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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
First National Advisers
Omaha,
Nebraska
| $683M | -$43.8M | -6% | 0.19% | 87.9% | 258 | 16.28% | 2 |
|
| 3027 |
3027
Hexagon Capital Partners
Rogers,
Arkansas
| $683M | +$143M | +26% | 4.97% | 104% | 254 | 70.08% | 1.3 |
|
| 3028 |
3028
Horizon Wealth Management
La Grange,
Illinois
| $682M | +$38.1M | +6% | 0.05% | 109% | 148 | 21.62% | 2 |
|
| 3029 |
3029
Drexel Morgan & Co
Radnor,
Pennsylvania
| $682M | +$43M | +7% | 2.3% | 50.1% | 60 | 5% | 7.8 |
|
| 3030 |
3030
Torray Investment Partners
Bethesda,
Maryland
| $682M | -$16.7M | -2% | 2.46% | 97.2% | 99 | 15.15% | 4.5 |
|
| 3031 |
3031
Well Done LLC
Holland,
Michigan
| $681M | +$11.7M | +2% | 0.61% | 80.4% | 213 | 15.02% | 4.4 |
|
| 3032 |
3032
Night Squared
New York
| $681M | +$326M | +92% | 7.42% | – | 108 | 73.15% | 0.2 |
|
| 3033 |
CIA
3033
Covington Investment Advisors
Ligonier,
Pennsylvania
| $680M | -$51.2M | -7% | 1.21% | 100% | 74 | 0% | 6.5 |
|
| 3034 |
3034
Clearlake Capital Group
Santa Monica,
California
| $680M | -$387M | -36% | 36.1% | 47.3% | 6 | 0% | 4 |
|
| 3035 |
3035
Hudock Inc
Williamsport,
Pennsylvania
| $680M | +$1.02M | +0.1% | 0.1% | 69.7% | 210 | 12.38% | 6.2 |
|
| 3036 |
3036
Independent Solutions Wealth Management
Williamsville,
New York
| $679M | +$135M | +25% | 0.14% | 125% | 200 | 21% | 3.5 |
|
| 3037 |
3037
Advisors Preferred
Rockville,
Maryland
| $679M | +$64.7M | +11% | 2.01% | 102% | 304 | 54.93% | 0.7 |
|
| 3038 |
3038
MAK Capital One
New York
| $679M | -$230M | -25% | 10.4% | 200% | 30 | 50% | 1.6 |
|
| 3039 |
3039
Ripple Effect Asset Management
New York
| $679M | +$330M | +94% | 18.3% | – | 35 | 60% | 0.3 |
|
| 3040 |
MAA
3040
Mraz Amerine & Associates
Modesto,
California
| $678M | +$5.22M | +0.8% | 4.87% | 63.2% | 204 | 12.75% | 5.3 |
|
| 3041 |
3041
Daido Life Insurance Company
Osaka,
Japan
| $678M | -$32.9M | -5% | 4.62% | 78.3% | 6 | 0% | 5.7 |
|
| 3042 |
3042
Topsail Wealth Management
Charlotte,
North Carolina
| $678M | -$4.93M | -0.7% | 2.02% | – | 296 | 10.14% | 1 |
|
| 3043 |
3043
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $678M | -$22.8M | -3% | 0.16% | 90.7% | 291 | 4.12% | 6.4 |
|
| 3044 |
3044
Laffer Tengler Investments
Nashville,
Tennessee
| $677M | +$19.2M | +3% | 0.34% | 96.5% | 209 | 30.14% | 2.5 |
|
| 3045 |
3045
Arch Venture Management
Chicago,
Illinois
| $677M | +$25.4M | +4% | 55% | 228% | 10 | 10% | 1.5 |
|
| 3046 |
3046
Noked Israel
Ramat Hasharon,
Israel
| $677M | +$53.3M | +9% | 6.31% | 265% | 15 | 20% | 1.8 |
|
| 3047 |
3047
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $676M | +$25.4M | +4% | 1.06% | 52.1% | 141 | 9.93% | 2.8 |
|
| 3048 |
JC
3048
JBF Capital
Aspen,
Colorado
| $676M | -$16.3M | -2% | 4.71% | 93.6% | 123 | 43.09% | 1.7 |
|
| 3049 |
3049
Noesis Capital Mangement
Boca Raton,
Florida
| $676M | -$13.2M | -2% | 2.81% | 139% | 136 | 11.03% | 5.1 |
|
| 3050 |
3050
Radnor Capital Management
Wayne,
Pennsylvania
| $676M | +$2.01M | +0.3% | 3.8% | 96.9% | 317 | 4.73% | 2.8 |
|