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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%
10
50
100
250
500
1,000
2,500
5,000
10
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4851 |
HP
4851
HealthInvest Partners
Stockholm,
Sweden
| $313M | +$59.4M | +23% | 18.4% | – | 46 | 32.61% |
|
| 4852 |
FUBT
4852
First United Bank & Trust
Oakland,
Maryland
| $313M | +$5.26M | +2% | 1.82% | 69.2% | 425 | 8.71% |
|
| 4853 |
MIM
4853
MTM Investment Management
Spartanburg,
South Carolina
| $313M | -$1.42M | -0.4% | 2.49% | 80.5% | 746 | 7.37% |
|
| 4854 |
GIM
4854
Gold Investment Management
Edmonton,
Alberta, Canada
| $313M | +$15.6M | +5% | 5.93% | – | 205 | 1.46% |
|
| 4855 |
IB
4855
Iyo Bank
Matsuyama,
Japan
| $313M | +$48.2M | +18% | 6.13% | 125% | 45 | 26.67% |
|
| 4856 |
DC
4856
Dorval Corp
Maple Grove,
Minnesota
| $313M | +$11.1M | +4% | 0.05% | – | 43 | 2.33% |
|
| 4857 |
SM
4857
Sensible Money
Scottsdale,
Arizona
| $313M | +$18.9M | +6% | 3.64% | 65% | 92 | 10.87% |
|
| 4858 |
HBW
4858
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $313M | +$30M | +11% | 3.18% | 97.1% | 972 | 12.45% |
|
| 4859 |
PWAC
4859
Private Wealth Advisors (California)
Fresno,
California
| $313M | +$15.6M | +5% | 3.8% | 63.6% | 97 | 13.4% |
|
| 4860 |
RF
4860
Robinswood Financial
Kirkland,
Washington
| $313M | +$12.8M | +4% | 1.23% | 38.8% | 419 | 10.74% |
|
| 4861 |
RGC
4861
Regents Gate Capital
London,
United Kingdom
| $312M | +$30.7M | +11% | 3.52% | – | 57 | 57.89% |
|
| 4862 |
NCM
4862
Next Capital Management
New York
| $312M | +$12.7M | +4% | 1.36% | 61.3% | 148 | 14.19% |
|
| 4863 |
RM
4863
Radcliff Management
New York
| $312M | -$41.1M | -12% | 11.6% | 47.6% | 1 | 0% |
|
| 4864 |
HM
4864
Harvest Management
New York
| $312M | +$80.6M | +35% | 23.5% | 610% | 97 | 71.13% |
|
| 4865 |
GWP
4865
Gen-Wealth Partners
Zeeland,
Michigan
| $312M | +$15.9M | +5% | 2.64% | – | 736 | 13.86% |
|
| 4866 |
CW
4866
Cabot-Wellington
Boston,
Massachusetts
| $312M | +$2.7M | +0.9% | 2.21% | 65% | 5 | 0% |
|
| 4867 |
VSI
4867
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $312M | -$38.9M | -11% | 1.9% | 120% | 54 | 66.67% |
|
| 4868 |
PS
4868
Planned Solutions
Folsom,
California
| $312M | +$20.9M | +7% | 2.58% | 60.8% | 146 | 10.27% |
|
| 4869 |
SC
4869
Sykon Capital
Harrison,
New York
| $312M | +$11.8M | +4% | 1.28% | 63.7% | 123 | 21.95% |
|
| 4870 |
BW
4870
Balance Wealth
Delaware,
Ohio
| $312M | -$93.3M | -23% | 2.21% | – | 151 | 17.22% |
|
| 4871 |
SC
4871
Schiavi & Co
Wilmington,
Delaware
| $311M | +$7.73M | +3% | 1.72% | 41.4% | 47 | 12.77% |
|
| 4872 |
SCM
4872
Sophron Capital Management
Summit,
New Jersey
| $311M | -$13.6M | -4% | 4.25% | – | 43 | 18.6% |
|
| 4873 |
BBWA
4873
Bell & Brown Wealth Advisors
Newport Beach,
California
| $311M | +$5.3M | +2% | 5.35% | – | 75 | 9.33% |
|
| 4874 |
CRI
4874
Commonwealth Retirement Investments
Richmond,
Virginia
| $311M | +$16.5M | +6% | 2.3% | 84.4% | 438 | 72.6% |
|
| 4875 |
CP
4875
Catalys Pacific
Tokyo,
Japan
| $311M | -$40.8M | -12% | 0.84% | – | 2 | 0% |
|