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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
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5276 |
MRCP
5276
Manor Road Capital Partners
New York
| $135M | -$75.3M | -36% | 0.62% | 78.3% | 11 | 18.18% |
|
| 5277 |
HS
5277
HighVista Strategies
Boston,
Massachusetts
| $135M | -$22M | -14% | 3.84% | 622% | 156 | 44.87% |
|
| 5278 |
CM
5278
CM Management
Gulf Breeze,
Florida
| $135M | +$26.7M | +25% | 16.3% | 110% | 101 | 40.59% |
|
| 5279 |
BRC
5279
BHF RG Capital
Scottsdale,
Arizona
| $135M | +$1.92M | +1% | 3.15% | – | 40 | 22.5% |
|
| 5280 |
BI
5280
Berkeley Inc
Boise,
Idaho
| $134M | +$10.7M | +9% | 6.95% | 40.9% | 83 | 10.84% |
|
| 5281 |
CS
5281
Capital Square
Chattanooga,
Tennessee
| $134M | +$15M | +13% | 9.81% | 53.1% | 156 | 12.82% |
|
| 5282 |
PA
5282
Proem Advisors
Dallas,
Texas
| $134M | +$32.7M | +32% | 32.2% | – | 27 | 44.44% |
|
| 5283 |
KAM
5283
Kopion Asset Management
Mckinney,
Texas
| $134M | +$9.68M | +8% | 11.7% | 67.1% | 22 | 9.09% |
|
| 5284 |
LCAM
5284
Long Corridor Asset Management
Hong Kong
| $134M | +$19.9M | +17% | 6.37% | 73.6% | 17 | 58.82% |
|
| 5285 |
GA
5285
GoalVest Advisory
New York
| $134M | +$15.2M | +13% | 5.07% | 86.8% | 245 | 40.82% |
|
| 5286 |
SFP
5286
Strategic Financial Planning
Plano,
Texas
| $134M | +$20M | +17% | 5.87% | 47.5% | 32 | 3.13% |
|
| 5287 |
SN
5287
Sittner & Nelson
Eugene,
Oregon
| $134M | +$22.6M | +20% | 7.18% | 88.1% | 465 | 18.92% |
|
| 5288 |
WMP
5288
Wealth Management Partners
Tucson,
Arizona
| $134M | +$6.34M | +5% | 4.27% | 179% | 134 | 21.64% |
|
| 5289 |
SAM
5289
S.A. Mason
Holland,
Michigan
| $134M | +$13.7M | +11% | 6.23% | 105% | 319 | 8.46% |
|
| 5290 |
WA
5290
WESPAC Advisors
Orinda,
California
| $134M | +$4.29M | +3% | 12.2% | 112% | 191 | 41.36% |
|
| 5291 |
SW
5291
Signify Wealth
Saint Louis,
Missouri
| $134M | +$7.34M | +6% | 2.92% | 36.7% | 19 | 47.37% |
|
| 5292 |
PLU
5292
Performa Ltd (US)
Charleston,
South Carolina
| $134M | -$23M | -15% | 5.85% | 55.8% | 47 | 36.17% |
|
| 5293 |
CCM
5293
Conway Capital Management
Burbank,
California
| $134M | -$2.86M | -2% | 0.56% | 139% | 79 | 17.72% |
|
| 5294 |
LAI
5294
Legal Advantage Investments
Los Altos Hills,
California
| $134M | +$5.22M | +4% | 3.92% | 105% | 99 | 28.28% |
|
| 5295 |
WPA
5295
Winning Points Advisors
Boca Raton,
Florida
| $134M | +$9.29M | +7% | 7.81% | – | 69 | 7.25% |
|
| 5296 |
ABP
5296
Arthur B. Page
| $134M | +$1.22M | +0.9% | 3.05% | 40.4% | 59 | 3.39% |
|
| 5297 |
FA
5297
Financial Avengers
Oakland,
California
| $134M | +$11.6M | +9% | 8.12% | 108% | 173 | 12.72% |
|
| 5298 |
GCM
5298
GoodHaven Capital Management
Millburn,
New Jersey
| $134M | +$13.3M | +11% | 12.8% | 80.7% | 27 | 14.81% |
|
| 5299 |
IHWM
5299
Iron Horse Wealth Management
Johston,
Iowa
| $134M | +$8.64M | +7% | 3.59% | 29.1% | 207 | 10.63% |
|
| 5300 |
RIG
5300
Ramiah Investment Group
Brookfield,
Wisconsin
| $133M | +$13M | +11% | 13% | 55.3% | 102 | 38.24% |
|