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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 |
CNBT
2276
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.19B | – | – | 12.1% | – | 305 | – |
|
| 2277 |
BBP
2277
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $1.19B | +$41.1M | +4% | 11.5% | 134% | 280 | 64.64% |
|
| 2278 |
BCP
2278
BlackBarn Capital Partners
New York
| $1.19B | -$57.7M | -5% | 14.8% | – | 30 | 50% |
|
| 2279 |
GA
2279
GRS Advisors
Chicago,
Illinois
| $1.18B | +$173M | +17% | 15.3% | 54.3% | 38 | 44.74% |
|
| 2280 |
CCP
2280
Clarkston Capital Partners
Rochester,
Michigan
| $1.18B | -$126M | -10% | 4.28% | 8.43% | 104 | 13.46% |
|
| 2281 |
AT
2281
Arlington Trust
Birmingham,
Alabama
| $1.18B | +$48.8M | +4% | 4.64% | 55.1% | 910 | 14.29% |
|
| 2282 |
ZIG
2282
Zuckerman Investment Group
Chicago,
Illinois
| $1.18B | +$116M | +11% | 9.16% | 111% | 145 | 10.34% |
|
| 2283 |
TFA
2283
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.18B | +$7.63M | +0.6% | 18.5% | 77.1% | 2,308 | 21.4% |
|
| 2284 |
FSWA
2284
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.18B | +$132M | +13% | 20% | 72.3% | 119 | 9.24% |
|
| 2285 |
NFG
2285
Nadler Financial Group
Deerfield,
Illinois
| $1.18B | +$142M | +14% | 13.6% | 72.4% | 152 | 13.16% |
|
| 2286 |
MI
2286
MMCAP International
Grand Cayman,
Cayman Islands
| $1.18B | +$21.3M | +2% | 5.84% | 184% | 364 | 49.73% |
|
| 2287 |
CA
2287
Cache Advisors
San Francisco,
California
| $1.18B | +$314M | +36% | 32.1% | – | 212 | 44.34% |
|
| 2288 |
KBFS
2288
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $1.18B | +$151M | +15% | 9.75% | 42.8% | 234 | 12.82% |
|
| 2289 |
TPI
2289
Trust Point Inc
La Crosse,
Wisconsin
| $1.18B | +$27.5M | +2% | 15.8% | – | 568 | 26.76% |
|
| 2290 |
KCM
2290
Knighthead Capital Management
New York
| $1.18B | -$343M | -23% | 40.4% | 74.1% | 11 | 63.64% |
|
| 2291 |
CF
2291
Clarity Financial
Houston,
Texas
| $1.18B | +$258M | +28% | 8.75% | 56.8% | 143 | 25.17% |
|
| 2292 |
TWM
2292
Tanglewood Wealth Management
Houston,
Texas
| $1.18B | -$31.6M | -3% | 9.16% | 59.7% | 46 | 21.74% |
|
| 2293 |
C
2293
Chescapmanager
Baltimore,
Maryland
| $1.17B | +$56M | +5% | 12.2% | 202% | 29 | 10.34% |
|
| 2294 |
WP
2294
Waycross Partners
Louisville,
Kentucky
| $1.17B | +$127M | +12% | 15.9% | 87.7% | 79 | 12.66% |
|
| 2295 |
TA
2295
Townsend & Associates
Westminster,
Colorado
| $1.17B | +$14.3M | +1% | 5.2% | 54.1% | 118 | 5.08% |
|
| 2296 |
ANBT
2296
American National Bank & Trust
Wichita Falls,
Texas
| $1.17B | +$123M | +12% | 17.1% | 95.1% | 643 | 6.22% |
|
| 2297 |
KW
2297
KWB Wealth
Redlands,
California
| $1.17B | +$158M | +16% | 12.1% | 49.1% | 185 | 18.92% |
|
| 2298 |
VFP
2298
Verus Financial Partners
Richmond,
Virginia
| $1.17B | +$53.9M | +5% | 8.96% | 41.6% | 130 | 9.23% |
|
| 2299 |
M
2299
MOTCO
San Antonio,
Texas
| $1.17B | +$87.6M | +8% | 13.9% | 63.5% | 919 | 43.53% |
|
| 2300 |
JC
2300
Jacobs & Co
San Francisco,
California
| $1.17B | +$153M | +15% | 27.4% | 92.2% | 137 | 11.68% |
|