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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
RBC
2401
Romano Brothers & Co
Evanston,
Illinois
| $643M | -$28.4M | -4% | 3.19% | 101% | 310 | 4.52% |
|
| 2402 |
KBG
2402
Kahn Brothers Group
New York
| $641M | -$41.1M | -6% | 2.13% | 53.4% | 45 | 8.89% |
|
| 2403 |
HT
2403
Heritage Trust
Oklahoma City,
Oklahoma
| $641M | -$42.7M | -6% | 3.2% | – | 266 | 4.51% |
|
| 2404 |
QC
2404
Quent Capital
New York
| $641M | +$1.4M | +0.2% | 3.14% | 78.1% | 1,366 | 6.52% |
|
| 2405 |
BCC
2405
Biglari Capital Corp
San Antonio,
Texas
| $640M | -$115M | -15% | 17.6% | 72.7% | 12 | 0% |
|
| 2406 |
AP
2406
Archon Partners
Princeton Junction,
New Jersey
| $639M | -$28.9M | -4% | 2.17% | 86% | 44 | 13.64% |
|
| 2407 |
JA
2407
JLB & Associates
Plymouth,
Michigan
| $638M | -$64.2M | -9% | 3.27% | 69.5% | 78 | 7.69% |
|
| 2408 |
CA
2408
Cortland Associates
St Louis,
Missouri
| $638M | +$17.1M | +3% | 2.19% | 57.1% | 54 | 7.41% |
|
| 2409 |
SFP
2409
Shepherd Financial Partners
Winchester,
Massachusetts
| $637M | -$7.38M | -1% | 3.73% | 78% | 196 | 9.18% |
|
| 2410 |
PRC
2410
Pearl River Capital
Niles,
Michigan
| $637M | +$16.9M | +3% | 2.17% | 20.3% | 631 | 50.4% |
|
| 2411 |
FFA
2411
Farther Finance Advisors
San Francisco,
California
| $637M | +$179M | +39% | 3.11% | 74.1% | 2,743 | 13.38% |
|
| 2412 |
SPWG
2412
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $637M | -$17.4M | -3% | 3.34% | 52% | 137 | 13.87% |
|
| 2413 |
GWM
2413
GDS Wealth Management
Flower Mound,
Texas
| $636M | +$19.9M | +3% | 3.54% | 82.2% | 128 | 9.38% |
|
| 2414 |
MIM
2414
Miller Investment Management
West Conshohocken,
Pennsylvania
| $635M | -$20.3M | -3% | 2.62% | 60.2% | 97 | 1.03% |
|
| 2415 |
GCM
2415
Genus Capital Management
Vancouver,
British Columbia, Canada
| $635M | -$43.8M | -6% | 1.01% | – | 217 | 28.57% |
|
| 2416 |
OA
2416
Oxbow Advisors
Austin,
Texas
| $635M | -$1.32M | -0.2% | 1.16% | 66.3% | 224 | 16.07% |
|
| 2417 |
TF
2417
Tompkins Financial
Ithaca,
New York
| $635M | -$3.43M | -0.5% | 3.6% | 74.1% | 620 | 8.23% |
|
| 2418 |
VCAM
2418
Van Cleef Asset Management
Beachwood,
Ohio
| $635M | -$16M | -2% | 1.68% | 87.3% | 110 | 4.55% |
|
| 2419 |
CIC
2419
Cutler Investment Counsel
Jacksonville,
Oregon
| $635M | -$25.9M | -4% | 3.19% | 56.2% | 129 | 5.43% |
|
| 2420 |
AFA
2420
American Financial Advisors
Marietta,
Georgia
| $635M | -$4.46M | -0.7% | 3.58% | 52.7% | 140 | 7.86% |
|
| 2421 |
WA
2421
Wealth Alliance
Mellville,
New York
| $634M | -$34.7M | -5% | 3.71% | 75.7% | 537 | 14.15% |
|
| 2422 |
GC
2422
Gilbert & Cook
West Des Moines,
Iowa
| $634M | +$10.3M | +2% | 3.5% | 63.2% | 245 | 23.67% |
|
| 2423 |
LJAC
2423
L.J. Altfest & Co
New York
| $634M | -$31.5M | -5% | 3.21% | 90.3% | 318 | 19.5% |
|
| 2424 |
AC
2424
AlphaCore Capital
La Jolla,
California
| $634M | +$9.87M | +2% | 1.17% | 85.9% | 383 | 13.84% |
|
| 2425 |
MGAM
2425
McGowan Group Asset Management
Dallas,
Texas
| $633M | -$8.15M | -1% | 1.33% | 69.8% | 142 | 18.31% |
|