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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
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250
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2,500
5,000
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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3901 |
NC
3901
NinePointTwo Capital
Los Angeles,
California
| $284M | +$19.7M | +7% | 4.55% | 1.62% | 70 | 20% |
|
| 3902 |
MIC
3902
Meridian Investment Counsel
Lafayette,
California
| $284M | +$24.5M | +9% | 6.26% | 103% | 210 | 7.14% |
|
| 3903 |
SCP
3903
Syntal Capital Partners
Midland,
Texas
| $284M | +$19.1M | +7% | 11.2% | 102% | 142 | 33.8% |
|
| 3904 |
TWMP
3904
Taylor Wealth Management Partners
Boston,
Massachusetts
| $284M | +$9.48M | +3% | 9.38% | 62% | 80 | 26.25% |
|
| 3905 |
SRC
3905
Stone Run Capital
New York
| $283M | +$21.8M | +8% | 9.6% | 77.8% | 67 | 8.96% |
|
| 3906 |
AC
3906
Asio Capital
Lexington,
Kentucky
| $283M | +$41.4M | +17% | 8.3% | 88% | 110 | 25.45% |
|
| 3907 |
MG
3907
Meditor Group
Hamilton,
Bermuda
| $283M | -$73.4M | -21% | 18% | 41.1% | 4 | 0% |
|
| 3908 |
JWCA
3908
J.W. Coons Advisors
Columbus,
Ohio
| $282M | +$3M | +1% | 6.32% | 61.2% | 222 | 6.76% |
|
| 3909 |
DA
3909
DCF Advisers
Greenwich,
Connecticut
| $282M | +$52.2M | +23% | 9.3% | 372% | 123 | 40.65% |
|
| 3910 |
SWIG
3910
Strategic Wealth Investment Group
Louisville,
Kentucky
| $282M | +$73.7M | +35% | 5.76% | – | 91 | 16.48% |
|
| 3911 |
EFL
3911
ERn Financial LLC
Middleton,
Wisconsin
| $282M | +$23.7M | +9% | 5.3% | 55.9% | 104 | 8.65% |
|
| 3912 |
MI
3912
M3F Inc
Salt Lake City,
Utah
| $282M | +$35M | +14% | 7.28% | 176% | 58 | 31.03% |
|
| 3913 |
PWA
3913
Peterson Wealth Advisors
Orem,
Utah
| $282M | +$36.2M | +15% | 5.88% | 46.4% | 54 | 11.11% |
|
| 3914 |
GL
3914
Globe Life
Mckinney,
Texas
| $282M | +$21.8M | +8% | 8.02% | 60.1% | 1 | 0% |
|
| 3915 |
KS
3915
Karpas Strategies
Litchfield,
Connecticut
| $282M | +$17.5M | +7% | 6.25% | 16.1% | 116 | 6.03% |
|
| 3916 |
DMK
3916
David M. Knott
| $281M | +$47.6M | +20% | 6.72% | 81% | 164 | 31.71% |
|
| 3917 |
AC
3917
Amia Capital
London,
United Kingdom
| $281M | +$199M | +243% | 3.08% | 30.1% | 24 | 66.67% |
|
| 3918 |
SKK
3918
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $281M | +$21.6M | +8% | 8.8% | 38.5% | 203 | 14.29% |
|
| 3919 |
WU
3919
Washington University
St Louis,
Missouri
| $280M | +$164M | +142% | 70.6% | 44% | 6 | 66.67% |
|
| 3920 |
OBGC
3920
O'Brien Greene & Co
Media,
Pennsylvania
| $280M | +$27.8M | +11% | 7.88% | 81.4% | 140 | 11.43% |
|
| 3921 |
BC
3921
Beaconlight Capital
New York
| $280M | -$340M | -55% | 4.98% | 282% | 47 | 38.3% |
|
| 3922 |
ARI
3922
Applied Research Investments
Wilmington,
Delaware
| $280M | +$6.03M | +2% | 14.5% | – | 47 | 23.4% |
|
| 3923 |
LCP
3923
Legacy Capital Partners
Milwaukee,
Wisconsin
| $280M | +$14.6M | +5% | 5.42% | 85.6% | 146 | 10.27% |
|
| 3924 |
BGDI
3924
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $280M | -$73.6M | -21% | 9.74% | 95.1% | 67 | 40.3% |
|
| 3925 |
ANRIA
3925
American National Registered Investment Advisor
Galveston,
Texas
| $279M | +$20.9M | +8% | 9.66% | 95.8% | 242 | 4.55% |
|