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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5451 |
HM
5451
Heronetta Management
New York
| $155M | +$22.9M | +17% | 18.9% | 59.7% | 26 | 7.69% |
|
| 5452 |
PM
5452
Prosight Management
Dallas,
Texas
| $155M | -$12.2M | -7% | 9.07% | 39.5% | 43 | 41.86% |
|
| 5453 |
AWS
5453
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $155M | -$11.3M | -7% | 2.69% | 83.9% | 81 | 20.99% |
|
| 5454 |
MMFA
5454
Main Management Fund Advisors
San Francisco,
California
| $155M | +$14.1M | +10% | 3.55% | 80% | 7 | 14.29% |
|
| 5455 |
ACM
5455
Altai Capital Management
West Hollywood,
California
| $155M | -$73.2M | -32% | 19.8% | 24.9% | 13 | 15.38% |
|
| 5456 |
MA
5456
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $154M | -$11.9M | -7% | 1.77% | 166% | 71 | 8.45% |
|
| 5457 |
CC
5457
Corsicana & Co
Corsicana,
Texas
| $154M | -$11.1M | -7% | 2.53% | – | 220 | 8.18% |
|
| 5458 |
CT
5458
Clearstead Trust
Portland,
Maine
| $154M | -$15.3M | -9% | 0.75% | 111% | 208 | 12.5% |
|
| 5459 |
PM
5459
Penbrook Management
New York
| $154M | -$11.8M | -7% | 3.05% | 106% | 114 | 14.91% |
|
| 5460 |
MWA
5460
Miller Wealth Advisors
Ridgeway,
Colorado
| $154M | +$5.37M | +4% | 3.09% | 117% | 100 | 13% |
|
| 5461 |
LC
5461
Lakehouse Capital
Sydney NSW,
Australia
| $154M | -$23.9M | -13% | 15.9% | 47.2% | 15 | 26.67% |
|
| 5462 |
TOPU
5462
Trustees of Princeton University
Princeton,
New Jersey
| $154M | +$71.9M | +88% | 20% | – | 9 | 77.78% |
|
| 5463 |
FDC
5463
Flight Deck Capital
San Francisco,
California
| $154M | -$59.3M | -28% | 11.3% | 379% | 24 | 54.17% |
|
| 5464 |
LC
5464
Legacy CG
Plano,
Texas
| $154M | -$12.5M | -8% | 2.9% | 61.2% | 73 | 58.9% |
|
| 5465 |
MWM
5465
McNaughton Wealth Management
San Diego,
California
| $154M | -$707K | -0.5% | 4.98% | 50.3% | 53 | 7.55% |
|
| 5466 |
PP
5466
Pacifica Partners
Surrey,
Canada
| $154M | +$709K | +0.5% | 4.11% | 123% | 509 | 6.48% |
|
| 5467 |
LI
5467
Latash Investments
Anchorage,
Alaska
| $154M | -$7.92M | -5% | 1.74% | 110% | 22 | 4.55% |
|
| 5468 |
PFG
5468
Pacific Financial Group
Bellevue,
Washington
| $154M | +$1.26M | +0.8% | 4.28% | 61.1% | 69 | 20.29% |
|
| 5469 |
NS
5469
Newman & Schimel
Deerfield,
Illinois
| $154M | -$22.7M | -13% | 3.14% | – | 52 | 13.46% |
|
| 5470 |
NC
5470
Naman Capital
Sao Paulo,
Brazil
| $154M | -$17.2M | -10% | 7.09% | 89.9% | 17 | 0% |
|
| 5471 |
BCM
5471
Brooktree Capital Management
Gand Rapids,
Michigan
| $153M | -$10.2M | -6% | 8.74% | 82.9% | 49 | 34.69% |
|
| 5472 |
WPW
5472
Warther Private Wealth
Akron,
Ohio
| $153M | +$18.7M | +14% | 1.32% | 94.1% | 148 | 28.38% |
|
| 5473 |
CHA
5473
Cooper/Haims Advisors
Victor,
New York
| $153M | -$9.07M | -6% | 5.1% | 53.1% | 89 | 22.47% |
|
| 5474 |
BFAG
5474
Blackston Financial Advisory Group
The Villages,
Florida
| $153M | -$19.3M | -11% | 5.93% | 69.1% | 98 | 19.39% |
|
| 5475 |
WAM
5475
Worth Asset Management
Dallas,
Texas
| $153M | – | – | 3.08% | 115% | 558 | – |
|