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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
JPC
4476
Jabodon PT Co
Reno,
Nevada
| $220M | +$1.28M | +0.6% | 12.8% | 61.9% | 33 | 6.06% |
|
| 4477 |
SL
4477
SOF Ltd
George Town,
Cayman Islands
| $220M | +$196K | +0.1% | 0.09% | 63.6% | 1 | 0% |
|
| 4478 |
T
4478
TrueFG
Cedar Park,
Texas
| $220M | -$6.43M | -3% | 5.12% | 51.4% | 38 | 5.26% |
|
| 4479 |
SI
4479
SimpliFi Inc
San Diego,
California
| $220M | -$8.96M | -4% | 3.04% | 26.7% | 35 | 11.43% |
|
| 4480 |
KM
4480
Kabouter Management
Chicago,
Illinois
| $220M | -$139M | -39% | 13.5% | 12.9% | 10 | 0% |
|
| 4481 |
MCC
4481
Malaga Cove Capital
Pv Estates,
California
| $220M | -$35.7M | -14% | 6.03% | 88.1% | 189 | 21.69% |
|
| 4482 |
LP
4482
Lexington Partners
New York
| $220M | -$15.2M | -6% | 5.55% | 53.9% | 6 | 0% |
|
| 4483 |
AWAM
4483
Appian Way Asset Management
New York
| $220M | -$11.9M | -5% | 11.4% | 49.4% | 52 | 71.15% |
|
| 4484 |
RWM
4484
Rench Wealth Management
Denton,
Texas
| $220M | -$1.89M | -0.9% | 2.71% | 86.4% | 41 | 4.88% |
|
| 4485 |
MFT
4485
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $220M | -$135M | -38% | 4.29% | 48.1% | 691 | 65.7% |
|
| 4486 |
SFG
4486
Snider Financial Group
Bellevue,
Washington
| $220M | -$16M | -7% | 5.69% | 73.7% | 70 | 10% |
|
| 4487 |
ODFS
4487
O'Donnell Financial Services
San Rafael,
California
| $220M | +$3.21M | +1% | 2.12% | 47.9% | 45 | 15.56% |
|
| 4488 |
CCA
4488
Cadent Capital Advisors
Tulsa,
Oklahoma
| $220M | -$6.69M | -3% | 5.92% | 106% | 151 | 27.81% |
|
| 4489 |
PWM
4489
Paulson Wealth Management
Wheaton,
Illinois
| $219M | -$4.65M | -2% | 5.07% | 47.2% | 91 | 8.79% |
|
| 4490 |
MIRH
4490
Madison International Realty Holdings
New York
| $219M | -$2.71M | -1% | 0.38% | – | 3 | 0% |
|
| 4491 |
MCP
4491
Martin Capital Partners
Eugene,
Oregon
| $219M | +$7.19M | +3% | 1.6% | 35.2% | 71 | 4.23% |
|
| 4492 |
CCG
4492
Ceeto Capital Group
Coral Gables,
Florida
| $219M | -$20.6M | -9% | 1.65% | 81.6% | 163 | 14.11% |
|
| 4493 |
RA
4493
Ramius Advisors
New York
| $219M | -$66.4M | -23% | 21.5% | 187% | 392 | 91.84% |
|
| 4494 |
HMP9
4494
Highland Management Partners 9
Cambridge,
Massachusetts
| $219M | -$86.2M | -28% | 27.6% | – | 5 | 20% |
|
| 4495 |
SM
4495
Soapstone Management
Bethesda,
Maryland
| $219M | +$1.12M | +0.5% | 0.19% | 51.5% | 20 | 35% |
|
| 4496 |
CA
4496
Centerpoint Advisors
Needham,
Massachusetts
| $219M | -$9.23M | -4% | 5.03% | 61.2% | 487 | 17.04% |
|
| 4497 |
HAFS
4497
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $218M | -$6.95M | -3% | 4.06% | 58.5% | 33 | 21.21% |
|
| 4498 |
BOC
4498
Barbara Oil Co
Chicago,
Illinois
| $218M | -$13.1M | -6% | 3.04% | 56.4% | 88 | 5.68% |
|
| 4499 |
TA
4499
TFG Advisers
Auburn Hills,
Michigan
| $218M | -$11.3M | -5% | 3.93% | 61.8% | 208 | 4.33% |
|
| 4500 |
GGPE
4500
Golden Gate Private Equity
San Francisco,
California
| $218M | -$280M | -56% | 37.5% | 8.72% | 6 | 33.33% |
|