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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
JLB & Associates
Plymouth,
Michigan
| $717M | -$19.5M | -3% | 0.21% | 69.9% | 78 | 6.41% | 7.7 |
|
| 2602 |
2602
Stillwater Capital Advisors
Devon,
Pennsylvania
| $717M | -$91.9M | -11% | 5.45% | 121% | 71 | 5.63% | 5.3 |
|
| 2603 |
2603
Souders Financial Advisors
Cincinnati,
Ohio
| $716M | +$331K | +0% | 0.75% | 59.8% | 195 | 15.9% | 2.6 |
|
| 2604 |
2604
Oak Harvest Investment Services
Houston,
Texas
| $716M | -$1.56M | -0.2% | 0.21% | 120% | 172 | 25.58% | 2 |
|
| 2605 |
2605
Primavera Capital Management
George Town,
Cayman Islands
| $715M | +$73.1M | +11% | 13.9% | 1.21% | 3 | 0% | 3.8 |
|
| 2606 |
2606
Professional Advisory Services
Vero Beach,
Florida
| $714M | -$10.5M | -1% | 0.57% | 69.3% | 85 | 10.59% | 6.1 |
|
| 2607 |
2607
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $714M | +$3.11M | +0.4% | 0.7% | 80.3% | 188 | 19.15% | 2.9 |
|
| 2608 |
2608
Avalon Global Asset Management
San Francisco,
California
| $714M | +$297M | +71% | 8.74% | 278% | 45 | 51.11% | 3.3 |
|
| 2609 |
2609
Novem Group
Rochester,
New York
| $713M | +$26.2M | +4% | 1.21% | – | 408 | 16.91% | 0.2 |
|
| 2610 |
2610
NWF Advisory Services
Los Angeles,
California
| $712M | +$29.3M | +4% | 0.95% | 120% | 430 | 49.53% | 0.9 |
|
| 2611 |
2611
Nitorum Capital
New York
| $712M | -$158M | -18% | 5.28% | 87.1% | 29 | 13.79% | 3.7 |
|
| 2612 |
2612
Keystone Investors
Singapore
| $712M | -$720M | -50% | 8.83% | – | 102 | 74.51% | 0.4 |
|
| 2613 |
2613
Crewe Advisors
Salt Lake City,
Utah
| $712M | -$13.7M | -2% | 2.18% | 96.1% | 765 | 21.96% | 1.5 |
|
| 2614 |
2614
Resources Management Corp
West Hartford,
Connecticut
| $711M | -$21.5M | -3% | 0.95% | 78.5% | 457 | 12.69% | 4.8 |
|
| 2615 |
2615
Atika Capital Management
New York
| $711M | -$230M | -24% | 4% | 811% | 104 | 59.62% | 1.3 |
|
| 2616 |
2616
Paradigm Operations
San Francisco,
California
| $711M | -$314M | -31% | 30.6% | 230% | 1 | 0% | 3.3 |
|
| 2617 |
2617
Aviance Capital Partners
Naples,
Florida
| $711M | -$12.8M | -2% | 1.27% | 109% | 349 | 11.46% | 4.5 |
|
| 2618 |
2618
WGI DM
Boston,
Massachusetts
| $711M | – | – | 10.8% | – | 5 | – | 0 |
|
| 2619 |
2619
City Holding Co
Charleston,
West Virginia
| $710M | +$4.32M | +0.6% | 0.35% | 89.2% | 615 | 24.88% | 5.4 |
|
| 2620 |
2620
WealthPLAN Partners
Omaha,
Nebraska
| $709M | +$4.45M | +0.6% | 1.39% | 71.6% | 260 | 13.85% | 4.4 |
|
| 2621 |
2621
Foresight Group
London,
United Kingdom
| $709M | +$64.1M | +10% | 1.42% | – | 62 | 43.55% | 0.6 |
|
| 2622 |
2622
Biglari Capital Corp
San Antonio,
Texas
| $709M | -$130M | -15% | 14.5% | 72.7% | 13 | 0% | 5.3 |
|
| 2623 |
2623
EnCap Energy Capital Fund XI
Houston,
Texas
| $709M | +$44.9M | +7% | 7.5% | 21% | 2 | 0% | 0.9 |
|
| 2624 |
2624
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $708M | -$19.8M | -3% | 0.4% | 89.5% | 172 | 12.21% | 2.3 |
|
| 2625 |
FCM
2625
Fieldview Capital Management
Niles,
Michigan
| $708M | +$59.9M | +9% | 3.89% | – | 625 | 73.28% | 0.1 |
|