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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 |
AAM
2376
Autus Asset Management
Scottsdale,
Arizona
| $562M | -$105M | -16% | 13.8% | 26.3% | 152 | 5.92% |
|
| 2377 |
MBTD
2377
Mechanics Bank - Trust Department
Walnut Creek,
California
| $561M | -$85.7M | -13% | 12.7% | 67.2% | 176 | 8.52% |
|
| 2378 |
HLAM
2378
Hidden Lake Asset Management
New York
| $561M | +$268M | +92% | 18.1% | 342% | 36 | 63.89% |
|
| 2379 |
PL
2379
Parkwood LLC
Cleveland,
Ohio
| $561M | -$49.2M | -8% | 14.9% | 85.8% | 182 | 43.96% |
|
| 2380 |
FRM
2380
Foundation Resource Management
Little Rock,
Arkansas
| $561M | -$87.2M | -13% | 12.7% | 67.8% | 54 | 7.41% |
|
| 2381 |
AOWM
2381
Alpha Omega Wealth Management
Richmond,
Virginia
| $560M | -$72.6M | -11% | 10.3% | 60.7% | 225 | 9.78% |
|
| 2382 |
AAM
2382
Auxier Asset Management
Aurora,
Oregon
| $560M | -$70.7M | -11% | 8.99% | 58.4% | 169 | 4.73% |
|
| 2383 |
RM
2383
Redpoint Management
Woodside,
California
| $559M | -$458M | -45% | 42.7% | 0.66% | 8 | 12.5% |
|
| 2384 |
AP
2384
Americana Partners
Houston,
Texas
| $558M | +$233M | +72% | 11.1% | 67.2% | 277 | 23.47% |
|
| 2385 |
AEPI
2385
AH Equity Partners III
Menlo Park,
California
| $558M | -$1.74B | -76% | 72.3% | 42.6% | 14 | 7.14% |
|
| 2386 |
BBI
2386
Baxter Bros Inc
Riverside,
Connecticut
| $557M | -$109M | -16% | 15.4% | 68.8% | 134 | 8.21% |
|
| 2387 |
LJAC
2387
L.J. Altfest & Co
New York
| $557M | -$4.02M | -0.7% | 8.29% | 66.7% | 293 | 26.28% |
|
| 2388 |
PWPS
2388
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $557M | +$7.75M | +1% | 11.4% | 64.8% | 497 | 28.37% |
|
| 2389 |
GC
2389
Gilbert & Cook
West Des Moines,
Iowa
| $556M | -$61.4M | -10% | 13.6% | 63.2% | 227 | 23.35% |
|
| 2390 |
TSAM
2390
Trinity Street Asset Management
London,
United Kingdom
| $555M | -$64.5M | -10% | 10.3% | 78.9% | 21 | 9.52% |
|
| 2391 |
IC
2391
Inscription Capital
Houston,
Texas
| $555M | +$205M | +59% | 12% | – | 264 | 32.95% |
|
| 2392 |
BL
2392
BFSG LLC
Irvine,
California
| $554M | -$77.3M | -12% | 12.3% | 81.9% | 221 | 28.96% |
|
| 2393 |
SCM
2393
Sirios Capital Management
Boston,
Massachusetts
| $554M | -$198M | -26% | 15.3% | 156% | 63 | 20.63% |
|
| 2394 |
SC
2394
Sierra Capital
Miami,
Florida
| $553M | -$81.2M | -13% | 8.17% | 28.6% | 863 | 19% |
|
| 2395 |
PP
2395
PDS Planning
Dublin,
Ohio
| $553M | -$15.7M | -3% | 11.2% | 48.6% | 254 | 22.05% |
|
| 2396 |
OCMI
2396
Oaktop Capital Management II
Chatham,
New Jersey
| $552M | -$148M | -21% | 15.8% | 224% | 16 | 0% |
|
| 2397 |
TIM
2397
Total Investment Management
Scottsdale,
Arizona
| $551M | +$29.5M | +6% | 13.9% | 29.5% | 76 | 26.32% |
|
| 2398 |
CFM
2398
Capricorn Fund Managers
London,
United Kingdom
| $551M | +$141M | +34% | 3.59% | 169% | 118 | 37.29% |
|
| 2399 |
RTS
2399
Round Table Services
Westfield,
New Jersey
| $551M | -$47.1M | -8% | 14.5% | 16.1% | 180 | 20% |
|
| 2400 |
VF
2400
Vest Financial
Mclean,
Virginia
| $550M | -$548K | -0.1% | 9.27% | 61.9% | 65 | 1.54% |
|