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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3876 |
IA
3876
IAM Advisory
Easton,
Pennsylvania
| $318M | +$32.1M | +11% | 10.1% | 74.5% | 105 | 17.14% |
|
| 3877 |
FSI
3877
Flow State Investments
Chicago,
Illinois
| $318M | -$4.47M | -1% | 2.66% | – | 286 | 45.1% |
|
| 3878 |
DFG
3878
Delta Financial Group
Basking Ridge,
New Jersey
| $318M | +$28.3M | +10% | 10.3% | – | 230 | 12.17% |
|
| 3879 |
HW
3879
Hamilton Wealth
Encino,
California
| $318M | +$38.9M | +14% | 11% | 108% | 109 | 34.86% |
|
| 3880 |
BIC
3880
B&I Capital
Zurich,
Switzerland
| $318M | +$41.2M | +15% | 17.6% | 30.5% | 27 | 0% |
|
| 3881 |
PS
3881
Pensionfund Sabic
Sittard,
Netherlands
| $317M | +$32.8M | +12% | 11.3% | 67.7% | 195 | 3.59% |
|
| 3882 |
RCP
3882
Rothschild Capital Partners
New York
| $317M | +$61.9M | +24% | 11.9% | 90.8% | 40 | 37.5% |
|
| 3883 |
TLP
3883
Trinity Legacy Partners
Houston,
Texas
| $317M | +$27.8M | +10% | 9.69% | 63.3% | 107 | 6.54% |
|
| 3884 |
TFGT
3884
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $317M | +$36.6M | +13% | 10.6% | 72.9% | 1,086 | 18.69% |
|
| 3885 |
IGM
3885
Incline Global Management
New York
| $317M | +$6.55M | +2% | 14.3% | 40.1% | 25 | 24% |
|
| 3886 |
PCFFS
3886
Pacific Center for Financial Services
San Ramon,
California
| $317M | +$22.7M | +8% | 9.68% | 54.7% | 412 | 6.07% |
|
| 3887 |
FCT
3887
Family Capital Trust
Peabody,
Massachusetts
| $317M | +$34.6M | +12% | 12.8% | 32.3% | 58 | 10.34% |
|
| 3888 |
BWP
3888
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $317M | +$64.1M | +25% | 9.03% | 50.7% | 94 | 13.83% |
|
| 3889 |
CP
3889
Covenant Partners
Nashville,
Tennessee
| $317M | +$41.6M | +15% | 11.8% | 70.3% | 199 | 15.58% |
|
| 3890 |
FC
3890
Finepoint Capital
Boston,
Massachusetts
| $317M | +$116M | +58% | 40.2% | 27.4% | 32 | 21.88% |
|
| 3891 |
UIA
3891
UG Investment Advisers
Taipei,
Taiwan
| $317M | -$221M | -41% | 20.4% | 172% | 17 | 47.06% |
|
| 3892 |
HW
3892
Hedeker Wealth
Lincolnshire,
Illinois
| $317M | +$28.6M | +10% | 12.8% | 141% | 91 | 10.99% |
|
| 3893 |
RMAM
3893
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $317M | +$32.9M | +12% | 10.6% | 75% | 167 | 6.59% |
|
| 3894 |
IIC
3894
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $316M | +$41.2M | +15% | 11.5% | 70.2% | 250 | 13.6% |
|
| 3895 |
GF
3895
Genworth Financial
Glen Allen,
Virginia
| $316M | +$31.6M | +11% | 10.8% | 64% | 4 | 50% |
|
| 3896 |
NCM
3896
New Capital Management
Houston,
Texas
| $316M | +$27.8M | +10% | 7.97% | 49.4% | 57 | 17.54% |
|
| 3897 |
EA
3897
Ellsworth Advisors
Hudson,
Ohio
| $316M | +$34.2M | +12% | 9.43% | 123% | 182 | 21.98% |
|
| 3898 |
AGC
3898
Angelo Gordon & Co
New York
| $316M | +$56.5M | +22% | 13.4% | 90.1% | 94 | 43.62% |
|
| 3899 |
SCA
3899
Stokes Capital Advisors
Greenwood,
South Carolina
| $316M | +$29.3M | +10% | 10.9% | 54.5% | 79 | 7.59% |
|
| 3900 |
FA
3900
Flagstar Advisors
New York
| $316M | +$52.9M | +20% | 10.2% | 77.9% | 183 | 17.49% |
|