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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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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4051 |
RCM
4051
RB Capital Management
Reno,
Nevada
| $265M | +$38.1M | +17% | 9.65% | 79.4% | 168 | 11.9% |
|
| 4052 |
SIA
4052
Sovereign Investment Advisors
Phoenix,
Arizona
| $265M | +$12.9M | +5% | 6.5% | 43.7% | 30 | 0% |
|
| 4053 |
TS
4053
Twin Securities
New York
| $265M | +$109M | +70% | 15% | 506% | 24 | 45.83% |
|
| 4054 |
KFP
4054
KB Financial Partners
Princeton,
New Jersey
| $265M | +$29.5M | +13% | 6.12% | – | 661 | 13.46% |
|
| 4055 |
AG
4055
Aravt Global
New York
| $264M | +$17.3M | +7% | 12.5% | 83.7% | 12 | 16.67% |
|
| 4056 |
DI
4056
DFPG Investments
Sandy,
Utah
| $264M | +$30.2M | +13% | 11.5% | 38.2% | 183 | 17.49% |
|
| 4057 |
VF
4057
Vest Financial
Mclean,
Virginia
| $264M | +$89.6M | +51% | 5.6% | 61.9% | 65 | 0% |
|
| 4058 |
WAM
4058
Wakefield Asset Management
Englewood,
Colorado
| $264M | +$14.5M | +6% | 8.14% | 139% | 174 | 24.14% |
|
| 4059 |
HWMA
4059
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $264M | +$86.3M | +49% | 5.75% | – | 951 | 29.65% |
|
| 4060 |
SAM
4060
Silphium Asset Management
London,
United Kingdom
| $264M | +$41.1M | +18% | 13% | 128% | 82 | 54.88% |
|
| 4061 |
AFA
4061
Arlington Financial Advisors
Santa Barbara,
California
| $263M | +$16.8M | +7% | 6.18% | 60.7% | 66 | 18.18% |
|
| 4062 |
AA
4062
Ashford Advisors
Pittsford,
New York
| $263M | +$34.7M | +15% | 7.79% | 66.5% | 11 | 0% |
|
| 4063 |
PRWA
4063
Platte River Wealth Advisors
Louisville,
Colorado
| $263M | +$19.8M | +8% | 8.31% | 28.6% | 89 | 7.87% |
|
| 4064 |
SCM
4064
Stanley Capital Management
Houston,
Texas
| $263M | +$11.8M | +5% | 9.96% | 158% | 46 | 15.22% |
|
| 4065 |
GA
4065
Gagnon Advisors
New York
| $263M | +$20.2M | +8% | 14.6% | 129% | 34 | 17.65% |
|
| 4066 |
HLCM
4066
Hi-Line Capital Management
Watertown,
South Dakota
| $263M | +$13.2M | +5% | 5.37% | 57.5% | 28 | 10.71% |
|
| 4067 |
RA
4067
Ramius Advisors
New York
| $263M | -$111M | -30% | 14.9% | 187% | 488 | 67.83% |
|
| 4068 |
HCM
4068
Hillman Capital Management
Bethesda,
Maryland
| $263M | +$34.8M | +15% | 7.11% | 20.2% | 48 | 10.42% |
|
| 4069 |
ACM
4069
Anfield Capital Management
Irvine,
California
| $263M | +$12.1M | +5% | 6.71% | 65.2% | 239 | 74.06% |
|
| 4070 |
BSP
4070
Benefit Street Partners
New York
| $262M | -$441M | -63% | 17.2% | – | 52 | 40.38% |
|
| 4071 |
RCS
4071
Retirement Capital Strategies
San Jose,
California
| $262M | +$8.57M | +3% | 5.38% | 59% | 90 | 28.89% |
|
| 4072 |
TI
4072
TRG Investments
Richmond,
Virginia
| $262M | +$57K | +0% | 0.02% | 70.5% | 1 | 0% |
|
| 4073 |
HA
4073
Hamel Associates
Chatham,
New Jersey
| $262M | +$2.89M | +1% | 5.22% | 50.6% | 75 | 16% |
|
| 4074 |
OCM
4074
Oakview Capital Management
Dallas,
Texas
| $262M | -$13.1M | -5% | 2.28% | 21.2% | 17 | 23.53% |
|
| 4075 |
EPCA
4075
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $262M | -$38.9M | -13% | 1.41% | 119% | 62 | 41.94% |
|