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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
HCMG
1676
Howard Capital Management Group
Los Angeles,
California
| $1.46B | +$38.2M | +3% | 3.91% | 95.9% | 146 | 13.01% |
|
| 1677 |
AFG
1677
Albion Financial Group
Salt Lake City,
Utah
| $1.46B | +$20M | +1% | 2.07% | 68% | 702 | 29.91% |
|
| 1678 |
MVIP
1678
Mar Vista Investment Partners
Los Angeles,
California
| $1.46B | -$108M | -7% | 0.91% | 73.9% | 60 | 8.33% |
|
| 1679 |
EAM
1679
Evanson Asset Management
Carmel,
California
| $1.46B | +$42.6M | +3% | 0.71% | 66.6% | 319 | 8.15% |
|
| 1680 |
AP
1680
Atwood & Palmer
Kansas City,
Missouri
| $1.46B | -$11.7M | -0.8% | 2.97% | 82.3% | 496 | 10.28% |
|
| 1681 |
SW
1681
SoFi Wealth
San Francisco,
California
| $1.46B | +$99.8M | +7% | 0.26% | 62.2% | 40 | 72.5% |
|
| 1682 |
VA
1682
VR Adviser
New York
| $1.46B | -$452M | -24% | 13.9% | 1,698% | 41 | 17.07% |
|
| 1683 |
BFO
1683
Boston Family Office
Boston,
Massachusetts
| $1.46B | -$20.4M | -1% | 0.24% | 53.4% | 286 | 7.69% |
|
| 1684 |
TCA
1684
Taconic Capital Advisors
New York
| $1.46B | +$225M | +18% | 6.69% | 273% | 106 | 44.34% |
|
| 1685 |
HMP
1685
HS Management Partners
New York
| $1.46B | -$99.2M | -6% | 4.94% | 27.7% | 23 | 0% |
|
| 1686 |
OC
1686
Oakworth Capital
Birmingham,
Alabama
| $1.45B | +$11M | +0.8% | 0.25% | 64.3% | 694 | 13.26% |
|
| 1687 |
QCG
1687
Quadrant Capital Group
Cincinnati,
Ohio
| $1.45B | +$13.2M | +0.9% | 1.14% | 105% | 2,835 | 7.2% |
|
| 1688 |
SC
1688
Shellback Capital
Boston,
Massachusetts
| $1.45B | +$214M | +17% | 11.1% | 198% | 149 | 53.69% |
|
| 1689 |
GG
1689
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.45B | +$247M | +21% | 2.01% | 70.6% | 141 | 31.91% |
|
| 1690 |
LLL
1690
Lynrock Lake LP
Rye Brook,
New York
| $1.45B | +$156M | +12% | 8.19% | 21.2% | 32 | 15.63% |
|
| 1691 |
OA
1691
Oak Associates
Akron,
Ohio
| $1.45B | -$37M | -2% | 2.94% | 152% | 134 | 5.22% |
|
| 1692 |
CC
1692
Courier Capital
Buffalo,
New York
| $1.45B | -$9.85M | -0.7% | 0.08% | 64.1% | 384 | 13.54% |
|
| 1693 |
BFG
1693
Berger Financial Group
Plymouth,
Minnesota
| $1.45B | +$63.5M | +5% | 0.43% | 59.9% | 440 | 17.5% |
|
| 1694 |
BWP
1694
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.45B | -$19.3M | -1% | 1.78% | 85.9% | 1,083 | 78.39% |
|
| 1695 |
CFIA
1695
Cantor Fitzgerald Investment Advisors
New York
| $1.44B | -$26.4M | -2% | 1.54% | – | 191 | 5.76% |
|
| 1696 |
HCS
1696
Himension Capital (Singapore)
Singapore
| $1.44B | +$163M | +13% | 9.71% | 492% | 49 | 30.61% |
|
| 1697 |
TPI
1697
Trust Point Inc
La Crosse,
Wisconsin
| $1.44B | +$109M | +8% | 1.75% | – | 591 | 18.27% |
|
| 1698 |
MAM
1698
Meeder Asset Management
Dublin,
Ohio
| $1.44B | -$55.6M | -4% | 5.29% | 156% | 1,044 | 32.66% |
|
| 1699 |
GAI
1699
General American Investors
New York
| $1.44B | -$9.12M | -0.6% | 2.37% | 129% | 74 | 17.57% |
|
| 1700 |
AHC
1700
Adell Harriman & Carpenter
Houston,
Texas
| $1.44B | +$62.4M | +5% | 7.72% | 176% | 170 | 8.82% |
|