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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
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4951 |
SNBOSD
4951
Security National Bank of So Dak
Sioux City,
Iowa
| $75.1M | -$23.5M | -24% | 16.6% | 58.9% | 83 | 15.66% |
|
| 4952 |
RCM
4952
Riverpark Capital Management
New York
| $75.1M | -$38.4M | -34% | 11.6% | 152% | 67 | 37.31% |
|
| 4953 |
TWS
4953
Thomas W. Smith
| $75.1M | -$51M | -40% | 39% | – | 10 | 10% |
|
| 4954 |
JFG
4954
Jefferies Financial Group
New York
| $75.1M | -$93.5M | -55% | 28.7% | 135% | 18 | 61.11% |
|
| 4955 |
PA
4955
Paragon Advisors
College Station,
Texas
| $75M | -$17.6M | -19% | 15% | 109% | 80 | 38.75% |
|
| 4956 |
RHCA
4956
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $75M | -$31.7M | -30% | 32.3% | 91.9% | 74 | 12.16% |
|
| 4957 |
FP
4957
Factorial Partners
Mt. Kisco,
New York
| $75M | -$39.3M | -34% | 28.8% | 80.1% | 114 | 24.56% |
|
| 4958 |
VC
4958
Voss Capital
Houston,
Texas
| $74.8M | -$589M | -89% | 18.3% | 78.4% | 143 | 75.52% |
|
| 4959 |
SIC
4959
Samalin Investment Counsel
Chappaqua,
New York
| $74.7M | -$44.3M | -37% | 19.1% | 62.8% | 567 | 75.31% |
|
| 4960 |
RF
4960
RHS Financial
San Francisco,
California
| $74.7M | -$21M | -22% | 12.5% | 57.8% | 78 | 38.46% |
|
| 4961 |
AWS
4961
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $74.6M | -$13.1M | -15% | 22.9% | 83.9% | 62 | 33.87% |
|
| 4962 |
DIS
4962
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $74.6M | -$26.1M | -26% | 22.5% | 86% | 38 | 15.79% |
|
| 4963 |
MWC
4963
MKD Wealth Coaches
Troy,
Michigan
| $74.5M | -$43M | -37% | 11.6% | – | 57 | 45.61% |
|
| 4964 |
CWM
4964
Concentrum Wealth Management
San Jose,
California
| $74.4M | -$14.4M | -16% | 13.8% | 174% | 50 | 42% |
|
| 4965 |
NED
4965
Nancy E. Dempze
| $74.4M | -$16M | -18% | 14.4% | 83.1% | 71 | 21.13% |
|
| 4966 |
AM
4966
Account Management
Boxford,
Massachusetts
| $74.3M | -$16.4M | -18% | 18.1% | 87.4% | 24 | 16.67% |
|
| 4967 |
PAWC
4967
P.A.W. Capital
Greenwich,
Connecticut
| $74.3M | -$19.5M | -21% | 17.5% | 54.6% | 64 | 12.5% |
|
| 4968 |
JI
4968
Jeereddi Investments
Los Angeles,
California
| $74.2M | -$41.7M | -36% | 26.5% | 37.7% | 55 | 25.45% |
|
| 4969 |
LMAM
4969
Legg Mason Asset Management
Tokyo,
Japan
| $74.2M | -$18.7M | -20% | 19.5% | – | 149 | 14.77% |
|
| 4970 |
HGI
4970
Hansberger Growth Investors
Madison,
Wisconsin
| $74.1M | -$14.5M | -16% | 21.1% | 36.4% | 24 | 12.5% |
|
| 4971 |
AVA
4971
Atlas Venture Advisors
Boston,
Massachusetts
| $73.9M | +$7.67M | +12% | 18.2% | 29.2% | 7 | 0% |
|
| 4972 |
LSC
4972
Lesa Sroufe & Co
Seattle,
Washington
| $73.7M | -$30.9M | -30% | 22.3% | – | 66 | 18.18% |
|
| 4973 |
VWA
4973
VERITY Wealth Advisors
Sausalito,
United States
| $73.6M | -$30.3M | -29% | 15.8% | 59.9% | 49 | 12.24% |
|
| 4974 |
FRGX
4974
First Reserve GP XI
Stamford,
Connecticut
| $73.6M | -$462M | -86% | 86.3% | 26.4% | 1 | 0% |
|
| 4975 |
GP
4975
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $73.5M | -$37.1M | -34% | 30% | 82.7% | 2 | 0% |
|