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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Leelyn Smith
Geneva,
Illinois
| $692M | +$27.6M | +4% | 2.29% | 86% | 155 | 10.32% | 3.4 |
|
| 3027 |
ECM
3027
EagleClaw Capital Management
Boston,
Massachusetts
| $691M | -$23.7M | -3% | 0.32% | 104% | 149 | 5.37% | 7 |
|
| 3028 |
3028
Noesis Capital Mangement
Boca Raton,
Florida
| $690M | +$45.4M | +7% | 7.14% | 139% | 135 | 8.15% | 4.7 |
|
| 3029 |
3029
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $689M | +$23M | +3% | 1.13% | 39.5% | 59 | 25.42% | 3 |
|
| 3030 |
3030
Apollon Financial
Mount Pleasant,
South Carolina
| $689M | +$87.3M | +15% | 3.38% | 103% | 257 | 14.01% | 1.3 |
|
| 3031 |
3031
KPP Advisory Services
Louisville,
Kentucky
| $689M | +$13.1M | +2% | 2.44% | 87.9% | 349 | 11.75% | 1.4 |
|
| 3032 |
3032
Thames Capital Management
Roseland,
New Jersey
| $688M | -$13.1M | -2% | 10.3% | 1,177% | 70 | 48.57% | 1.8 |
|
| 3033 |
3033
Financial Advisory Corporation
Grand Rapids,
Michigan
| $688M | +$8.41M | +1% | 0.88% | – | 55 | 12.73% | 0.8 |
|
| 3034 |
3034
Toews Corporation
Northfield,
New Jersey
| $688M | -$12.3M | -2% | 0.6% | 22% | 15 | 0% | 1.6 |
|
| 3035 |
3035
Deltroit Asset Management (UK)
London,
| $687M | – | – | 2.16% | – | 39 | – | 0 |
|
| 3036 |
3036
Formidable Asset Management
Cincinnati,
Ohio
| $687M | +$52.3M | +8% | 0.22% | 62.2% | 422 | 13.51% | 3.1 |
|
| 3037 |
3037
High Ground Investment Management
London,
United Kingdom
| $687M | +$84.8M | +14% | 8.94% | 25.9% | 8 | 25% | 1.8 |
|
| 3038 |
3038
Wilkins Investment Counsel
Boston,
Massachusetts
| $686M | -$20.2M | -3% | 3.91% | 71.3% | 125 | 6.4% | 6 |
|
| 3039 |
3039
Wellington Shields Capital Management
New York
| $686M | +$26.9M | +4% | 6.07% | 157% | 352 | 15.06% | 5.4 |
|
| 3040 |
3040
Convergence Financial
Columbia,
Missouri
| $685M | +$19.4M | +3% | 1.42% | 70.6% | 204 | 14.71% | 1.4 |
|
| 3041 |
3041
Rule One Partners
Moreland,
Georgia
| $685M | -$26.1M | -4% | 8.6% | – | 15 | 33.33% | 0.6 |
|
| 3042 |
3042
IFC Advisors
Los Angeles,
California
| $685M | +$139M | +25% | 2.37% | – | 185 | 13.51% | 0.8 |
|
| 3043 |
3043
Silverback Asset Management
Chapel Hill,
North Carolina
| $684M | -$360M | -35% | 0.48% | 92.1% | 64 | 23.44% | 0.6 |
|
| 3044 |
3044
Topsail Wealth Management
Charlotte,
North Carolina
| $683M | +$92.1M | +16% | 2.03% | – | 273 | 7.69% | 0.8 |
|
| 3045 |
AHT
3045
Amanah Holdings Trust
London,
| $683M | +$182M | +36% | 43.8% | – | 31 | 90.32% | 0.1 |
|
| 3046 |
3046
Perseverance Asset Management International
George Town,
Cayman Islands
| $683M | +$101M | +17% | 5.55% | 120% | 17 | 35.29% | 1.6 |
|
| 3047 |
3047
Faithward Advisors
Lancaster,
Pennsylvania
| $682M | +$9.6M | +1% | 2.64% | 119% | 342 | 15.5% | 2.1 |
|
| 3048 |
3048
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $682M | +$24.1M | +4% | 1.76% | 68.2% | 762 | 8.14% | 3.5 |
|
| 3049 |
3049
Perryman Financial Advisory
Dallas,
Texas
| $681M | – | – | 2.66% | – | 170 | – | 0 |
|
| 3050 |
3050
Rollins Financial Advisors
New York City,
New York
| $681M | +$20.6M | +3% | 3.42% | – | 160 | 15.63% | 1.4 |
|