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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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50
100
250
500
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
FIM
2051
Freedom Investment Management
Hartford,
Connecticut
| $817M | -$74.1M | -8% | 2.69% | 68.5% | 775 | 22.97% |
|
| 2052 |
WCM
2052
Wealthcare Capital Management
Richmond,
Virginia
| $816M | -$37.5M | -4% | 4.07% | 41.4% | 81 | 14.81% |
|
| 2053 |
TCM
2053
TD Capital Management
Memphis,
Tennessee
| $816M | -$20.8M | -2% | 2.72% | 40.5% | 447 | 15.66% |
|
| 2054 |
CCA
2054
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $816M | -$23.4M | -3% | 3.33% | 44.7% | 153 | 10.46% |
|
| 2055 |
CCM
2055
Condor Capital Management
Martinsville,
New Jersey
| $816M | -$18.1M | -2% | 3.23% | 58.2% | 202 | 18.81% |
|
| 2056 |
BFG
2056
Bouchey Financial Group
Troy,
New York
| $816M | -$10.7M | -1% | 3.77% | 66.7% | 135 | 24.44% |
|
| 2057 |
MFM
2057
MHR Fund Management
New York
| $816M | +$104M | +15% | 14.3% | 332% | 10 | 0% |
|
| 2058 |
BPIH
2058
Broad Peak Investment Holdings
Singapore
| $815M | +$77.9M | +11% | 7.05% | 52.2% | 23 | 21.74% |
|
| 2059 |
GGI
2059
Godsey & Gibb Inc
Richmond,
Virginia
| $815M | -$66.2M | -8% | 4.16% | 78.9% | 382 | 17.28% |
|
| 2060 |
WA
2060
WBH Advisory
Baltimore,
Maryland
| $815M | -$29.1M | -3% | 3.62% | 57.6% | 305 | 7.21% |
|
| 2061 |
W
2061
Wealthquest
Cincinnati,
Ohio
| $815M | -$22.1M | -3% | 3.17% | 52.1% | 132 | 12.88% |
|
| 2062 |
BST
2062
Bath Savings Trust
Bath,
Maine
| $814M | -$42.8M | -5% | 3.55% | 47.3% | 160 | 5% |
|
| 2063 |
DG
2063
Discerene Group
Stamford,
Connecticut
| $813M | +$48.7M | +6% | 15.1% | 48.6% | 15 | 6.67% |
|
| 2064 |
CIS
2064
Connors Investor Services
Wyomissing,
Pennsylvania
| $812M | -$71.4M | -8% | 3.78% | 125% | 166 | 12.05% |
|
| 2065 |
SG
2065
Sourcerock Group
Denver,
Colorado
| $812M | +$32.3M | +4% | 16.8% | 59.1% | 29 | 41.38% |
|
| 2066 |
NPCM
2066
North Peak Capital Management
New York
| $812M | -$60.3M | -7% | 3.34% | 301% | 8 | 25% |
|
| 2067 |
CC
2067
Criteria Caixa
Barcelona,
Spain
| $810M | -$29.8M | -4% | 1.83% | 35.5% | 46 | 30.43% |
|
| 2068 |
SCM
2068
Scopia Capital Management
New York
| $810M | -$180M | -18% | 7.46% | 58.7% | 39 | 23.08% |
|
| 2069 |
KA
2069
Kintegral Advisory
New York
| $810M | -$34.7M | -4% | 3.23% | 124% | 262 | 1.91% |
|
| 2070 |
WCM
2070
WestBridge Capital Management
Trianon,
Mauritius
| $809M | +$57.7M | +8% | 7.88% | 33.3% | 3 | 0% |
|
| 2071 |
PCM
2071
Primavera Capital Management
George Town,
Cayman Islands
| $809M | -$78.7M | -9% | 2.02% | 1.21% | 4 | 0% |
|
| 2072 |
BFS
2072
Bard Financial Services
Branford,
Connecticut
| $809M | -$512M | -39% | 3.72% | 90.1% | 331 | 32.02% |
|
| 2073 |
GCP
2073
Greenoaks Capital Partners
Orinda,
California
| $809M | -$17.2M | -2% | 15.1% | 311% | 16 | 12.5% |
|
| 2074 |
FFW
2074
Fusion Family Wealth
Woodbury,
New York
| $808M | -$24.1M | -3% | 3.37% | 58.2% | 46 | 8.7% |
|
| 2075 |
APC
2075
Alta Park Capital
San Francisco,
California
| $808M | -$173M | -18% | 0.37% | 1,071% | 42 | 47.62% |
|