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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8376 |
IWMO
8376
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $94.7M | +$7.48M | +9% | 11.8% | – | 115 | 38.26% | 1.5 |
|
| 8377 |
PPP
8377
Prism Planning Partners
Libertyville,
Illinois
| $94.5M | +$9.93M | +12% | 10% | – | 45 | 28.89% | 1.8 |
|
| 8378 |
GFS
8378
Geremia Financial Services
Edison,
New Jersey
| $94.3M | -$28.5M | -23% | 35.3% | – | 10 | 10% | 1.9 |
|
| 8379 |
SC
8379
SkyKnight Capital
San Francisco,
California
| $94.1M | -$13M | -12% | 12.1% | 11% | 3 | 0% | 18 |
|
| 8380 |
DWRES
8380
Divco West Real Estate Services
San Francisco,
California
| $94M | +$22.2M | +31% | 32.9% | 22.3% | 4 | 0% | 14 |
|
| 8381 |
EAMH
8381
Eurizon Asset Management Hungary
Budapest,
| $93.9M | +$785K | +0.8% | 9.88% | – | 22 | 13.64% | 1.2 |
|
| 8382 |
UOCIM
8382
University of Cambridge Investment Management
Cambridge,
| $93.9M | -$14.5M | -13% | 15.4% | – | 1 | 0% | 2 |
|
| 8383 |
TC
8383
T3 Companies
New York
| $93.7M | +$16.9M | +22% | 43.2% | – | 271 | 74.91% | 0.6 |
|
| 8384 |
WTCUG
8384
WD Thunder CV Ultimate GP
Houston,
Texas
| $93.5M | +$3.24M | +4% | 3.59% | – | 1 | 0% | 2 |
|
| 8385 |
PS
8385
Pensionfund Sabic
Sittard,
Netherlands
| $93.5M | +$10.5M | +13% | 12.6% | 63.6% | 77 | 1.3% | 30.1 |
|
| 8386 |
PBT
8386
Pictet Bank & Trust
Nassau,
Bahamas
| $93.3M | +$17.2M | +23% | 16.2% | 66.3% | 40 | 22.5% | 15.9 |
|
| 8387 |
SPW
8387
Sonoma Private Wealth
Sonoma,
California
| $93.1M | +$11.9M | +15% | 17.9% | 85.7% | 74 | 12.16% | 8.6 |
|
| 8388 |
MWM
8388
Meadowbrook Wealth Management
Garden City,
New York
| $92.9M | +$17.4M | +23% | 28.7% | – | 88 | 34.09% | 2 |
|
| 8389 |
SCM
8389
SummitPoint Capital Management
Littleton,
Colorado
| $92.8M | +$14M | +18% | 10.5% | – | 39 | 10.26% | 0.9 |
|
| 8390 |
AI
8390
Aflac Inc
Columbus,
Georgia
| $92.6M | -$2.13M | -2% | 1.62% | 28.8% | 4 | 0% | 11.8 |
|
| 8391 |
GSC
8391
Ground Swell Capital
Folly Beach,
South Carolina
| $92.6M | +$41.9M | +83% | 22.2% | 71.1% | 256 | 95.7% | 0.1 |
|
| 8392 |
JBL
8392
Jackson Brooke LLC
Lansing,
Michigan
| $92.4M | +$91.2K | +0.1% | 0.1% | – | 1 | 0% | 1 |
|
| 8393 |
DCM
8393
Deuterium Capital Management
Clearwater,
Florida
| $92.4M | +$6.42M | +7% | 6.6% | 225% | 28 | 21.43% | 7.4 |
|
| 8394 |
SAM
8394
Sunstone Asset Management
New York
| $92.4M | +$7.19M | +8% | 38.1% | – | 80 | 60% | 1.1 |
|
| 8395 |
SWP
8395
Significant Wealth Partners
Cary,
Illinois
| $92.4M | +$11.2M | +14% | 13.9% | – | 121 | 12.4% | 3.9 |
|
| 8396 |
DCA
8396
DB&C Advisors
Holland,
Michigan
| $92.4M | +$15.4M | +20% | 13.3% | – | 77 | 14.29% | 1.7 |
|
| 8397 |
HI
8397
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $92.3M | +$3.57M | +4% | 2.15% | 74.8% | 73 | 2.74% | 2.2 |
|
| 8398 |
GBA
8398
Garrison Bradford & Associates
New York
| $92.2M | +$3.81M | +4% | 9.82% | 63.5% | 39 | 12.82% | 26.6 |
|
| 8399 |
FA
8399
Forefront Analytics
West Conshohocken,
Pennsylvania
| $92M | -$17.9M | -16% | 14.4% | 50.9% | 39 | 5.13% | 16.2 |
|
| 8400 |
VI
8400
Ventas Inc
Chicago,
Illinois
| $91.9M | +$12M | +15% | 15% | – | 1 | 0% | 6 |
|