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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4126 |
IBOK
4126
Independence Bank of Kentucky
Owensboro,
Kentucky
| $285M | +$47.9M | +20% | 11.3% | 80.6% | 539 | 14.47% |
|
| 4127 |
ACP
4127
Arcus Capital Partners
Atlanta,
Georgia
| $285M | -$41.2M | -13% | 23% | 69.2% | 144 | 38.89% |
|
| 4128 |
CFO
4128
Collective Family Office
York,
Pennsylvania
| $284M | +$27.8M | +11% | 8.55% | 50.1% | 189 | 19.58% |
|
| 4129 |
OBGC
4129
O'Brien Greene & Co
Media,
Pennsylvania
| $284M | +$11M | +4% | 6.11% | 81.4% | 135 | 10.37% |
|
| 4130 |
CIEP
4130
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $284M | +$171M | +152% | 18.4% | 172% | 8 | 37.5% |
|
| 4131 |
HA
4131
Hamel Associates
Chatham,
New Jersey
| $284M | +$9.99M | +4% | 6.75% | 50.6% | 76 | 13.16% |
|
| 4132 |
AWM
4132
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $283M | +$22.5M | +9% | 9.47% | 63.8% | 618 | 13.92% |
|
| 4133 |
DE
4133
Day & Ennis
Macon,
Georgia
| $283M | +$15M | +6% | 7.82% | 15.2% | 130 | 12.31% |
|
| 4134 |
HV
4134
HST Ventures
Park City,
Utah
| $283M | +$3.9M | +1% | 18.8% | 8.24% | 63 | 52.38% |
|
| 4135 |
SHWM
4135
Smith & Howard Wealth Management
Atlanta,
Georgia
| $283M | -$2.27M | -0.8% | 8.55% | 40.4% | 76 | 15.79% |
|
| 4136 |
GF
4136
Gray Foundation
Cohoes,
New York
| $283M | – | – | 17% | – | 11 | – |
|
| 4137 |
CFG
4137
Compton Financial Group
Towson,
Maryland
| $283M | +$19.4M | +7% | 7.87% | 37.7% | 35 | 14.29% |
|
| 4138 |
N
4138
Numerai
San Francisco,
California
| $282M | -$18.4M | -6% | 14.2% | 52.7% | 335 | 65.37% |
|
| 4139 |
GSAM
4139
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $282M | +$33.5M | +13% | 8.53% | 41.6% | 69 | 21.74% |
|
| 4140 |
SM
4140
Samjo Management
New York
| $282M | – | – | 19% | – | 50 | – |
|
| 4141 |
WRM
4141
Weybosset Research & Management
Province,
Rhode Island
| $282M | +$31.2M | +12% | 12.8% | 73.4% | 48 | 18.75% |
|
| 4142 |
EFG
4142
Everhart Financial Group
Dublin,
Ohio
| $282M | +$46.5M | +20% | 12% | 113% | 251 | 19.52% |
|
| 4143 |
EGA
4143
E&G Advisors
Houston,
Texas
| $282M | +$8.69M | +3% | 10.4% | 92.3% | 200 | 6.5% |
|
| 4144 |
TB
4144
Terril Brothers
St. Louis,
Missouri
| $282M | +$75.7M | +37% | 13.9% | 94.4% | 62 | 9.68% |
|
| 4145 |
KAM
4145
Krensavage Asset Management
New York
| $282M | +$10.2M | +4% | 4.24% | 124% | 16 | 50% |
|
| 4146 |
CA
4146
Claar Advisors
New York
| $282M | +$29.5M | +12% | 14.4% | 65.5% | 34 | 8.82% |
|
| 4147 |
GFG
4147
GR Financial Group
Tucson,
Arizona
| $282M | -$76.3M | -21% | 11.1% | 66.6% | 15 | 20% |
|
| 4148 |
BA
4148
Birinyi Associates
Westport,
Connecticut
| $281M | +$30.9M | +12% | 12.5% | 113% | 62 | 24.19% |
|
| 4149 |
CP
4149
Capital Planning
Bellevue,
Washington
| $281M | +$27.5M | +11% | 13.2% | 68.9% | 78 | 12.82% |
|
| 4150 |
EBT
4150
Enterprise Bank & Trust
Lowell,
Massachusetts
| $281M | +$38.4M | +16% | 11.2% | 65.9% | 125 | 18.4% |
|