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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 5226 |
GIS
5226
Graphene Investments SAS
Paris,
France
| $150M | +$1.88M | +1% | 7.79% | 86.5% | 52 | 23.08% |
|
| 5227 |
ZR
5227
Zeno Research
New York
| $149M | -$1.74M | -1% | 13.1% | 25.2% | 35 | 42.86% |
|
| 5228 |
OCM
5228
Orion Capital Management
Coronado,
California
| $149M | +$13M | +10% | 7.5% | 66.8% | 468 | 19.44% |
|
| 5229 |
RA
5229
RiverPark Advisors
New York
| $149M | -$60.4M | -29% | 13% | 87.5% | 107 | 45.79% |
|
| 5230 |
RCM
5230
Riverwood Capital Management
Menlo Park,
California
| $149M | -$8.15M | -5% | 6.36% | 46.5% | 4 | 0% |
|
| 5231 |
SW
5231
StrongBox Wealth
Lee's Summit,
Missouri
| $149M | +$7.64M | +5% | 3.57% | 57.8% | 88 | 13.64% |
|
| 5232 |
AFM
5232
Abbot Financial Management
Andover,
Massachusetts
| $149M | +$2.78M | +2% | 7.91% | 80.5% | 116 | 6.9% |
|
| 5233 |
VLC
5233
Van Leeuwen & Company
Princeton,
New Jersey
| $149M | +$4.3M | +3% | 8.61% | 75.4% | 84 | 35.71% |
|
| 5234 |
GA
5234
Gagnon Advisors
New York
| $149M | +$815K | +0.6% | 9.37% | 78.2% | 29 | 3.45% |
|
| 5235 |
LBC
5235
Lawrence B. Cohen
| $149M | -$42.4M | -22% | 11.2% | 41.8% | 93 | 33.33% |
|
| 5236 |
HIP
5236
HPS Investment Partners
New York
| $149M | -$20.7M | -12% | 1.01% | 55.9% | 8 | 25% |
|
| 5237 |
AM
5237
Ampfield Management
New York
| $149M | +$51.2M | +52% | 18.5% | 52.5% | 4 | 25% |
|
| 5238 |
SOAG
5238
Silver Oak Advisory Group
Portland,
Oregon
| $149M | +$6.96M | +5% | 3.66% | 20.1% | 58 | 3.45% |
|
| 5239 |
TVWM
5239
Tower View Wealth Management
Shorewood,
Wisconsin
| $149M | +$4.95M | +3% | 8.21% | 132% | 169 | 9.47% |
|
| 5240 |
RTL
5240
Red Tortoise LLC
Atlanta,
Georgia
| $149M | +$4.48M | +3% | 5.38% | 43.7% | 628 | 18.31% |
|
| 5241 |
SS
5241
Sound Stewardship
Overland Park,
Kansas
| $149M | +$13.4M | +10% | 3.59% | 43.2% | 60 | 5% |
|
| 5242 |
TM
5242
Triatomic Management
Palo Alto,
California
| $149M | +$29.8M | +25% | 11.2% | – | 72 | 54.17% |
|
| 5243 |
AWG
5243
Altus Wealth Group
Colorado Springs,
Colorado
| $148M | +$16.8M | +13% | 6.65% | 68.6% | 152 | 20.39% |
|
| 5244 |
QCM
5244
Qsemble Capital Management
New York
| $148M | +$4.55M | +3% | 3.96% | 37.6% | 365 | 79.18% |
|
| 5245 |
SM
5245
STF Management
Frisco,
Texas
| $148M | +$78.8M | +113% | 24.3% | 208% | 100 | 18% |
|
| 5246 |
PBF
5246
Petix & Botte Financial
La Mesa,
California
| $148M | – | – | 3.82% | 36.5% | 76 | – |
|
| 5247 |
PCM
5247
Palouse Capital Management
Spokane,
Washington
| $148M | -$1.3B | -90% | 3.52% | 67.8% | 85 | 24.71% |
|
| 5248 |
RCF
5248
Rainwater Charitable Foundation
Fort Worth,
Texas
| $148M | +$60.9M | +70% | 6.55% | 40.2% | 3 | 33.33% |
|
| 5249 |
EA
5249
Eudaimonia Advisors
Winchester,
Tennessee
| $148M | +$320K | +0.2% | 3.62% | – | 169 | 22.49% |
|
| 5250 |
KIG
5250
Kessler Investment Group
Columbus,
Indiana
| $148M | +$53.7M | +57% | 11.3% | 218% | 189 | 17.99% |
|