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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%
10
50
100
250
500
1,000
2,500
5,000
10
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2076 |
FC
2076
Fore Capital
New York
| $574M | -$1.07B | -65% | 2.41% | 26.1% | 80 | 61.25% |
|
| 2077 |
PA
2077
Planning Alternatives
Birmingham,
Michigan
| $573M | +$26.9M | +5% | 6.03% | 50.4% | 52 | 5.77% |
|
| 2078 |
CI
2078
CX Institutional
Auburn,
Indiana
| $573M | -$45.7M | -7% | 6.21% | 56.8% | 792 | 8.59% |
|
| 2079 |
SOAMC
2079
Spirit of America Management Corp
Syosset,
New York
| $573M | -$45.5M | -7% | 1.22% | 110% | 246 | 7.32% |
|
| 2080 |
GCM
2080
Glynn Capital Management
Menlo Park,
California
| $573M | +$25.7M | +5% | 6.13% | 126% | 43 | 0% |
|
| 2081 |
FHA
2081
Flagship Harbor Advisors
Boston,
Massachusetts
| $571M | +$60.8M | +12% | 7.38% | 68.3% | 2,017 | 8.33% |
|
| 2082 |
RBCM
2082
Raub Brock Capital Management
Larkspur,
California
| $570M | +$50.3M | +10% | 8.14% | 56.3% | 62 | 11.29% |
|
| 2083 |
AFA
2083
American Financial Advisors
Marietta,
Georgia
| $570M | +$41.5M | +8% | 4.64% | 52.7% | 97 | 8.25% |
|
| 2084 |
SC
2084
Selz Capital
New York
| $570M | +$173M | +43% | 13.5% | 10.2% | 78 | 58.97% |
|
| 2085 |
SM
2085
Sunriver Management
Greenwich,
Connecticut
| $570M | +$53.5M | +10% | 9.73% | 2.16% | 22 | 31.82% |
|
| 2086 |
OC
2086
Oakworth Capital
Birmingham,
Alabama
| $570M | +$54.1M | +10% | 8.61% | 64.3% | 601 | 6.32% |
|
| 2087 |
KFA
2087
Kays Financial Advisory
Atlanta,
Georgia
| $569M | +$23.7M | +4% | 6.19% | 23.3% | 123 | 25.2% |
|
| 2088 |
CB
2088
Community Bank
Dewitt,
New York
| $568M | +$41.6M | +8% | 7.48% | 58.7% | 460 | 12.61% |
|
| 2089 |
SFG
2089
SNS Financial Group
Minneapolis,
Minnesota
| $568M | +$42.4M | +8% | 6% | 41.8% | 235 | 17.87% |
|
| 2090 |
HTI
2090
Hikari Tsushin Inc
Tokyo,
Japan
| $567M | +$82.8M | +17% | 8.9% | 64% | 52 | 9.62% |
|
| 2091 |
FL
2091
Fort LP
Chevy Chase,
Maryland
| $567M | +$30.5M | +6% | 6.87% | 56.8% | 539 | 38.96% |
|
| 2092 |
FCM
2092
Freshford Capital Management
Rye Brook,
New York
| $567M | +$19.6M | +4% | 4.79% | 62.2% | 19 | 21.05% |
|
| 2093 |
EP
2093
Eversept Partners
New York
| $566M | +$244M | +76% | 50.5% | 281% | 83 | 44.58% |
|
| 2094 |
ISSM
2094
Invesco Senior Secured Management
New York
| $566M | +$426M | +305% | 6.9% | 18.1% | 21 | 9.52% |
|
| 2095 |
MD
2095
Money Design
Tokyo,
Japan
| $565M | +$89.3M | +19% | 3.32% | 26.4% | 60 | 13.33% |
|
| 2096 |
BP
2096
Berkshire Partners
Boston,
Massachusetts
| $565M | -$349M | -38% | 15.3% | 75.2% | 2 | 0% |
|
| 2097 |
TEC
2097
Tiger Eye Capital
Nashville,
Tennessee
| $564M | +$183M | +48% | 12.2% | 116% | 50 | 32% |
|
| 2098 |
LFS
2098
Lutz Financial Services
Omaha,
Nebraska
| $563M | +$41.3M | +8% | 4.95% | 28.7% | 67 | 2.99% |
|
| 2099 |
BWM
2099
BerganKDV Wealth Management
Bloomington,
Minnesota
| $562M | +$55.5M | +11% | 5.16% | 27.9% | 1,002 | 33.43% |
|
| 2100 |
PAS
2100
Professional Advisory Services
Vero Beach,
Florida
| $561M | +$35.3M | +7% | 8.57% | 61.8% | 74 | 12.16% |
|