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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
PAX Financial Group
San Antonio,
Texas
| $580M | +$24.9M | +4% | 1.62% | 56% | 228 | 14.47% | 3.2 |
|
| 3352 |
CNBTD
3352
Citizens National Bank Trust Department
Meridian,
Mississippi
| $580M | +$19.3M | +3% | 4.57% | 124% | 389 | 7.46% | 3.7 |
|
| 3353 |
3353
Overbrook Management Corp
New York
| $579M | +$23.3M | +4% | 4.44% | 157% | 52 | 25% | 3.7 |
|
| 3354 |
3354
Elgethun Capital Management
Sioux Falls,
South Dakota
| $579M | +$28.3M | +5% | 1.78% | 61.5% | 166 | 7.23% | 4.7 |
|
| 3355 |
RIS
3355
Richmond Investment Services
Mequon,
Wisconsin
| $579M | +$41.2M | +8% | 2.75% | – | 242 | 10.33% | 0.6 |
|
| 3356 |
3356
Oakmont Corp
Los Angeles,
California
| $578M | +$18.6M | +3% | 2.37% | 70.2% | 33 | 15.15% | 4 |
|
| 3357 |
3357
Monaco Asset Management
Monaco
| $578M | -$1.07B | -65% | 6.93% | 120% | 115 | 57.39% | 0.9 |
|
| 3358 |
3358
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $577M | +$26.8M | +5% | 2.39% | 69% | 122 | 2.46% | 2.3 |
|
| 3359 |
3359
Aspen Grove Capital
Avon,
Colorado
| $577M | -$17.6M | -3% | 3.99% | 90% | 222 | 15.77% | 2 |
|
| 3360 |
3360
Delta Investment Management
San Francisco,
California
| $576M | +$18.3M | +3% | 4.63% | 65.8% | 308 | 22.08% | 2.4 |
|
| 3361 |
3361
Apis Capital Advisors
New York
| $574M | +$121M | +27% | 30.8% | 1,532% | 57 | 38.6% | 0.6 |
|
| 3362 |
3362
XY Planning Network
Bozeman,
Montana
| $574M | +$280M | +95% | 1.64% | – | 258 | 36.82% | 0.5 |
|
| 3363 |
3363
Ellis Investment Partners
Berwyn,
Pennsylvania
| $573M | +$19.7M | +4% | 2.18% | 70.8% | 267 | 17.6% | 4.4 |
|
| 3364 |
3364
Freemont Management
Vaud,
Switzerland
| $573M | +$373M | +186% | 4.28% | 102% | 135 | 31.85% | 1.6 |
|
| 3365 |
3365
Nordwand Advisors
Radnor,
Pennsylvania
| $572M | -$58.2M | -9% | 2.27% | 93% | 159 | 10.69% | 1 |
|
| 3366 |
3366
Tufton Capital Management
Hunt Valley,
Maryland
| $572M | +$11.1M | +2% | 4.43% | 96.1% | 124 | 6.45% | 8.3 |
|
| 3367 |
3367
Atlas Legacy Advisors
Los Angeles,
California
| $571M | +$52.5M | +10% | 2.59% | – | 217 | 17.51% | 0.8 |
|
| 3368 |
3368
Manitou Investment Management
Toronto,
Ontario, Canada
| $571M | -$2.51M | -0.4% | 5% | 69.3% | 57 | 1.75% | 3.5 |
|
| 3369 |
IIA
3369
IPG Investment Advisors
San Diego,
California
| $570M | +$9.7M | +2% | 2.56% | 126% | 253 | 28.46% | 2 |
|
| 3370 |
3370
Brandywine Trust
Hockessin,
Delaware
| $570M | -$87M | -13% | 0.81% | 32.7% | 33 | 3.03% | 8.1 |
|
| 3371 |
3371
Bregal Sagemount IV
St. Helier,
| $570M | – | – | 17.6% | – | 1 | – | 0 |
|
| 3372 |
3372
Amarillo National Bank
Amarillo,
Texas
| $569M | +$494K | +0.1% | 2.11% | 63.5% | 85 | 12.94% | 6.8 |
|
| 3373 |
3373
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $569M | +$7.06M | +1% | 2.34% | – | 284 | 18.31% | 0.9 |
|
| 3374 |
3374
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $569M | +$47.8M | +9% | 1.71% | 63.7% | 144 | 13.89% | 2.6 |
|
| 3375 |
ARG
3375
Advisory Resource Group
Tulsa,
Oklahoma
| $569M | +$11.1M | +2% | 1.93% | 72% | 182 | 11.54% | 3 |
|