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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4076 |
VCM
4076
Verde Capital Management
Clarkston,
Michigan
| $315M | +$22.9M | +8% | 1.13% | 65.8% | 46 | 10.87% |
|
| 4077 |
SIM
4077
SW Investment Management
Telluride,
Colorado
| $314M | +$3.16M | +1% | 5.58% | 143% | 14 | 14.29% |
|
| 4078 |
BCFS
4078
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $314M | -$6.63M | -2% | 1.4% | 72.2% | 97 | 3.09% |
|
| 4079 |
CFG
4079
Carr Financial Group
Worcester,
Massachusetts
| $314M | +$13.8M | +5% | 1.8% | 66.1% | 197 | 13.71% |
|
| 4080 |
PA
4080
PFW Advisors
Atlanta,
Georgia
| $314M | -$12.8M | -4% | 0.21% | – | 124 | 5.65% |
|
| 4081 |
WMA
4081
West Michigan Advisors
Holland,
Michigan
| $314M | +$6.67M | +2% | 1.31% | 86.6% | 195 | 17.95% |
|
| 4082 |
NF
4082
Nikulski Financial
Bettendorf,
Iowa
| $314M | +$12.8M | +4% | 4.78% | 95.8% | 134 | 6.72% |
|
| 4083 |
WKWM
4083
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $314M | +$8.88M | +3% | 3.8% | 92% | 151 | 9.93% |
|
| 4084 |
FL
4084
Fourthstone LLC
St Louis,
Missouri
| $314M | +$7.05M | +2% | 1.62% | 104% | 53 | 58.49% |
|
| 4085 |
MTCM
4085
Mint Tower Capital Management
Amsterdam,
Netherlands
| $314M | -$51.6M | -14% | 0.24% | 40% | 218 | 44.95% |
|
| 4086 |
RDFA
4086
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $314M | +$11.6M | +4% | 1.4% | 56.7% | 323 | 11.15% |
|
| 4087 |
B
4087
BetterWealth
San Jose,
California
| $314M | +$6.81M | +2% | 2.96% | 55.7% | 66 | 12.12% |
|
| 4088 |
GL
4088
Gemsstock Ltd
London,
United Kingdom
| $314M | +$48.7M | +18% | 11.1% | 149% | 18 | 55.56% |
|
| 4089 |
SSI
4089
Scott & Selber Inc
Houston,
Texas
| $314M | +$19.7M | +7% | 7.8% | 187% | 90 | 7.78% |
|
| 4090 |
SCA
4090
St. Clair Advisors
Mayfield Hts,
Ohio
| $313M | +$5.55M | +2% | 3.02% | 64% | 79 | 3.8% |
|
| 4091 |
LECM
4091
Lead Edge Capital Management
New York
| $313M | -$11.9M | -4% | 0.23% | 20.2% | 12 | 33.33% |
|
| 4092 |
PPC
4092
Park Place Capital
Homewood,
Alabama
| $313M | +$34.2M | +12% | 1.81% | 60% | 938 | 13.01% |
|
| 4093 |
WG
4093
Watchman Group
Plano,
Texas
| $313M | -$17.7M | -5% | 0.22% | 52.9% | 88 | 15.91% |
|
| 4094 |
WA
4094
WP Advisors
San Francisco,
California
| $313M | +$8.34M | +3% | 4.56% | 95.5% | 110 | 8.18% |
|
| 4095 |
GA
4095
GoalVest Advisory
New York
| $313M | +$13M | +4% | 3.99% | 86.8% | 415 | 25.54% |
|
| 4096 |
MLA
4096
My Legacy Advisors
Bend,
Oregon
| $313M | +$14.5M | +5% | 2.49% | 49.1% | 219 | 9.59% |
|
| 4097 |
BIC
4097
B&I Capital
Zurich,
Switzerland
| $313M | -$2.95M | -0.9% | 3.17% | 30.5% | 28 | 14.29% |
|
| 4098 |
FC
4098
FCA Corp
Houston,
Texas
| $312M | +$3.35M | +1% | 0.94% | 57.4% | 188 | 5.85% |
|
| 4099 |
MSIIA
4099
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $312M | – | – | 1.78% | – | 2 | – |
|
| 4100 |
OHCM
4100
Oak Hill Capital Management
New York
| $312M | -$224M | -42% | 7.11% | 1.19% | 1 | 0% |
|