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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
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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 |
IL
2276
Investure LLC
Charlottesville,
Virginia
| $733M | +$106M | +17% | 6.71% | 46.1% | 23 | 43.48% |
|
| 2277 |
SMC
2277
Smith, Moore & Co
Clayton,
Missouri
| $733M | +$12.7M | +2% | 2.47% | 55.8% | 440 | 9.09% |
|
| 2278 |
TCMX
2278
Technology Crossover Management X
Menlo Park,
California
| $731M | -$196M | -21% | 20.5% | 163% | 7 | 0% |
|
| 2279 |
HCM
2279
Hengehold Capital Management
Cincinnati,
Ohio
| $731M | -$79.2M | -10% | 4.25% | 48.1% | 178 | 14.61% |
|
| 2280 |
DP
2280
DDD Partners
Bellevue,
Washington
| $730M | +$1.01M | +0.1% | 0.09% | 46.4% | 85 | 14.12% |
|
| 2281 |
MG
2281
Magnolia Group
Omaha,
Nebraska
| $730M | +$30.1M | +4% | 7.81% | 8.9% | 15 | 53.33% |
|
| 2282 |
FVWA
2282
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $730M | -$4.53M | -0.6% | 4.2% | 68.9% | 155 | 18.71% |
|
| 2283 |
MAP
2283
Managed Asset Portfolios
Rochester,
Michigan
| $730M | +$22M | +3% | 3.43% | 72.8% | 36 | 11.11% |
|
| 2284 |
WP
2284
WMS Partners
Towson,
Maryland
| $729M | +$260M | +55% | 4.44% | 10.8% | 309 | 40.78% |
|
| 2285 |
FCFS
2285
First Command Financial Services
Fort Worth,
Texas
| $729M | +$48.2M | +7% | 3.64% | 34.4% | 497 | 27.57% |
|
| 2286 |
FCB
2286
First Command Bank
Fort Worth,
Texas
| $729M | +$147M | +25% | 3.64% | 34.1% | 522 | 34.1% |
|
| 2287 |
KL
2287
KWMG LLC
Overland Park,
Kansas
| $729M | -$10M | -1% | 2.49% | 72.3% | 147 | 5.44% |
|
| 2288 |
CWM
2288
Cahaba Wealth Management
Atlanta,
Georgia
| $728M | -$25.5M | -3% | 4.82% | 36.7% | 152 | 13.16% |
|
| 2289 |
GG
2289
Greenwood Gearhart
Fayetteville,
Arkansas
| $728M | +$2.87M | +0.4% | 4.16% | 70.6% | 106 | 13.21% |
|
| 2290 |
CC
2290
Callan Capital
La Jolla,
California
| $728M | +$39.8M | +6% | 4.37% | 20.1% | 141 | 19.15% |
|
| 2291 |
SP
2291
ShawSpring Partners
Boston,
Massachusetts
| $727M | -$84.1M | -10% | 33.3% | 6.63% | 6 | 66.67% |
|
| 2292 |
NI
2292
NYL Investors
New York
| $726M | +$122M | +20% | 1.9% | 7.55% | 36 | 5.56% |
|
| 2293 |
ALAM
2293
Asahi Life Asset Management
Tokyo,
Japan
| $726M | -$63.4M | -8% | 3.83% | 98.6% | 260 | 57.69% |
|
| 2294 |
SSWM
2294
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $725M | -$80.4M | -10% | 4.16% | 75.8% | 397 | 17.38% |
|
| 2295 |
NPCM
2295
North Peak Capital Management
New York
| $725M | -$196M | -21% | 12.7% | 21.6% | 9 | 55.56% |
|
| 2296 |
FAT
2296
First American Trust
Santa Ana,
California
| $725M | -$7.71M | -1% | 3.4% | 75.4% | 181 | 19.89% |
|
| 2297 |
MW
2297
Marcum Wealth
Cleveland,
Ohio
| $725M | +$5.5M | +0.8% | 4.26% | 20% | 412 | 17.72% |
|
| 2298 |
LF
2298
Lannebo Fonder
Stockholm,
Sweden
| $723M | -$109M | -13% | 7.53% | 49.8% | 36 | 5.56% |
|
| 2299 |
SLG
2299
Stanley-Laman Group
Berwyn,
Pennsylvania
| $722M | -$128M | -15% | 10.4% | 82.9% | 326 | 38.04% |
|
| 2300 |
BI
2300
Bramshill Investments
Naples,
Florida
| $722M | -$299M | -29% | 8.16% | 0.88% | 154 | 42.86% |
|