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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Nationwide Asset Management
Columbus,
Ohio
| $311M | +$129M | +70% | 1.88% | 8.56% | 19 | 52.63% | 1.5 |
|
| 3677 |
3677
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $311M | -$10M | -3% | 1.95% | 81.7% | 156 | 13.46% | 4.6 |
|
| 3678 |
3678
Cloverfields Capital Group
Minneapolis,
Minnesota
| $311M | -$34M | -10% | 2.54% | 101% | 74 | 24.32% | 0.6 |
|
| 3679 |
3679
Harrell Investment Partners
Austin,
Texas
| $311M | +$2.49M | +0.8% | 0.19% | 121% | 101 | 1.98% | 1.3 |
|
| 3680 |
3680
Oak Management Corp
Wilton,
Connecticut
| $310M | +$116M | +60% | 35.3% | 96.4% | 3 | 100% | 0 |
|
| 3681 |
3681
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $310M | -$9.9M | -3% | 2.86% | 152% | 90 | 3.33% | 3.1 |
|
| 3682 |
3682
Souders Financial Advisors
Cincinnati,
Ohio
| $310M | +$13.4M | +5% | 0.7% | 54.9% | 143 | 13.29% | 1 |
|
| 3683 |
3683
BlueDrive Global Investors
London,
United Kingdom
| $310M | -$103M | -25% | 11.6% | 25.6% | 13 | 23.08% | 0.7 |
|
| 3684 |
3684
Stokes Capital Advisors
Greenwood,
South Carolina
| $310M | +$4.85M | +2% | 0.34% | 61.3% | 84 | 5.95% | 2.4 |
|
| 3685 |
PGF
3685
Pelham Global Financials
London,
United Kingdom
| $310M | -$379K | -0.1% | 6.82% | 24.5% | 14 | 21.43% | 1.3 |
|
| 3686 |
KRC
3686
Kehrs Ridge Capital
Holmdel,
New Jersey
| $310M | +$64.5M | +26% | 3.13% | – | 49 | 75.51% | 0.2 |
|
| 3687 |
3687
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $309M | +$8.24M | +3% | 4.03% | 95.4% | 38 | 5.26% | 4.1 |
|
| 3688 |
3688
Pacifica Capital Investments
Leander,
Texas
| $309M | +$3.5M | +1% | 4.43% | 70.4% | 19 | 0% | 5.9 |
|
| 3689 |
3689
Oakhurst Advisors
Los Angeles,
California
| $309M | -$30M | -9% | 0.16% | – | 7 | 0% | 0.3 |
|
| 3690 |
PLFAM
3690
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $309M | -$26K | -0% | 0.27% | 81.6% | 115 | 5.22% | 4.8 |
|
| 3691 |
3691
Buckley Wealth Management
Las Vegas,
Nevada
| $309M | +$17.7M | +6% | 0.33% | 88% | 135 | 9.63% | 2.6 |
|
| 3692 |
3692
Bishop Rock Capital
New York
| $309M | -$15.8M | -5% | 4.65% | 35.4% | 34 | 2.94% | 2.7 |
|
| 3693 |
AFT
3693
Alpha Family Trust
Los Angeles,
California
| $309M | -$8.94M | -3% | 0.25% | 198% | 25 | 28% | 0.5 |
|
| 3694 |
3694
Journey Advisory Group
Covington,
Kentucky
| $309M | -$6.15M | -2% | 0.04% | 66.2% | 205 | 6.34% | 0.7 |
|
| 3695 |
3695
Invenomic Capital Management
Boston,
Massachusetts
| $308M | -$109M | -26% | 2.44% | 6.61% | 155 | 43.23% | 0.6 |
|
| 3696 |
3696
Alliance Wealth Management Group
Flemington,
New Jersey
| $308M | +$6.92M | +2% | 1.13% | 43.4% | 75 | 10.67% | 3 |
|
| 3697 |
3697
Fairfield, Bush & Co
Darien,
Connecticut
| $308M | -$60.1M | -16% | 0.19% | 112% | 171 | 23.39% | 4.4 |
|
| 3698 |
3698
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $308M | +$18.9M | +7% | 1.5% | 71.4% | 256 | 8.59% | 1.8 |
|
| 3699 |
LDFR
3699
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $308M | -$58.1M | -16% | 1.32% | 37.5% | 227 | 15.86% | 2.2 |
|
| 3700 |
3700
Jackson Square Capital
San Francisco,
California
| $308M | -$3.66M | -1% | 2% | 423% | 189 | 14.29% | 1.2 |
|