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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
HORAN Wealth
Cincinnati,
Ohio
| $635M | +$308M | +94% | 7.71% | – | 197 | 41.62% | 0.1 |
|
| 3077 |
CBT
3077
Central Bank & Trust
Lexington,
Kentucky
| $634M | +$22.8M | +4% | 8.52% | 118% | 187 | 8.02% | 7.7 |
|
| 3078 |
3078
Regatta Capital Group
El Segundo,
California
| $633M | +$50.7M | +9% | 7.56% | 78.1% | 224 | 10.71% | 2.4 |
|
| 3079 |
3079
Fiduciary Financial Group
San Rafael,
California
| $633M | +$79.8M | +14% | 7.51% | – | 343 | 19.24% | 0.9 |
|
| 3080 |
3080
Gries Financial
Cleveland,
Ohio
| $633M | +$83.1M | +15% | 6.4% | 71.3% | 341 | 18.77% | 1.8 |
|
| 3081 |
3081
Fort Baker Capital Management
Larkspur,
California
| $632M | +$50.3M | +9% | 6.38% | 46.3% | 117 | 61.54% | 0.3 |
|
| 3082 |
3082
Oliver Luxxe Assets
Gladstone,
New Jersey
| $632M | +$71.3M | +13% | 11.6% | 137% | 201 | 18.91% | 3 |
|
| 3083 |
3083
Laffer Tengler Investments
Nashville,
Tennessee
| $631M | +$70.4M | +13% | 8.25% | 96.5% | 200 | 48.5% | 2.7 |
|
| 3084 |
3084
Huber Capital Management
El Segundo,
California
| $631M | +$43.6M | +7% | 6.39% | 70.4% | 108 | 2.78% | 5 |
|
| 3085 |
3085
Round Rock Advisors
Wilton,
Connecticut
| $631M | +$51.5M | +9% | 9.26% | 87.4% | 364 | 51.1% | 1.6 |
|
| 3086 |
3086
Fortis Capital Advisors
Prairie Village,
Kansas
| $631M | +$72M | +13% | 10.5% | 127% | 319 | 36.05% | 0.9 |
|
| 3087 |
3087
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $631M | +$87.7M | +16% | 6.76% | 56.8% | 314 | 16.56% | 2.5 |
|
| 3088 |
CM
3088
Conifer Management
New York
| $631M | -$137M | -18% | 3.58% | 22.7% | 6 | 16.67% | 3.1 |
|
| 3089 |
3089
Artia Global Partners
Miami,
Florida
| $631M | +$215M | +52% | 81.8% | 725% | 56 | 42.86% | 0.6 |
|
| 3090 |
MG
3090
Magnolia Group
Omaha,
Nebraska
| $631M | -$19.7M | -3% | 1.54% | 9.52% | 11 | 9.09% | 4.2 |
|
| 3091 |
3091
Nordwand Advisors
Radnor,
Pennsylvania
| $631M | -$6.95M | -1% | 8.29% | 93% | 190 | 26.84% | 0.8 |
|
| 3092 |
3092
Alpha Capital Management
Austin,
Texas
| $630M | +$49.6M | +9% | 7.95% | 88% | 122 | 12.3% | 4.6 |
|
| 3093 |
3093
Stablepoint Partners
Braintree,
Massachusetts
| $630M | +$42.1M | +7% | 7.18% | – | 254 | 4.33% | 1.6 |
|
| 3094 |
3094
True North Advisors
Dallas,
Texas
| $630M | +$108M | +21% | 6.75% | 82.9% | 258 | 30.62% | 2.1 |
|
| 3095 |
3095
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $630M | +$16.7M | +3% | 4.75% | 44% | 103 | 5.83% | 3.5 |
|
| 3096 |
CPIH
3096
Consolidated Press International Holdings
Sydney,
Australia
| $629M | +$28.6M | +5% | 1.48% | – | 16 | 25% | 1.5 |
|
| 3097 |
3097
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $629M | +$76.9M | +14% | 8.66% | 81% | 922 | 13.02% | 4.1 |
|
| 3098 |
3098
MATAURO
New York
| $629M | +$96.7M | +18% | 9.29% | – | 171 | 29.82% | 0.5 |
|
| 3099 |
3099
Harbor Group
Bedford,
New Hampshire
| $629M | +$64.6M | +11% | 4.99% | 43% | 108 | 10.19% | 2.5 |
|
| 3100 |
3100
Hughes Financial Services
Herndon,
Virginia
| $629M | +$46.5M | +8% | 5.64% | – | 1,120 | 15.27% | 0.4 |
|