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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 |
KWA
1676
Kingswood Wealth Advisors
San Diego,
California
| $1.65B | +$386M | +31% | 9.14% | 123% | 858 | 21.33% |
|
| 1677 |
CB
1677
Cadence Bank
Tupelo,
Mississippi
| $1.65B | +$129M | +8% | 7.55% | 70.9% | 352 | 8.24% |
|
| 1678 |
MAM
1678
Monaco Asset Management
Monaco
| $1.65B | +$1.08B | +189% | 21.7% | 120% | 113 | 44.25% |
|
| 1679 |
CIM
1679
Cambria Investment Management
Manhattan Beach,
California
| $1.65B | +$163M | +11% | 9.76% | 72% | 570 | 29.12% |
|
| 1680 |
AHC
1680
Adell Harriman & Carpenter
Houston,
Texas
| $1.65B | +$139M | +9% | 10.5% | 176% | 180 | 8.89% |
|
| 1681 |
JSAM
1681
J. Safra Asset Management
New York
| $1.65B | +$210M | +15% | 8.74% | 84.3% | 505 | 34.46% |
|
| 1682 |
TCC
1682
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.65B | +$177M | +12% | 7.42% | – | 14 | 28.57% |
|
| 1683 |
JCM
1683
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.64B | +$136M | +9% | 6.81% | 76.6% | 616 | 8.28% |
|
| 1684 |
OA
1684
Oak Associates
Akron,
Ohio
| $1.64B | +$107M | +7% | 10.6% | 152% | 139 | 12.23% |
|
| 1685 |
BOF
1685
Bank of Finland
Helsinki,
Finland
| $1.63B | +$103M | +7% | 6.52% | 55.9% | 4 | 0% |
|
| 1686 |
SCI
1686
S&CO Inc
Boston,
Massachusetts
| $1.63B | +$74M | +5% | 6.38% | 68.8% | 230 | 6.52% |
|
| 1687 |
MA
1687
MCF Advisors
Covington,
Kentucky
| $1.63B | +$120M | +8% | 5.75% | 50.2% | 1,012 | 15.91% |
|
| 1688 |
AWM
1688
Angeles Wealth Management
Santa Monica,
California
| $1.63B | +$173M | +12% | 7.51% | 70.4% | 452 | 14.82% |
|
| 1689 |
HCS
1689
Himension Capital (Singapore)
Singapore
| $1.63B | +$351M | +27% | 23.8% | 492% | 97 | 42.27% |
|
| 1690 |
KP
1690
Keel Point
Huntsville,
Alabama
| $1.63B | +$113M | +8% | 6.97% | 76.4% | 559 | 13.6% |
|
| 1691 |
RFP
1691
Root Financial Partners
Encinitas,
California
| $1.62B | +$588M | +57% | 6.9% | 57% | 2,300 | 89% |
|
| 1692 |
DCP
1692
Diameter Capital Partners
New York
| $1.62B | +$746M | +85% | 97.3% | 378% | 51 | 72.55% |
|
| 1693 |
MCC
1693
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.62B | +$126M | +8% | 8% | 74.5% | 498 | 17.47% |
|
| 1694 |
TFS
1694
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.62B | +$189M | +13% | 13% | 166% | 591 | 12.35% |
|
| 1695 |
IHG
1695
Insight Holdings Group
New York
| $1.62B | -$771M | -32% | 1.99% | 111% | 35 | 42.86% |
|
| 1696 |
FMLI
1696
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.62B | +$48.1M | +3% | 8.16% | 103% | 274 | 8.39% |
|
| 1697 |
GH
1697
GAM Holding
Zurich,
Switzerland
| $1.62B | +$196M | +14% | 8.37% | 130% | 314 | 37.58% |
|
| 1698 |
IL
1698
Investure LLC
Charlottesville,
Virginia
| $1.62B | +$305M | +23% | 7.09% | 55.4% | 16 | 6.25% |
|
| 1699 |
WJA
1699
Willis Johnson & Associates
Houston,
Texas
| $1.62B | +$145M | +10% | 6.16% | 50.9% | 201 | 21.89% |
|
| 1700 |
SAM
1700
Smartleaf Asset Management
Boston,
Massachusetts
| $1.62B | +$481M | +42% | 7.68% | – | 3,077 | 14.27% |
|