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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4226 |
FLI
4226
Family Legacy Inc
Greenville,
South Carolina
| $239M | -$9.14M | -4% | 3.12% | 87.8% | 116 | 4.31% |
|
| 4227 |
OC
4227
Oarsman Capital
Milwaukee,
Wisconsin
| $239M | +$10.9M | +5% | 2.57% | 70.6% | 187 | 10.7% |
|
| 4228 |
PP
4228
Prosperity Planning
Kansas City,
Missouri
| $239M | -$2.96M | -1% | 3.03% | 40.5% | 91 | 6.59% |
|
| 4229 |
GCA
4229
Gradient Capital Advisors
San Diego,
California
| $239M | -$10.2M | -4% | 3.45% | 71% | 141 | 4.96% |
|
| 4230 |
DC
4230
Diametric Capital
Boston,
Massachusetts
| $239M | +$15M | +7% | 4.45% | 175% | 489 | 62.58% |
|
| 4231 |
DP
4231
Denver PWM
Denver,
Colorado
| $239M | -$2.66M | -1% | 3.25% | 44.8% | 102 | 10.78% |
|
| 4232 |
SVCM
4232
Saturn V Capital Management
Austin,
Texas
| $239M | +$58.6M | +33% | 6.25% | 1,083% | 24 | 33.33% |
|
| 4233 |
PC
4233
Pecaut & Co
Sioux City,
Iowa
| $239M | +$1.8M | +0.8% | 0.9% | 67.6% | 110 | 11.82% |
|
| 4234 |
TAA
4234
Turiya Advisors Asia
Hong Kong
| $239M | +$86.9M | +57% | 6.68% | 247% | 5 | 80% |
|
| 4235 |
CFC
4235
Coyle Financial Counsel
Glenview,
Illinois
| $239M | +$16.4M | +7% | 3.23% | 62.4% | 67 | 14.93% |
|
| 4236 |
SCM
4236
Soros Capital Management
New York
| $238M | +$55.5M | +30% | 4.71% | 732% | 42 | 35.71% |
|
| 4237 |
ATFA
4237
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $238M | -$25.7M | -10% | 4.9% | 71.1% | 96 | 16.67% |
|
| 4238 |
LIC
4238
Laurus Investment Counsel
Toronto,
Canada
| $238M | -$40.5M | -15% | 4.39% | 14.1% | 40 | 15% |
|
| 4239 |
SFG
4239
Summit Financial Group
Moorefield,
West Virginia
| $238M | -$19.3M | -8% | 3.2% | 26.1% | 187 | 5.88% |
|
| 4240 |
BHWM
4240
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $238M | -$7.42M | -3% | 3.78% | 47.9% | 182 | 18.68% |
|
| 4241 |
FA
4241
FC Advisory
West Chester,
Pennsylvania
| $238M | -$6.62M | -3% | 3.75% | 42.9% | 95 | 5.26% |
|
| 4242 |
MCP
4242
Martin Capital Partners
Eugene,
Oregon
| $238M | -$8.65M | -4% | 2.35% | 35.2% | 73 | 2.74% |
|
| 4243 |
FFA
4243
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $238M | -$12.5M | -5% | 0.78% | – | 328 | 12.8% |
|
| 4244 |
HP
4244
Hilltop Partners
Mishawaka,
Indiana
| $238M | -$3.12M | -1% | 3.6% | 64.9% | 105 | 15.24% |
|
| 4245 |
HIP
4245
Hengistbury Investment Partners
London,
United Kingdom
| $238M | -$69.4M | -23% | 1.72% | 108% | 7 | 14.29% |
|
| 4246 |
TA
4246
Teramo Advisors
Naples,
Florida
| $237M | +$8.23M | +4% | 3.5% | 62.5% | 20 | 35% |
|
| 4247 |
RRCM
4247
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $237M | -$2.16M | -0.9% | 2.61% | 17.6% | 78 | 7.69% |
|
| 4248 |
GM
4248
Granger Management
New York
| $237M | -$5.69M | -2% | 0.39% | 69.9% | 23 | 4.35% |
|
| 4249 |
CM
4249
Columbus Macro
New Castle,
Pennsylvania
| $237M | -$14.5M | -6% | 3.05% | 46.8% | 167 | 13.17% |
|
| 4250 |
AI
4250
Auour Investments
Woburn,
Massachusetts
| $237M | +$1.49M | +0.6% | 2.82% | 35.5% | 73 | 4.11% |
|