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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1776 |
NFG
1776
Nations Financial Group
Cedar Rapids,
Iowa
| $1.22B | +$37M | +3% | 2.53% | 105% | 662 | 11.18% |
|
| 1777 |
WIC
1777
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.22B | +$37.2M | +3% | 2.52% | 66.8% | 377 | 37.14% |
|
| 1778 |
LCM
1778
Lakewood Capital Management
New York
| $1.22B | -$2.21M | -0.2% | 3.77% | 45.4% | 51 | 29.41% |
|
| 1779 |
SMM
1779
Stadion Money Management
Watkinsville,
Georgia
| $1.22B | -$320M | -21% | 1.9% | 55.3% | 29 | 31.03% |
|
| 1780 |
FIM
1780
Freedom Investment Management
Hartford,
Connecticut
| $1.22B | -$26M | -2% | 1.21% | 68.5% | 888 | 24.55% |
|
| 1781 |
BW
1781
BIP Wealth
Atlanta,
Georgia
| $1.22B | -$146M | -11% | 1.29% | 47.4% | 224 | 15.18% |
|
| 1782 |
AT
1782
American Trust
Lexington,
Kentucky
| $1.22B | +$23.6M | +2% | 1.63% | 59% | 305 | 27.87% |
|
| 1783 |
BP
1783
BBR Partners
New York
| $1.22B | -$27.8M | -2% | 3.26% | 63.4% | 272 | 24.63% |
|
| 1784 |
WJA
1784
Willis Johnson & Associates
Houston,
Texas
| $1.22B | +$68.3M | +6% | 1.31% | 50.9% | 172 | 16.28% |
|
| 1785 |
RIM
1785
Rush Island Management
New York
| $1.22B | +$64.3M | +6% | 3.88% | 15.5% | 18 | 38.89% |
|
| 1786 |
AWA
1786
Arete Wealth Advisors
Chicago,
Illinois
| $1.22B | +$136M | +13% | 0.57% | 85.3% | 751 | 53.26% |
|
| 1787 |
NIM
1787
Needham Investment Management
New York
| $1.22B | +$141M | +13% | 2.07% | 424% | 144 | 11.11% |
|
| 1788 |
CC
1788
Callan Capital
La Jolla,
California
| $1.22B | +$77.6M | +7% | 2.13% | 20.1% | 332 | 15.96% |
|
| 1789 |
PCM
1789
Portolan Capital Management
Boston,
Massachusetts
| $1.21B | -$98.5M | -8% | 3.72% | 738% | 137 | 29.93% |
|
| 1790 |
PE
1790
Point72 Europe
London,
United Kingdom
| $1.21B | +$93.4M | +8% | 0.84% | 95.4% | 171 | 66.08% |
|
| 1791 |
FFA
1791
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.21B | +$31M | +3% | 2.74% | 65.5% | 268 | 8.21% |
|
| 1792 |
GLA
1792
Good Life Advisors
Reading,
Pennsylvania
| $1.21B | +$85.7M | +8% | 2.94% | 60% | 493 | 12.37% |
|
| 1793 |
GPCM
1793
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.21B | +$129M | +12% | 12.3% | 96.1% | 13 | 0% |
|
| 1794 |
KB
1794
Kimelman & Baird
New York
| $1.21B | – | – | 2.24% | – | 373 | – |
|
| 1795 |
PFM
1795
Phillips Financial Management
Fort Wayne,
Indiana
| $1.21B | -$8.82M | -0.7% | 0.16% | 41.8% | 276 | 7.25% |
|
| 1796 |
AWMS
1796
Advocacy Wealth Management Services
Atlanta,
Georgia
| $1.21B | +$48.8M | +4% | 1.82% | 48.3% | 55 | 9.09% |
|
| 1797 |
ACM
1797
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.21B | -$13.9M | -1% | 1.59% | 70.7% | 9 | 22.22% |
|
| 1798 |
MCM
1798
Mill Capital Management
Concord,
North Carolina
| $1.21B | +$13.4M | +1% | 2.47% | 104% | 124 | 5.65% |
|
| 1799 |
MM
1799
Main Management
San Francisco,
California
| $1.21B | +$37.9M | +3% | 1.58% | 64.1% | 159 | 13.21% |
|
| 1800 |
MAM
1800
Melqart Asset Management
London,
United Kingdom
| $1.21B | -$396M | -25% | 6.03% | 248% | 71 | 54.93% |
|