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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3976 |
BWM
3976
BigSur Wealth Management
Miami,
Florida
| $319M | +$109M | +52% | 11% | 83.1% | 149 | 22.82% |
|
| 3977 |
MCM
3977
Moerus Capital Management
New York
| $319M | -$13.2M | -4% | 9.47% | 248% | 19 | 10.53% |
|
| 3978 |
PAEMF
3978
Panview Asian Equity Master Fund
Central,
Hong Kong
| $319M | +$169M | +112% | 29.8% | 145% | 16 | 56.25% |
|
| 3979 |
EGA
3979
E&G Advisors
Houston,
Texas
| $319M | +$36.5M | +13% | 10.7% | 92.3% | 206 | 8.25% |
|
| 3980 |
FFAM
3980
Forge First Asset Management
Toronto, Ontario,
Canada
| $319M | +$120M | +61% | 9.87% | 112% | 64 | 64.06% |
|
| 3981 |
KA
3981
Kerrisdale Advisers
Miami,
Florida
| $318M | -$17.4M | -5% | 4.2% | 49.7% | 94 | 21.28% |
|
| 3982 |
BSC
3982
Brown Shipley & Co
London,
United Kingdom
| $318M | +$116M | +58% | 14.8% | 101% | 105 | 17.14% |
|
| 3983 |
RIP
3983
RAM Investment Partners
Bellevue,
Washington
| $318M | +$31.2M | +11% | 5.36% | 53.4% | 91 | 28.57% |
|
| 3984 |
CSUI
3984
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $318M | +$16.2M | +5% | 6.01% | 110% | 41 | 9.76% |
|
| 3985 |
HNWAG
3985
High Net Worth Advisory Group
Naples,
Florida
| $318M | +$48.4M | +18% | 9.86% | 67.7% | 219 | 12.33% |
|
| 3986 |
MC
3986
MSD Capital
New York
| $317M | -$10.4M | -3% | 2.61% | 19.8% | 3 | 0% |
|
| 3987 |
PP
3987
Praetorian PR
Rincon,
Puerto Rico
| $317M | +$115M | +57% | 6.63% | 107% | 25 | 56% |
|
| 3988 |
SH
3988
Svenska Handelsbanken
Stockholm,
Sweden
| $317M | – | – | 7.9% | – | 14 | – |
|
| 3989 |
DA
3989
Dash Acquisitions
Woodland Hills,
California
| $317M | +$35.7M | +13% | 11.5% | 61.3% | 55 | 23.64% |
|
| 3990 |
BI
3990
Ballast Inc
Lexington,
Kentucky
| $316M | +$26.4M | +9% | 7.58% | 66% | 124 | 6.45% |
|
| 3991 |
BMC
3991
Benin Management Corp
Wilton,
Connecticut
| $316M | +$22.8M | +8% | 8.79% | 76.3% | 109 | 6.42% |
|
| 3992 |
ACP
3992
Arcus Capital Partners
Atlanta,
Georgia
| $316M | +$31.6M | +11% | 14.8% | 82.6% | 121 | 20.66% |
|
| 3993 |
CSC
3993
Cove Street Capital
El Segundo,
California
| $316M | -$10.9M | -3% | 2.33% | 84.2% | 78 | 19.23% |
|
| 3994 |
ASW
3994
Astoria Strategic Wealth
Conroe,
Texas
| $316M | +$21.3M | +7% | 4.96% | 42.1% | 33 | 6.06% |
|
| 3995 |
RFWA
3995
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $316M | +$44.5M | +16% | 10.1% | 90.4% | 117 | 13.68% |
|
| 3996 |
EPP
3996
ETF Portfolio Partners
Leawood,
Kansas
| $316M | +$17.3M | +6% | 5.25% | 44.3% | 61 | 22.95% |
|
| 3997 |
BIC
3997
B&I Capital
Zurich,
Switzerland
| $316M | -$1.97M | -0.6% | 2.91% | 15.9% | 27 | 7.41% |
|
| 3998 |
PFM
3998
Peak Financial Management
Wellesley,
Massachusetts
| $315M | +$17.8M | +6% | 5.39% | 51.8% | 99 | 17.17% |
|
| 3999 |
SA
3999
SRH Advisors
Salina,
Kansas
| $315M | +$29M | +10% | 7.64% | 51% | 326 | 14.42% |
|
| 4000 |
VP
4000
Vitruvian Partners
London,
United Kingdom
| $315M | -$78.1M | -20% | 11.7% | 35.8% | 9 | 11.11% |
|