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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
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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 |
SCM
4076
Sio Capital Management
New York
| $336M | -$19.6M | -6% | 15.5% | 564% | 65 | 38.46% |
|
| 4077 |
KFP
4077
Keystone Financial Planning
Cleveland,
Ohio
| $336M | +$13.3M | +4% | 4.15% | 34.1% | 46 | 0% |
|
| 4078 |
RFN
4078
RDA Financial Network
Akron,
Iowa
| $335M | -$7.59M | -2% | 2.4% | 82.1% | 256 | 12.11% |
|
| 4079 |
PS
4079
Pensionfund Sabic
Sittard,
Netherlands
| $335M | -$45.6M | -12% | 1.24% | 67.7% | 211 | 2.37% |
|
| 4080 |
SCA
4080
Scott Capital Advisors
Portland,
Oregon
| $335M | -$12.7M | -4% | 2.98% | 46.4% | 50 | 4% |
|
| 4081 |
EMAM
4081
Encompass More Asset Management
Danville,
California
| $335M | +$31.8M | +10% | 1.51% | – | 225 | 30.67% |
|
| 4082 |
VM
4082
Venator Management
Pittsburgh,
Pennsylvania
| $335M | -$12.1M | -3% | 0.75% | 101% | 27 | 29.63% |
|
| 4083 |
WC
4083
Weil Company
San Diego,
California
| $335M | +$46.1M | +16% | 0.72% | 60.7% | 113 | 15.04% |
|
| 4084 |
ACA
4084
Aspire Capital Advisors
Seattle,
Washington
| $335M | -$14.6M | -4% | 2.19% | 59.3% | 103 | 26.21% |
|
| 4085 |
SAM
4085
Shikiar Asset Management
New York
| $335M | -$42.5M | -11% | 3.54% | 97.8% | 82 | 14.63% |
|
| 4086 |
LOM
4086
LTS One Management
New York
| $335M | -$23.8M | -7% | 6.18% | 67.9% | 29 | 65.52% |
|
| 4087 |
WCP
4087
Wick Capital Partners
Wayne,
Pennsylvania
| $335M | -$4.24M | -1% | 3.2% | 60% | 115 | 32.17% |
|
| 4088 |
TWP
4088
Tempus Wealth Planning
Irvine,
California
| $335M | +$7.43M | +2% | 1.64% | 89.9% | 275 | 18.55% |
|
| 4089 |
TE
4089
Tema ETFs
New York
| $335M | +$93.9M | +39% | 2.81% | – | 174 | 30.46% |
|
| 4090 |
VBA
4090
von Borstel & Associates
The Dalles,
Oregon
| $335M | +$79.3M | +31% | 0.01% | – | 148 | 74.32% |
|
| 4091 |
I
4091
InceptionR
Lafayette,
California
| $335M | -$114M | -25% | 2.22% | 62.9% | 883 | 74.18% |
|
| 4092 |
JC
4092
Jentner Corp
Akron,
Ohio
| $334M | -$9.2M | -3% | 1.67% | 38.9% | 58 | 10.34% |
|
| 4093 |
MLCM
4093
M & L Capital Management
London,
United Kingdom
| $334M | -$76.6M | -19% | 16% | – | 27 | 44.44% |
|
| 4094 |
PFM
4094
Peak Financial Management
Wellesley,
Massachusetts
| $334M | +$16.7K | +0% | 0.46% | 51.8% | 108 | 21.3% |
|
| 4095 |
RIM
4095
Rovida Investment Management
Grand Cayman,
Cayman Islands
| $334M | +$14M | +4% | 4% | – | 19 | 15.79% |
|
| 4096 |
SONJCPFE
4096
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $334M | -$10.5M | -3% | 3.04% | 26.4% | 1 | 0% |
|
| 4097 |
M1FG
4097
Mach-1 Financial Group
Rogers,
Arkansas
| $334M | +$278M | +501% | 0.94% | 83.4% | 256 | 84.77% |
|
| 4098 |
BCC
4098
Bridge City Capital
Lake Oswego,
Oregon
| $333M | -$41.9M | -11% | 7.85% | 120% | 111 | 8.11% |
|
| 4099 |
LWM
4099
LongView Wealth Management
Atlanta,
Georgia
| $333M | +$5.3M | +2% | 0.87% | – | 212 | 9.43% |
|
| 4100 |
PA
4100
Proem Advisors
Dallas,
Texas
| $333M | -$42.2M | -11% | 5.84% | – | 45 | 53.33% |
|