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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
100
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
IMA
4476
Investment Management Associates
Greenwood Village,
Colorado
| $339M | +$40.6M | +14% | 1.05% | 51.6% | 34 | 26.47% |
|
| 4477 |
AA
4477
Argent Advisors
Monroe,
Louisiana
| $339M | +$15.6M | +5% | 6.23% | 63.1% | 169 | 14.2% |
|
| 4478 |
SIC
4478
Shoker Investment Counsel
Oxford,
Ohio
| $339M | +$19.9M | +6% | 7.26% | 83.8% | 113 | 3.54% |
|
| 4479 |
WTFG
4479
Wood Tarver Financial Group
Boise,
Idaho
| $339M | +$6.61M | +2% | 5.47% | – | 702 | 78.49% |
|
| 4480 |
TM
4480
Tikvah Management
Charlotte,
North Carolina
| $339M | +$28M | +9% | 27.6% | 169% | 23 | 4.35% |
|
| 4481 |
CPI
4481
Crestview Partners II
New York
| $339M | -$213M | -39% | 3.54% | 157% | 3 | 0% |
|
| 4482 |
FMB
4482
Field & Main Bank
Henderson,
Kentucky
| $339M | +$31.2M | +10% | 8% | 107% | 254 | 7.48% |
|
| 4483 |
PB
4483
Pinnacle Bancorp
Beatrice,
Nebraska
| $339M | +$14.5M | +4% | 6.44% | 68.3% | 939 | 6.28% |
|
| 4484 |
AC
4484
Addison Capital
Conshohocken,
Pennsylvania
| $338M | +$50.8M | +18% | 7.64% | 59.7% | 153 | 10.46% |
|
| 4485 |
MTIC
4485
Missouri Trust & Investment Company
Springfield,
Missouri
| $338M | +$32.3M | +11% | 10.4% | 65.1% | 444 | 11.26% |
|
| 4486 |
WCM
4486
Whitefort Capital Management
New York
| $338M | +$71.6M | +27% | 27.2% | 243% | 20 | 25% |
|
| 4487 |
AB
4487
Atlas Brown
Louisville,
Kentucky
| $338M | +$26.8M | +9% | 9.9% | 102% | 236 | 9.75% |
|
| 4488 |
HAC
4488
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $338M | +$24.3M | +8% | 8.29% | 63.2% | 82 | 3.66% |
|
| 4489 |
PA
4489
PFW Advisors
Atlanta,
Georgia
| $338M | +$13M | +4% | 6.22% | – | 136 | 13.24% |
|
| 4490 |
SAM
4490
Silphium Asset Management
London,
United Kingdom
| $338M | +$57.2M | +20% | 5.75% | 128% | 39 | 12.82% |
|
| 4491 |
SL
4491
SOF Ltd
George Town,
Cayman Islands
| $338M | +$2.35M | +0.7% | 0.7% | 42.3% | 1 | 0% |
|
| 4492 |
TCOO
4492
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $338M | +$23.7M | +8% | 8.15% | 88.7% | 145 | 8.28% |
|
| 4493 |
AWA
4493
ARQ Wealth Advisors
Scottsdale,
Arizona
| $338M | +$46.7M | +16% | 6.64% | 53.3% | 147 | 39.46% |
|
| 4494 |
CA
4494
Claar Advisors
New York
| $338M | +$11.4M | +3% | 8.54% | 65.5% | 19 | 10.53% |
|
| 4495 |
SMG
4495
Smart Money Group
Eastland,
Texas
| $338M | +$18.8M | +6% | 5.87% | 58.9% | 83 | 14.46% |
|
| 4496 |
NOI
4496
Newton One Investments
Newark,
Delaware
| $338M | +$19.9M | +6% | 5.55% | 38.7% | 128 | 6.25% |
|
| 4497 |
CIC
4497
Chase Investment Counsel
Charlottesville,
Virginia
| $338M | +$24.8M | +8% | 14.9% | 350% | 160 | 36.88% |
|
| 4498 |
VBFP
4498
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $338M | +$18.9M | +6% | 4.48% | 36.2% | 166 | 9.64% |
|
| 4499 |
IGM
4499
Incline Global Management
New York
| $337M | +$82.9M | +33% | 4.38% | 40.1% | 36 | 55.56% |
|
| 4500 |
WSL
4500
Western Standard LLC
Los Angeles,
California
| $337M | +$157M | +88% | 11.3% | 83.7% | 33 | 66.67% |
|