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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2176 |
AHC
2176
Anderson Hoagland & Co
St Louis,
Missouri
| $1.28B | +$113M | +10% | 14.4% | 95.1% | 143 | 9.09% |
|
| 2177 |
FG
2177
Fiduciary Group
Savannah,
Georgia
| $1.27B | +$104M | +9% | 13.1% | 67.1% | 310 | 6.13% |
|
| 2178 |
CAM
2178
Clark Asset Management
Stratham,
New Hampshire
| $1.27B | +$209M | +20% | 10.3% | 45.5% | 302 | 14.24% |
|
| 2179 |
JMFC
2179
J.M. Forbes & Co
Boston,
Massachusetts
| $1.27B | +$89.8M | +8% | 11.6% | 95.1% | 159 | 5.66% |
|
| 2180 |
BFS
2180
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.27B | +$49M | +4% | 8.58% | 60% | 57 | 12.28% |
|
| 2181 |
KA
2181
KLCM Advisors
Milwaukee,
Wisconsin
| $1.27B | +$84.7M | +7% | 13.7% | 122% | 313 | 16.61% |
|
| 2182 |
JLBC
2182
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.27B | +$146M | +13% | 14.9% | 93.8% | 119 | 13.45% |
|
| 2183 |
CFM
2183
Capricorn Fund Managers
London,
United Kingdom
| $1.27B | +$627M | +98% | 15.2% | 169% | 219 | 66.67% |
|
| 2184 |
WA
2184
Wealth Architects
Mountain View,
California
| $1.27B | +$144M | +13% | 19.1% | 80.1% | 262 | 12.21% |
|
| 2185 |
JTWM
2185
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $1.26B | +$154M | +14% | 13.3% | 64.4% | 443 | 41.31% |
|
| 2186 |
MIA
2186
MMBG Investment Advisors
Miami,
Florida
| $1.26B | +$175M | +16% | 21.1% | 118% | 184 | 10.33% |
|
| 2187 |
NA
2187
Navellier & Associates
Reno,
Nevada
| $1.26B | +$303M | +32% | 39% | 361% | 396 | 36.36% |
|
| 2188 |
WGAM
2188
Wilkinson Global Asset Management
New York
| $1.26B | -$53.9M | -4% | 17.6% | 86.5% | 66 | 15.15% |
|
| 2189 |
MAM
2189
Monaco Asset Management
Monaco
| $1.26B | +$716M | +132% | 5.9% | 120% | 79 | 54.43% |
|
| 2190 |
CF
2190
Convergence Financial
Columbia,
Missouri
| $1.26B | +$315M | +33% | 16.3% | 62.3% | 302 | 38.08% |
|
| 2191 |
CCA
2191
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.26B | +$154M | +14% | 15.9% | 58.6% | 137 | 10.95% |
|
| 2192 |
JAFL
2192
Jay A. Fishman Ltd
Troy,
Michigan
| $1.26B | +$136M | +12% | 13.5% | 105% | 80 | 6.25% |
|
| 2193 |
RWM
2193
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.25B | +$143M | +13% | 16.8% | 70.2% | 191 | 7.33% |
|
| 2194 |
SL
2194
Sentinus LLC
Oak Brook,
Illinois
| $1.25B | +$146M | +13% | 13% | – | 707 | 22.91% |
|
| 2195 |
PCM
2195
Prime Capital Management
Hong Kong
| $1.25B | +$361M | +41% | 72.5% | 579% | 7 | 0% |
|
| 2196 |
PTC
2196
Private Trust Company
Cleveland,
Ohio
| $1.25B | +$131M | +12% | 16.8% | 79.6% | 2,833 | 12.39% |
|
| 2197 |
HFM
2197
Hartford Funds Management
Wayne,
Pennsylvania
| $1.25B | +$98.5M | +9% | 6.25% | 26.8% | 103 | 11.65% |
|
| 2198 |
FCCPG
2198
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.25B | +$48.9M | +4% | 4.3% | 121% | 2 | 0% |
|
| 2199 |
AC
2199
AWM Capital
Phoenix,
Arizona
| $1.25B | +$144M | +13% | 10.5% | 46.9% | 131 | 20.61% |
|
| 2200 |
SAM
2200
SP Asset Management
Cupertino,
California
| $1.25B | +$114M | +10% | 17.6% | 92.4% | 140 | 17.14% |
|