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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2126 |
SC
2126
Selz Capital
New York
| $570M | +$173M | +43% | 13.5% | 10.2% | 78 | 58.97% |
|
| 2127 |
SM
2127
Sunriver Management
Greenwich,
Connecticut
| $570M | +$53.5M | +10% | 9.73% | 9.27% | 22 | 31.82% |
|
| 2128 |
OC
2128
Oakworth Capital
Birmingham,
Alabama
| $570M | +$54.1M | +10% | 8.61% | 64.3% | 601 | 6.32% |
|
| 2129 |
KFA
2129
Kays Financial Advisory
Atlanta,
Georgia
| $569M | +$23.7M | +4% | 6.19% | 23.3% | 123 | 25.2% |
|
| 2130 |
CB
2130
Community Bank
Dewitt,
New York
| $568M | +$41.6M | +8% | 7.48% | 73.5% | 460 | 12.61% |
|
| 2131 |
SFG
2131
SNS Financial Group
Minneapolis,
Minnesota
| $568M | +$42.4M | +8% | 6% | 54.2% | 235 | 17.87% |
|
| 2132 |
HTI
2132
Hikari Tsushin Inc
Tokyo,
Japan
| $567M | +$82.8M | +17% | 8.9% | 59.5% | 52 | 9.62% |
|
| 2133 |
FL
2133
Fort LP
Chevy Chase,
Maryland
| $567M | +$30.5M | +6% | 6.87% | 56.8% | 539 | 38.96% |
|
| 2134 |
FCM
2134
Freshford Capital Management
Rye Brook,
New York
| $567M | +$19.6M | +4% | 4.79% | 97.3% | 19 | 21.05% |
|
| 2135 |
EP
2135
Eversept Partners
New York
| $566M | +$244M | +76% | 50.5% | 321% | 83 | 44.58% |
|
| 2136 |
ISSM
2136
Invesco Senior Secured Management
New York
| $566M | +$426M | +305% | 6.9% | 18.1% | 21 | 9.52% |
|
| 2137 |
MD
2137
Money Design
Tokyo,
Japan
| $565M | +$89.3M | +19% | 3.32% | 26.4% | 60 | 13.33% |
|
| 2138 |
BP
2138
Berkshire Partners
Boston,
Massachusetts
| $565M | -$349M | -38% | 15.3% | 79% | 2 | 0% |
|
| 2139 |
TEC
2139
Tiger Eye Capital
Nashville,
Tennessee
| $564M | +$183M | +48% | 12.2% | 116% | 50 | 32% |
|
| 2140 |
LFS
2140
Lutz Financial Services
Omaha,
Nebraska
| $563M | +$41.3M | +8% | 4.95% | 35.3% | 67 | 2.99% |
|
| 2141 |
BWM
2141
BerganKDV Wealth Management
Bloomington,
Minnesota
| $562M | +$55.5M | +11% | 5.16% | 27.9% | 1,002 | 33.43% |
|
| 2142 |
PAS
2142
Professional Advisory Services
Vero Beach,
Florida
| $561M | +$35.3M | +7% | 8.57% | 61.8% | 74 | 12.16% |
|
| 2143 |
CCG
2143
Cypress Capital Group
Palm Beach,
Florida
| $561M | +$42.3M | +8% | 7.04% | 97.8% | 247 | 8.5% |
|
| 2144 |
IRF
2144
IBM Retirement Fund
Armonk,
New York
| $560M | +$28.6M | +5% | 9.71% | 54.4% | 430 | 5.12% |
|
| 2145 |
TI
2145
TRG Investments
Richmond,
Virginia
| $560M | +$114M | +26% | 25.6% | 70.5% | 2 | 0% |
|
| 2146 |
KA
2146
Kovack Advisors
Ft. Lauderdale,
Florida
| $559M | +$72M | +15% | 7.18% | 118% | 589 | 31.75% |
|
| 2147 |
CG
2147
Caprock Group
Boise,
Idaho
| $559M | +$46.8M | +9% | 9.34% | – | 397 | 17.38% |
|
| 2148 |
VWA
2148
Visionary Wealth Advisors
O'fallon,
Illinois
| $559M | – | – | 6.89% | 69.4% | 207 | – |
|
| 2149 |
ANRF
2149
Adams Natural Resources Fund
Baltimore,
Maryland
| $558M | +$5.45M | +1% | 5.33% | 43% | 62 | 8.06% |
|
| 2150 |
KGACF
2150
Kopernik Global All-Cap Fund
Tampa,
Florida
| $558M | – | – | 14.8% | – | 26 | – |
|