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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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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2126 |
MCP
2126
Meridiem Capital Partners
Dallas,
Texas
| $959M | -$178M | -16% | 4.96% | – | 98 | 72.45% |
|
| 2127 |
PP
2127
PrairieView Partners
St. Paul,
Minnesota
| $958M | +$1.68M | +0.2% | 0.01% | 34% | 402 | 6.72% |
|
| 2128 |
TIA
2128
Traphagen Investment Advisors
Oradell,
New Jersey
| $958M | -$25M | -3% | 1.77% | 56.3% | 192 | 10.94% |
|
| 2129 |
PIA
2129
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $957M | -$11.1M | -1% | 4.4% | 144% | 102 | 5.88% |
|
| 2130 |
FFP
2130
FourThought Financial Partners
Venice,
Florida
| $956M | -$7.07M | -0.7% | 0.68% | 77.4% | 338 | 11.83% |
|
| 2131 |
PP
2131
Pertento Partners
London,
United Kingdom
| $955M | -$226M | -19% | 2.57% | 141% | 31 | 41.94% |
|
| 2132 |
QC
2132
Quent Capital
New York
| $953M | -$13.6M | -1% | 0.82% | 65.7% | 1,375 | 6.04% |
|
| 2133 |
AC
2133
Avenir Corporation
Alexandria,
Virginia
| $953M | -$23.8M | -2% | 1.67% | 42.6% | 72 | 6.94% |
|
| 2134 |
C
2134
Certuity
North Palm Beach,
Florida
| $953M | +$32.2M | +3% | 0.94% | 190% | 434 | 18.2% |
|
| 2135 |
CCA
2135
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $952M | -$15.9M | -2% | 1.88% | 58.6% | 118 | 14.41% |
|
| 2136 |
AAIM
2136
Asset Advisors Investment Management
Augusta,
Georgia
| $952M | -$4.2M | -0.4% | 0.32% | 58.7% | 113 | 5.31% |
|
| 2137 |
KAM
2137
Kensington Asset Management
Austin,
Texas
| $952M | -$755M | -44% | 0.35% | 43% | 35 | 42.86% |
|
| 2138 |
DPI
2138
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $951M | +$33.9M | +4% | 0.43% | 33% | 153 | 12.42% |
|
| 2139 |
RWB
2139
RMR Wealth Builders
Montclair,
New Jersey
| $950M | -$17.4M | -2% | 3.71% | 81.6% | 271 | 9.96% |
|
| 2140 |
MAWA
2140
Moss Adams Wealth Advisors
Seattle,
Washington
| $950M | +$3.45M | +0.4% | 2.97% | 71.9% | 238 | 21.43% |
|
| 2141 |
JFGLC
2141
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $948M | +$93.6M | +11% | 0.81% | 45.4% | 104 | 56.73% |
|
| 2142 |
M
2142
MOTCO
San Antonio,
Texas
| $947M | -$28.1M | -3% | 0.6% | 48.7% | 618 | 24.43% |
|
| 2143 |
LCS
2143
Levin Capital Strategies
New York
| $947M | -$110M | -10% | 0.67% | 79.3% | 246 | 39.43% |
|
| 2144 |
OA
2144
Oxbow Advisors
Austin,
Texas
| $947M | +$97M | +11% | 5.99% | 72.8% | 227 | 15.86% |
|
| 2145 |
CIG
2145
CCM Investment Group
Northfield,
Minnesota
| $946M | +$28.8M | +3% | 2.59% | – | 238 | 25.63% |
|
| 2146 |
KCM
2146
Kingdon Capital Management
New York
| $945M | +$243M | +35% | 3.83% | 185% | 100 | 63% |
|
| 2147 |
SAF
2147
Smith Anglin Financial
Dallas,
Texas
| $945M | -$121M | -11% | 2.85% | 52.8% | 233 | 16.31% |
|
| 2148 |
KA
2148
Kovack Advisors
Ft. Lauderdale,
Florida
| $945M | -$74.3M | -7% | 3.68% | 118% | 644 | 15.68% |
|
| 2149 |
GA
2149
GuoLine Advisory
Singapore
| $945M | -$24.6M | -3% | 4.51% | 81.9% | 23 | 8.7% |
|
| 2150 |
SIA
2150
Strategic Investment Advisors
Farmington Hills,
Michigan
| $944M | +$2.24M | +0.2% | 1.2% | 56.1% | 258 | 16.67% |
|