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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3751 |
LC
3751
Landaas & Company
Milwaukee,
Wisconsin
| $419M | +$57M | +16% | 7.92% | 60.3% | 117 | 20.51% |
|
| 3752 |
SMH
3752
Sanders Morris Harris
Houston,
Texas
| $419M | -$229M | -35% | 8.51% | 83.1% | 311 | 55.31% |
|
| 3753 |
ACA
3753
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $419M | +$116M | +38% | 12.1% | – | 72 | 68.06% |
|
| 3754 |
PRCP
3754
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $418M | +$39M | +10% | 15.3% | 149% | 139 | 6.47% |
|
| 3755 |
SIM
3755
SW Investment Management
Telluride,
Colorado
| $418M | +$98.4M | +31% | 25.7% | 143% | 9 | 22.22% |
|
| 3756 |
OWP
3756
ORG Wealth Partners
Dallas,
Texas
| $418M | +$92.3M | +28% | 75.9% | – | 822 | 23.84% |
|
| 3757 |
TAM
3757
Talos Asset Management
New York
| $417M | +$182M | +77% | 36.5% | – | 26 | 73.08% |
|
| 3758 |
TA
3758
TRB Advisors
New York
| $417M | +$206M | +98% | 15.5% | 64% | 11 | 45.45% |
|
| 3759 |
MP
3759
McDonald Partners
Cleveland,
Ohio
| $417M | +$33.1M | +9% | 10.1% | 90.7% | 256 | 8.98% |
|
| 3760 |
RCI
3760
RS Crum Inc
Newport Beach,
California
| $417M | +$45.7M | +12% | 6.49% | 48.5% | 92 | 5.43% |
|
| 3761 |
PT
3761
Plimoth Trust
Plymouth,
Massachusetts
| $417M | +$33.1M | +9% | 9.5% | 94% | 166 | 4.82% |
|
| 3762 |
MFS
3762
Madrona Financial Services
Everett,
Washington
| $417M | +$53.3M | +15% | 12.2% | 75.4% | 122 | 17.21% |
|
| 3763 |
ML
3763
Mayport LLC
Newton,
Massachusetts
| $417M | +$53.9M | +15% | 8.76% | 57% | 100 | 12% |
|
| 3764 |
IA
3764
IAM Advisory
Easton,
Pennsylvania
| $417M | +$31.6M | +8% | 8.94% | 74.5% | 106 | 14.15% |
|
| 3765 |
DCM
3765
Davidson Capital Management
Corpus Christi,
Texas
| $416M | +$47.6M | +13% | 11.1% | 79.2% | 84 | 9.52% |
|
| 3766 |
LCM
3766
Lionstone Capital Management
New York
| $416M | +$54.7M | +15% | 22.3% | 74.1% | 12 | 16.67% |
|
| 3767 |
SWM
3767
Scissortail Wealth Management
Tulsa,
Oklahoma
| $416M | +$27M | +7% | 8.91% | 65% | 117 | 16.24% |
|
| 3768 |
AWAU
3768
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $416M | +$33M | +9% | 8.49% | 63.3% | 292 | 19.18% |
|
| 3769 |
GIP
3769
Gavilan Investment Partners
Burlingame,
California
| $416M | +$60.5M | +17% | 22.8% | 109% | 13 | 7.69% |
|
| 3770 |
3IP
3770
3Chopt Investment Partners
Richmond,
Virginia
| $416M | +$34.2M | +9% | 12.1% | 116% | 251 | 19.12% |
|
| 3771 |
RA
3771
RR Advisors
Dallas,
Texas
| $416M | -$2.89M | -0.7% | 1.41% | 115% | 30 | 16.67% |
|
| 3772 |
AGP
3772
Artia Global Partners
Miami,
Florida
| $416M | +$20.5M | +5% | 19.8% | 725% | 49 | 53.06% |
|
| 3773 |
CAM
3773
Cypress Asset Management
Houston,
Texas
| $415M | +$42M | +11% | 15% | 128% | 112 | 4.46% |
|
| 3774 |
SIM
3774
Sherborne Investors Management
New York
| $415M | +$43.3M | +12% | 11.6% | 54.2% | 1 | 0% |
|
| 3775 |
TFF
3775
The Family Firm
Bethesda,
Maryland
| $415M | -$32.8M | -7% | 7.84% | 40.2% | 214 | 59.35% |
|