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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4976 |
SMC
4976
S. Muoio & Co
New York
| $88M | +$6.47M | +8% | 25.9% | 327% | 88 | 45.45% |
|
| 4977 |
FC
4977
Farley Capital
New York
| $87.6M | +$4.22M | +5% | 8.74% | 105% | 19 | 5.26% |
|
| 4978 |
TC
4978
Tatro Capital
Lexington,
Kentucky
| $87.5M | +$17.8M | +26% | 6.58% | – | 71 | 28.17% |
|
| 4979 |
LWP
4979
Legacy Wealth Planning
Reno,
Nevada
| $87.5M | +$3.47M | +4% | 7.55% | 14.6% | 85 | 16.47% |
|
| 4980 |
WIA
4980
Westbourne Investment Advisors
Annapolis,
Maryland
| $87.2M | +$6.06M | +7% | 9.31% | 86.7% | 52 | 13.46% |
|
| 4981 |
RTC
4981
Riverview Trust Company
Vancouver,
Washington
| $87M | -$16.1M | -16% | 7.36% | 67.6% | 264 | 9.09% |
|
| 4982 |
KAM
4982
Kopion Asset Management
Mckinney,
Texas
| $87M | -$1.31M | -1% | 3.11% | 67.1% | 22 | 9.09% |
|
| 4983 |
AC
4983
Alatus Capital
Geneva,
Switzerland
| $86.9M | +$5.09M | +6% | 7.65% | 33% | 1 | 0% |
|
| 4984 |
NRC
4984
North Run Capital
Boston,
Massachusetts
| $86.5M | +$13.6M | +19% | 19.2% | 19.4% | 18 | 11.11% |
|
| 4985 |
MFG
4985
Menard Financial Group
Houston,
Texas
| $86.3M | +$6.39M | +8% | 11.2% | 105% | 147 | 31.29% |
|
| 4986 |
PWM
4986
Provident Wealth Management
Brentwood,
Tennessee
| $86.3M | -$4.55M | -5% | 5.61% | 43.3% | 287 | 76.31% |
|
| 4987 |
TIA
4987
Trust Investment Advisors
Indianapolis,
Indiana
| $86.1M | +$8.11M | +10% | 11.4% | 167% | 75 | 1.33% |
|
| 4988 |
AC
4988
Amia Capital
London,
United Kingdom
| $86.1M | -$35.6M | -29% | 4.57% | 30.1% | 39 | 12.82% |
|
| 4989 |
WB
4989
West Bancorporation
West Des Moines,
Iowa
| $85.3M | -$625K | -0.7% | 7.18% | 64.4% | 310 | 5.81% |
|
| 4990 |
MCM
4990
Magnolia Capital Management
Cold Spring,
New York
| $85.2M | +$6.61M | +8% | 8.57% | 77.6% | 45 | 6.67% |
|
| 4991 |
HFAS
4991
Hummer Financial Advisory Services
Chicago,
Illinois
| $84.9M | +$6.59M | +8% | 7.05% | 60.6% | 97 | 12.37% |
|
| 4992 |
RC
4992
Roubaix Capital
Denver,
Colorado
| $84.8M | +$9.53M | +13% | 8.92% | 104% | 76 | 64.47% |
|
| 4993 |
WGA
4993
Weather Gauge Advisory
Williamsburg,
Virginia
| $84.8M | +$1.06M | +1% | 6% | 39.9% | 78 | 2.56% |
|
| 4994 |
PC
4994
Provenire Capital
Eden Prairie,
Minnesota
| $84.7M | -$23.3M | -22% | 8.14% | – | 53 | 50.94% |
|
| 4995 |
SL
4995
Savior LLC
Wellesley Hills,
Massachusetts
| $84.6M | +$5.57M | +7% | 3.95% | 88.1% | 892 | 8.86% |
|
| 4996 |
ASA
4996
Armstrong Shaw Associates
New Canaan,
Connecticut
| $84.6M | +$2.79M | +3% | 10.8% | 51.2% | 44 | 18.18% |
|
| 4997 |
TBNY
4997
Trustco Bank (New York)
Albany,
New York
| $84M | +$5.35M | +7% | 7.08% | 84.3% | 67 | 4.48% |
|
| 4998 |
PIG
4998
Pantheon Investment Group
Sierra Madre,
California
| $84M | +$4.3M | +5% | 8.2% | – | 71 | 19.72% |
|
| 4999 |
MVA
4999
Mount Vernon Associates
Baltimore,
Maryland
| $83.6M | +$6.24M | +8% | 9.94% | 119% | 59 | 20.34% |
|
| 5000 |
AIM
5000
Alhambra Investment Management
Palmetto Bay,
Florida
| $83.2M | +$7.06M | +9% | 7.17% | 61.5% | 124 | 23.39% |
|