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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4926 |
AGA
4926
Accuvest Global Advisors
Provo,
Utah
| $155M | -$44.3M | -22% | 17.4% | 130% | 121 | 39.67% |
|
| 4927 |
UHC
4927
Union Heritage Capital
Bloomfield Hills,
Michigan
| $155M | -$24.9M | -14% | 12.8% | 82.1% | 53 | 1.89% |
|
| 4928 |
FFG
4928
Fullen Financial Group
Columbus,
Ohio
| $155M | -$16.1M | -9% | 10.7% | 28.4% | 61 | 8.2% |
|
| 4929 |
KC
4929
Kinloch Capital
Glen Allen,
Virginia
| $155M | -$11.9M | -7% | 6.1% | 63.4% | 73 | 19.18% |
|
| 4930 |
TCM
4930
TORQ Capital Management
Hong Kong
| $155M | +$77.2M | +99% | 0.28% | – | 13 | 76.92% |
|
| 4931 |
LCC
4931
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $155M | -$36.7M | -19% | 14.7% | 73.9% | 76 | 21.05% |
|
| 4932 |
SPI
4932
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $155M | -$22.1M | -13% | 14.5% | 88% | 61 | 27.87% |
|
| 4933 |
AMC
4933
Asset Management Corp
Northbrook,
Illinois
| $155M | -$45.7M | -23% | 16.7% | 57.1% | 186 | 22.04% |
|
| 4934 |
SW
4934
StrongBox Wealth
Lee's Summit,
Missouri
| $155M | -$20.7M | -12% | 10.5% | 57.8% | 91 | 14.29% |
|
| 4935 |
ICM
4935
IMS Capital Management
Portland,
Oregon
| $155M | -$35.1M | -19% | 17.2% | 119% | 156 | 23.08% |
|
| 4936 |
CB
4936
CNB Bank
Clearfield,
Pennsylvania
| $155M | -$23.9M | -13% | 12.8% | 91.6% | 522 | 13.41% |
|
| 4937 |
ARAM
4937
Ardmore Road Asset Management
New York
| $154M | -$12.6M | -8% | 29.8% | 245% | 29 | 48.28% |
|
| 4938 |
HZ
4938
Hixon Zuercher
Findlay,
Ohio
| $154M | -$31.8M | -17% | 16.6% | 87.5% | 59 | 5.08% |
|
| 4939 |
MMHP
4939
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $154M | -$31.8M | -17% | 10.4% | 61.7% | 144 | 6.25% |
|
| 4940 |
NLVP
4940
New Leaf Venture Partners
New York
| $154M | -$48.5M | -24% | 11.7% | 17.1% | 21 | 0% |
|
| 4941 |
AIA
4941
Armor Investment Advisors
Raleigh,
North Carolina
| $154M | -$22.5M | -13% | 11.5% | 56.6% | 175 | 8.57% |
|
| 4942 |
BBP
4942
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $154M | -$137M | -47% | 19% | 134% | 188 | 82.45% |
|
| 4943 |
7CM
4943
7G Capital Management
New York
| $154M | -$29.5M | -16% | 19.2% | 137% | 7 | 14.29% |
|
| 4944 |
ACM
4944
Adalta Capital Management
New York
| $154M | -$46.5M | -23% | 15.5% | 80.4% | 106 | 14.15% |
|
| 4945 |
SRAM
4945
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $154M | +$34.3M | +29% | 14.8% | 74.7% | 137 | 62.04% |
|
| 4946 |
SA
4946
Sunesis Advisors
Overland Park,
Kansas
| $154M | -$18.8M | -11% | 12.9% | – | 45 | 15.56% |
|
| 4947 |
SWA
4947
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $154M | -$13.1M | -8% | 12% | 56.3% | 19 | 21.05% |
|
| 4948 |
GGI
4948
GPM Growth Investors
Bloomfield Hills,
Michigan
| $153M | -$28.2M | -16% | 16.1% | – | 36 | 13.89% |
|
| 4949 |
WA1
4949
Wimmer Associates 1
Pasadena,
California
| $153M | -$26.4M | -15% | 14.2% | 78.9% | 117 | 6.84% |
|
| 4950 |
WW
4950
Westshore Wealth
Newport Beach,
California
| $153M | +$4.54M | +3% | 14.4% | 58.8% | 114 | 34.21% |
|