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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2451 |
MPAM
2451
Monarch Partners Asset Management
Boston,
Massachusetts
| $444M | +$34.7M | +8% | 6.79% | 136% | 192 | 28.13% |
|
| 2452 |
RA
2452
RiverPark Advisors
New York
| $444M | +$123M | +38% | 13.5% | 87.5% | 58 | 15.52% |
|
| 2453 |
ACP
2453
Aviance Capital Partners
Naples,
Florida
| $444M | +$39.3M | +10% | 11.7% | 83.6% | 254 | 13.39% |
|
| 2454 |
FCMI
2454
Foresite Capital Management IV
Larkspur,
California
| $443M | +$238M | +116% | 41.9% | 149% | 19 | 57.89% |
|
| 2455 |
LG
2455
LaFleur & Godfrey
Grand Rapids,
Michigan
| $443M | +$51.5M | +13% | 8.74% | 85.2% | 94 | 32.98% |
|
| 2456 |
CCM
2456
Cohen Capital Management
Corte Madera,
California
| $443M | +$35.1M | +9% | 7.19% | 83.9% | 147 | 6.8% |
|
| 2457 |
WCF
2457
West Coast Financial
Santa Barbara,
California
| $443M | +$32.2M | +8% | 8.37% | 22.2% | 111 | 13.51% |
|
| 2458 |
PWPCM
2458
Perella Weinberg Partners Capital Management
New York
| $443M | -$13.5M | -3% | 4.39% | 1.52% | 32 | 15.63% |
|
| 2459 |
NAM
2459
Nexpoint Asset Management
Dallas,
Texas
| $442M | -$1.7M | -0.4% | 16.7% | 209% | 238 | 53.78% |
|
| 2460 |
SFO
2460
Stokes Family Office
New Orleans,
Louisiana
| $441M | +$44.8M | +11% | 9.3% | 56.9% | 156 | 19.87% |
|
| 2461 |
CC
2461
Criteria Caixa
Barcelona,
Spain
| $441M | +$43.9M | +11% | 7.35% | 35.5% | 43 | 32.56% |
|
| 2462 |
HH
2462
Hernani Holdings
Jackson,
Wyoming
| $440M | +$23.9M | +6% | 5.87% | – | 4 | 0% |
|
| 2463 |
JCI
2463
Jet Capital Investors
New York
| $440M | -$45M | -9% | 10.3% | 147% | 44 | 63.64% |
|
| 2464 |
SGA
2464
Sector Gamma AS
Oslo,
Norway
| $439M | -$45.1M | -9% | 3.49% | 28.7% | 34 | 23.53% |
|
| 2465 |
CHC
2465
City Holding Co
Charleston,
West Virginia
| $439M | +$36.2M | +9% | 7.49% | 81.3% | 520 | 4.42% |
|
| 2466 |
TWM
2466
Tanglewood Wealth Management
Houston,
Texas
| $439M | +$85.1M | +24% | 6.84% | 59.7% | 19 | 10.53% |
|
| 2467 |
IFWM
2467
Institute for Wealth Management
Denver,
Colorado
| $438M | +$29.6M | +7% | 11.6% | 137% | 454 | 14.54% |
|
| 2468 |
STB
2468
S&T Bank
Indiana,
Pennsylvania
| $438M | -$1.17M | -0.3% | 3.81% | 94.2% | 133 | 21.05% |
|
| 2469 |
HWA
2469
HCR Wealth Advisors
Los Angeles,
California
| $437M | +$11.2M | +3% | 10.6% | 91% | 263 | 15.21% |
|
| 2470 |
AG
2470
Ashmore Group
London,
United Kingdom
| $437M | +$60.1M | +16% | 15.3% | 113% | 23 | 21.74% |
|
| 2471 |
AIM
2471
AIA Investment Management
Singapore
| $437M | -$4.44M | -1% | 14.1% | 42.5% | 440 | 7.5% |
|
| 2472 |
TCM
2472
Traynor Capital Management
Malvern,
Pennsylvania
| $437M | +$21.7M | +5% | 13.8% | 225% | 178 | 26.97% |
|
| 2473 |
VNA
2473
Valley National Advisers
Bethlehem,
Pennsylvania
| $437M | +$2.75M | +0.6% | 5.98% | 59.2% | 881 | 7.49% |
|
| 2474 |
HCM
2474
Howard Capital Management
Roswell,
Georgia
| $437M | +$81.8M | +23% | 14.1% | 89.1% | 54 | 11.11% |
|
| 2475 |
VCM
2475
V3 Capital Management
Dallas,
Texas
| $437M | +$3.35M | +0.8% | 3.37% | 20.5% | 16 | 50% |
|