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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2276 |
BWC
2276
Blue Whale Capital
London,
United Kingdom
| $518M | +$148M | +40% | 10.2% | 405% | 17 | 5.88% |
|
| 2277 |
KPW
2277
Kore Private Wealth
New York
| $518M | +$27.9M | +6% | 10.1% | 35.9% | 1,246 | 78.89% |
|
| 2278 |
STA
2278
Summit Trail Advisors
New York
| $517M | -$19M | -4% | 9.93% | 74.8% | 252 | 48.81% |
|
| 2279 |
BFG
2279
Bouchey Financial Group
Troy,
New York
| $516M | +$41.8M | +9% | 6.84% | 66.7% | 73 | 12.33% |
|
| 2280 |
RWA
2280
Ropes Wealth Advisors
Boston,
Massachusetts
| $516M | +$26.2M | +5% | 9.57% | 71% | 681 | 24.23% |
|
| 2281 |
CIC
2281
Cutler Investment Counsel
Jacksonville,
Oregon
| $516M | +$45.5M | +10% | 6.78% | 56.2% | 89 | 4.49% |
|
| 2282 |
LCM
2282
LVM Capital Management
Portage,
Michigan
| $516M | +$28.1M | +6% | 6.26% | 107% | 112 | 7.14% |
|
| 2283 |
PIMJS
2283
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $516M | +$75.4M | +17% | 9.46% | 125% | 80 | 6.25% |
|
| 2284 |
FGA
2284
Fortis Group Advisors
Westwood,
New Jersey
| $516M | – | – | 5.91% | 91.2% | 493 | – |
|
| 2285 |
11A
2285
10-15 Associates
Goshen,
New York
| $516M | +$19.8M | +4% | 6.55% | 33% | 102 | 13.73% |
|
| 2286 |
PL
2286
Parthenon LLC
Louisville,
Kentucky
| $516M | +$33.9M | +7% | 8.55% | 80.8% | 107 | 2.8% |
|
| 2287 |
HCM
2287
Hodges Capital Management
Dallas,
Texas
| $515M | +$25.7M | +5% | 16.3% | 200% | 232 | 30.17% |
|
| 2288 |
TCM
2288
Twele Capital Management
Minnetonka,
Minnesota
| $515M | +$15M | +3% | 3.58% | 34.9% | 42 | 0% |
|
| 2289 |
WP
2289
WMS Partners
Towson,
Maryland
| $515M | +$32.4M | +7% | 8.91% | 10.8% | 245 | 17.14% |
|
| 2290 |
AC
2290
Adelphi Capital
London,
United Kingdom
| $515M | +$58.9M | +13% | 9.39% | – | 3 | 0% |
|
| 2291 |
GCA
2291
Greenwood Capital Associates
Greenwood,
South Carolina
| $515M | +$76.5M | +17% | 10.2% | 81.3% | 215 | 29.77% |
|
| 2292 |
MAA
2292
Matrix Asset Advisors
White Plains,
New York
| $514M | -$7.73M | -1% | 5.95% | 76.9% | 81 | 8.64% |
|
| 2293 |
SIC
2293
Sigma Investment Counselors
Northville,
Michigan
| $514M | -$428M | -45% | 7.27% | 54.9% | 161 | 26.09% |
|
| 2294 |
SCC
2294
Six Columns Capital
Dallas,
Texas
| $514M | +$87.8M | +21% | 26.4% | – | 76 | 77.63% |
|
| 2295 |
RG
2295
Riverstone Group
Richmond,
Virginia
| $513M | +$110M | +27% | 31% | 305% | 5 | 0% |
|
| 2296 |
NGA
2296
Naples Global Advisors
Naples,
Florida
| $513M | +$48.9M | +11% | 8.08% | 103% | 353 | 7.37% |
|
| 2297 |
FCA
2297
FinTrust Capital Advisors
Greenville,
South Carolina
| $512M | +$260M | +103% | 5% | 23.6% | 1,228 | 19.38% |
|
| 2298 |
GIA
2298
Granite Investment Advisors
Concord,
New Hampshire
| $512M | +$49.6M | +11% | 11.7% | 55.6% | 170 | 11.18% |
|
| 2299 |
OM
2299
Opaleye Management
Boston,
Massachusetts
| $511M | +$16.2M | +3% | 21.8% | 748% | 68 | 48.53% |
|
| 2300 |
VA
2300
VR Adviser
New York
| $511M | +$93.5M | +22% | 33.3% | 1,698% | 29 | 68.97% |
|