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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4276 |
SCM
4276
Stamina Capital Management
New York
| $188M | +$23.5M | +14% | 7.91% | 292% | 60 | 75% |
|
| 4277 |
GSC
4277
G&S Capital
Denver,
Colorado
| $188M | +$18.9M | +11% | 3.18% | 77.2% | 100 | 20% |
|
| 4278 |
HFA
4278
Harbert Fund Advisors
Birmingham,
Alabama
| $188M | -$17.2M | -8% | 0.04% | 70.8% | 63 | 42.86% |
|
| 4279 |
DFA
4279
Delta Financial Advisors
New Orleans,
Louisiana
| $188M | -$12.2M | -6% | 5.07% | 80.5% | 115 | 4.35% |
|
| 4280 |
CSWG
4280
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $188M | -$7.96M | -4% | 5.79% | 53.4% | 97 | 15.46% |
|
| 4281 |
CA
4281
Centerpoint Advisors
Needham,
Massachusetts
| $188M | -$7.93M | -4% | 5.1% | 61.2% | 430 | 9.77% |
|
| 4282 |
AFS
4282
Axiom Financial Strategies
New Albany,
Indiana
| $188M | -$2.03M | -1% | 4.03% | 41.2% | 78 | 7.69% |
|
| 4283 |
BE
4283
Bonness Enterprises
Washington,
District of Columbia
| $188M | -$11.7M | -6% | 5.68% | 94.6% | 41 | 2.44% |
|
| 4284 |
KPWG
4284
KFA Private Wealth Group
Tysons,
Virginia
| $188M | +$7.07M | +4% | 4.29% | 57.5% | 68 | 5.88% |
|
| 4285 |
LHC
4285
Little House Capital
Braintree,
Massachusetts
| $188M | +$1.98M | +1% | 4.83% | 85.8% | 113 | 6.19% |
|
| 4286 |
FA
4286
Forefront Analytics
West Conshohocken,
Pennsylvania
| $188M | -$18.7M | -9% | 7.86% | 33.5% | 70 | 11.43% |
|
| 4287 |
MP
4287
Mediatel Partners
Fort Worth,
Texas
| $188M | -$63.4M | -25% | 25.2% | 22.9% | 3 | 0% |
|
| 4288 |
SRSA
4288
S.R. Schill & Associates
Mercer Island,
Washington
| $188M | -$12.4M | -6% | 7.25% | 36.7% | 78 | 12.82% |
|
| 4289 |
AWM
4289
Accel Wealth Management
Waverly,
Iowa
| $187M | +$13.1M | +7% | 4.44% | 77.4% | 1,116 | 4.48% |
|
| 4290 |
OFA
4290
Oak Family Advisors
Chicago,
Illinois
| $187M | -$11.7M | -6% | 5.55% | 83.5% | 138 | 21.01% |
|
| 4291 |
WRTC
4291
Wind River Trust Company
Jackson,
Wyoming
| $187M | -$19.1M | -9% | 6.65% | 51% | 9 | 0% |
|
| 4292 |
LWP
4292
Lumature Wealth Partners
Alpharetta,
Georgia
| $187M | -$37.8M | -17% | 8.3% | – | 433 | 9.7% |
|
| 4293 |
PM
4293
Prosight Management
Dallas,
Texas
| $187M | +$59.7M | +47% | 15.1% | 46.2% | 43 | 55.81% |
|
| 4294 |
LPP
4294
Long Path Partners
Stamford,
Connecticut
| $187M | +$21.6M | +13% | 4.75% | 4.33% | 11 | 27.27% |
|
| 4295 |
OC
4295
Oarsman Capital
Milwaukee,
Wisconsin
| $187M | -$14.8M | -7% | 6.09% | 61.4% | 173 | 10.98% |
|
| 4296 |
IB
4296
Iyo Bank
Matsuyama,
Japan
| $187M | -$114M | -38% | 8.49% | 96.3% | 36 | 16.67% |
|
| 4297 |
RS
4297
Retirement Solution
Redmond,
Washington
| $186M | +$1.96M | +1% | 4.21% | 52.9% | 34 | 5.88% |
|
| 4298 |
IC
4298
Innealta Capital
Austin,
Texas
| $186M | -$8.77M | -5% | 4.51% | 52.1% | 67 | 23.88% |
|
| 4299 |
2C
4299
272 Capital
Dallas,
Texas
| $186M | -$23.3M | -11% | 4.28% | 213% | 106 | 60.38% |
|
| 4300 |
PI
4300
Pettee Investors
Rowayton,
Connecticut
| $186M | -$15M | -7% | 5.4% | 66.9% | 116 | 0.86% |
|