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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
VV
2401
Verity & Verity
Beaufort,
South Carolina
| $668M | +$35.2M | +6% | 1.15% | 76.4% | 106 | 6.6% |
|
| 2402 |
DC
2402
Dendur Capital
New York
| $668M | +$66.4M | +11% | 0.8% | 81.3% | 30 | 63.33% |
|
| 2403 |
VFP
2403
Verus Financial Partners
Richmond,
Virginia
| $668M | +$13M | +2% | 1.24% | 41.6% | 97 | 4.12% |
|
| 2404 |
IR
2404
IAT Reinsurance
New York
| $667M | -$74.6M | -10% | 5.07% | 22.4% | 101 | 26.73% |
|
| 2405 |
FPCP
2405
Fort Point Capital Partners
San Francisco,
California
| $667M | +$121M | +22% | 1.82% | 53.4% | 262 | 41.6% |
|
| 2406 |
EPC
2406
Emerson Point Capital
Larchmont,
New York
| $666M | -$14.3M | -2% | 5.66% | 94.8% | 37 | 10.81% |
|
| 2407 |
PL
2407
Parthenon LLC
Louisville,
Kentucky
| $665M | -$1.99M | -0.3% | 0.73% | 80.8% | 124 | 5.65% |
|
| 2408 |
FFW
2408
Fusion Family Wealth
Woodbury,
New York
| $665M | -$2.3M | -0.3% | 1.65% | 45.4% | 38 | 7.89% |
|
| 2409 |
VCAM
2409
Van Cleef Asset Management
Beachwood,
Ohio
| $664M | -$12M | -2% | 1.31% | 81.1% | 122 | 4.92% |
|
| 2410 |
EF
2410
Empirical Finance
Havertown,
Pennsylvania
| $663M | +$50M | +8% | 0.34% | 97.6% | 439 | 12.98% |
|
| 2411 |
LCM
2411
LVM Capital Management
Portage,
Michigan
| $663M | +$8.04M | +1% | 0.19% | 107% | 137 | 7.3% |
|
| 2412 |
NA
2412
Navellier & Associates
Reno,
Nevada
| $663M | +$148K | +0% | 1.24% | 262% | 348 | 25.57% |
|
| 2413 |
DAM
2413
Deltec Asset Management
New York
| $663M | -$63.8M | -9% | 4.23% | 128% | 327 | 26.91% |
|
| 2414 |
FAT
2414
First American Trust
Santa Ana,
California
| $662M | +$25.6M | +4% | 0.17% | 75.4% | 169 | 19.53% |
|
| 2415 |
HBT
2415
Hills Bank & Trust
North Liberty,
Iowa
| $662M | +$2.5M | +0.4% | 0.21% | 47.5% | 266 | 8.27% |
|
| 2416 |
BSCM
2416
Berry Street Capital Management
London,
United Kingdom
| $661M | -$475M | -42% | 7.65% | 331% | 146 | 78.77% |
|
| 2417 |
AHSW
2417
Adventist Health System West
Roseville,
California
| $660M | -$23.1M | -3% | 1.14% | 49% | 6 | 16.67% |
|
| 2418 |
FTCM
2418
First Trust Capital Management
Chicago,
Illinois
| $659M | -$11M | -2% | 8.23% | 186% | 299 | 50.5% |
|
| 2419 |
PCH
2419
PGIM Custom Harvest
Newark,
New Jersey
| $659M | +$118M | +22% | 0.77% | 60.9% | 250 | 12% |
|
| 2420 |
KFS
2420
Kurt F. Somerville
| $659M | -$10.9M | -2% | 0.17% | 62.7% | 117 | 3.42% |
|
| 2421 |
NFG
2421
Nations Financial Group
Cedar Rapids,
Iowa
| $659M | +$61.5M | +10% | 0.61% | 105% | 469 | 22.39% |
|
| 2422 |
TFA
2422
Toth Financial Advisory
Leesburg,
Virginia
| $658M | +$3.45M | +0.5% | 0.24% | 82.5% | 818 | 22% |
|
| 2423 |
RBCM
2423
Raub Brock Capital Management
Larkspur,
California
| $658M | +$77.6M | +13% | 0.74% | 56.3% | 66 | 21.21% |
|
| 2424 |
FHC
2424
First Heartland Consultants
Lake St. Louis,
Missouri
| $657M | -$2.87M | -0.4% | 0.76% | 55.2% | 426 | 19.48% |
|
| 2425 |
PWPCM
2425
Perella Weinberg Partners Capital Management
New York
| $657M | +$128M | +24% | 1.5% | 1.52% | 36 | 38.89% |
|