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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2326 |
VCM
2326
Vision Capital Management
Portland,
Oregon
| $377M | -$50.5M | -12% | 19.8% | 67.4% | 101 | 15.84% |
|
| 2327 |
CC
2327
Cadinha & Co
Honolulu,
Hawaii
| $377M | -$332M | -47% | 10.3% | 123% | 131 | 36.64% |
|
| 2328 |
BFG
2328
Bouchey Financial Group
Troy,
New York
| $377M | -$61M | -14% | 13.9% | 66.7% | 83 | 28.92% |
|
| 2329 |
AC
2329
Abbrea Capital
Greenbrae,
California
| $376M | -$93.9M | -20% | 14.5% | 38% | 195 | 15.9% |
|
| 2330 |
BC
2330
Beaconlight Capital
New York
| $376M | -$97.3M | -21% | 29.1% | 282% | 53 | 62.26% |
|
| 2331 |
WCF
2331
West Coast Financial
Santa Barbara,
California
| $376M | -$93M | -20% | 20.6% | 22.2% | 114 | 22.81% |
|
| 2332 |
IWS
2332
Insight Wealth Strategies
San Ramon,
California
| $376M | -$96.5M | -20% | 11% | 79.5% | 206 | 32.04% |
|
| 2333 |
LA
2333
LVW Advisors
Pittsford,
New York
| $376M | -$66M | -15% | 15.9% | 71.5% | 201 | 29.85% |
|
| 2334 |
GAM
2334
Gemmer Asset Management
Walnut Creek,
California
| $376M | -$61.2M | -14% | 16% | 90.5% | 1,558 | 30.1% |
|
| 2335 |
MAP
2335
Managed Asset Portfolios
Rochester,
Michigan
| $375M | -$103M | -21% | 16.1% | 99.2% | 37 | 40.54% |
|
| 2336 |
SFO
2336
Stokes Family Office
New Orleans,
Louisiana
| $375M | -$75.3M | -17% | 17.1% | 68.1% | 129 | 9.3% |
|
| 2337 |
DSC
2337
Duncker Streett & Co
St. Louis,
Missouri
| $375M | -$102M | -21% | 18.6% | 90.9% | 570 | 7.19% |
|
| 2338 |
DW
2338
Domani Wealth
Lancaster,
Pennsylvania
| $374M | +$71.6M | +24% | 15.2% | 48.6% | 138 | 28.26% |
|
| 2339 |
KL
2339
KWMG LLC
Overland Park,
Kansas
| $374M | -$81.7M | -18% | 17.3% | 72.3% | 131 | 18.32% |
|
| 2340 |
USGIU
2340
U.S. Global Investors (USGI)
San Antonio,
Texas
| $374M | +$151M | +68% | 42.1% | 119% | 216 | 53.7% |
|
| 2341 |
MLIC
2341
Mandatum Life Insurance Company
Helsinki,
Finland
| $374M | -$107M | -22% | 18.4% | 95.9% | 122 | 20.49% |
|
| 2342 |
KC
2342
KCL Capital
New York
| $374M | -$247M | -40% | 7.57% | 106% | 43 | 72.09% |
|
| 2343 |
VCM
2343
Violich Capital Management
San Francisco,
California
| $374M | -$84.8M | -18% | 13.6% | 100% | 118 | 19.49% |
|
| 2344 |
TIA
2344
Traphagen Investment Advisors
Oradell,
New Jersey
| $373M | -$45.8M | -11% | 17.5% | 56.3% | 133 | 21.8% |
|
| 2345 |
HCM
2345
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $373M | -$117M | -24% | 26.5% | 58.7% | 32 | 15.63% |
|
| 2346 |
FFW
2346
Fusion Family Wealth
Woodbury,
New York
| $373M | -$61.3M | -14% | 19.9% | 58.2% | 136 | 7.35% |
|
| 2347 |
NCM
2347
Nelson Capital Management
Menlo Park,
California
| $372M | -$103M | -22% | 14.7% | 121% | 103 | 18.45% |
|
| 2348 |
CIPU
2348
Caledonia Investments plc (UK)
London England,
United Kingdom
| $372M | -$4.46M | -1% | 13% | 48.7% | 13 | 23.08% |
|
| 2349 |
ML
2349
McAdam LLC
Philadelphia,
Pennsylvania
| $372M | -$42M | -10% | 17.7% | 57.4% | 119 | 37.82% |
|
| 2350 |
RC
2350
RBO & Co
Saint Helena,
California
| $372M | -$81.9M | -18% | 18.5% | 27.9% | 42 | 9.52% |
|