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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 |
BCM
4476
Boone Capital Management
Atlanta,
Georgia
| $296M | -$89.3M | -23% | 0.09% | 278% | 19 | 42.11% |
|
| 4477 |
GJWM
4477
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $296M | -$13.3M | -4% | 3.8% | – | 665 | 73.98% |
|
| 4478 |
SC
4478
Steph & Co
Marinette,
Wisconsin
| $296M | -$18M | -6% | 0.5% | 56.8% | 305 | 13.77% |
|
| 4479 |
WAM
4479
Wakefield Asset Management
Englewood,
Colorado
| $296M | -$11.2M | -4% | 1.66% | 139% | 179 | 40.78% |
|
| 4480 |
SA
4480
Strategic Advocates
Logan,
Utah
| $296M | +$16.9M | +6% | 9.08% | 103% | 130 | 23.85% |
|
| 4481 |
PIC
4481
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $296M | -$19.7M | -6% | 3.64% | 164% | 84 | 34.52% |
|
| 4482 |
SIC
4482
Shoker Investment Counsel
Oxford,
Ohio
| $296M | -$1.33M | -0.4% | 1.76% | 83.8% | 104 | 1.92% |
|
| 4483 |
KA
4483
Kerrisdale Advisers
Miami,
Florida
| $296M | +$1.85M | +0.6% | 2.84% | 78.8% | 102 | 20.59% |
|
| 4484 |
NFP
4484
Narus Financial Partners
Salt Lake City,
Utah
| $296M | +$16.7M | +6% | 5.51% | 88.9% | 160 | 16.25% |
|
| 4485 |
LECM
4485
Lead Edge Capital Management
New York
| $296M | -$49.8M | -14% | 11.3% | 20.2% | 10 | 10% |
|
| 4486 |
FG
4486
Formula Growth
Montreal,
Quebec, Canada
| $295M | +$4.16M | +1% | 6.69% | 118% | 136 | 35.29% |
|
| 4487 |
T
4487
Transce3nd
Kyle,
Texas
| $295M | – | – | 3.98% | – | 1,567 | – |
|
| 4488 |
CCM
4488
Contrarian Capital Management
Greenwich,
Connecticut
| $295M | -$33.7M | -10% | 10.1% | 29.4% | 35 | 17.14% |
|
| 4489 |
WFA
4489
Wade Financial Advisory
Campbell,
California
| $295M | -$1.94M | -0.7% | 1.98% | 15.9% | 83 | 6.02% |
|
| 4490 |
FLI
4490
Family Legacy Inc
Greenville,
South Carolina
| $295M | -$5.62M | -2% | 2.2% | 87.8% | 125 | 5.6% |
|
| 4491 |
SL
4491
SWF LLC
Omaha,
Nebraska
| $295M | -$4.53M | -2% | 1.51% | 87.4% | 2 | 0% |
|
| 4492 |
EW
4492
Evexia Wealth
Stevens Point,
Wisconsin
| $295M | +$13.1M | +5% | 0.47% | 92.5% | 80 | 22.5% |
|
| 4493 |
FCT
4493
Family Capital Trust
Peabody,
Massachusetts
| $295M | -$16.1M | -5% | 4.35% | 32.3% | 61 | 3.28% |
|
| 4494 |
NMC
4494
New Mountain Capital
New York
| $295M | -$1.41B | -83% | 18.6% | 64.8% | 2 | 50% |
|
| 4495 |
SRA
4495
Summit Rock Advisors
New York
| $295M | +$39.2M | +15% | 4.04% | – | 7 | 28.57% |
|
| 4496 |
CC
4496
Cederberg Capital
London,
United Kingdom
| $295M | -$91.4M | -24% | 14.3% | 273% | 9 | 11.11% |
|
| 4497 |
TCMG
4497
TSP Capital Management Group
Summit,
New Jersey
| $294M | -$28.9M | -9% | 3.43% | 178% | 47 | 0% |
|
| 4498 |
BA
4498
Bard Associates
Chicago,
Illinois
| $294M | +$897K | +0.3% | 26.4% | 241% | 187 | 9.09% |
|
| 4499 |
SFO
4499
Stenger Family Office
Naperville,
Illinois
| $294M | – | – | 2.35% | – | 92 | – |
|
| 4500 |
RAG
4500
RIA Advisory Group
Des Moines,
Iowa
| $294M | +$10.9M | +4% | 3.8% | – | 151 | 25.83% |
|