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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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250
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2,500
5,000
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50
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
GG
1626
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.73B | +$133M | +8% | 7.28% | 70.6% | 108 | 6.48% |
|
| 1627 |
BP
1627
BBR Partners
New York
| $1.73B | +$128M | +8% | 6.92% | 63.4% | 276 | 16.67% |
|
| 1628 |
DWM
1628
Diversify Wealth Management
Sandy,
Utah
| $1.73B | +$115M | +7% | 7.99% | – | 565 | 9.56% |
|
| 1629 |
HCM
1629
HMI Capital Management
San Francisco,
California
| $1.73B | -$29.8M | -2% | 7.49% | 5.95% | 13 | 30.77% |
|
| 1630 |
OC
1630
Oakworth Capital
Birmingham,
Alabama
| $1.73B | +$179M | +12% | 7.33% | 64.3% | 865 | 28.79% |
|
| 1631 |
SW
1631
Simplicity Wealth
Summit,
New Jersey
| $1.73B | -$675M | -28% | 8.26% | 74.5% | 746 | 26.54% |
|
| 1632 |
GAI
1632
General American Investors
New York
| $1.73B | +$164M | +11% | 11% | 129% | 77 | 11.69% |
|
| 1633 |
PAIM
1633
Punch & Associates Investment Management
Edina,
Minnesota
| $1.73B | +$99.3M | +6% | 9.89% | 97.5% | 171 | 12.28% |
|
| 1634 |
PCA
1634
Prosperity Capital Advisors
Westlake,
Ohio
| $1.72B | +$192M | +13% | 7.4% | 65.5% | 431 | 16.01% |
|
| 1635 |
EK
1635
Evensky & Katz
Coral Gables,
Florida
| $1.72B | +$86.3M | +5% | 6.54% | 57.1% | 74 | 2.7% |
|
| 1636 |
PWP
1636
Principle Wealth Partners
Madison,
Connecticut
| $1.72B | +$122M | +8% | 9.01% | 79.9% | 370 | 6.22% |
|
| 1637 |
RCA
1637
Resonant Capital Advisors
Madison,
Wisconsin
| $1.72B | +$150M | +10% | 5.59% | 50.6% | 459 | 14.81% |
|
| 1638 |
SGI
1638
Summit Global Investments
Bountiful,
Utah
| $1.71B | +$16.3M | +1% | 6.19% | 60.4% | 559 | 35.42% |
|
| 1639 |
RSCM
1639
Rock Springs Capital Management
Baltimore,
Maryland
| $1.71B | +$107M | +7% | 27.7% | 342% | 102 | 17.65% |
|
| 1640 |
JWA
1640
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.71B | +$138M | +9% | 6.68% | 54.8% | 1,951 | 7.07% |
|
| 1641 |
ELI
1641
Empire Life Investments
Toronto,
Ontario, Canada
| $1.71B | +$133M | +8% | 8.51% | 90.8% | 116 | 12.07% |
|
| 1642 |
AP
1642
Atwood & Palmer
Kansas City,
Missouri
| $1.7B | +$103M | +6% | 9.79% | 82.3% | 539 | 13.17% |
|
| 1643 |
PP
1643
Patten & Patten
Chattanooga,
Tennessee
| $1.7B | +$156M | +10% | 8.75% | 74.1% | 353 | 11.05% |
|
| 1644 |
LI
1644
LMCG Investments
Boston,
Massachusetts
| $1.7B | +$106M | +7% | 10.9% | 125% | 232 | 7.33% |
|
| 1645 |
HBT
1645
Hills Bank & Trust
North Liberty,
Iowa
| $1.7B | +$113M | +7% | 5.23% | 52.8% | 329 | 6.69% |
|
| 1646 |
LWMT
1646
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.7B | +$90.6M | +6% | 5.81% | 46.9% | 31 | 6.45% |
|
| 1647 |
CC
1647
Carrhae Capital
London,
United Kingdom
| $1.7B | +$330M | +24% | 19.6% | 159% | 39 | 58.97% |
|
| 1648 |
BGCP
1648
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.69B | -$65.1M | -4% | 0.63% | 79.2% | 31 | 0% |
|
| 1649 |
SC
1649
Sepio Capital
Salt Lake City,
Utah
| $1.69B | +$285M | +20% | 7.16% | 75.2% | 322 | 18.01% |
|
| 1650 |
CGL
1650
Clarius Group LLC
Seattle,
Washington
| $1.69B | -$26.5M | -2% | 6.34% | 92.1% | 489 | 20.45% |
|