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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 |
AWM
2426
Aprio Wealth Management
Atlanta,
Georgia
| $798M | +$113M | +16% | 0.12% | 60.6% | 384 | 20.31% |
|
| 2427 |
BCM
2427
Brigade Capital Management
New York
| $798M | +$467M | +141% | 14.3% | 42.7% | 18 | 44.44% |
|
| 2428 |
LJAC
2428
L.J. Altfest & Co
New York
| $797M | +$13.4M | +2% | 1.53% | 90.3% | 376 | 28.46% |
|
| 2429 |
AIMC
2429
Alley Investment Management Company
Lake Forest,
Illinois
| $797M | +$6.57M | +0.8% | 1.81% | 54.6% | 89 | 6.74% |
|
| 2430 |
NM
2430
NWI Management
New York
| $796M | -$1.47B | -65% | 5.94% | 230% | 62 | 37.1% |
|
| 2431 |
LPAM
2431
Lodestar Private Asset Management
Alamo,
California
| $795M | -$4.28M | -0.5% | 1.75% | 58.3% | 219 | 4.57% |
|
| 2432 |
AT
2432
Avenir Tech
Hong Kong
| $795M | +$192M | +32% | 10.3% | – | 26 | 73.08% |
|
| 2433 |
AL
2433
AIP LLC
New York
| $795M | +$36.4M | +5% | 5.19% | 54.9% | 2 | 0% |
|
| 2434 |
DPW
2434
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $794M | +$4.33M | +0.5% | 0.23% | – | 1,438 | 5.7% |
|
| 2435 |
PGA
2435
Portland Global Advisors
Portland,
Maine
| $794M | +$3.47M | +0.4% | 0.03% | 43.4% | 135 | 4.44% |
|
| 2436 |
CFP
2436
Cascade Financial Partners
San Diego,
California
| $793M | +$25.9M | +3% | 0.42% | – | 257 | 10.12% |
|
| 2437 |
8KM
2437
8 Knots Management
Dallas,
Texas
| $793M | -$206M | -21% | 11.5% | – | 20 | 25% |
|
| 2438 |
SAM
2438
Synergy Asset Management
Vancouver,
Washington
| $793M | -$499M | -39% | 2.1% | 97.3% | 912 | 85.09% |
|
| 2439 |
NRG
2439
Nemes Rush Group
Novi,
Michigan
| $792M | -$17M | -2% | 3.74% | 111% | 772 | 14.77% |
|
| 2440 |
KPF
2440
K2 Principal Fund
Toronto,
Ontario, Canada
| $788M | -$112M | -12% | 0.32% | 76.5% | 417 | 48.2% |
|
| 2441 |
JIR
2441
James Investment Research
Alpha,
Ohio
| $788M | -$52.2M | -6% | 0.82% | 107% | 349 | 12.03% |
|
| 2442 |
PFBT
2442
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $788M | +$30.4M | +4% | 2.07% | 63.3% | 2,778 | 24.55% |
|
| 2443 |
LM
2443
Lincluden Management
Mississauga,
Ontario, Canada
| $787M | -$39M | -5% | 1.11% | 56.6% | 74 | 4.05% |
|
| 2444 |
MSA
2444
Mason Street Advisors
Milwaukee,
Wisconsin
| $786M | +$13.5M | +2% | 0.11% | 32% | 13 | 7.69% |
|
| 2445 |
UBV
2445
United Bank (Virginia)
Vienna,
Virginia
| $786M | -$52.9M | -6% | 2.46% | 76.1% | 144 | 12.5% |
|
| 2446 |
UA
2446
Unison Advisors
Washington,
District of Columbia
| $786M | -$54M | -6% | 0.22% | 54.6% | 190 | 13.16% |
|
| 2447 |
MCM
2447
Mattern Capital Management
Lakewood,
Colorado
| $785M | +$18M | +2% | 2.34% | 31.5% | 167 | 6.59% |
|
| 2448 |
CWM
2448
Cabot Wealth Management
Salem,
Massachusetts
| $785M | -$2.49M | -0.3% | 0.18% | 69.3% | 131 | 5.34% |
|
| 2449 |
TCM
2449
Tensile Capital Management
Larkspur,
California
| $784M | -$179M | -19% | 14.9% | 47.7% | 19 | 15.79% |
|
| 2450 |
HMCP
2450
Hook Mill Capital Partners
New York
| $783M | -$199M | -20% | 6.7% | 149% | 53 | 49.06% |
|