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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
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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4226 |
IA
4226
IAM Advisory
Easton,
Pennsylvania
| $236M | -$524M | -69% | 0.8% | 74.5% | 114 | 100% |
|
| 4227 |
AWAM
4227
Appian Way Asset Management
New York
| $236M | +$85.6M | +57% | 1.53% | 49.4% | 63 | 61.9% |
|
| 4228 |
SC
4228
Serenity Capital
Palo Alto,
California
| $236M | +$42.9M | +22% | 0.02% | – | 4 | 25% |
|
| 4229 |
CHM
4229
Collaborative Holdings Management
New York
| $235M | +$28.2M | +14% | 26.5% | 591% | 24 | 54.17% |
|
| 4230 |
SCA
4230
Sage Capital Advisors
Sioux Falls,
South Dakota
| $235M | -$10.1M | -4% | 2.35% | 89.4% | 116 | 13.79% |
|
| 4231 |
V
4231
ValueWorks
New York
| $235M | +$2.83M | +1% | 4.03% | 190% | 34 | 0% |
|
| 4232 |
NIA
4232
NIA Impact Advisors
Berkeley,
California
| $235M | +$29.5M | +14% | 0.05% | – | 58 | 8.62% |
|
| 4233 |
CFG
4233
Compton Financial Group
Towson,
Maryland
| $235M | -$258K | -0.1% | 0.58% | 37.7% | 31 | 16.13% |
|
| 4234 |
FF
4234
Fluent Financial
Dallas,
Texas
| $234M | +$1.44M | +0.6% | 1.98% | 42.5% | 62 | 9.68% |
|
| 4235 |
PC
4235
Phoenician Capital
New York
| $234M | +$7.57M | +3% | 2.2% | 41.1% | 14 | 0% |
|
| 4236 |
SIM
4236
Studio Investment Management
Chicago,
Illinois
| $234M | – | – | 0.29% | 47.2% | 105 | – |
|
| 4237 |
SRSA
4237
S.R. Schill & Associates
Mercer Island,
Washington
| $234M | -$18.8M | -7% | 3.48% | 36.7% | 97 | 17.53% |
|
| 4238 |
BCM
4238
Brightlight Capital Management
Westport,
Connecticut
| $233M | -$45.4M | -16% | 11.7% | 202% | 15 | 33.33% |
|
| 4239 |
AAM
4239
Ameraudi Asset Management
New York
| $233M | -$1.18M | -0.5% | 1.74% | 47.1% | 48 | 8.33% |
|
| 4240 |
CPW
4240
Catalyst Private Wealth
San Mateo,
California
| $233M | +$52.6M | +29% | 28% | 103% | 74 | 12.16% |
|
| 4241 |
PC
4241
PhiloSmith Capital
Stamford,
Connecticut
| $233M | +$6.49M | +3% | 2.6% | 54% | 30 | 0% |
|
| 4242 |
DI
4242
DAGCO Inc
Westlake,
Ohio
| $233M | +$8.08M | +4% | 0.03% | 66.5% | 107 | 1.87% |
|
| 4243 |
KMWM
4243
Keudell/Morrison Wealth Management
Salem,
Oregon
| $233M | +$50.6M | +28% | 0.77% | – | 188 | 15.96% |
|
| 4244 |
QCI
4244
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $233M | -$18.9M | -7% | 5.57% | 107% | 23 | 17.39% |
|
| 4245 |
VC
4245
Veracity Capital
Atlanta,
Georgia
| $233M | -$198M | -46% | 1.18% | 140% | 286 | 20.28% |
|
| 4246 |
THWM
4246
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $233M | +$1.01M | +0.4% | 1.02% | 47.8% | 135 | 7.41% |
|
| 4247 |
T
4247
TNF
Billings,
Montana
| $233M | – | – | 0.91% | 21.3% | 131 | – |
|
| 4248 |
GCC
4248
Game Creek Capital
Boston,
Massachusetts
| $233M | +$33.7M | +17% | 1.01% | 176% | 81 | 29.63% |
|
| 4249 |
CFO
4249
Collective Family Office
York,
Pennsylvania
| $233M | -$1.42M | -0.6% | 1.74% | 50.1% | 178 | 8.43% |
|
| 4250 |
KLC
4250
Kent Lake Capital
Reno,
Nevada
| $233M | -$28.7M | -11% | 10.2% | 92.1% | 38 | 44.74% |
|