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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2426 |
MWM
2426
Merriman Wealth Management
Seattle,
Washington
| $379M | -$30.4M | -7% | 0.43% | 18.3% | 219 | 42.92% |
|
| 2427 |
AI
2427
AIA International
Hong Kong
| $379M | +$1.95M | +0.5% | 2.41% | 47.9% | 11 | 0% |
|
| 2428 |
TCOT
2428
Trust Company of Toledo
Holland,
Ohio
| $379M | -$23.5M | -6% | 1.15% | 93.8% | 199 | 7.04% |
|
| 2429 |
JWA
2429
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $379M | -$29.4M | -7% | 2.39% | 54.8% | 592 | 14.53% |
|
| 2430 |
AR
2430
Argyll Research
Wilmington,
Delaware
| $379M | -$67.6M | -15% | 12% | 0.8% | 5 | 0% |
|
| 2431 |
WFI
2431
West Family Investments
Carlsbad,
California
| $378M | -$11M | -3% | 5.44% | 116% | 99 | 24.24% |
|
| 2432 |
GF
2432
Greenhouse Funds
Baltimore,
Maryland
| $378M | +$24M | +7% | 1.67% | 90.7% | 41 | 36.59% |
|
| 2433 |
EML
2433
Eos Management LP
New York
| $378M | +$78.2M | +26% | 27% | 152% | 24 | 12.5% |
|
| 2434 |
MCM
2434
MV Capital Management
Bethesda,
Maryland
| $378M | +$10.4M | +3% | 0.7% | 67.6% | 376 | 11.7% |
|
| 2435 |
MG
2435
Magnolia Group
Omaha,
Nebraska
| $378M | -$44.7M | -11% | 20% | 9.52% | 9 | 11.11% |
|
| 2436 |
WAM
2436
Wallington Asset Management
Indianapolis,
Indiana
| $378M | -$11.5M | -3% | 1.22% | 108% | 59 | 1.69% |
|
| 2437 |
CU
2437
CDAM (UK)
London,
United Kingdom
| $377M | -$64.7M | -15% | 8.27% | 7.89% | 12 | 16.67% |
|
| 2438 |
AC
2438
Adelphi Capital
London,
United Kingdom
| $377M | +$196M | +108% | 6.43% | – | 3 | 33.33% |
|
| 2439 |
HHGA
2439
Halbert Hargrove Global Advisors
Long Beach,
California
| $377M | -$4.8M | -1% | 1.19% | 60.8% | 78 | 16.67% |
|
| 2440 |
BFG
2440
Barber Financial Group
Lenexa,
Kansas
| $377M | -$16.6M | -4% | 1.48% | 39% | 147 | 29.93% |
|
| 2441 |
EWM
2441
Edge Wealth Management
New York
| $377M | +$23.7M | +7% | 1.35% | 61.6% | 596 | 15.77% |
|
| 2442 |
VCM
2442
Violich Capital Management
San Francisco,
California
| $374M | -$19.1M | -5% | 2.39% | 100% | 121 | 11.57% |
|
| 2443 |
SMC
2443
Smith, Moore & Co
Clayton,
Missouri
| $373M | +$2.2M | +0.6% | 1.92% | 67% | 342 | 16.67% |
|
| 2444 |
MAM
2444
Mark Asset Management
New York
| $373M | -$26M | -7% | 6.38% | 325% | 58 | 31.03% |
|
| 2445 |
PRCP
2445
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $373M | -$5.33M | -1% | 1% | 149% | 148 | 6.76% |
|
| 2446 |
TCM
2446
Tekne Capital Management
New York
| $373M | -$122M | -25% | 6.25% | 516% | 17 | 52.94% |
|
| 2447 |
BP
2447
Banbury Partners
Charlotte,
North Carolina
| $373M | -$34.6M | -8% | 0.81% | 138% | 20 | 15% |
|
| 2448 |
BPGAM
2448
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $372M | +$99.3M | +36% | 0.37% | 88.9% | 85 | 64.71% |
|
| 2449 |
IWM
2449
IHT Wealth Management
Chicago,
Illinois
| $372M | -$5.31M | -1% | 0.95% | 74.8% | 1,829 | 12.52% |
|
| 2450 |
CCG
2450
Chatham Capital Group
Savannah,
Georgia
| $372M | +$8.45M | +2% | 1.06% | 89.9% | 156 | 11.54% |
|