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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%
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2376 |
BBI
2376
Baxter Bros Inc
Riverside,
Connecticut
| $417M | +$44.7M | +12% | 8.47% | 73.8% | 117 | 10.26% |
|
| 2377 |
RGREA
2377
Ranger Global Real Estate Advisors
Denver,
Colorado
| $417M | +$30.1M | +8% | 0.67% | 18% | 33 | 24.24% |
|
| 2378 |
NA
2378
Newport Asia
San Francisco,
California
| $416M | -$140M | -25% | 16% | – | 5 | 20% |
|
| 2379 |
EWM
2379
Edge Wealth Management
New York
| $416M | +$23.3M | +6% | 6.6% | 61.6% | 655 | 16.64% |
|
| 2380 |
BFG
2380
Barber Financial Group
Lenexa,
Kansas
| $416M | +$71.1M | +21% | 3.63% | 39% | 145 | 26.9% |
|
| 2381 |
GACM
2381
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $416M | +$83.7M | +25% | 6.18% | 80.4% | 36 | 16.67% |
|
| 2382 |
WC
2382
Whitney & Co
Rochester,
New York
| $415M | +$40.8M | +11% | 5.76% | 93.2% | 561 | 45.45% |
|
| 2383 |
LG
2383
LaFleur & Godfrey
Grand Rapids,
Michigan
| $415M | +$14.9M | +4% | 6.29% | 85.2% | 62 | 3.23% |
|
| 2384 |
VV
2384
Verity & Verity
Beaufort,
South Carolina
| $415M | +$29.5M | +8% | 7.78% | 76.4% | 108 | 12.96% |
|
| 2385 |
ACP
2385
Aviance Capital Partners
Naples,
Florida
| $414M | +$68.4M | +20% | 6.62% | 98.2% | 226 | 7.96% |
|
| 2386 |
JC
2386
Joho Capital
New York
| $414M | -$45.6M | -10% | 4.61% | 80.2% | 8 | 25% |
|
| 2387 |
FFA
2387
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $413M | +$25M | +6% | 5.09% | 65.5% | 117 | 11.97% |
|
| 2388 |
WA
2388
WBH Advisory
Baltimore,
Maryland
| $413M | +$26.8M | +7% | 7.19% | 57.6% | 249 | 8.03% |
|
| 2389 |
GCM
2389
Glendon Capital Management
Santa Monica,
California
| $412M | -$17.7M | -4% | 5.62% | 142% | 33 | 18.18% |
|
| 2390 |
BHB
2390
Bank Hapoalim BM
Tel Aviv,
Israel
| $411M | +$45.4M | +12% | 7.08% | 76.6% | 205 | 11.71% |
|
| 2391 |
FIA
2391
Foundations Investment Advisors
Phoenix,
Arizona
| $411M | +$35.5M | +9% | 3.46% | 80.9% | 115 | 34.78% |
|
| 2392 |
MC
2392
Muzinich & Co
New York
| $410M | -$75.4M | -16% | 2.16% | 9.67% | 43 | 4.65% |
|
| 2393 |
BCP
2393
Blue Chip Partners
Farmington Hills,
Michigan
| $410M | +$32.4M | +9% | 6.4% | 81.2% | 146 | 10.96% |
|
| 2394 |
AC
2394
Apertura Capital
Dallas,
Texas
| $409M | +$58.2M | +17% | 6.73% | 41.5% | 51 | 50.98% |
|
| 2395 |
CLM
2395
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $408M | -$5.57B | -93% | 6.27% | 24% | 191 | 56.54% |
|
| 2396 |
LWAC
2396
Laurel Wealth Advisors (California)
Solana Beach,
California
| $408M | +$32.4M | +9% | 7.25% | 33% | 457 | 24.07% |
|
| 2397 |
SCM
2397
SG Capital Management
Chicago,
Illinois
| $408M | -$198M | -33% | 7.72% | 250% | 87 | 74.71% |
|
| 2398 |
BFG
2398
Bouchey Financial Group
Troy,
New York
| $407M | +$38.1M | +10% | 5.3% | 66.7% | 79 | 18.99% |
|
| 2399 |
GP
2399
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $407M | +$407M | +189,431% | 6.01% | 82.7% | 3 | 66.67% |
|
| 2400 |
SLG
2400
Stanley-Laman Group
Berwyn,
Pennsylvania
| $407M | -$38.3M | -9% | 5.38% | 124% | 282 | 29.08% |
|