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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
10
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 |
RI
5451
Ridgewood Investments
Springfield,
New Jersey
| $127M | -$25.4M | -17% | 14.1% | – | 206 | 15.53% |
|
| 5452 |
EL
5452
EQ LLC
Bellevue,
Washington
| $127M | -$10.7M | -8% | 9.38% | 72.9% | 54 | 27.78% |
|
| 5453 |
AWC
5453
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $127M | +$777K | +0.6% | 11.8% | 55.8% | 98 | 21.43% |
|
| 5454 |
PM
5454
Prosight Management
Dallas,
Texas
| $127M | -$28M | -18% | 25.1% | 39.5% | 39 | 56.41% |
|
| 5455 |
PCI
5455
Planning Center Inc
Moline,
Illinois
| $127M | +$92.1M | +265% | 14% | 38.9% | 54 | 25.93% |
|
| 5456 |
FCMT
5456
Founders Capital Management (Texas)
Houston,
Texas
| $127M | -$29.1M | -19% | 11.2% | 118% | 415 | 26.51% |
|
| 5457 |
MWA
5457
Motive Wealth Advisors
Birmingham,
Michigan
| $127M | -$19.1M | -13% | 14.3% | 66% | 85 | 17.65% |
|
| 5458 |
AIM
5458
Athena Investment Management
Orinda,
California
| $127M | -$2.09M | -2% | 11.4% | 80.6% | 138 | 20.29% |
|
| 5459 |
HIP
5459
HPS Investment Partners
New York
| $127M | -$133M | -51% | 43.1% | 55.9% | 7 | 28.57% |
|
| 5460 |
PM
5460
Penbrook Management
New York
| $127M | -$27.3M | -18% | 14.3% | 106% | 112 | 8.04% |
|
| 5461 |
IPW
5461
Intergy Private Wealth
Colorado Springs,
Colorado
| $127M | -$16.6M | -12% | 14.9% | 67.6% | 68 | 38.24% |
|
| 5462 |
AWA
5462
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $127M | -$18.6M | -13% | 11.7% | 53.6% | 186 | 20.97% |
|
| 5463 |
CBT
5463
CoreFirst Bank & Trust
Topeka,
Kansas
| $127M | -$19.6M | -13% | 8.83% | 61.4% | 445 | 22.7% |
|
| 5464 |
HG
5464
Herbst Group
Westport,
Connecticut
| $127M | -$26.6M | -17% | 16.7% | 139% | 82 | 17.07% |
|
| 5465 |
FMI
5465
F/M Investments
Washington,
District of Columbia
| $126M | +$2.47M | +2% | 28.2% | 101% | 98 | 63.27% |
|
| 5466 |
CMBA
5466
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $126M | -$26.2M | -17% | 12.1% | 70.6% | 592 | 29.56% |
|
| 5467 |
CC
5467
Corsicana & Co
Corsicana,
Texas
| $126M | -$27.9M | -18% | 13.2% | – | 217 | 4.61% |
|
| 5468 |
PHM
5468
Prospect Hill Management
Short Hills,
New Jersey
| $126M | -$43.3M | -26% | 25.3% | 85.1% | 16 | 6.25% |
|
| 5469 |
SFS
5469
Starfox Financial Services
The Woodlands,
Texas
| $126M | $0 | 0% | 10.7% | – | 26 | 0% |
|
| 5470 |
KC
5470
Kenfarb & Co
Ashland,
Kentucky
| $126M | $0 | 0% | 11.7% | – | 168 | 0% |
|
| 5471 |
C
5471
Covestor
London,
United Kingdom
| $126M | -$24M | -16% | 14.5% | 136% | 2,572 | 9.37% |
|
| 5472 |
CG
5472
Castellan Group
Louisville,
Kentucky
| $126M | -$18M | -12% | 10.3% | 196% | 71 | 38.03% |
|
| 5473 |
SCA
5473
Southern Capital Advisors
Jackson,
Tennessee
| $126M | -$20.1M | -14% | 13.8% | 58.2% | 84 | 23.81% |
|
| 5474 |
PC
5474
Prairiewood Capital
Fargo,
North Dakota
| $126M | -$16.9M | -12% | 12.9% | 43% | 72 | 18.06% |
|
| 5475 |
ASBI
5475
American State Bank (Iowa)
Sioux Center,
Iowa
| $126M | -$18.1M | -13% | 13.6% | 138% | 307 | 3.26% |
|