.5% |
|
| 3704 |
SCM
3704
Shah Capital Management
Raleigh,
North Carolina
| $209M | +$23.4M | +13% | 11.4% | 242% | 18 | 16.67% |
|
| 3705 |
SB
3705
Samsara BioCapital
Palo Alto,
California
| $209M | +$61.8M | +42% | 68.4% | 1,580% | 21 | 23.81% |
|
| 3706 |
DA
3706
DSC Advisors
Chicago,
Illinois
| $209M | -$297M | -59% | 12.6% | 3.18% | 109 | 35.78% |
|
| 3707 |
SFG
3707
Summit Financial Group
Moorefield,
West Virginia
| $209M | +$11.9M | +6% | 6.25% | 26.1% | 158 | 4.43% |
|
| 3708 |
ME
3708
McIlrath & Eck
Arlington,
Washington
| $208M | +$19.1M | +10% | 6.13% | 44% | 684 | 9.06% |
|
| 3709 |
PCM
3709
Perritt Capital Management
Chicago,
Illinois
| $208M | -$27.2M | -12% | 7.38% | 80.9% | 235 | 12.77% |
|
| 3710 |
SP
3710
Summit Partners
Boston,
Massachusetts
| $208M | -$300M | -59% | 32.5% | 13.7% | 8 | 25% |
|
| 3711 |
PA
3711
Perennial Advisors
New York
| $208M | +$15.2M | +8% | 7.95% | – | 81 | 11.11% |
|
| 3712 |
TF
3712
TLWM Financial
San Antonio,
Texas
| $208M | +$13.7M | +7% | 5.89% | 48% | 70 | 34.29% |
|
| 3713 |
HWA
3713
HHM Wealth Advisors
Chattanooga,
Tennessee
| $208M | +$32.3M | +18% | 6.99% | 62.3% | 91 | 17.58% |
|
| 3714 |
MCM
3714
McMillion Capital Management
Greensboro,
North Carolina
| $208M | +$19.6M | +10% | 9.74% | 59.3% | 290 | 7.24% |
|
| 3715 |
MWM
3715
Meridian Wealth Management
Lexington,
Kentucky
| $208M | -$4.47M | -2% | 12.7% | 117% | 226 | 24.78% |
|
| 3716 |
AWAM
3716
Appian Way Asset Management
New York
| $208M | – | – | 9.77% | 49.4% | 29 | – |
|
| 3717 |
LS
3717
Leelyn Smith
Geneva,
Illinois
| $208M | – | – | 6.37% | 77.3% | 327 | – |
|
| 3718 |
CIM
3718
CenturyLink Investment Management
Denver,
Colorado
| $208M | -$12M | -5% | 9.44% | – | 167 | 17.37% |
|
| 3719 |
PM
3719
Precept Management
Dallas,
Texas
| $208M | +$41.2M | +25% | 20.1% | 110% | 87 | 64.37% |
|
| 3720 |
QCMC
3720
Quantum Capital Management (California)
San Francisco,
California
| $207M | +$10.1M | +5% | 12.9% | 53.7% | 334 | 5.09% |
|
| 3721 |
GCM
3721
Grisanti Capital Management
New York
| $207M | +$24.4M | +13% | 10.2% | 17.9% | 55 | 9.09% |
|
| 3722 |
DSN
3722
D. Scott Neal
Lexington,
Kentucky
| $207M | +$13.1M | +7% | 5.02% | 105% | 43 | 20.93% |
|
| 3723 |
GL
3723
Globe Life
Mckinney,
Texas
| $207M | +$18.1M | +10% | 8.51% | 60.1% | 1 | 0% |
|
| 3724 |
OPA
3724
Old Port Advisors
Portland,
Maine
| $207M | +$16.1M | +8% | 7.07% | 106% | 185 | 9.73% |
|
| 3725 |
CA
3725
Continental Advisors
Park City,
Utah
| $207M | +$37.8M | +22% | 11.2% | 69% | 84 | 25% |
|