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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
10
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4301 |
FDS
4301
Freedom Day Solutions
Houston,
Texas
| $337M | +$9.86M | +3% | 6.93% | 84.6% | 99 | 15.15% |
|
| 4302 |
CL
4302
CRCM LP
San Francisco,
California
| $337M | +$91.3M | +37% | 69.1% | – | 9 | 33.33% |
|
| 4303 |
MA
4303
Modus Advisors
Excelsior,
Minnesota
| $337M | +$31.2M | +10% | 11.7% | 89.5% | 115 | 11.3% |
|
| 4304 |
CCG
4304
Cloverfields Capital Group
Minneapolis,
Minnesota
| $337M | +$33.8M | +11% | 11.7% | 101% | 98 | 4.08% |
|
| 4305 |
T
4305
TrueFG
Cedar Park,
Texas
| $336M | +$32.6M | +11% | 7.5% | 51.4% | 61 | 18.03% |
|
| 4306 |
NTCM
4306
Nine Ten Capital Management
Chicago,
Illinois
| $336M | +$68.2M | +25% | 37.9% | 166% | 11 | 18.18% |
|
| 4307 |
BCFS
4307
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $336M | +$9.41M | +3% | 4.89% | 72.2% | 98 | 8.16% |
|
| 4308 |
MCG
4308
McCollum Christoferson Group
Amherst,
New York
| $336M | +$8.32M | +3% | 5.87% | 47.8% | 71 | 8.45% |
|
| 4309 |
BAM
4309
Bosun Asset Management
Chicago,
Illinois
| $336M | +$103M | +44% | 27.8% | 278% | 230 | 30.43% |
|
| 4310 |
LSA
4310
Lansing Street Advisors
Ambler,
Pennsylvania
| $336M | +$37M | +12% | 9.8% | – | 144 | 13.19% |
|
| 4311 |
BOS
4311
Bank of Stockton
Stockton,
California
| $336M | +$21.9M | +7% | 8.61% | 92.3% | 143 | 2.8% |
|
| 4312 |
PFS
4312
Physicians Financial Services
Raleigh,
North Carolina
| $336M | +$21.3M | +7% | 10.8% | 100% | 111 | 7.21% |
|
| 4313 |
SL
4313
SOF Ltd
George Town,
Cayman Islands
| $336M | +$38.5M | +13% | 13% | 42.3% | 1 | 0% |
|
| 4314 |
LC
4314
Legacy CG
Plano,
Texas
| $336M | +$26M | +8% | 9.13% | 61.2% | 58 | 34.48% |
|
| 4315 |
BWA
4315
Beam Wealth Advisors
Covington,
Louisiana
| $336M | +$39M | +13% | 9.36% | 59.7% | 114 | 16.67% |
|
| 4316 |
CP
4316
Covenant Partners
Nashville,
Tennessee
| $335M | +$26M | +8% | 11.6% | 70.3% | 159 | 17.61% |
|
| 4317 |
LFG
4317
Leverty Financial Group
Hudson,
Wisconsin
| $335M | +$90.4M | +37% | 8.68% | 51.4% | 50 | 26% |
|
| 4318 |
AW
4318
Alaethes Wealth
Glenbrook,
Nevada
| $335M | +$61.8M | +23% | 12.1% | 96.4% | 119 | 21.01% |
|
| 4319 |
GC
4319
GFG Capital
Miami,
Florida
| $335M | +$6.16M | +2% | 16.1% | 128% | 430 | 82.79% |
|
| 4320 |
MLICM
4320
Metropolitan Life Insurance Company (MetLife)
New York
| $335M | +$118M | +55% | 5.26% | 50.8% | 11 | 27.27% |
|
| 4321 |
PI
4321
Pennant Investors
Summit,
New Jersey
| $334M | -$48.9M | -13% | 34.8% | 372% | 20 | 25% |
|
| 4322 |
CYG
4322
Clean Yield Group
Norwich,
Vermont
| $334M | +$27.4M | +9% | 10.2% | 65% | 456 | 12.94% |
|
| 4323 |
CC
4323
Cannell Capital
Alta,
Wyoming
| $334M | +$33.7M | +11% | 12% | 127% | 72 | 48.61% |
|
| 4324 |
MWPCG
4324
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $334M | +$22.7M | +7% | 7.38% | 84.3% | 198 | 23.74% |
|
| 4325 |
BWM
4325
Buckley Wealth Management
Las Vegas,
Nevada
| $334M | +$12.7M | +4% | 6.1% | 88% | 109 | 12.84% |
|