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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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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1776 |
AG
1776
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.76B | +$537M | +44% | 25.9% | 27.9% | 5 | 20% |
|
| 1777 |
RCW
1777
Rheos Capital Works
Tokyo,
Japan
| $1.75B | +$256M | +17% | 37.3% | 220% | 88 | 23.86% |
|
| 1778 |
FTS
1778
Fifth Third Securities
Cincinnati,
Ohio
| $1.75B | +$208M | +13% | 13.1% | 58.9% | 371 | 11.05% |
|
| 1779 |
SB
1779
Simmons Bank
Pine Bluff,
Arkansas
| $1.75B | +$260M | +17% | 18.5% | 92.9% | 380 | 12.63% |
|
| 1780 |
KC
1780
Kryger Capital
London,
United Kingdom
| $1.75B | +$339M | +24% | 11.9% | 421% | 148 | 75% |
|
| 1781 |
L7C
1781
Liberty 77 Capital
Washington,
District of Columbia
| $1.75B | +$296M | +20% | 28.3% | – | 3 | 0% |
|
| 1782 |
PIM
1782
Plato Investment Management
Sydney, NSW,
Australia
| $1.75B | +$263M | +18% | 25.7% | – | 569 | 22.14% |
|
| 1783 |
KC
1783
Kepler Cheuvreux
Nyon,
| $1.75B | +$243M | +16% | 27.4% | – | 207 | 39.13% |
|
| 1784 |
MJRIC
1784
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.75B | +$148M | +9% | 14.8% | 97.3% | 122 | 7.38% |
|
| 1785 |
ACG
1785
Aventail Capital Group
New York
| $1.74B | -$343M | -16% | 8.75% | 154% | 214 | 48.13% |
|
| 1786 |
PO
1786
PBCay One
Dubai,
United Arab Emirates
| $1.74B | +$398M | +30% | 12.7% | – | 23 | 39.13% |
|
| 1787 |
SFG
1787
Sather Financial Group
Victoria,
Texas
| $1.74B | +$116M | +7% | 13% | 70% | 129 | 21.71% |
|
| 1788 |
SRC
1788
Shufro Rose & Co
New York
| $1.74B | +$271M | +18% | 18.1% | 68.1% | 334 | 12.87% |
|
| 1789 |
GRA
1789
Goehring & Rozencwajg Associates
New York
| $1.74B | -$122M | -7% | 17% | 148% | 43 | 4.65% |
|
| 1790 |
AAM
1790
AMI Asset Management
Los Angeles,
California
| $1.74B | +$171M | +11% | 22.8% | 81.6% | 106 | 16.04% |
|
| 1791 |
FCP
1791
Fidelis Capital Partners
Tampa,
Florida
| $1.74B | +$333M | +24% | 19% | 115% | 557 | 12.93% |
|
| 1792 |
GWMR
1792
GC Wealth Management RIA
Cambridge,
Massachusetts
| $1.73B | -$682M | -28% | 19.3% | – | 553 | 21.16% |
|
| 1793 |
LDB
1793
Lee, Danner & Bass
Nashville,
Tennessee
| $1.73B | +$142M | +9% | 17.4% | – | 254 | 4.72% |
|
| 1794 |
BFIM
1794
Beese Fulmer Investment Management
Canton,
Ohio
| $1.73B | +$171M | +11% | 26.5% | 113% | 500 | 32.8% |
|
| 1795 |
SCI
1795
S&CO Inc
Boston,
Massachusetts
| $1.73B | +$119M | +7% | 12.7% | 68.8% | 230 | 8.7% |
|
| 1796 |
VWM
1796
Valley Wealth Managers
Paramus,
New Jersey
| $1.73B | +$178M | +11% | 22% | 107% | 351 | 11.4% |
|
| 1797 |
TLFA
1797
True Link Financial Advisors
San Francisco,
California
| $1.73B | +$110M | +7% | 5.44% | 26.8% | 423 | 76.6% |
|
| 1798 |
PP
1798
PDS Planning
Dublin,
Ohio
| $1.73B | +$212M | +14% | 13.8% | 62.7% | 628 | 13.69% |
|
| 1799 |
AFG
1799
Albion Financial Group
Salt Lake City,
Utah
| $1.73B | +$176M | +11% | 12.8% | 68% | 764 | 18.46% |
|
| 1800 |
PIMG
1800
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.72B | +$159M | +10% | 10.7% | 48.5% | 245 | 5.71% |
|