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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2251 |
HI
2251
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $452M | +$51.2M | +13% | 17.4% | 37.9% | 118 | 16.1% |
|
| 2252 |
BMM
2252
Berkshire Money Management
Dalton,
Massachusetts
| $452M | +$50.2M | +12% | 12.3% | 56.5% | 32 | 15.63% |
|
| 2253 |
HTI
2253
Hikari Tsushin Inc
Tokyo,
Japan
| $451M | +$19.6M | +5% | 5.65% | 64% | 56 | 7.14% |
|
| 2254 |
SEM
2254
Suncoast Equity Management
Tampa,
Florida
| $451M | +$71.1M | +19% | 18.3% | 72.9% | 46 | 13.04% |
|
| 2255 |
CCP
2255
Caymus Capital Partners
The Woodlands,
Texas
| $450M | -$9.3M | -2% | 14.6% | 57.3% | 27 | 40.74% |
|
| 2256 |
JIP
2256
Jaffetilchin Investment Partners
Tampa,
Florida
| $450M | +$49.9M | +12% | 11.1% | 78.5% | 326 | 35.28% |
|
| 2257 |
AWE
2257
Avidian Wealth Enterprises
Houston,
Texas
| $450M | +$163M | +57% | 12.2% | 63.7% | 143 | 42.66% |
|
| 2258 |
WWM
2258
Western Wealth Management
Golden,
Colorado
| $449M | +$77.5M | +21% | 11.8% | 70.1% | 403 | 19.35% |
|
| 2259 |
FIB
2259
First Interstate Bank
Billings,
Montana
| $448M | +$43.8M | +11% | 13% | 48.2% | 705 | 16.17% |
|
| 2260 |
UONDDL
2260
University of Notre Dame du Lac
South Bend,
Indiana
| $448M | +$35M | +8% | 19.4% | – | 75 | 28% |
|
| 2261 |
OFM
2261
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $448M | -$82.6M | -16% | 1.48% | 8.26% | 14 | 57.14% |
|
| 2262 |
BC
2262
Blackstart Capital
New York
| $448M | -$24.3M | -5% | 11% | 9% | 27 | 40.74% |
|
| 2263 |
PL
2263
Parthenon LLC
Louisville,
Kentucky
| $447M | +$41.2M | +10% | 13.3% | 80.8% | 107 | 6.54% |
|
| 2264 |
PP
2264
PagnatoKarp Partners
Reston,
Virginia
| $446M | -$25.9M | -5% | 11.8% | 2.06% | 199 | 18.59% |
|
| 2265 |
CWM
2265
Circle Wealth Management
Summit,
New Jersey
| $446M | +$179M | +67% | 12.7% | 61.1% | 162 | 51.85% |
|
| 2266 |
OAMA
2266
Oslo Asset Management AS
Oslo,
Norway
| $446M | +$103M | +30% | 23% | 82.7% | 13 | 0% |
|
| 2267 |
AIL
2267
AGF Investments LLC
Toronto,
Ontario, Canada
| $446M | -$279M | -38% | 13.5% | 28.5% | 779 | 31.45% |
|
| 2268 |
CBT
2268
Central Bank & Trust
Lexington,
Kentucky
| $446M | +$49.2M | +12% | 13.2% | 110% | 287 | 13.94% |
|
| 2269 |
GIM
2269
Greylin Investment Management
Orange,
Virginia
| $445M | +$28M | +7% | 9.61% | 52.1% | 80 | 10% |
|
| 2270 |
SAM
2270
Strategy Asset Managers
Pasadena,
California
| $445M | +$35.1M | +9% | 12.3% | 88.1% | 235 | 57.02% |
|
| 2271 |
STB
2271
S&T Bank
Indiana,
Pennsylvania
| $444M | +$13.1M | +3% | 12.8% | 94.2% | 96 | 19.79% |
|
| 2272 |
KPW
2272
Kore Private Wealth
New York
| $444M | +$80.4M | +22% | 13.7% | 35.9% | 1,035 | 28.02% |
|
| 2273 |
SI
2273
Salesforce Inc
San Francisco,
California
| $443M | +$1.71M | +0.4% | 32.9% | 33.9% | 6 | 33.33% |
|
| 2274 |
WP
2274
WealthSource Partners
San Luis Obispo,
California
| $443M | +$95M | +27% | 9.35% | 16.8% | 377 | 27.85% |
|
| 2275 |
WC
2275
Whitney & Co
Rochester,
New York
| $442M | +$50.3M | +13% | 11.8% | 93.2% | 117 | 16.24% |
|