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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 |
RI
2076
RWWM Inc
Rocklin,
California
| $772M | +$11M | +1% | 6.9% | 40.6% | 14 | 0% |
|
| 2077 |
RCG
2077
Rock Creek Group
Washington,
District of Columbia
| $772M | -$48.3M | -6% | 5.25% | 37.2% | 210 | 32.86% |
|
| 2078 |
W
2078
Wealthquest
Cincinnati,
Ohio
| $771M | -$6.48M | -0.8% | 4.96% | 52.1% | 129 | 10.85% |
|
| 2079 |
WAM
2079
Weatherly Asset Management
Del Mar,
California
| $771M | +$37.9M | +5% | 7.05% | 108% | 178 | 6.18% |
|
| 2080 |
TWA
2080
TCI Wealth Advisors
Tucson,
Arizona
| $771M | +$48.1M | +7% | 4.68% | 65% | 2,702 | 14.8% |
|
| 2081 |
SAM
2081
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $770M | +$39.8M | +5% | 7.69% | 96.6% | 180 | 15% |
|
| 2082 |
HPM
2082
H. Partners Management
New York
| $770M | -$23.7M | -3% | 0.61% | 13.5% | 2 | 0% |
|
| 2083 |
FG
2083
Fiduciary Group
Savannah,
Georgia
| $769M | +$18.5M | +2% | 5.36% | 67.1% | 239 | 5.02% |
|
| 2084 |
JFA
2084
JNBA Financial Advisors
Bloomington,
Minnesota
| $768M | +$48.8M | +7% | 4.72% | 61.8% | 746 | 14.48% |
|
| 2085 |
SCA
2085
Summit Creek Advisors
Minneapolis,
Minnesota
| $768M | +$33.4M | +5% | 7.34% | 68.8% | 81 | 24.69% |
|
| 2086 |
AF
2086
Arrow Financial
Glens Falls,
New York
| $767M | +$30.1M | +4% | 4.51% | 66.5% | 335 | 3.88% |
|
| 2087 |
WB
2087
Webster Bank
Waterbury,
Connecticut
| $767M | +$27.4M | +4% | 7.05% | 77.5% | 584 | 10.79% |
|
| 2088 |
MPMG
2088
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $767M | +$64.2M | +9% | 9.88% | 140% | 31 | 9.68% |
|
| 2089 |
MP
2089
Makaira Partners
La Jolla,
California
| $766M | +$77.4M | +11% | 6.34% | 22% | 11 | 9.09% |
|
| 2090 |
SCM
2090
Simcoe Capital Management
New York
| $765M | -$153M | -17% | 11.9% | 48.7% | 15 | 46.67% |
|
| 2091 |
HCM
2091
Hilton Capital Management
Garden City,
New York
| $764M | +$4.72M | +0.6% | 2.79% | 58.2% | 127 | 26.77% |
|
| 2092 |
AAIM
2092
Asset Advisors Investment Management
Augusta,
Georgia
| $764M | +$5.37M | +0.7% | 4.16% | 58.7% | 90 | 5.56% |
|
| 2093 |
MCM
2093
Manchester Capital Management
Manchester,
Vermont
| $764M | +$84M | +12% | 7.86% | 72.3% | 1,133 | 18.53% |
|
| 2094 |
CFD
2094
Creative Financial Designs
Kokomo,
Indiana
| $764M | +$86.5M | +13% | 4.83% | 56.2% | 1,451 | 14.47% |
|
| 2095 |
VI
2095
Versor Investments
New York
| $763M | -$401M | -34% | 9.57% | 205% | 939 | 53.99% |
|
| 2096 |
SFG
2096
SNS Financial Group
Minneapolis,
Minnesota
| $762M | +$21.4M | +3% | 5.87% | 54.2% | 204 | 10.29% |
|
| 2097 |
HH
2097
Hilltop Holdings
Dallas,
Texas
| $761M | -$19.1M | -2% | 3.63% | 96.7% | 582 | 17.01% |
|
| 2098 |
MFA
2098
Mayflower Financial Advisors
Boston,
Massachusetts
| $761M | +$40.8M | +6% | 4.72% | 68.7% | 375 | 11.2% |
|
| 2099 |
RGREA
2099
Ranger Global Real Estate Advisors
Denver,
Colorado
| $761M | +$70.5M | +10% | 0.38% | 18% | 32 | 12.5% |
|
| 2100 |
CPA
2100
Cardiff Park Advisors
Carlsbad,
California
| $761M | +$44.5M | +6% | 11.4% | 88.6% | 335 | 13.13% |
|