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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2226 |
HPWM
2226
Highland Private Wealth Management
Bellevue,
Washington
| $620M | -$30.4M | -5% | 6.3% | 19% | 198 | 13.13% |
|
| 2227 |
RBC
2227
Romano Brothers & Co
Evanston,
Illinois
| $620M | – | – | 5.82% | 101% | 293 | – |
|
| 2228 |
TWA
2228
TCI Wealth Advisors
Tucson,
Arizona
| $618M | -$35.5M | -5% | 5.08% | 65% | 2,738 | 21% |
|
| 2229 |
CFFNO
2229
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $617M | -$75.8M | -11% | 4.61% | 70.8% | 13 | 15.38% |
|
| 2230 |
CAM
2230
Cozad Asset Management
Champaign,
Illinois
| $616M | -$25.4M | -4% | 3.38% | 132% | 378 | 15.34% |
|
| 2231 |
CC
2231
Cipher Capital
New York
| $616M | +$174M | +39% | 3.87% | – | 645 | 78.45% |
|
| 2232 |
SP
2232
Stairway Partners
Chicago,
Illinois
| $616M | -$44.2M | -7% | 8.14% | 43.9% | 10 | 0% |
|
| 2233 |
PTC
2233
Private Trust Company
Cleveland,
Ohio
| $616M | -$28.4M | -4% | 5.08% | 79.6% | 2,264 | 12.81% |
|
| 2234 |
COI
2234
Connable Office Inc
Kalamazoo,
Michigan
| $615M | -$38.2M | -6% | 6.18% | 68.3% | 220 | 15% |
|
| 2235 |
CC
2235
Callan Capital
La Jolla,
California
| $614M | -$34.1M | -5% | 7.26% | 20.1% | 131 | 16.03% |
|
| 2236 |
NAS
2236
Nicolet Advisory Services
Green Bay,
Wisconsin
| $613M | -$60.5M | -9% | 5.22% | 62.7% | 197 | 7.61% |
|
| 2237 |
CFD
2237
Creative Financial Designs
Kokomo,
Indiana
| $612M | +$3.18M | +0.5% | 4.86% | 56.2% | 1,364 | 9.24% |
|
| 2238 |
NB
2238
NBT Bank
Norwich,
New York
| $612M | -$42.4M | -6% | 5.38% | 68.2% | 233 | 6.44% |
|
| 2239 |
TC
2239
Towle & Co
Denver,
Colorado
| $612M | -$25.5M | -4% | 3.94% | 172% | 77 | 28.57% |
|
| 2240 |
AI
2240
Aperture Investors
New York
| $612M | +$12M | +2% | 1.02% | 211% | 102 | 33.33% |
|
| 2241 |
CU
2241
CDAM (UK)
London,
United Kingdom
| $611M | -$57.1M | -9% | 7.14% | 7.89% | 13 | 15.38% |
|
| 2242 |
DIP
2242
DT Investment Partners
Chadds Ford,
Pennsylvania
| $611M | -$62M | -9% | 5.6% | 58% | 473 | 70.61% |
|
| 2243 |
PP
2243
PrairieView Partners
St. Paul,
Minnesota
| $611M | -$31M | -5% | 5.89% | 34% | 495 | 11.52% |
|
| 2244 |
MAA
2244
Matrix Asset Advisors
White Plains,
New York
| $610M | -$40.7M | -6% | 6% | 76.9% | 88 | 11.36% |
|
| 2245 |
SCA
2245
Stieven Capital Advisors
St. Louis,
Missouri
| $610M | -$23.3M | -4% | 0.22% | 117% | 51 | 15.69% |
|
| 2246 |
MB
2246
Mizuho Bank
Tokyo,
Japan
| $609M | -$45M | -7% | 6.84% | 99.8% | 7 | 0% |
|
| 2247 |
SC
2247
Skylands Capital
Milwaukee,
Wisconsin
| $609M | -$73.5M | -11% | 6.06% | 64.3% | 158 | 15.19% |
|
| 2248 |
LOIM
2248
Liberty One Investment Management
Libertyville,
Illinois
| $608M | +$20M | +3% | 5.81% | 40.3% | 153 | 15.03% |
|
| 2249 |
HCM
2249
Hodges Capital Management
Dallas,
Texas
| $608M | -$383M | -39% | 0.87% | 200% | 230 | 21.3% |
|
| 2250 |
TCM
2250
Telos Capital Management
San Diego,
California
| $608M | -$47M | -7% | 6.3% | 71.1% | 177 | 6.21% |
|