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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4351 |
RCM
4351
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $277M | -$3.36M | -1% | 1.84% | 7.8% | 252 | 42.06% |
|
| 4352 |
SSC
4352
Syverson Strege & Co
West Des Moines,
Iowa
| $277M | +$19.6M | +8% | 6.96% | 66.8% | 75 | 13.33% |
|
| 4353 |
VAG
4353
VisionPoint Advisory Group
Dallas,
Texas
| $277M | +$6.35M | +2% | 6.71% | 74.2% | 868 | 19.82% |
|
| 4354 |
BE
4354
Bonness Enterprises
Washington,
District of Columbia
| $277M | +$38.2M | +16% | 18.2% | 94.6% | 38 | 0% |
|
| 4355 |
SC
4355
Stolper & Co
Tulsa,
Oklahoma
| $277M | +$28.9M | +12% | 8.23% | 70.5% | 89 | 4.49% |
|
| 4356 |
XXIP
4356
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $277M | -$65.4M | -19% | 19.1% | 66.6% | 1 | 0% |
|
| 4357 |
PXPO
4357
Peak XV Partners Operations
Trianon,
Mauritius
| $277M | -$70.6M | -20% | 22.3% | – | 3 | 33.33% |
|
| 4358 |
LA
4358
LFL Advisers
Evanston,
Illinois
| $277M | +$47M | +20% | 12.1% | 83% | 11 | 0% |
|
| 4359 |
CIC
4359
Concord Investment Counsel
Irvine,
California
| $277M | – | – | 16% | – | 53 | – |
|
| 4360 |
PCM
4360
Princeton Capital Management
Red Bank,
New Jersey
| $277M | +$28.8M | +12% | 18.8% | 180% | 112 | 16.07% |
|
| 4361 |
PA
4361
PSI Advisors
Tampa,
Florida
| $277M | +$8.86M | +3% | 8.46% | 58.2% | 908 | 14.65% |
|
| 4362 |
SC
4362
Sykon Capital
Harrison,
New York
| $277M | +$26M | +10% | 5.93% | 63.7% | 100 | 26% |
|
| 4363 |
MWP
4363
Madison Wealth Partners
Madison,
Wisconsin
| $276M | +$24.3M | +10% | 8.46% | 66.9% | 126 | 8.73% |
|
| 4364 |
LC
4364
LCNB Corp
Lebanon,
Ohio
| $276M | +$22.1M | +9% | 8.83% | 75.2% | 183 | 6.56% |
|
| 4365 |
SP
4365
Sequent Planning
Omaha,
Nebraska
| $276M | – | – | 4.92% | – | 142 | – |
|
| 4366 |
HP
4366
HT Partners
Centerbrook,
Connecticut
| $276M | +$25.3M | +10% | 8.43% | 63.1% | 52 | 7.69% |
|
| 4367 |
HWM
4367
Hemington Wealth Management
Falls Church,
Virginia
| $276M | +$16.9M | +7% | 5.71% | 76.1% | 121 | 16.53% |
|
| 4368 |
AA
4368
Altrafin AG
Zurich,
| $276M | +$16.4M | +6% | 13.7% | 97.6% | 60 | 5% |
|
| 4369 |
SHCM
4369
Stone House Capital Management
Bay Harbor Islands,
Florida
| $276M | +$35.8M | +15% | 16.3% | 151% | 4 | 25% |
|
| 4370 |
LC
4370
Legacy CG
Plano,
Texas
| $276M | +$12.3M | +5% | 6.75% | 61.2% | 44 | 20.45% |
|
| 4371 |
TA
4371
TFB Advisors
Overland Park,
Kansas
| $276M | +$80.4M | +41% | 9.19% | 80.4% | 270 | 40% |
|
| 4372 |
SCP
4372
SailingStone Capital Partners
Houston,
Texas
| $276M | +$4.27M | +2% | 4.27% | 152% | 14 | 14.29% |
|
| 4373 |
FW
4373
FirstPurpose Wealth
Orem,
Utah
| $276M | +$13M | +5% | 6.19% | – | 230 | 16.96% |
|
| 4374 |
CI
4374
CPMG Inc
Dallas,
Texas
| $276M | +$45.9M | +20% | 21.9% | 878% | 3 | 0% |
|
| 4375 |
WCM
4375
Wildcat Capital Management
New York
| $276M | -$13.7M | -5% | 6.84% | 126% | 21 | 28.57% |
|