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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
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2,500
5,000
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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4351 |
RFG
4351
RFP Financial Group
Atlanta,
Georgia
| $227M | -$17.5M | -7% | 3.79% | 53.2% | 990 | 10.71% |
|
| 4352 |
VSQM
4352
V-Square Quantitative Management
Chicago,
Illinois
| $227M | +$90.1M | +66% | 2.95% | 99.3% | 604 | 38.41% |
|
| 4353 |
AM
4353
Atwater Malick
Lancaster,
Pennsylvania
| $227M | -$6.9M | -3% | 3.37% | 79.1% | 64 | 3.13% |
|
| 4354 |
T2I
4354
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $227M | +$29.6M | +15% | 3.46% | 62.1% | 85 | 21.18% |
|
| 4355 |
BLAM
4355
Bourne Lent Asset Management
Pawling,
New York
| $227M | -$59.8M | -21% | 3.62% | 76.1% | 64 | 6.25% |
|
| 4356 |
WP
4356
Westmount Partners
Los Angeles,
California
| $227M | -$2.74M | -1% | 4.97% | 101% | 204 | 12.25% |
|
| 4357 |
AA
4357
Armor Advisors
New York
| $227M | +$34M | +18% | 4.24% | 78.5% | 16 | 12.5% |
|
| 4358 |
MIRH
4358
Madison International Realty Holdings
New York
| $227M | -$3.75M | -2% | 0.79% | – | 3 | 0% |
|
| 4359 |
IC
4359
Innealta Capital
Austin,
Texas
| $226M | -$28.5M | -11% | 3.72% | 63.7% | 77 | 12.99% |
|
| 4360 |
FC
4360
Financial Consulate
Hunt Valley,
Maryland
| $226M | -$9.38M | -4% | 3.58% | 53.3% | 45 | 26.67% |
|
| 4361 |
P2P
4361
Phase 2 Partners
San Francisco,
California
| $226M | +$5.98M | +3% | 2.62% | 25.1% | 29 | 51.72% |
|
| 4362 |
GCP
4362
Gill Capital Partners
Denver,
Colorado
| $226M | -$11.5M | -5% | 4.15% | 52% | 130 | 5.38% |
|
| 4363 |
LC
4363
LCNB Corp
Lebanon,
Ohio
| $226M | -$8.41M | -4% | 2.94% | 75.2% | 177 | 9.04% |
|
| 4364 |
JIC
4364
JRM Investment Counsel
Omaha,
Nebraska
| $226M | -$9.86M | -4% | 0.4% | 65.5% | 23 | 13.04% |
|
| 4365 |
RCA
4365
Riverview Capital Advisers
Boston,
Massachusetts
| $226M | -$1.94M | -0.9% | 3.98% | 84.8% | 84 | 13.1% |
|
| 4366 |
OCM
4366
Oakview Capital Management
Dallas,
Texas
| $226M | -$5.91M | -3% | 4.46% | 21.2% | 16 | 12.5% |
|
| 4367 |
CYG
4367
Clean Yield Group
Norwich,
Vermont
| $226M | -$17.2M | -7% | 5.35% | 65% | 420 | 13.57% |
|
| 4368 |
KCM
4368
Kendall Capital Management
Rockville,
Maryland
| $226M | -$2.57M | -1% | 2.21% | 120% | 202 | 7.43% |
|
| 4369 |
CA
4369
Cumberland Advisors
Sarasota,
Florida
| $226M | +$6.73M | +3% | 3.69% | 73.5% | 64 | 23.44% |
|
| 4370 |
GCM
4370
Gibraltar Capital Management
Tulsa,
Oklahoma
| $226M | -$222K | -0.1% | 1.99% | 56.6% | 64 | 3.13% |
|
| 4371 |
HWM
4371
Heirloom Wealth Management
Greenwood Village,
Colorado
| $225M | -$5.17M | -2% | 3.56% | 70.6% | 54 | 12.96% |
|
| 4372 |
WTFG
4372
Wells Trecaso Financial Group
Akron,
Ohio
| $225M | -$7.58M | -3% | 2.71% | 108% | 93 | 4.3% |
|
| 4373 |
AIA
4373
AIMZ Investment Advisors
Los Altos,
California
| $225M | -$7.86M | -3% | 1.55% | 81.3% | 116 | 6.03% |
|
| 4374 |
SIM
4374
SW Investment Management
Telluride,
Colorado
| $225M | -$45.1M | -17% | 13.2% | 143% | 13 | 38.46% |
|
| 4375 |
APW
4375
Acima Private Wealth
Richmond,
Virginia
| $225M | +$15.8M | +8% | 3.43% | 45.2% | 262 | 5.34% |
|