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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4276 |
HFS
4276
Howard Financial Services
Dallas,
Texas
| $155M | +$14M | +10% | 7.4% | 50.2% | 124 | 12.1% |
|
| 4277 |
CC
4277
Cowbird Capital
New York
| $155M | +$25.4M | +20% | 28.9% | 21.3% | 10 | 20% |
|
| 4278 |
SC
4278
Stolper & Co
Tulsa,
Oklahoma
| $155M | +$1.58M | +1% | 7.52% | 70.5% | 91 | 14.29% |
|
| 4279 |
LM
4279
Lasry Marc
| $155M | +$2.46M | +2% | 0.41% | 14.8% | 6 | 33.33% |
|
| 4280 |
IDBONY
4280
Israel Discount Bank of New York
New York
| $154M | +$7.46M | +5% | 6.4% | 37.3% | 90 | 8.89% |
|
| 4281 |
NC
4281
NovaPoint Capital
Atlanta,
Georgia
| $154M | +$20M | +15% | 8.21% | 88.2% | 107 | 24.3% |
|
| 4282 |
AFM
4282
Abbot Financial Management
Andover,
Massachusetts
| $154M | +$8.76M | +6% | 8.2% | 102% | 135 | 8.89% |
|
| 4283 |
TGI
4283
TRV GP II
Boston,
Massachusetts
| $154M | +$18.8M | +14% | 14.1% | 20.8% | 3 | 0% |
|
| 4284 |
VST
4284
Van Strum & Towne
San Francisco,
California
| $154M | +$10.5M | +7% | 5.2% | 62.2% | 86 | 13.95% |
|
| 4285 |
P3I
4285
Progeny 3 Inc
Kirkland,
Washington
| $154M | +$6.71M | +5% | 4.84% | 96.8% | 26 | 11.54% |
|
| 4286 |
CAM
4286
Crown Advisors Management
Larkspur,
California
| $154M | +$7.63M | +5% | 19.4% | 284% | 47 | 23.4% |
|
| 4287 |
TVWM
4287
Tower View Wealth Management
Shorewood,
Wisconsin
| $154M | +$16.9M | +12% | 11.2% | 132% | 167 | 10.18% |
|
| 4288 |
IC
4288
Innealta Capital
Austin,
Texas
| $154M | +$7.79M | +5% | 6.18% | 63.7% | 55 | 30.91% |
|
| 4289 |
GWM
4289
Graybill Wealth Management
Elmhurst,
Illinois
| $154M | +$17.6M | +13% | 9.87% | – | 54 | 1.85% |
|
| 4290 |
TAM
4290
Tealwood Asset Management
Minneapolis,
Minnesota
| $153M | +$3.02M | +2% | 6.6% | 121% | 94 | 8.51% |
|
| 4291 |
BP
4291
Bandera Partners
New York
| $153M | +$8.93M | +6% | 17.4% | 55.4% | 17 | 11.76% |
|
| 4292 |
RWP
4292
Reliant Wealth Planning
Louisville,
Kentucky
| $153M | -$7.89M | -5% | 6.84% | 39.4% | 9 | 33.33% |
|
| 4293 |
EPCA
4293
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $153M | -$4.43M | -3% | 9.15% | 119% | 47 | 23.4% |
|
| 4294 |
GAMC
4294
Garner Asset Management Corp
Plano,
Texas
| $153M | +$18.9M | +14% | 10.4% | 95.3% | 158 | 10.13% |
|
| 4295 |
LC
4295
LCNB Corp
Lebanon,
Ohio
| $153M | +$4.95M | +3% | 7.94% | 75.2% | 145 | 6.9% |
|
| 4296 |
RBFC
4296
Roman Butler Fullerton & Co
St Louis,
Missouri
| $153M | +$12.7M | +9% | 10.7% | 121% | 162 | 14.2% |
|
| 4297 |
NAM
4297
Nationwide Asset Management
Columbus,
Ohio
| $153M | -$5.94M | -4% | 2.29% | 8.56% | 10 | 0% |
|
| 4298 |
WCAMG
4298
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $153M | +$4.86M | +3% | 8.77% | 84.8% | 97 | 14.43% |
|
| 4299 |
AIA
4299
Arrow Investment Advisors
Laurel,
Maryland
| $153M | +$2.43M | +2% | 6.48% | 36.3% | 57 | 54.39% |
|
| 4300 |
PBT
4300
Pictet Bank & Trust
Nassau,
Bahamas
| $153M | +$4.1M | +3% | 9.89% | 66.3% | 61 | 6.56% |
|