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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
GAG
1551
GM Advisory Group
Melville,
New York
| $1.22B | +$15.8M | +1% | 2.82% | 53.6% | 200 | 7.5% |
|
| 1552 |
SIM
1552
SSI Investment Management
Los Angeles,
California
| $1.22B | -$203M | -14% | 0.64% | 15.7% | 247 | 6.07% |
|
| 1553 |
BFO
1553
Boston Family Office
Boston,
Massachusetts
| $1.22B | -$84.7M | -6% | 4.64% | 53.4% | 265 | 6.42% |
|
| 1554 |
ML
1554
McAdam LLC
Philadelphia,
Pennsylvania
| $1.22B | +$8.07M | +0.7% | 3.81% | 57.4% | 273 | 8.06% |
|
| 1555 |
FM
1555
Foster & Motley
Cincinnati,
Ohio
| $1.22B | -$71.3M | -6% | 2.8% | 68.8% | 399 | 14.29% |
|
| 1556 |
SCI
1556
S&CO Inc
Boston,
Massachusetts
| $1.22B | -$23.4M | -2% | 1.46% | 68.8% | 189 | 5.82% |
|
| 1557 |
BWM
1557
Baystate Wealth Management
Boston,
Massachusetts
| $1.21B | -$4.42M | -0.4% | 3.73% | 14.6% | 1,110 | 12.97% |
|
| 1558 |
WG
1558
Winton Group
London,
United Kingdom
| $1.21B | +$18.7M | +2% | 0.11% | 128% | 971 | 45.42% |
|
| 1559 |
USGIU
1559
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.21B | -$473M | -28% | 18.9% | 119% | 147 | 35.37% |
|
| 1560 |
ET
1560
Equitable Trust
Nashville,
Tennessee
| $1.21B | -$97.9M | -7% | 3.9% | 94.7% | 423 | 10.87% |
|
| 1561 |
SMM
1561
Stadion Money Management
Watkinsville,
Georgia
| $1.21B | -$331M | -21% | 3.54% | 55.3% | 32 | 56.25% |
|
| 1562 |
BPA
1562
BC Partners Advisors
New York
| $1.21B | -$12.6B | -91% | 17.9% | 25.6% | 5 | 20% |
|
| 1563 |
VPI
1563
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.21B | -$37.2M | -3% | 4.81% | 33.9% | 74 | 8.11% |
|
| 1564 |
CC
1564
Courier Capital
Buffalo,
New York
| $1.21B | -$63.6M | -5% | 3.31% | 64.1% | 372 | 11.56% |
|
| 1565 |
FA
1565
FDx Advisors
Chicago,
Illinois
| $1.2B | -$618M | -34% | 3.01% | 66.2% | 801 | 29.34% |
|
| 1566 |
CS
1566
Comerica Securities
Detroit,
Michigan
| $1.2B | -$238M | -16% | 3.18% | 25.6% | 487 | 11.09% |
|
| 1567 |
ACM
1567
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.2B | -$72.5M | -6% | 4.48% | 70.7% | 11 | 27.27% |
|
| 1568 |
FHA
1568
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.2B | -$8.29M | -0.7% | 3.34% | 68.3% | 658 | 13.37% |
|
| 1569 |
SFG
1569
Sather Financial Group
Victoria,
Texas
| $1.2B | -$47.3M | -4% | 0.84% | 70% | 97 | 12.37% |
|
| 1570 |
OA
1570
Oak Associates
Akron,
Ohio
| $1.2B | -$48.8M | -4% | 0.21% | 152% | 136 | 5.88% |
|
| 1571 |
MTIM
1571
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.2B | +$10.2M | +0.9% | 7.26% | 143% | 366 | 37.43% |
|
| 1572 |
SA
1572
SpiderRock Advisors
Wilimington,
Delaware
| $1.2B | -$76.9M | -6% | – | – | 178 | 0% |
|
| 1573 |
VWM
1573
Valley Wealth Managers
Paramus,
New Jersey
| $1.2B | +$86.3M | +8% | 2.3% | 107% | 391 | 18.93% |
|
| 1574 |
WHCM
1574
Wolf Hill Capital Management
Greenwich,
Connecticut
| $1.2B | -$187M | -13% | 0.59% | 384% | 32 | 46.88% |
|
| 1575 |
CTI
1575
Community Trust & Investment
Versailles,
Kentucky
| $1.2B | -$50.6M | -4% | 3.56% | 104% | 119 | 10.92% |
|