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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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50
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4451 |
NME
4451
Notis-McConarty Edward
| $251M | +$5.09M | +2% | 9.43% | 91.2% | 93 | 5.38% |
|
| 4452 |
OWM
4452
OneAscent Wealth Management
Birmingham,
Alabama
| $251M | +$23M | +10% | 8.49% | 50.6% | 200 | 35% |
|
| 4453 |
SC
4453
Sykon Capital
Harrison,
New York
| $251M | +$17.1M | +7% | 8.81% | 63.7% | 92 | 51.09% |
|
| 4454 |
BZWA
4454
Blue Zone Wealth Advisors
Los Angeles,
California
| $251M | +$22.6M | +10% | 13.6% | 78.3% | 86 | 9.3% |
|
| 4455 |
FUBT
4455
First United Bank & Trust
Oakland,
Maryland
| $250M | +$35.4M | +16% | 9.84% | 69.2% | 442 | 69.23% |
|
| 4456 |
MCM
4456
Maytus Capital Management
New York
| $250M | +$70.7M | +39% | 24.3% | 442% | 70 | 74.29% |
|
| 4457 |
SGA
4457
Siguler Guff Advisers
New York
| $250M | +$54.6M | +28% | 34.5% | 37.7% | 6 | 0% |
|
| 4458 |
VSI
4458
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $250M | -$6.68M | -3% | 12.8% | 120% | 38 | 60.53% |
|
| 4459 |
ATI
4459
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $250M | – | – | 9.99% | – | 110 | – |
|
| 4460 |
WIC
4460
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $250M | +$20.7M | +9% | 10.5% | 92.5% | 43 | 0% |
|
| 4461 |
DA
4461
Detalus Advisors
St. Louis,
Missouri
| $250M | +$36.6M | +17% | 11.5% | 67.9% | 152 | 11.84% |
|
| 4462 |
SLC
4462
Second Line Capital
Metairie,
Louisiana
| $250M | – | – | 9.64% | – | 102 | – |
|
| 4463 |
OA
4463
Operose Advisors
Milwaukee,
Wisconsin
| $250M | -$2.65M | -1% | 10.8% | 68.8% | 779 | 26.7% |
|
| 4464 |
FCAM
4464
First Citizens Asset Management
Raleigh,
North Carolina
| $250M | +$14.5M | +6% | 8.77% | 44.2% | 37 | 13.51% |
|
| 4465 |
WIA
4465
Westbourne Investment Advisors
Annapolis,
Maryland
| $250M | +$32.2M | +15% | 16.8% | 89.4% | 91 | 6.59% |
|
| 4466 |
HCM
4466
Hahn Capital Management
Walnut Creek,
California
| $250M | +$1.93M | +0.8% | 14.1% | 53.6% | 32 | 6.25% |
|
| 4467 |
FC
4467
FACT Capital
New York
| $250M | -$2.29M | -0.9% | 14.9% | 227% | 19 | 15.79% |
|
| 4468 |
NRCM
4468
Northern Right Capital Management
Darien,
Connecticut
| $250M | -$7.17M | -3% | 8.17% | 187% | 32 | 28.13% |
|
| 4469 |
VC
4469
Veracity Capital
Atlanta,
Georgia
| $250M | +$34.1M | +16% | 12.2% | 140% | 231 | 24.68% |
|
| 4470 |
AWM
4470
Abound Wealth Management
Franklin,
Tennessee
| $249M | +$14.3M | +6% | 10.2% | 58.6% | 1,417 | 23.5% |
|
| 4471 |
PM
4471
Prosight Management
Dallas,
Texas
| $249M | -$66.5M | -21% | 50.3% | 39.5% | 50 | 50% |
|
| 4472 |
PC
4472
Pecaut & Co
Sioux City,
Iowa
| $249M | +$10.2M | +4% | 6.34% | 67.6% | 106 | 29.25% |
|
| 4473 |
CA
4473
Calton & Associates
Tampa,
Florida
| $249M | +$180M | +263% | 9.22% | 73.9% | 290 | 81.03% |
|
| 4474 |
YAL
4474
Your Advocates Ltd
Houston,
Texas
| $248M | +$80.9M | +48% | 8.04% | 50% | 305 | 24.26% |
|
| 4475 |
SC
4475
Stolper & Co
Tulsa,
Oklahoma
| $248M | +$17.7M | +8% | 9.93% | 70.5% | 89 | 7.87% |
|