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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4076 |
BA
4076
Bard Associates
Chicago,
Illinois
| $258M | +$15.7M | +6% | 8.97% | 200% | 197 | 9.64% |
|
| 4077 |
CG
4077
Column Group
San Francisco,
California
| $258M | -$18.9M | -7% | 28.3% | 186% | 7 | 0% |
|
| 4078 |
MC
4078
Mount Capital
London,
United Kingdom
| $258M | +$4.34M | +2% | 3.77% | 27.9% | 45 | 46.67% |
|
| 4079 |
SA
4079
Sicart Associates
New York
| $257M | +$289K | +0.1% | 2.89% | 89.1% | 73 | 10.96% |
|
| 4080 |
WFI
4080
West Family Investments
Carlsbad,
California
| $257M | +$4.73M | +2% | 2.02% | 76.4% | 276 | 42.39% |
|
| 4081 |
SFG
4081
Summit Financial Group
Moorefield,
West Virginia
| $257M | -$6.65M | -3% | 5.07% | 26.1% | 192 | 4.69% |
|
| 4082 |
DMBA
4082
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $257M | +$4.24M | +2% | 4.34% | 51.4% | 506 | 2.17% |
|
| 4083 |
B
4083
BetterWealth
San Jose,
California
| $257M | +$9.86M | +4% | 5.18% | 55.7% | 47 | 10.64% |
|
| 4084 |
MCM
4084
Mudrick Capital Management
New York
| $257M | -$13.3M | -5% | 0.6% | 223% | 13 | 23.08% |
|
| 4085 |
SCA
4085
St. Clair Advisors
Mayfield Hts,
Ohio
| $257M | +$27.3M | +12% | 6.24% | 64% | 81 | 6.17% |
|
| 4086 |
CP
4086
Capital Planning
Bellevue,
Washington
| $256M | +$14.6M | +6% | 8.02% | 68.9% | 75 | 12% |
|
| 4087 |
HI
4087
Humankind Investments
New York
| $256M | +$15.3M | +6% | 6.51% | 46.4% | 149 | 37.58% |
|
| 4088 |
AP
4088
Agilis Partners
Waltham,
Massachusetts
| $256M | +$29.9M | +13% | 4.62% | 8.47% | 23 | 4.35% |
|
| 4089 |
HCA
4089
Horan Capital Advisors
Cincinnati,
Ohio
| $256M | +$13.4M | +6% | 5.24% | 26.6% | 105 | 4.76% |
|
| 4090 |
BIG
4090
Builder Investment Group
Atlanta,
Georgia
| $256M | +$26.7M | +12% | 14.4% | 153% | 96 | 6.25% |
|
| 4091 |
VIA
4091
Vickerman Investment Advisors
Spokane,
Washington
| $256M | +$2.49M | +1% | 4.47% | 36.7% | 73 | 12.33% |
|
| 4092 |
CFO
4092
Collective Family Office
York,
Pennsylvania
| $256M | +$13.3M | +5% | 2.7% | 50.1% | 186 | 15.59% |
|
| 4093 |
SSI
4093
Scott & Selber Inc
Houston,
Texas
| $256M | +$20.8M | +9% | 10.3% | 187% | 103 | 7.77% |
|
| 4094 |
PPWP
4094
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $256M | +$3.96M | +2% | 3.67% | 19.4% | 96 | 13.54% |
|
| 4095 |
LF
4095
Lantz Financial
Naperville,
Illinois
| $255M | +$14.9M | +6% | 5.24% | 67.1% | 197 | 7.11% |
|
| 4096 |
OAM
4096
Origin Asset Management
London,
United Kingdom
| $255M | -$86.1M | -25% | 5.19% | 59.3% | 31 | 64.52% |
|
| 4097 |
MAM
4097
McLean Asset Management
Tysons,
Virginia
| $255M | +$12.1M | +5% | 5.19% | 55.7% | 134 | 5.97% |
|
| 4098 |
IC
4098
Innealta Capital
Austin,
Texas
| $255M | +$18.5M | +8% | 4.29% | 52.1% | 77 | 18.18% |
|
| 4099 |
PFS
4099
Physicians Financial Services
Raleigh,
North Carolina
| $255M | +$18.2M | +8% | 9.35% | 100% | 108 | 0.93% |
|
| 4100 |
WIM
4100
Warwick Investment Management
Bryan,
Texas
| $255M | +$18.9M | +8% | 5.66% | 53.4% | 70 | 15.71% |
|