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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
MCC
1551
Money Concepts Capital
Palm Beach Gardens,
Florida
| $2.16B | +$350M | +19% | 15.7% | 74.5% | 665 | 19.55% |
|
| 1552 |
MC
1552
Maren Capital
Chicago,
Illinois
| $2.16B | +$245M | +13% | 13.5% | – | 19 | 10.53% |
|
| 1553 |
QOP
1553
Quinn Opportunity Partners
Charlottesville,
Virginia
| $2.16B | +$238M | +12% | 7.44% | 77.6% | 427 | 31.62% |
|
| 1554 |
OIMU
1554
Osmosis Investment Management UK
London,
United Kingdom
| $2.15B | -$1.57B | -42% | 25.6% | – | 488 | 13.93% |
|
| 1555 |
VC
1555
Voss Capital
Houston,
Texas
| $2.15B | +$270M | +14% | 39.8% | 78.4% | 73 | 46.58% |
|
| 1556 |
PMFA
1556
Plante Moran Financial Advisors
Southfield,
Michigan
| $2.15B | +$604M | +39% | 14.9% | 62.8% | 1,655 | 60.66% |
|
| 1557 |
GG
1557
Greenwood Gearhart
Fayetteville,
Arkansas
| $2.15B | +$300M | +16% | 14.9% | 70.6% | 170 | 22.35% |
|
| 1558 |
SGF
1558
S&G Foundation
Wilson,
Wyoming
| $2.15B | +$261M | +14% | 11.9% | – | 21 | 4.76% |
|
| 1559 |
NONA
1559
Ninety One North America
New York
| $2.13B | -$93M | -4% | 6.83% | 62.9% | 111 | 14.41% |
|
| 1560 |
BP
1560
BBR Partners
New York
| $2.13B | +$341M | +19% | 14.2% | 63.4% | 283 | 22.26% |
|
| 1561 |
GC
1561
Gobi Capital
San Francisco,
California
| $2.13B | +$333M | +19% | 11.7% | 93.7% | 14 | 28.57% |
|
| 1562 |
MWA
1562
Midland Wealth Advisors
Effingham,
Illinois
| $2.13B | +$188M | +10% | 9.55% | – | 173 | 15.03% |
|
| 1563 |
CP
1563
Caligan Partners
New York
| $2.13B | +$623M | +41% | 58% | 2,628% | 33 | 30.3% |
|
| 1564 |
CWP
1564
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $2.12B | +$222M | +12% | 11.5% | 83.8% | 532 | 12.97% |
|
| 1565 |
SP
1565
Stairway Partners
Chicago,
Illinois
| $2.12B | +$192M | +10% | 9.64% | 43.9% | 18 | 0% |
|
| 1566 |
OCM
1566
Osterweis Capital Management
San Francisco,
California
| $2.12B | +$182M | +9% | 21.2% | 93.7% | 242 | 10.33% |
|
| 1567 |
MSR
1567
Main Street Research
Lakeville,
Connecticut
| $2.12B | +$400M | +23% | 37% | 232% | 161 | 21.12% |
|
| 1568 |
PCM
1568
Philosophy Capital Management
Alamo,
California
| $2.12B | +$485M | +30% | 28.5% | 77.5% | 56 | 41.07% |
|
| 1569 |
PSC
1569
Portman Square Capital
London,
United Kingdom
| $2.11B | -$486M | -19% | 9.66% | 20% | 114 | 29.82% |
|
| 1570 |
GIC
1570
Generali Investments CEE
Prague,
Czech Republic
| $2.11B | +$200M | +10% | 14.3% | – | 468 | 4.7% |
|
| 1571 |
NI
1571
Nextech Invest
Zurich,
Switzerland
| $2.11B | +$686M | +48% | 67.9% | 982% | 18 | 22.22% |
|
| 1572 |
RCM
1572
Rivernorth Capital Management
West Palm Beach,
Florida
| $2.1B | +$103M | +5% | 3.04% | 9.04% | 696 | 38.07% |
|
| 1573 |
OGC
1573
Oak Grove Capital
North Hampton,
New Hampshire
| $2.1B | +$923M | +78% | 92% | 463% | 116 | 27.59% |
|
| 1574 |
OC
1574
Oakworth Capital
Birmingham,
Alabama
| $2.1B | +$213M | +11% | 11.5% | 64.3% | 973 | 15.31% |
|
| 1575 |
GWM
1575
GDS Wealth Management
Flower Mound,
Texas
| $2.1B | +$437M | +26% | 29.7% | 82.2% | 240 | 20% |
|