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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2251 |
RAA
2251
RWC Asset Advisors
Miami,
Florida
| $762M | -$242M | -24% | 10.4% | 277% | 16 | 31.25% |
|
| 2252 |
KAS
2252
Kemnay Advisory Services
New York
| $762M | -$82.7M | -10% | 0.67% | 167% | 119 | 50.42% |
|
| 2253 |
MFS
2253
Mirabella Financial Services
London,
United Kingdom
| $762M | +$203M | +36% | 1.72% | 86.2% | 583 | 80.62% |
|
| 2254 |
NGA
2254
Naples Global Advisors
Naples,
Florida
| $761M | +$42.2M | +6% | 0.77% | 103% | 391 | 5.37% |
|
| 2255 |
AW
2255
ACG Wealth
Atlanta,
Georgia
| $761M | -$27.3M | -3% | 0.09% | 45.5% | 336 | 11.9% |
|
| 2256 |
VCA
2256
Verdence Capital Advisors
Hunt Valley,
Maryland
| $761M | +$39.5M | +5% | 0.21% | 97.1% | 531 | 17.33% |
|
| 2257 |
PCP
2257
Proficio Capital Partners
Newton,
Massachusetts
| $760M | -$59.9M | -7% | 0.82% | 97% | 333 | 20.42% |
|
| 2258 |
TCM
2258
Twele Capital Management
Minnetonka,
Minnesota
| $760M | +$115M | +18% | 1.28% | 34.9% | 41 | 0% |
|
| 2259 |
HCM
2259
Hengehold Capital Management
Cincinnati,
Ohio
| $759M | -$1.65M | -0.2% | 0.7% | 48.1% | 164 | 7.32% |
|
| 2260 |
ADL
2260
Asset Dedication LLC
San Francisco,
California
| $759M | +$87.5M | +13% | 1.01% | 67.8% | 1,039 | 18% |
|
| 2261 |
BTWM
2261
Baker Tilly Wealth Management
Madison,
Wisconsin
| $757M | +$137M | +22% | 2.63% | 83.6% | 527 | 11.76% |
|
| 2262 |
FM
2262
Freemont Management
Vaud,
Switzerland
| $757M | +$59.7M | +9% | 0.32% | 113% | 119 | 40.34% |
|
| 2263 |
CCMD
2263
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $757M | -$1.35M | -0.2% | 0.21% | 25.6% | 175 | 1.71% |
|
| 2264 |
FFA
2264
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $756M | +$9.28M | +1% | 0.14% | 65.5% | 161 | 9.32% |
|
| 2265 |
FMT
2265
First Mercantile Trust
Cordova,
Tennessee
| $755M | -$91.6M | -11% | 0.4% | 51.2% | 899 | 11.79% |
|
| 2266 |
IB
2266
Intrust Bank
Wichita,
Kansas
| $755M | +$14.2M | +2% | 1.05% | 102% | 395 | 8.61% |
|
| 2267 |
MVG
2267
Madrona Venture Group
Seattle,
Washington
| $752M | +$135M | +22% | 16.9% | 233% | 4 | 25% |
|
| 2268 |
CBB
2268
Citizens Business Bank
Ontario,
California
| $752M | -$8.81M | -1% | 0.05% | 108% | 248 | 6.85% |
|
| 2269 |
AG
2269
Algert Global
San Francisco,
California
| $751M | +$454M | +153% | 0.68% | 194% | 1,112 | 71.76% |
|
| 2270 |
VCM
2270
V3 Capital Management
Dallas,
Texas
| $751M | +$160M | +27% | 3.26% | 20.5% | 20 | 60% |
|
| 2271 |
AC
2271
Athanor Capital
New York
| $751M | -$2.04B | -73% | 1.25% | 171% | 453 | 44.59% |
|
| 2272 |
SCA
2272
Spearhead Capital Advisors
Wellington,
Florida
| $750M | +$15.2M | +2% | 1.05% | 25.2% | 203 | 15.27% |
|
| 2273 |
FFN
2273
Focus Financial Network
Minneapolis,
Minnesota
| $749M | -$2.52M | -0.3% | 1.04% | 95.5% | 416 | 7.21% |
|
| 2274 |
NIM
2274
Needham Investment Management
New York
| $749M | +$65.3M | +10% | 0.47% | 424% | 128 | 10.16% |
|
| 2275 |
XF
2275
XML Financial
Bethesda,
Maryland
| $749M | +$295M | +65% | 1.18% | 69.5% | 320 | 30.31% |
|