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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
SC
1626
Sepio Capital
Salt Lake City,
Utah
| $1.21B | -$711K | -0.1% | 1.12% | 75.2% | 390 | 22.05% |
|
| 1627 |
GM
1627
GeoWealth Management
Chicago,
Illinois
| $1.21B | +$422M | +53% | 0.63% | 42.4% | 408 | 37.75% |
|
| 1628 |
AWM
1628
Avior Wealth Management
Omaha,
Nebraska
| $1.21B | +$217M | +22% | 0.56% | 66% | 1,231 | 16.17% |
|
| 1629 |
MD
1629
Money Design
Tokyo,
Japan
| $1.21B | +$242M | +25% | 1.71% | 26.4% | 72 | 27.78% |
|
| 1630 |
EECFX
1630
EnCap Energy Capital Fund X
Houston,
Texas
| $1.21B | +$215M | +22% | 21.7% | – | 1 | 0% |
|
| 1631 |
OCM
1631
One Capital Management
Westlake Village,
California
| $1.21B | +$83M | +7% | 1.31% | 44.2% | 217 | 11.06% |
|
| 1632 |
BP
1632
BBR Partners
New York
| $1.21B | -$56.3M | -4% | 2.75% | 51.6% | 236 | 23.73% |
|
| 1633 |
CAM
1633
Cacti Asset Management
Atlanta,
Georgia
| $1.21B | -$34.1M | -3% | 0.14% | 168% | 79 | 2.53% |
|
| 1634 |
WFMPM
1634
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.21B | -$86.9M | -7% | 1.35% | 66.5% | 99 | 5.05% |
|
| 1635 |
G
1635
GenTrust
Miami,
Florida
| $1.21B | +$19.6M | +2% | 1.14% | 43.4% | 150 | 10.67% |
|
| 1636 |
BP
1636
Berkshire Partners
Boston,
Massachusetts
| $1.21B | -$180M | -13% | 5.25% | 75.2% | 2 | 0% |
|
| 1637 |
MWM
1637
Merriman Wealth Management
Seattle,
Washington
| $1.2B | +$37.4M | +3% | 1.37% | 18.3% | 230 | 20.43% |
|
| 1638 |
SAM
1638
Sectoral Asset Management
Montreal,
Quebec, Canada
| $1.2B | -$33.6M | -3% | 1.04% | 166% | 147 | 27.21% |
|
| 1639 |
GWM
1639
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.2B | +$29.5M | +3% | 2.33% | 163% | 247 | 12.96% |
|
| 1640 |
FM
1640
Foster & Motley
Cincinnati,
Ohio
| $1.2B | +$7.06M | +0.6% | 0.54% | 56.8% | 335 | 5.97% |
|
| 1641 |
AP
1641
Appleton Partners
Boston,
Massachusetts
| $1.2B | +$26.7M | +2% | 0.78% | 101% | 298 | 6.38% |
|
| 1642 |
GIG
1642
Goodnow Investment Group
Darien,
Connecticut
| $1.2B | +$7.79M | +0.7% | 3.13% | 138% | 24 | 25% |
|
| 1643 |
VWM
1643
Venturi Wealth Management
Austin,
Texas
| $1.2B | +$73.7M | +7% | 0.59% | 101% | 340 | 18.24% |
|
| 1644 |
RI
1644
Redwood Investments
Boston,
Massachusetts
| $1.2B | -$43.8M | -4% | 3.58% | 74.1% | 140 | 17.14% |
|
| 1645 |
CTI
1645
Community Trust & Investment
Versailles,
Kentucky
| $1.2B | +$102M | +9% | 0.31% | 104% | 115 | 11.3% |
|
| 1646 |
CF
1646
Cypress Funds
Los Angeles,
California
| $1.2B | -$8.06M | -0.7% | 1.45% | 114% | 19 | 10.53% |
|
| 1647 |
BIM
1647
Barton Investment Management
West Conshohocken,
Pennsylvania
| $1.19B | -$23.4M | -2% | 0.02% | 80.3% | 42 | 7.14% |
|
| 1648 |
TCM
1648
Tran Capital Management
San Rafael,
California
| $1.19B | -$17.2M | -1% | 3.44% | 149% | 46 | 2.17% |
|
| 1649 |
CF
1649
Centaurus Financial
Anaheim,
California
| $1.19B | +$5.33M | +0.4% | 0.35% | 60.5% | 971 | 17.61% |
|
| 1650 |
RIL
1650
Rothschild Investment LLC
Chicago,
Illinois
| $1.19B | -$66M | -5% | 0.1% | 78.6% | 527 | 14.23% |
|