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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4826 |
AP
4826
Adero Partners
Pleasanton,
California
| $96.2M | +$35.8M | +59% | 32.7% | 27.7% | 87 | 34.48% |
|
| 4827 |
CWA
4827
Capital Wealth Alliance
Scottsdale,
Arizona
| $96.2M | +$622K | +0.7% | 17.1% | 119% | 99 | 30.3% |
|
| 4828 |
PFG
4828
Pacific Financial Group
Bellevue,
Washington
| $96M | -$890K | -0.9% | 15.6% | 48.4% | 50 | 0% |
|
| 4829 |
FCFC
4829
First Citizens Financial Corp
Mason City,
Iowa
| $95.9M | +$19.7M | +26% | 19.3% | 68.1% | 95 | 16.84% |
|
| 4830 |
BAM
4830
Beaumont Asset Management
Beaumont,
Texas
| $95.6M | +$12.2M | +15% | 21.1% | 64.3% | 63 | 33.33% |
|
| 4831 |
SIC
4831
Samalin Investment Counsel
Chappaqua,
New York
| $95.5M | +$20.7M | +28% | 20.5% | 53.5% | 176 | 21.02% |
|
| 4832 |
JA
4832
JVL Associates
Wyoming,
Michigan
| $95.4M | +$12.6M | +15% | 22.8% | 73.3% | 46 | 26.09% |
|
| 4833 |
ACM
4833
Altai Capital Management
West Hollywood,
California
| $95.3M | +$37.6M | +65% | 6.5% | 8.09% | 5 | 0% |
|
| 4834 |
SWM
4834
Sanctuary Wealth Management
Pocatello,
Idaho
| $95.3M | +$19.8M | +26% | 22.4% | – | 35 | 34.29% |
|
| 4835 |
WA
4835
Wilshire Advisors
Santa Monica,
California
| $95.1M | +$3.33M | +4% | 13.3% | 100% | 27 | 14.81% |
|
| 4836 |
DG
4836
DigitalBridge Group
Boca Raton,
Florida
| $95M | +$8.88M | +10% | 9.82% | 112% | 39 | 46.15% |
|
| 4837 |
DAM
4837
Diamant Asset Management
Ridgefield,
Connecticut
| $95M | +$17.5M | +23% | 21.2% | 63.6% | 64 | 4.69% |
|
| 4838 |
SAM
4838
S.A. Mason
Holland,
Michigan
| $94.9M | +$12.5M | +15% | 20.1% | 80.6% | 399 | 33.58% |
|
| 4839 |
KI
4839
Koch Industries
Wichita,
Kansas
| $94.8M | +$13.7M | +17% | 17.7% | 56.9% | 3 | 33.33% |
|
| 4840 |
JI
4840
Jeereddi Investments
Los Angeles,
California
| $94.8M | +$20.6M | +28% | 37.9% | 37.7% | 51 | 21.57% |
|
| 4841 |
CC
4841
Caxton Corporation
Princeton,
New Jersey
| $94.7M | +$3.27M | +4% | 72.3% | 778% | 20 | 40% |
|
| 4842 |
RIG
4842
Ramiah Investment Group
Brookfield,
Wisconsin
| $94.7M | +$38.4M | +68% | 21.5% | 46.3% | 95 | 41.05% |
|
| 4843 |
LFASL
4843
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $94.7M | -$16.5M | -15% | 14.3% | 36.8% | 138 | 29.71% |
|
| 4844 |
CA
4844
CastleArk Alternatives
Chicago,
Illinois
| $94.5M | +$79.7M | +538% | 44.5% | – | 35 | 22.86% |
|
| 4845 |
PC
4845
Plaisance Capital
Denver,
Colorado
| $94.3M | -$29.9M | -24% | 17.8% | – | 76 | 69.74% |
|
| 4846 |
HA
4846
H2O AM
London,
United Kingdom
| $94.3M | -$31.8M | -25% | 22.1% | – | 181 | 29.83% |
|
| 4847 |
SV
4847
Stilwell Value
New York
| $94.3M | +$11.6M | +14% | 14.4% | 93.8% | 41 | 9.76% |
|
| 4848 |
VC
4848
Voit & Company
Brookfield,
Wisconsin
| $94M | -$2.97M | -3% | 25.2% | – | 61 | 21.31% |
|
| 4849 |
CWAG
4849
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $93.9M | +$16.8M | +22% | 21.5% | 67.6% | 63 | 19.05% |
|
| 4850 |
CWM
4850
Capital Wealth Management
W. Warwick,
Rhode Island
| $93.9M | +$14.1M | +18% | 17.3% | 46.7% | 33 | 9.09% |
|