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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
SM
4476
Soapstone Management
Bethesda,
Maryland
| $216M | -$7.67M | -3% | 3.13% | 30.3% | 19 | 10.53% |
|
| 4477 |
HS
4477
HighVista Strategies
Boston,
Massachusetts
| $216M | -$2.51M | -1% | 6.61% | 622% | 172 | 45.35% |
|
| 4478 |
CSWG
4478
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $216M | -$9.27M | -4% | 3.92% | 67.3% | 86 | 6.98% |
|
| 4479 |
EBA
4479
Eagle Bay Advisors
New York
| $216M | +$40.6M | +23% | 2.06% | 78.4% | 888 | 10.14% |
|
| 4480 |
VC
4480
Veracity Capital
Atlanta,
Georgia
| $216M | -$20.1M | -9% | 1.88% | 140% | 230 | 19.57% |
|
| 4481 |
MC
4481
Mathes Company
New York
| $215M | -$13.1M | -6% | 2.64% | 121% | 128 | 5.47% |
|
| 4482 |
T
4482
TNF
Billings,
Montana
| $215M | -$13.7M | -6% | 3.88% | 21.3% | 102 | 10.78% |
|
| 4483 |
AFG
4483
Altiora Financial Group
Lebanon,
Ohio
| $215M | -$12.2M | -5% | 2.42% | 38.3% | 57 | 3.51% |
|
| 4484 |
LC
4484
Legacy CG
Plano,
Texas
| $215M | -$1.99M | -0.9% | 1.06% | 61.2% | 50 | 38% |
|
| 4485 |
PAM
4485
Pegasus Asset Management
Montebello,
New York
| $215M | -$9.57M | -4% | 3.04% | 89% | 74 | 8.11% |
|
| 4486 |
1CP
4486
11 Capital Partners
Darien,
Connecticut
| $215M | -$25.2M | -11% | 4.07% | 101% | 19 | 31.58% |
|
| 4487 |
CBOR
4487
Community Bank of Raymore
Raymore,
Missouri
| $215M | -$16.2M | -7% | 4.56% | 89.6% | 86 | 3.49% |
|
| 4488 |
FUBT
4488
First United Bank & Trust
Oakland,
Maryland
| $215M | -$10.2M | -5% | 3.17% | 69.2% | 146 | 4.79% |
|
| 4489 |
AA
4489
Addison Advisors
Middlebury,
Vermont
| $215M | +$12.4M | +6% | 3.33% | 50.2% | 697 | 11.91% |
|
| 4490 |
CHJWM
4490
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $215M | -$12.5M | -5% | 2.22% | 58.2% | 138 | 9.42% |
|
| 4491 |
SFS
4491
Shaker Financial Services
Arlington,
Virginia
| $215M | -$14.4M | -6% | 5.17% | 13.1% | 181 | 26.52% |
|
| 4492 |
P
4492
&Partners
Nashville,
Tennessee
| $214M | -$9.09M | -4% | 2.71% | 78.4% | 203 | 13.79% |
|
| 4493 |
SC
4493
Sawyer & Company
Boston,
Massachusetts
| $214M | -$4.57M | -2% | 1.65% | 97.4% | 204 | 21.57% |
|
| 4494 |
GWSA
4494
Global Wealth Strategies & Associates
Denver,
Colorado
| $214M | +$1.12M | +0.5% | 3.67% | 62.5% | 367 | 15.26% |
|
| 4495 |
KIA
4495
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $214M | -$82.5M | -28% | 0.64% | 160% | 130 | 39.23% |
|
| 4496 |
EFI
4496
EHP Funds Inc
Toronto,
Canada
| $214M | -$193M | -47% | 6.61% | 173% | 339 | 38.64% |
|
| 4497 |
SAM
4497
Socorro Asset Management
Dallas,
Texas
| $214M | -$22.8M | -10% | 2.96% | 43.8% | 30 | 3.33% |
|
| 4498 |
VW
4498
Vance Wealth
Santa Clarita,
California
| $214M | -$5.88M | -3% | 3.95% | 66.4% | 85 | 10.59% |
|
| 4499 |
PTP
4499
Platform Technology Partners
New York
| $214M | +$1.23M | +0.6% | 2.45% | – | 228 | 16.23% |
|
| 4500 |
PIN
4500
Prudent Investors Network
Lake Forest,
California
| $214M | +$1.49M | +0.7% | 2.59% | – | 38 | 15.79% |
|