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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
1,000
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3901 |
TWCM
3901
True Wind Capital Management
San Francisco,
California
| $350M | +$107M | +44% | 26.5% | 119% | 2 | 0% |
|
| 3902 |
S
3902
SimplyRich
Carlsbad,
California
| $350M | -$8.33M | -2% | 0.43% | 71.7% | 231 | 10.82% |
|
| 3903 |
NTCM
3903
Nine Ten Capital Management
Chicago,
Illinois
| $350M | +$19.4M | +6% | 10.8% | 88.9% | 11 | 9.09% |
|
| 3904 |
GCM
3904
Galibier Capital Management
Toronto,
Ontario, Canada
| $350M | -$92.5M | -21% | 3.46% | 66.8% | 44 | 18.18% |
|
| 3905 |
KDA
3905
Kraft Davis & Associates
St. Louis,
Missouri
| $350M | +$14.8M | +4% | 0.08% | 75% | 158 | 22.78% |
|
| 3906 |
TB
3906
Terril Brothers
St. Louis,
Missouri
| $350M | +$48M | +16% | 1.63% | 94.4% | 77 | 24.68% |
|
| 3907 |
LHC
3907
Little House Capital
Braintree,
Massachusetts
| $350M | +$1.42M | +0.4% | 3.33% | 85.8% | 122 | 19.67% |
|
| 3908 |
BWM
3908
BigSur Wealth Management
Miami,
Florida
| $350M | -$13.1M | -4% | 1.57% | 83.1% | 166 | 11.45% |
|
| 3909 |
BI
3909
Ballast Inc
Lexington,
Kentucky
| $350M | -$2.71M | -0.8% | 1.37% | 66% | 126 | 6.35% |
|
| 3910 |
TA
3910
TFB Advisors
Overland Park,
Kansas
| $350M | +$13.6M | +4% | 1.33% | 62.4% | 339 | 13.57% |
|
| 3911 |
CC
3911
Cypress Capital
Franklin,
Tennessee
| $350M | -$38M | -10% | 0.19% | 39.8% | 90 | 30% |
|
| 3912 |
ACA
3912
Aspire Capital Advisors
Seattle,
Washington
| $350M | +$14.3M | +4% | 0.47% | 52.8% | 91 | 16.48% |
|
| 3913 |
IAA
3913
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $349M | +$4.92M | +1% | 2.78% | 45.2% | 77 | 15.58% |
|
| 3914 |
3CP
3914
3G Capital Partners
New York
| $349M | +$52.2M | +18% | 15.5% | 190% | 18 | 38.89% |
|
| 3915 |
SCA
3915
St. Clair Advisors
Mayfield Hts,
Ohio
| $348M | -$3.81M | -1% | 0.06% | 64% | 82 | 7.32% |
|
| 3916 |
OWA
3916
Outlook Wealth Advisors
Shenandoah,
Texas
| $348M | -$6.13K | -0% | 1.3% | 54.9% | 281 | 21.35% |
|
| 3917 |
THL
3917
Tillman Hartley LLC
Denver,
Colorado
| $348M | +$11M | +3% | 2.01% | 38.3% | 83 | 9.64% |
|
| 3918 |
OPA
3918
Old Port Advisors
Portland,
Maine
| $348M | -$12.1M | -3% | 1.05% | 106% | 246 | 10.16% |
|
| 3919 |
SCA
3919
Scott Capital Advisors
Portland,
Oregon
| $348M | -$4.72M | -1% | 0.75% | 46.4% | 54 | 14.81% |
|
| 3920 |
TPWM
3920
Twelve Points Wealth Management
Concord,
Massachusetts
| $348M | +$30M | +9% | 1.79% | 42.6% | 190 | 11.05% |
|
| 3921 |
KAM
3921
KEB Asset Management
Springfield,
Illinois
| $347M | +$15.3M | +5% | 1.06% | 68.9% | 87 | 18.39% |
|
| 3922 |
VP
3922
Verum Partners
Charlotte,
North Carolina
| $347M | +$5.95M | +2% | 0.75% | 53.9% | 167 | 4.79% |
|
| 3923 |
PC
3923
Prevatt Capital
Nassau,
Bahamas
| $347M | +$43.4M | +14% | 8.66% | – | 15 | 26.67% |
|
| 3924 |
VM
3924
Venator Management
Pittsburgh,
Pennsylvania
| $347M | +$1.82M | +0.5% | 4.52% | 115% | 25 | 12% |
|
| 3925 |
VDBMI
3925
Van Den Berg Management I
Austin,
Texas
| $347M | +$1.35M | +0.4% | 0.36% | 146% | 112 | 7.14% |
|