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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Clark Asset Management
Stratham,
New Hampshire
| $596M | +$61M | +11% | 0.36% | 51.8% | 165 | 21.21% | 1.1 |
|
| 2902 |
2902
Versant Capital Management
Phoenix,
Arizona
| $596M | +$132M | +28% | 3.25% | 97.3% | 2,658 | 16.18% | 4 |
|
| 2903 |
2903
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $595M | +$101M | +20% | 1.16% | – | 1,791 | 29.65% | 0.5 |
|
| 2904 |
2904
CFO4Life Group
Coppell,
Texas
| $594M | +$24.9M | +4% | 2.58% | 56.7% | 243 | 18.93% | 3.3 |
|
| 2905 |
2905
Horizon Wealth Management
La Grange,
Illinois
| $593M | +$18.4M | +3% | 2.32% | 109% | 114 | 19.3% | 1.9 |
|
| 2906 |
MTC
2906
Matrix Trust Company
Denver,
Colorado
| $593M | +$17.4M | +3% | 0.74% | 51.4% | 301 | 31.89% | 1 |
|
| 2907 |
MG
2907
Magnolia Group
Omaha,
Nebraska
| $590M | +$6.96M | +1% | 2.7% | 11.4% | 11 | 27.27% | 4.6 |
|
| 2908 |
2908
Meridian Wealth Advisors
Austin,
Texas
| $589M | -$17.2M | -3% | 2.05% | 79.9% | 181 | 9.39% | 4.6 |
|
| 2909 |
2909
Thrive Capital Management (New York)
New York
| $589M | +$4.17M | +0.7% | 0.99% | 205% | 4 | 0% | 2.6 |
|
| 2910 |
2910
MAK Capital One
New York
| $589M | -$64.8M | -10% | 6.4% | 200% | 12 | 33.33% | 2.9 |
|
| 2911 |
2911
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $589M | -$7.05M | -1% | 0.07% | 44% | 99 | 4.04% | 3.3 |
|
| 2912 |
2912
Lineweaver Wealth Advisors
Valley View,
Ohio
| $587M | +$46.1M | +9% | 0.69% | 68.4% | 148 | 13.51% | 2.6 |
|
| 2913 |
2913
12th Street Asset Management Company
Nashville,
Tennessee
| $587M | -$19.8M | -3% | 0.17% | 106% | 32 | 12.5% | 3.4 |
|
| 2914 |
MI
2914
MMCAP International
Grand Cayman,
Cayman Islands
| $587M | -$78.1M | -12% | 7.53% | 184% | 169 | 40.24% | 1.2 |
|
| 2915 |
2915
Polymer Capital Management (HK)
Hong Kong
| $587M | +$10M | +2% | 8.28% | – | 209 | 56.46% | 0.5 |
|
| 2916 |
2916
Biltmore Family Office
Charlotte,
North Carolina
| $587M | -$8.79M | -1% | 3.08% | 99% | 280 | 9.64% | 3.9 |
|
| 2917 |
2917
SJS Investment Consulting
Sylvania,
Ohio
| $586M | +$7.27M | +1% | 2.09% | 69.4% | 1,696 | 11.14% | 2.4 |
|
| 2918 |
2918
Crews Bank & Trust
Wauchula,
Florida
| $586M | -$7.11M | -1% | 1.84% | – | 622 | 4.18% | 0.2 |
|
| 2919 |
2919
Enclave Advisors
Austin,
Texas
| $586M | -$21.8M | -4% | 2.15% | – | 123 | 8.94% | 0.5 |
|
| 2920 |
2920
Geometric Wealth Advisors
Washington,
District of Columbia
| $585M | +$35.4M | +6% | 0.22% | 62.1% | 73 | 9.59% | 1.8 |
|
| 2921 |
2921
CRA Financial Services
Northfield,
New Jersey
| $584M | +$1.65M | +0.3% | 3.73% | 91.9% | 280 | 7.86% | 3.4 |
|
| 2922 |
2922
Waterfront Capital Partners
New York
| $584M | +$39.5M | +7% | 3.14% | 88.3% | 50 | 68% | 0.4 |
|
| 2923 |
CCM
2923
Cohen Capital Management
Corte Madera,
California
| $584M | -$15.5M | -3% | 0.29% | 91.5% | 155 | 5.81% | 6.5 |
|
| 2924 |
2924
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $583M | -$263M | -31% | 1.53% | 94.2% | 220 | 50.45% | 1 |
|
| 2925 |
2925
Eagle Rock Investment Company
Atlanta,
Georgia
| $583M | -$19M | -3% | 0.07% | 121% | 166 | 12.65% | 2.2 |
|