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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2101 |
AWA
2101
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $975M | +$59.2M | +6% | 0.7% | 54.7% | 187 | 12.3% |
|
| 2102 |
FHC
2102
First Heartland Consultants
Lake St. Louis,
Missouri
| $975M | +$45M | +5% | 0.59% | 55.2% | 517 | 25.73% |
|
| 2103 |
SBCM
2103
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $975M | +$20.3M | +2% | 3.36% | 74.8% | 53 | 0% |
|
| 2104 |
M
2104
MOTCO
San Antonio,
Texas
| $975M | -$25.6M | -3% | 1.29% | 48.7% | 611 | 23.24% |
|
| 2105 |
BG
2105
BDF Gestion
Paris,
France
| $975M | +$43.8M | +5% | 3.65% | – | 156 | 16.67% |
|
| 2106 |
SFG
2106
SNS Financial Group
Minneapolis,
Minnesota
| $975M | -$21.9M | -2% | 1.05% | 41.8% | 200 | 9% |
|
| 2107 |
HAS
2107
HBW Advisory Services
Simi Valley,
California
| $975M | +$290M | +42% | 0.01% | 62.1% | 417 | 23.02% |
|
| 2108 |
PTC
2108
Private Trust Company
Cleveland,
Ohio
| $974M | -$18.5M | -2% | 0.46% | 79.6% | 2,455 | 11.85% |
|
| 2109 |
TC
2109
Tetrad Corporation
Omaha,
Nebraska
| $974M | -$7.99M | -0.8% | 0.77% | 50.4% | 3 | 0% |
|
| 2110 |
RPAM
2110
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $973M | -$259M | -21% | 7.93% | 116% | 97 | 7.22% |
|
| 2111 |
AHC
2111
Anderson Hoagland & Co
St Louis,
Missouri
| $972M | -$7.52M | -0.8% | 1.98% | 95.1% | 143 | 11.89% |
|
| 2112 |
KL
2112
KWMG LLC
Overland Park,
Kansas
| $971M | -$23M | -2% | 0.73% | 72.3% | 142 | 6.34% |
|
| 2113 |
ET
2113
Entropy Technologies
New York
| $971M | +$18.5M | +2% | 0.83% | – | 1,053 | 69.14% |
|
| 2114 |
MC
2114
MIG Capital
Newport Beach,
California
| $971M | +$147M | +18% | 1.21% | 118% | 73 | 75.34% |
|
| 2115 |
ABI
2115
Abrams Bison Investments
Bethesda,
Maryland
| $971M | -$188M | -16% | 4.89% | 103% | 10 | 20% |
|
| 2116 |
DAM
2116
Dorsey Asset Management
Chicago,
Illinois
| $970M | +$42.4M | +5% | 9.05% | 92.5% | 12 | 8.33% |
|
| 2117 |
SCM
2117
SIR Capital Management
New York
| $970M | -$58.4M | -6% | 3.98% | 80% | 87 | 39.08% |
|
| 2118 |
QI
2118
QV Investors
Calgary,
Alberta, Canada
| $970M | -$162M | -14% | 2.83% | 66.3% | 66 | 6.06% |
|
| 2119 |
GA
2119
GuoLine Advisory
Singapore
| $969M | -$12.8M | -1% | 1.53% | 81.9% | 21 | 0% |
|
| 2120 |
DC
2120
Dendur Capital
New York
| $969M | +$235M | +32% | 0.68% | 81.3% | 31 | 64.52% |
|
| 2121 |
IAS
2121
Insigneo Advisory Services
Miami,
Florida
| $968M | -$23.4M | -2% | 4.59% | 94.1% | 696 | 17.82% |
|
| 2122 |
CCA
2122
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $968M | -$7.55M | -0.8% | 1.63% | 58.6% | 120 | 18.33% |
|
| 2123 |
PIA
2123
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $968M | +$27.1M | +3% | 4.33% | 144% | 105 | 8.57% |
|
| 2124 |
RWB
2124
RMR Wealth Builders
Montclair,
New Jersey
| $968M | +$23.8M | +3% | 2.44% | 81.6% | 273 | 10.99% |
|
| 2125 |
QC
2125
Quent Capital
New York
| $967M | -$18.2M | -2% | 0.26% | 65.7% | 1,453 | 14.32% |
|