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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2251 |
FIB
2251
First Interstate Bank
Billings,
Montana
| $452M | +$9.22M | +2% | 2.84% | 48.2% | 718 | 12.26% |
|
| 2252 |
KFM
2252
KG Funds Management
New York
| $451M | +$21.4M | +5% | 8.81% | 45.8% | 9 | 22.22% |
|
| 2253 |
JIP
2253
Jaffetilchin Investment Partners
Tampa,
Florida
| $450M | +$3.77M | +0.8% | 4.13% | 78.5% | 387 | 42.38% |
|
| 2254 |
LLC
2254
Latimer Light Capital
New York
| $449M | +$91.8M | +26% | 11% | 134% | 22 | 36.36% |
|
| 2255 |
BCVI
2255
Bain Capital Venture Investors
Boston,
Massachusetts
| $449M | +$249M | +125% | 20.1% | 34.2% | 5 | 40% |
|
| 2256 |
HEC
2256
Hudson Executive Capital
New York
| $449M | +$110M | +32% | 18.8% | 127% | 9 | 44.44% |
|
| 2257 |
CWM
2257
Cabot Wealth Management
Salem,
Massachusetts
| $449M | +$1.4M | +0.3% | 1.61% | 69.3% | 133 | 13.53% |
|
| 2258 |
CCM
2258
Cobalt Capital Management
Short Hills,
New Jersey
| $448M | -$33.9M | -7% | 5.8% | 235% | 57 | 57.89% |
|
| 2259 |
MRCP
2259
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $448M | +$46.3M | +12% | 4.9% | 602% | 21 | 42.86% |
|
| 2260 |
ST
2260
Sentinel Trust
Houston,
Texas
| $447M | -$26.2M | -6% | 2.44% | 79.2% | 125 | 22.4% |
|
| 2261 |
ICP
2261
Ironvine Capital Partners
Omaha,
Nebraska
| $447M | +$31.7M | +8% | 2.47% | 58.8% | 83 | 19.28% |
|
| 2262 |
BWM
2262
BerganKDV Wealth Management
Bloomington,
Minnesota
| $447M | +$81.5M | +22% | 0.99% | 27.9% | 660 | 66.52% |
|
| 2263 |
CCM
2263
Corsair Capital Management
New York
| $447M | -$91.7M | -17% | 0.41% | 435% | 70 | 34.29% |
|
| 2264 |
JMFC
2264
J.M. Forbes & Co
Boston,
Massachusetts
| $447M | +$17.3M | +4% | 4.23% | 95.1% | 109 | 3.67% |
|
| 2265 |
RI
2265
RPTC Inc
Jackson,
Wyoming
| $446M | -$144M | -24% | 5.39% | 66.4% | 14 | 0% |
|
| 2266 |
AF
2266
Arrow Financial
Glens Falls,
New York
| $445M | +$13.8M | +3% | 4.42% | 66.5% | 352 | 7.1% |
|
| 2267 |
SLG
2267
Stanley-Laman Group
Berwyn,
Pennsylvania
| $445M | +$6.22M | +1% | 2.94% | 124% | 285 | 15.79% |
|
| 2268 |
11A
2268
10-15 Associates
Goshen,
New York
| $445M | +$24.4M | +6% | 3.34% | 33% | 112 | 9.82% |
|
| 2269 |
AA
2269
Apriem Advisors
Irvine,
California
| $445M | +$35.3M | +9% | 2.41% | 74.3% | 449 | 68.82% |
|
| 2270 |
RIA
2270
RPG Investment Advisory
Pleasanton,
California
| $445M | +$7.74M | +2% | 3.7% | 155% | 365 | 20.55% |
|
| 2271 |
BCM
2271
Bayesian Capital Management
Brooklyn,
New York
| $445M | +$51.4M | +13% | 12% | 107% | 846 | 66.43% |
|
| 2272 |
SFP
2272
Shepherd Financial Partners
Winchester,
Massachusetts
| $445M | +$38.5M | +9% | 3.66% | 78% | 138 | 25.36% |
|
| 2273 |
AWM
2273
Avior Wealth Management
Omaha,
Nebraska
| $444M | +$11.3M | +3% | 2.67% | 66% | 890 | 21.57% |
|
| 2274 |
MTB
2274
Mizuho Trust & Banking
Tokyo,
Japan
| $444M | +$132M | +42% | 1.17% | 36.1% | 17 | 52.94% |
|
| 2275 |
EA
2275
Evanston Advisors
Schaumburg,
Illinois
| $443M | +$13.6M | +3% | 1.88% | 16% | 74 | 12.16% |
|