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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3976 |
MPPLM
3976
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $422M | +$12.3M | +3% | 3.56% | 90.2% | 157 | 15.29% |
|
| 3977 |
LCG
3977
Lisanti Capital Growth
New York
| $422M | +$13.2M | +3% | 17.8% | 1,090% | 143 | 49.65% |
|
| 3978 |
AI
3978
ArchPoint Investors
Coral Gables,
Florida
| $422M | +$57.2M | +16% | 11.5% | 98.2% | 82 | 14.63% |
|
| 3979 |
AFA
3979
AllGen Financial Advisors
Orlando,
Florida
| $422M | +$14.6M | +4% | 2.03% | 39.7% | 43 | 9.3% |
|
| 3980 |
MC
3980
Magnitude Capital
New York
| $421M | +$46.8M | +13% | 12.5% | – | 1 | 0% |
|
| 3981 |
RCM
3981
Rivermont Capital Management
New York
| $421M | +$42.4M | +11% | 8.56% | 344% | 27 | 48.15% |
|
| 3982 |
SCA
3982
Sage Capital Advisors
Sioux Falls,
South Dakota
| $421M | +$293K | +0.1% | 3.98% | 89.4% | 132 | 4.55% |
|
| 3983 |
GIPM
3983
G2 Investment Partners Management
New York
| $421M | -$74.1M | -15% | 5.89% | 773% | 89 | 42.7% |
|
| 3984 |
MWC
3984
MBM Wealth Consultants
Chesterfield,
Missouri
| $421M | +$17.8M | +4% | 1.46% | 52.6% | 115 | 10.43% |
|
| 3985 |
BCM
3985
Beck Capital Management
Austin,
Texas
| $420M | -$13.5M | -3% | 3.08% | 205% | 141 | 23.4% |
|
| 3986 |
MG
3986
MilWealth Group
Milwaukee,
Wisconsin
| $420M | +$9.78M | +2% | 1.1% | 29.9% | 75 | 10.67% |
|
| 3987 |
AWCI
3987
Alpine Woods Capital Investors
Purchase,
New York
| $420M | -$10.2M | -2% | 2.66% | 91.1% | 189 | 27.51% |
|
| 3988 |
AF
3988
Aegis Financial
Mc Lean,
Virginia
| $419M | +$158M | +60% | 8.29% | 257% | 35 | 31.43% |
|
| 3989 |
TL
3989
Tradewinds LLC
Raleigh,
North Carolina
| $419M | +$8.45M | +2% | 3.5% | – | 221 | 8.14% |
|
| 3990 |
WG
3990
Watchman Group
Plano,
Texas
| $419M | +$5.8M | +1% | 2.49% | 52.9% | 82 | 10.98% |
|
| 3991 |
PG
3991
Prostatis Group
Hanover,
Maryland
| $419M | +$19.8M | +5% | 2.36% | 56.1% | 186 | 22.58% |
|
| 3992 |
JHCM
3992
Juniper Hill Capital Management
Menlo Park,
California
| $419M | -$3.94M | -0.9% | 1.42% | 33.6% | 4 | 0% |
|
| 3993 |
WPW
3993
Warther Private Wealth
Akron,
Ohio
| $418M | -$4.31M | -1% | 1.18% | 88.4% | 53 | 13.21% |
|
| 3994 |
NF
3994
Nikulski Financial
Bettendorf,
Iowa
| $418M | +$20.3M | +5% | 2.99% | 95.8% | 183 | 25.68% |
|
| 3995 |
LFG
3995
Leverty Financial Group
Hudson,
Wisconsin
| $418M | +$32.9M | +9% | 1.76% | 51.4% | 50 | 14% |
|
| 3996 |
RWM
3996
Rialto Wealth Management
Syracuse,
New York
| $418M | +$30.5M | +8% | 1.53% | – | 1,821 | 13.56% |
|
| 3997 |
ACM
3997
Avalon Capital Management
Port Of Redwood City,
California
| $418M | +$9.99M | +2% | 9.96% | 151% | 152 | 21.05% |
|
| 3998 |
P
3998
Paradiem
Covington,
Louisiana
| $418M | -$10.9M | -3% | 4.69% | 107% | 70 | 21.43% |
|
| 3999 |
PIM
3999
Progressive Investment Management
Lake Oswego,
Oregon
| $418M | +$6.39M | +2% | 4.2% | 86.3% | 56 | 3.57% |
|
| 4000 |
PI
4000
Pennant Investors
Summit,
New Jersey
| $418M | +$46.2M | +12% | 11.2% | 359% | 17 | 11.76% |
|