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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4501 |
UOC
4501
University of Chicago
Chicago,
Illinois
| $219M | -$285K | -0.1% | 1.11% | 62.3% | 6 | 0% |
|
| 4502 |
AFG
4502
Atomi Financial Group
New York
| $219M | +$40.2M | +22% | 6.38% | 139% | 290 | 27.93% |
|
| 4503 |
EC
4503
EJF Capital
Arlington,
Virginia
| $219M | -$51.4M | -19% | 2.28% | 127% | 107 | 19.63% |
|
| 4504 |
FC
4504
Fore Capital
New York
| $219M | +$38.1M | +21% | 0.06% | 25.4% | 30 | 36.67% |
|
| 4505 |
PIP
4505
Peachtree Investment Partners
Indian River Shores,,
Florida
| $219M | +$59M | +37% | 12.4% | 92.2% | 111 | 20.72% |
|
| 4506 |
TSS
4506
Thomas Story & Son
Culver,
Indiana
| $219M | +$12.7M | +6% | 5.41% | 91.8% | 53 | 1.89% |
|
| 4507 |
RLIM
4507
Red Lighthouse Investment Management
New York
| $219M | +$12.2M | +6% | 5.35% | 63.4% | 97 | 4.12% |
|
| 4508 |
PGWM
4508
Parisi Gray Wealth Management
Mendham,
New Jersey
| $219M | +$58M | +36% | 8.72% | 120% | 102 | 18.63% |
|
| 4509 |
CA
4509
Cumberland Advisors
Sarasota,
Florida
| $219M | -$24.9M | -10% | 5.9% | 73.5% | 61 | 9.84% |
|
| 4510 |
SC
4510
Sawyer & Company
Boston,
Massachusetts
| $219M | +$33M | +18% | 7.01% | 97.4% | 180 | 7.22% |
|
| 4511 |
RI
4511
Rinkey Investments
San Diego,
California
| $219M | +$27.8M | +15% | 2.08% | 38.4% | 65 | 21.54% |
|
| 4512 |
TWM
4512
TriaGen Wealth Management
Calabasas,
California
| $219M | +$19.6M | +10% | 7.36% | 113% | 185 | 24.86% |
|
| 4513 |
HS
4513
HighVista Strategies
Boston,
Massachusetts
| $219M | +$95.8M | +78% | 15.9% | 622% | 163 | 51.53% |
|
| 4514 |
OFG
4514
Omega Financial Group
Santa Barbara,
California
| $218M | +$1.77M | +0.8% | 2.99% | 45.2% | 83 | 3.61% |
|
| 4515 |
CCG
4515
Ceeto Capital Group
Coral Gables,
Florida
| $218M | +$17.6M | +9% | 9.84% | 94.4% | 165 | 10.3% |
|
| 4516 |
FACM
4516
Forest Avenue Capital Management
Miami,
Florida
| $218M | +$79.7M | +58% | 11% | 415% | 36 | 61.11% |
|
| 4517 |
BOC
4517
Barbara Oil Co
Chicago,
Illinois
| $218M | +$9.5M | +5% | 5.14% | 76.9% | 84 | 2.38% |
|
| 4518 |
GJIA
4518
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $218M | – | – | 4.13% | 58.3% | 796 | – |
|
| 4519 |
AA
4519
Argent Advisors
Monroe,
Louisiana
| $218M | +$8.63M | +4% | 2.62% | 63.1% | 139 | 10.79% |
|
| 4520 |
RBFC
4520
Roman Butler Fullerton & Co
St Louis,
Missouri
| $218M | +$16.9M | +8% | 10.8% | 121% | 203 | 14.78% |
|
| 4521 |
CGC
4521
Continental Grain Company
New York
| $218M | +$12.1M | +6% | 5.11% | 5.73% | 5 | 20% |
|
| 4522 |
PA
4522
Pantechnicon Advisors
London,
United Kingdom
| $218M | -$28.9M | -12% | 5.62% | – | 22 | 36.36% |
|
| 4523 |
PI
4523
Pelion Inc
Salt Lake City,
Utah
| $218M | +$80.6M | +59% | 66.1% | 16.9% | 4 | 0% |
|
| 4524 |
LFM
4524
LGT Fund Management
Vaduz,
Liechtenstein
| $218M | -$17.2M | -7% | 10.7% | 121% | 151 | 31.13% |
|
| 4525 |
KLC
4525
Kent Lake Capital
Reno,
Nevada
| $218M | +$69.8M | +47% | 14.6% | 92.1% | 60 | 58.33% |
|