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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
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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 |
WP
2326
WMS Partners
Towson,
Maryland
| $729M | +$260M | +55% | 4.44% | 10.8% | 309 | 40.78% |
|
| 2327 |
FCB
2327
First Command Bank
Fort Worth,
Texas
| $729M | +$147M | +25% | 3.64% | 34.1% | 522 | 34.1% |
|
| 2328 |
FCFS
2328
First Command Financial Services
Fort Worth,
Texas
| $729M | +$48.2M | +7% | 3.64% | 34.4% | 497 | 27.57% |
|
| 2329 |
KL
2329
KWMG LLC
Overland Park,
Kansas
| $729M | -$10M | -1% | 2.49% | 72.3% | 147 | 5.44% |
|
| 2330 |
CWM
2330
Cahaba Wealth Management
Atlanta,
Georgia
| $728M | -$25.5M | -3% | 4.82% | 45.2% | 152 | 13.16% |
|
| 2331 |
GG
2331
Greenwood Gearhart
Fayetteville,
Arkansas
| $728M | +$2.87M | +0.4% | 4.16% | 70.6% | 106 | 13.21% |
|
| 2332 |
CC
2332
Callan Capital
La Jolla,
California
| $728M | +$39.8M | +6% | 4.37% | 20.1% | 141 | 19.15% |
|
| 2333 |
SP
2333
ShawSpring Partners
Boston,
Massachusetts
| $727M | -$84.1M | -10% | 33.3% | 3.53% | 6 | 66.67% |
|
| 2334 |
NI
2334
NYL Investors
New York
| $726M | +$122M | +20% | 1.9% | 12.7% | 36 | 5.56% |
|
| 2335 |
ALAM
2335
Asahi Life Asset Management
Tokyo,
Japan
| $726M | -$63.4M | -8% | 3.83% | 122% | 260 | 57.69% |
|
| 2336 |
SSWM
2336
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $725M | -$80.4M | -10% | 4.16% | 75.8% | 397 | 17.38% |
|
| 2337 |
NPCM
2337
North Peak Capital Management
New York
| $725M | -$196M | -21% | 12.7% | 301% | 9 | 55.56% |
|
| 2338 |
FAT
2338
First American Trust
Santa Ana,
California
| $725M | -$7.71M | -1% | 3.4% | 84.6% | 181 | 19.89% |
|
| 2339 |
MW
2339
Marcum Wealth
Cleveland,
Ohio
| $725M | +$5.5M | +0.8% | 4.26% | 20% | 412 | 17.72% |
|
| 2340 |
LF
2340
Lannebo Fonder
Stockholm,
Sweden
| $723M | -$109M | -13% | 7.53% | 49.8% | 36 | 5.56% |
|
| 2341 |
SLG
2341
Stanley-Laman Group
Berwyn,
Pennsylvania
| $722M | -$128M | -15% | 10.4% | 124% | 326 | 38.04% |
|
| 2342 |
BI
2342
Bramshill Investments
Naples,
Florida
| $722M | -$299M | -29% | 8.16% | 3.6% | 154 | 42.86% |
|
| 2343 |
IG
2343
Ithaka Group
Arlington,
Virginia
| $722M | -$98.3M | -12% | 12.8% | 143% | 49 | 26.53% |
|
| 2344 |
MICM
2344
Matthews International Capital Management
San Francisco,
California
| $722M | -$236M | -25% | 21.1% | 227% | 42 | 19.05% |
|
| 2345 |
MAM
2345
Myriad Asset Management
North Point,
Hong Kong
| $722M | -$201M | -22% | 1.83% | 149% | 160 | 55% |
|
| 2346 |
JGUA
2346
John G. Ullman & Associates
Corning,
New York
| $722M | -$5.37M | -0.7% | 0.64% | 156% | 174 | 10.34% |
|
| 2347 |
VV
2347
Verity & Verity
Beaufort,
South Carolina
| $722M | +$21.9M | +3% | 1.86% | 76.4% | 106 | 12.26% |
|
| 2348 |
GC
2348
GGV Capital
Menlo Park,
California
| $722M | -$487M | -40% | 38.1% | 49.3% | 17 | 17.65% |
|
| 2349 |
CIC
2349
Cutler Investment Counsel
Jacksonville,
Oregon
| $721M | +$57M | +9% | 1.63% | 56.2% | 132 | 28.79% |
|
| 2350 |
JWM
2350
Jackson Wealth Management
Lake Mary,
Florida
| $720M | -$69.8M | -9% | 2.9% | 72.1% | 135 | 34.07% |
|