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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5576 |
BAM
5576
Beaumont Asset Management
Beaumont,
Texas
| $148M | -$2.13M | -1% | 5.05% | 64.3% | 74 | 16.22% |
|
| 5577 |
TB
5577
Treynor Bancshares
Treynor,
Iowa
| $148M | -$7.36M | -5% | 4.37% | 3.35% | 80 | 2.5% |
|
| 5578 |
NL
5578
NEPC LLC
Boston,
Massachusetts
| $148M | -$28.7M | -16% | 5.65% | 21.3% | 35 | 14.29% |
|
| 5579 |
SC
5579
Saiph Capital
Wyckoff,
New Jersey
| $148M | -$4.55M | -3% | 7.18% | 52.4% | 43 | 18.6% |
|
| 5580 |
BCP
5580
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $147M | -$18.2M | -11% | 4.08% | 87.2% | 106 | 34.91% |
|
| 5581 |
MAS
5581
Madden Advisory Services
Jacksonville,
Florida
| $147M | -$5.17M | -3% | 4.56% | 52.3% | 74 | 1.35% |
|
| 5582 |
SCA
5582
St. Clair Advisors
Mayfield Hts,
Ohio
| $147M | -$27M | -16% | 3.15% | 64% | 52 | 25% |
|
| 5583 |
PIP
5583
PB Investment Partners
Burlingame,
California
| $147M | +$18.4M | +14% | 5.46% | 81.1% | 9 | 0% |
|
| 5584 |
CG
5584
Clarus Group
Houston,
Texas
| $147M | -$1.74M | -1% | 0.34% | 65.5% | 125 | 21.6% |
|
| 5585 |
EM
5585
ELCO Management
New York
| $147M | +$6.97M | +5% | 4.97% | 93% | 154 | 16.23% |
|
| 5586 |
AWM
5586
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $147M | -$6.5M | -4% | 2.38% | 73.1% | 174 | 10.34% |
|
| 5587 |
TAM
5587
Toscafund Asset Management
London,
United Kingdom
| $147M | +$31.1M | +27% | 3.64% | 80.9% | 17 | 64.71% |
|
| 5588 |
HHRDM
5588
H&H Retirement Design & Management
Las Vegas,
Nevada
| $147M | -$11.5M | -7% | 4.6% | 38.4% | 67 | 19.4% |
|
| 5589 |
LFGH
5589
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $147M | +$9.13M | +7% | 3.59% | 12.9% | 40 | 17.5% |
|
| 5590 |
PP
5590
Patron Partners
Houston,
Texas
| $147M | -$6.07M | -4% | 2.54% | 90.2% | 202 | 19.31% |
|
| 5591 |
SIAG
5591
Safeguard Investment Advisory Group
Corona,
California
| $147M | -$24.9M | -15% | 6.11% | 84.3% | 97 | 15.46% |
|
| 5592 |
AC
5592
Apogem Capital
New York
| $146M | -$6.11M | -4% | 3.82% | – | 210 | 34.29% |
|
| 5593 |
SCA
5593
Southern Capital Advisors
Jackson,
Tennessee
| $146M | -$15.6M | -10% | 4.1% | 58.2% | 98 | 32.65% |
|
| 5594 |
CBT
5594
CoreFirst Bank & Trust
Topeka,
Kansas
| $146M | -$8.42M | -5% | 1.12% | 61.4% | 426 | 9.15% |
|
| 5595 |
KM
5595
Kalos Management
Alpharetta,
Georgia
| $146M | -$223M | -60% | 0.59% | 48.5% | 332 | 61.75% |
|
| 5596 |
DIS
5596
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $146M | +$8.28M | +6% | 8.72% | 86% | 47 | 12.77% |
|
| 5597 |
CWA
5597
CJM Wealth Advisers
Falls Church,
Virginia
| $146M | +$5.58M | +4% | 2.07% | 71.5% | 62 | 9.68% |
|
| 5598 |
MCA
5598
Martin Capital Advisors
San Antonio,
Texas
| $146M | -$15.7M | -10% | 8.3% | 117% | 64 | 0% |
|
| 5599 |
MWA
5599
Motive Wealth Advisors
Birmingham,
Michigan
| $146M | -$20.1M | -12% | 6.31% | 66% | 88 | 22.73% |
|
| 5600 |
GIA
5600
Goodwin Investment Advisory
Woodstock,
Georgia
| $146M | +$12.2M | +9% | 5.54% | 60.8% | 239 | 37.24% |
|