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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4601 |
BCA
4601
Bernzott Capital Advisors
Camarillo,
California
| $253M | -$3.58M | -1% | 7.79% | 46.6% | 43 | 16.28% |
|
| 4602 |
T
4602
TNF
Billings,
Montana
| $253M | +$589K | +0.2% | 6.62% | 21.3% | 121 | 9.09% |
|
| 4603 |
IC
4603
Immersion Capital
London,
United Kingdom
| $252M | +$20.2M | +9% | 8.84% | 63.4% | 9 | 0% |
|
| 4604 |
IPW
4604
Impact Partnership Wealth
Marietta,
Georgia
| $252M | -$21.3M | -8% | 5.9% | 47.3% | 885 | 27.34% |
|
| 4605 |
LWM
4605
LongView Wealth Management
Atlanta,
Georgia
| $252M | +$28.3M | +13% | 7.62% | – | 182 | 9.89% |
|
| 4606 |
UHC
4606
Union Heritage Capital
Bloomfield Hills,
Michigan
| $252M | +$59.3M | +31% | 11% | 82.1% | 59 | 10.17% |
|
| 4607 |
CPIA
4607
Cornell Pochily Investment Advisors
Ithaca,
New York
| $252M | +$10.7M | +4% | 9.2% | 83.7% | 176 | 7.39% |
|
| 4608 |
MM
4608
Monolith Management
Hong Kong
| $252M | +$61.1M | +32% | 35.3% | – | 16 | 62.5% |
|
| 4609 |
WC
4609
Weil Company
San Diego,
California
| $252M | +$24.4M | +11% | 6.39% | 60.7% | 164 | 25% |
|
| 4610 |
FCP
4610
Fosse Capital Partners
London,
United Kingdom
| $252M | +$5.2M | +2% | 11.9% | 80% | 3 | 0% |
|
| 4611 |
SIS
4611
Susquehanna International Securities
Dublin,
Ireland
| $252M | +$114M | +82% | 9.94% | 2.8% | 66 | 54.55% |
|
| 4612 |
AIM
4612
Astor Investment Management
Chicago,
Illinois
| $252M | -$9.24M | -4% | 4.27% | 23.3% | 36 | 36.11% |
|
| 4613 |
KLCM
4613
KG&L Capital Management
Saint Francisville,
Louisiana
| $252M | +$12.6M | +5% | 9.34% | 84.2% | 185 | 12.43% |
|
| 4614 |
ASP
4614
Adams Street Partners
Chicago,
Illinois
| $252M | -$72.9M | -22% | 12.1% | 399% | 18 | 55.56% |
|
| 4615 |
WC
4615
Wynnefield Capital
New York
| $252M | -$6.98M | -3% | 5.69% | 52.1% | 25 | 16% |
|
| 4616 |
TAM
4616
Townsend Asset Management
Raleigh,
North Carolina
| $252M | +$32.8M | +15% | 10.7% | 77% | 206 | 11.17% |
|
| 4617 |
CCA
4617
Cadent Capital Advisors
Tulsa,
Oklahoma
| $251M | +$48.5M | +24% | 8.16% | 106% | 143 | 15.38% |
|
| 4618 |
WWM
4618
WJ Wealth Management
Glendale,
Arizona
| $251M | +$21.3M | +9% | 10.8% | 90.6% | 78 | 17.95% |
|
| 4619 |
DF
4619
DecisionPoint Financial
Mesa,
Arizona
| $251M | +$18.1M | +8% | 3.79% | 43.3% | 283 | 28.62% |
|
| 4620 |
BU
4620
Brown University
Providence,
Rhode Island
| $251M | -$25.7M | -9% | 15.9% | 37.9% | 10 | 20% |
|
| 4621 |
ECG
4621
EPIQ Capital Group
San Francisco,
California
| $251M | +$31.1M | +14% | 9.35% | 6.25% | 72 | 29.17% |
|
| 4622 |
VW
4622
Vance Wealth
Santa Clarita,
California
| $251M | +$20.5M | +9% | 7.31% | 66.4% | 95 | 13.68% |
|
| 4623 |
IB
4623
Iyo Bank
Matsuyama,
Japan
| $251M | +$40.2M | +19% | 16.1% | 125% | 34 | 8.82% |
|
| 4624 |
SGA
4624
Siguler Guff Advisers
New York
| $251M | +$719K | +0.3% | 0.83% | 37.7% | 6 | 0% |
|
| 4625 |
SG
4625
Stephens Group
Little Rock,
Arkansas
| $251M | +$11.4M | +5% | 5.7% | 33.8% | 4 | 0% |
|