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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
HT Partners
Centerbrook,
Connecticut
| $342M | +$15M | +5% | 4.43% | 71.1% | 50 | 2% | 3.4 |
|
| 3727 |
3727
Canal Insurance Company
Greenville,
South Carolina
| $342M | +$47.2M | +16% | 9.71% | 114% | 91 | 25.27% | 3.7 |
|
| 3728 |
3728
Ninepoint Partners
Toronto,
Ontario, Canada
| $342M | -$31.7M | -8% | 18.4% | 82.6% | 98 | 39.8% | 1 |
|
| 3729 |
CWM
3729
Cordatus Wealth Management
Newtown,
Pennsylvania
| $341M | +$211M | +163% | 12.2% | 108% | 173 | 69.94% | 0.6 |
|
| 3730 |
3730
Magnolia Capital Advisors
Jackson,
Mississippi
| $341M | +$54.4M | +19% | 7.89% | 78.7% | 215 | 17.67% | 0.7 |
|
| 3731 |
3731
Perkins Coie Trust Company
Seattle,
Washington
| $341M | +$21.4M | +7% | 11.4% | 83.2% | 282 | 19.86% | 5.9 |
|
| 3732 |
3732
Orchard Capital Management
Chicago,
Illinois
| $341M | +$8.58M | +3% | 4.96% | 140% | 50 | 16% | 0.8 |
|
| 3733 |
3733
Washington State Investment Board
Olympia,
Washington
| $341M | +$41.7M | +14% | 14% | 567% | 1 | 0% | 1.5 |
|
| 3734 |
3734
Adams Wealth Management
Logan,
Utah
| $340M | +$75.8M | +29% | 9.98% | 105% | 91 | 23.08% | 1.4 |
|
| 3735 |
3735
Mattern Wealth Management
Lawrence,
Kansas
| $340M | +$43M | +14% | 9.58% | 62.2% | 179 | 15.64% | 1.4 |
|
| 3736 |
3736
Outlook Wealth Advisors
Shenandoah,
Texas
| $340M | +$34.6M | +11% | 8.55% | 76% | 233 | 21.03% | 1.5 |
|
| 3737 |
3737
Kize Capital
New York
| $340M | +$1.13M | +0.3% | 9.45% | 34.7% | 7 | 0% | 0.9 |
|
| 3738 |
3738
Bank of Stockton
Stockton,
California
| $340M | +$13.7M | +4% | 9.02% | 99.2% | 126 | 5.56% | 4.7 |
|
| 3739 |
PLFAM
3739
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $340M | +$30.7M | +10% | 9.81% | 81.6% | 121 | 8.26% | 4.8 |
|
| 3740 |
3740
Whitegate Investment Counselors
Concord,
New Hampshire
| $340M | -$365M | -52% | 6.77% | 51% | 231 | 74.46% | 5.1 |
|
| 3741 |
3741
BCWM LLC
Overland Park,
Kansas
| $340M | +$4.52M | +1% | 4.8% | – | 68 | 13.24% | 3.4 |
|
| 3742 |
CBTWT
3742
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $340M | +$32.2M | +10% | 13.5% | 124% | 135 | 4.44% | 4.2 |
|
| 3743 |
3743
Tamar Securities
Woodland Hills,
California
| $339M | +$62.6M | +23% | 8.98% | 101% | 61 | 16.39% | 1 |
|
| 3744 |
3744
APEIRON Capital Ltd
Hong Kong
| $339M | -$41.7M | -11% | 6.76% | 362% | 12 | 8.33% | 0.7 |
|
| 3745 |
FNBOMD
3745
First National Bank of Mount Dora
Mount Dora,
Florida
| $339M | +$35M | +12% | 10.2% | 96.2% | 127 | 4.72% | 4 |
|
| 3746 |
3746
DCM Advisors
New York
| $339M | +$79.3M | +31% | 11.9% | 99.3% | 336 | 50.6% | 0.5 |
|
| 3747 |
3747
Radcliff Management
New York
| $339M | – | – | 25.1% | 47.6% | 3 | – | 0 |
|
| 3748 |
3748
Insight Advisors
Newtown,
Pennsylvania
| $339M | +$4.24M | +1% | 8.66% | 74% | 334 | 12.57% | 0.8 |
|
| 3749 |
3749
Holderness Investments Company
Greensboro,
North Carolina
| $339M | +$35.7M | +12% | 11.3% | 144% | 234 | 9.4% | 3.7 |
|
| 3750 |
3750
59 North Capital Management
Houston,
Texas
| $339M | +$43.7M | +15% | 2.29% | 81.4% | 13 | 38.46% | 0.6 |
|