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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4326 |
AI
4326
ArchPoint Investors
Coral Gables,
Florida
| $304M | -$309K | -0.1% | 6.14% | 111% | 71 | 8.45% |
|
| 4327 |
WPW
4327
Warther Private Wealth
Akron,
Ohio
| $304M | +$6.84M | +2% | 0.78% | 94.1% | 90 | 34.44% |
|
| 4328 |
TCMG
4328
TSP Capital Management Group
Summit,
New Jersey
| $304M | +$9.47M | +3% | 8.3% | 178% | 47 | 2.13% |
|
| 4329 |
PC
4329
Prevatt Capital
Nassau,
Bahamas
| $304M | -$43.4M | -12% | 5.04% | – | 14 | 21.43% |
|
| 4330 |
OAJ
4330
Ogorek Anthony Joseph
Williamsville,
New York
| $304M | -$10.5M | -3% | 2.15% | 61.1% | 695 | 58.13% |
|
| 4331 |
T
4331
TrueFG
Cedar Park,
Texas
| $304M | -$2.38M | -0.8% | 1.08% | 51.4% | 55 | 12.73% |
|
| 4332 |
APC
4332
Aristotle Pacific Capital
Newport Beach,
California
| $304M | -$15.5M | -5% | 1.01% | 1.84% | 6 | 0% |
|
| 4333 |
VG
4333
Visualize Group
New York
| $304M | +$146M | +92% | 9.93% | – | 16 | 37.5% |
|
| 4334 |
FP
4334
Fiduciary Planning
Englewood,
Florida
| $304M | -$4.47M | -1% | 2.7% | 65.5% | 77 | 5.19% |
|
| 4335 |
CSB
4335
City State Bank
Norwalk,
Iowa
| $303M | +$19.9M | +7% | 0.48% | 72.5% | 771 | 8.17% |
|
| 4336 |
WPA
4336
WIT Partners Advisory
Singapore
| $303M | -$9.5M | -3% | 3.04% | – | 1 | 0% |
|
| 4337 |
CCG
4337
Cloverfields Capital Group
Minneapolis,
Minnesota
| $303M | -$8.21M | -3% | 3.31% | 101% | 102 | 15.69% |
|
| 4338 |
MAM
4338
McLean Asset Management
Tysons,
Virginia
| $303M | -$30.2M | -9% | 2% | 64.3% | 161 | 12.42% |
|
| 4339 |
CPIM
4339
Coalescence Partners Investment Management
New York
| $303M | +$38.5M | +15% | 6.13% | – | 19 | 31.58% |
|
| 4340 |
LM
4340
Luminus Management
Houston,
Texas
| $303M | +$216M | +250% | 39.4% | 8.7% | 25 | 68% |
|
| 4341 |
ACA
4341
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $303M | -$87.1M | -22% | 7.74% | – | 63 | 63.49% |
|
| 4342 |
WIS
4342
Wright Investors Service
Shelton,
Connecticut
| $303M | -$5.42M | -2% | 2.02% | 146% | 154 | 22.08% |
|
| 4343 |
BAM
4343
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $303M | -$141M | -32% | 3.67% | 39.2% | 10 | 40% |
|
| 4344 |
OA
4344
Operose Advisors
Milwaukee,
Wisconsin
| $302M | +$9.56M | +3% | 1.42% | 68.8% | 459 | 23.53% |
|
| 4345 |
LI
4345
LHM Inc
Sandy,
Utah
| $302M | -$12.6M | -4% | 6.01% | – | 25 | 20% |
|
| 4346 |
WMA
4346
West Michigan Advisors
Holland,
Michigan
| $302M | -$29.7M | -9% | 4.07% | 86.6% | 256 | 28.13% |
|
| 4347 |
CPA
4347
Court Place Advisors
Ellicott City,
Maryland
| $301M | -$6.87M | -2% | 0.49% | 92% | 150 | 2% |
|
| 4348 |
1CP
4348
11 Capital Partners
Darien,
Connecticut
| $301M | +$52.8M | +21% | 4.03% | 101% | 19 | 21.05% |
|
| 4349 |
DP
4349
Divergent Planning
Bethesda,
Maryland
| $301M | +$9.01M | +3% | 1.99% | 43.3% | 31 | 12.9% |
|
| 4350 |
AC
4350
Almitas Capital
Santa Monica,
California
| $301M | -$155M | -34% | 6.08% | 86.1% | 106 | 37.74% |
|