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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5476 |
SC
5476
Sagil Capital
London,
United Kingdom
| $280M | +$17.1M | +7% | 2.75% | 104% | 31 | 58.06% |
|
| 5477 |
SLA
5477
Silver Lake Advisory
Cottonwood Heights,
Utah
| $280M | +$27.8M | +11% | 17.6% | 70.9% | 110 | 7.27% |
|
| 5478 |
BAM
5478
Bayshore Asset Management
Coral Gables,
Florida
| $280M | +$28.6M | +11% | 12.1% | 62.3% | 52 | 23.08% |
|
| 5479 |
OCERS
5479
Orange County Employees Retirement System
Santa Ana,
California
| $280M | +$40.9M | +17% | 9.95% | – | 2 | 0% |
|
| 5480 |
KFP
5480
Keener Financial Planning
Keller,
Texas
| $280M | +$41.6M | +17% | 13.7% | – | 63 | 11.11% |
|
| 5481 |
MFC
5481
Mechanics Financial Corp
Mansfield,
Ohio
| $280M | +$40.8M | +17% | 18.1% | 81.6% | 302 | 25.17% |
|
| 5482 |
HWA
5482
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $279M | +$32.5M | +13% | 12.7% | 55% | 57 | 12.28% |
|
| 5483 |
IWP
5483
Invenio Wealth Partners
Coral Gables,
Florida
| $279M | +$27.3M | +11% | 12.5% | 52% | 96 | 14.58% |
|
| 5484 |
RW
5484
REDW Wealth
Albuquerque,
New Mexico
| $279M | +$28.4M | +11% | 12% | 54.1% | 106 | 8.49% |
|
| 5485 |
RC
5485
Roubaix Capital
Denver,
Colorado
| $279M | +$64.6M | +30% | 43.6% | 174% | 71 | 69.01% |
|
| 5486 |
MAS
5486
Madden Advisory Services
Jacksonville,
Florida
| $279M | +$25M | +10% | 11.3% | 52.3% | 110 | 1.82% |
|
| 5487 |
YP
5487
YANKCOM Partnership
Yankton,
South Dakota
| $279M | +$35.6M | +15% | 12.2% | – | 388 | 25.77% |
|
| 5488 |
CCM
5488
Campbell Capital Management
Miami,
Florida
| $279M | +$69.6M | +33% | 35.1% | – | 40 | 30% |
|
| 5489 |
RA
5489
Ruggaard & Associates
Hudson,
Ohio
| $279M | +$26.3M | +10% | 10.1% | 47.6% | 132 | 10.61% |
|
| 5490 |
AA
5490
Altman Advisors
Chicago,
Illinois
| $279M | +$37.4M | +15% | 20% | 127% | 97 | 24.74% |
|
| 5491 |
CA
5491
Cresta Advisors
Laredo,
Texas
| $279M | +$34.4M | +14% | 12.8% | 59.1% | 55 | 5.45% |
|
| 5492 |
OF
5492
Optimize Financial
Laguna Hills,
California
| $278M | +$75.1M | +37% | 69.9% | – | 304 | 5.59% |
|
| 5493 |
YWS
5493
Yarger Wealth Strategies
Westerville,
Ohio
| $278M | +$29.9M | +12% | 14% | 55.1% | 141 | 15.6% |
|
| 5494 |
CIS
5494
Custom Index Systems
New York
| $278M | +$48.7M | +21% | 21.2% | – | 543 | 57.09% |
|
| 5495 |
SI
5495
Shaker Investments
Cleveland,
Ohio
| $278M | +$58.5M | +27% | 41.4% | 205% | 103 | 35.92% |
|
| 5496 |
GK
5496
Graney & King
Latham,
New York
| $278M | +$92.7M | +50% | 12.7% | – | 388 | 6.19% |
|
| 5497 |
QCIG
5497
Quad-Cities Investment Group
Davenport,
Iowa
| $278M | +$27.4M | +11% | 11.1% | 61% | 220 | 14.09% |
|
| 5498 |
EWP
5498
Equity Wealth Partners
Independence,
Missouri
| $278M | +$124M | +80% | 13.1% | – | 110 | 31.82% |
|
| 5499 |
FIA
5499
FNY Investment Advisers
New York
| $278M | +$49.4M | +22% | 35.5% | 307% | 1,149 | 51.09% |
|
| 5500 |
FAM
5500
Fearnley Asset Management
Oslo,
| $278M | -$27.9M | -9% | 11.3% | – | 21 | 33.33% |
|