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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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
City Holding Co
Charleston,
West Virginia
| $667M | +$46.3M | +7% | 10.2% | 89.2% | 500 | 5% | 6.3 |
|
| 2602 |
RIA
2602
RPG Investment Advisory
Pleasanton,
California
| $666M | +$52.1M | +8% | 20.5% | 186% | 88 | 7.95% | 4.3 |
|
| 2603 |
2603
Nexpoint Asset Management
Dallas,
Texas
| $666M | +$1.57M | +0.2% | 8.55% | 253% | 114 | 62.28% | 1.2 |
|
| 2604 |
2604
Financial Planning & Information Services
De Pere,
Wisconsin
| $666M | +$31.3M | +5% | 4.61% | 13% | 89 | 8.99% | 5 |
|
| 2605 |
MG
2605
Magnolia Group
Omaha,
Nebraska
| $664M | -$14.5M | -2% | 0.9% | 11.4% | 11 | 0% | 3.5 |
|
| 2606 |
2606
Moloney Securities Asset Management
Manchester,
Missouri
| $664M | +$33.9M | +5% | 8.95% | 86% | 514 | 20.43% | 3.2 |
|
| 2607 |
2607
Quadratic Capital Management
Greenwich,
Connecticut
| $663M | -$138M | -17% | 0.2% | 0.6% | 2 | 0% | 2.9 |
|
| 2608 |
2608
Koch Industries
Wichita,
Kansas
| $662M | -$226M | -25% | 24.3% | 56.9% | 8 | 12.5% | 2.1 |
|
| 2609 |
2609
Evermay Wealth Management
Arlington,
Virginia
| $662M | +$121M | +22% | 7.61% | 61.1% | 741 | 26.32% | 2.9 |
|
| 2610 |
2610
Alaska Wealth Advisors
Anchorage,
Alaska
| $662M | +$61.2M | +10% | 4.83% | 44.3% | 141 | 24.11% | 1.9 |
|
| 2611 |
2611
Valley National Advisers
Bethlehem,
Pennsylvania
| $662M | +$31.6M | +5% | 7.32% | 87.2% | 1,311 | 17.09% | 3.7 |
|
| 2612 |
CF
2612
Clarity Financial
Houston,
Texas
| $661M | +$84.5M | +15% | 7.68% | 56.8% | 132 | 24.24% | 1 |
|
| 2613 |
2613
Thompson Investment Management
Madison,
Wisconsin
| $661M | +$39.7M | +6% | 7.1% | 100% | 537 | 21.6% | 2.6 |
|
| 2614 |
CL
2614
CIM LLC
Albany,
New York
| $661M | +$18.8M | +3% | 16.7% | 108% | 156 | 5.13% | 3.7 |
|
| 2615 |
2615
Security National Bank
Omaha,
Nebraska
| $661M | +$218M | +49% | 15.3% | 125% | 328 | 20.12% | 1.6 |
|
| 2616 |
2616
HCR Wealth Advisors
Los Angeles,
California
| $659M | +$26.3M | +4% | 7.98% | 107% | 232 | 15.52% | 3.3 |
|
| 2617 |
2617
Perennial Investment Advisors
Los Angeles,
California
| $659M | +$55.3M | +9% | 10.5% | 84.3% | 385 | 18.44% | 1.9 |
|
| 2618 |
2618
FDx Advisors
Chicago,
Illinois
| $659M | -$634M | -49% | 7.94% | 73.2% | 675 | 49.33% | 5.6 |
|
| 2619 |
2619
Night Owl Capital Management
Greenwich,
Connecticut
| $659M | +$259M | +65% | 19% | 162% | 30 | 20% | 3.8 |
|
| 2620 |
2620
Fidelis Capital Partners
Tampa,
Florida
| $659M | +$206M | +46% | 11.9% | 115% | 391 | 18.93% | 0.7 |
|
| 2621 |
2621
Avitas Wealth Management
Los Angeles,
California
| $658M | +$60.3M | +10% | 13% | 56.2% | 209 | 8.13% | 2.7 |
|
| 2622 |
2622
Auxier Asset Management
Aurora,
Oregon
| $657M | +$39.3M | +6% | 8.69% | 71.7% | 176 | 3.98% | 7.4 |
|
| 2623 |
2623
Polunin Capital Partners
London,
United Kingdom
| $657M | +$123M | +23% | 7.18% | 268% | 30 | 30% | 1.3 |
|
| 2624 |
2624
Spirepoint Private Client
Vero Beach,
Florida
| $657M | – | – | 5.85% | – | 201 | – | 0 |
|
| 2625 |
2625
NTV Asset Management
Charleston,
West Virginia
| $656M | +$62.5M | +11% | 10.4% | 110% | 256 | 6.64% | 6.1 |
|