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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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250
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4626 |
PC
4626
Pecaut & Co
Sioux City,
Iowa
| $177M | -$27.9M | -14% | 14.2% | 67.6% | 110 | 17.27% |
|
| 4627 |
BAM
4627
Bullseye Asset Management
Denver,
Colorado
| $177M | -$40M | -18% | 16.8% | 81% | 98 | 16.33% |
|
| 4628 |
MPPLM
4628
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $177M | -$26M | -13% | 13% | 130% | 125 | 12% |
|
| 4629 |
FP
4629
Financial Perspectives
Minneapolis,
Minnesota
| $177M | -$36.9M | -17% | 15.4% | 87.8% | 701 | 2.71% |
|
| 4630 |
SIM
4630
SW Investment Management
Telluride,
Colorado
| $177M | -$108M | -38% | 29.3% | 143% | 9 | 22.22% |
|
| 4631 |
MCP
4631
Maso Capital Partners
Hong Kong
| $177M | -$68.7M | -28% | 3.56% | 8.67% | 77 | 48.05% |
|
| 4632 |
GFPC
4632
Global Financial Private Client
Sarasota,
Florida
| $177M | -$29.6M | -14% | 13% | 90.4% | 674 | 5.64% |
|
| 4633 |
CCA
4633
Cadent Capital Advisors
Tulsa,
Oklahoma
| $177M | -$42.7M | -19% | 5.87% | 106% | 148 | 31.76% |
|
| 4634 |
DA
4634
Drake & Associates
Waukesha,
Wisconsin
| $177M | – | – | 11.4% | 47.9% | 65 | – |
|
| 4635 |
GA
4635
Greytown Advisors
Miami,
Florida
| $176M | -$30.6M | -15% | 13.5% | 14.1% | 114 | 11.4% |
|
| 4636 |
CC
4636
Cowbird Capital
New York
| $176M | -$89.5M | -34% | 8.88% | 21.3% | 12 | 41.67% |
|
| 4637 |
CCM
4637
Chicago Capital Management
Chicago,
Illinois
| $176M | +$888K | +0.5% | 25.1% | 295% | 48 | 72.92% |
|
| 4638 |
NG
4638
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $176M | -$31.1M | -15% | 15.3% | 207% | 51 | 3.92% |
|
| 4639 |
SP
4639
SCF Partners
Houston,
Texas
| $176M | -$58.6M | -25% | 21% | 2.1% | 4 | 0% |
|
| 4640 |
KA
4640
Kinnevik AB
Stockholm,
Sweden
| $176M | -$303M | -63% | 60.3% | 51.4% | 2 | 0% |
|
| 4641 |
LPWM
4641
Lake Point Wealth Management
Rockwall,
Texas
| $176M | -$40.1M | -19% | 11.8% | – | 537 | 21.6% |
|
| 4642 |
TWMP
4642
Taylor Wealth Management Partners
Boston,
Massachusetts
| $176M | -$71.1M | -29% | 14.1% | 62% | 66 | 16.67% |
|
| 4643 |
SGH
4643
Sivik Global Healthcare
Greenwich,
Connecticut
| $176M | -$66.3M | -27% | 8.09% | 53.8% | 51 | 29.41% |
|
| 4644 |
EWM
4644
Elmwood Wealth Management
Berkeley,
California
| $176M | -$19.2M | -10% | 8.09% | 37.6% | 118 | 10.17% |
|
| 4645 |
SP
4645
StackLine Partners
New York
| $176M | -$73.4M | -29% | 20.8% | 12.7% | 13 | 23.08% |
|
| 4646 |
BFA
4646
Beacon Financial Advisory
Cleveland,
Ohio
| $176M | -$33.5M | -16% | 12.1% | 68.1% | 249 | 16.87% |
|
| 4647 |
RCM
4647
Raleigh Capital Management
Cary,
North Carolina
| $176M | -$8.75M | -5% | 8.58% | 71.8% | 684 | 13.3% |
|
| 4648 |
IHWM
4648
Iron Horse Wealth Management
Johston,
Iowa
| $176M | -$6.53M | -4% | 11.4% | 29.1% | 336 | 33.63% |
|
| 4649 |
DL
4649
DOHJ LLC
Seattle,
Washington
| $176M | -$32.1M | -15% | 13.8% | 51.5% | 93 | 13.98% |
|
| 4650 |
CPA
4650
Cowen Prime Advisors
New York
| $176M | -$62M | -26% | 21.4% | 116% | 186 | 8.6% |
|