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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Horan Capital Advisors
Cincinnati,
Ohio
| $149M | +$23.9M | +19% | 20.2% | 26.6% | 79 | 15.19% | 3.2 |
|
| 4202 |
4202
Disciplina Capital Management
Nashville,
Tennessee
| $149M | +$19.9M | +15% | 14.6% | 30% | 16 | 0% | 1.4 |
|
| 4203 |
4203
Pictet Bank & Trust
Nassau,
Bahamas
| $148M | -$30.6M | -17% | 20.9% | 82.7% | 64 | 12.5% | 3.6 |
|
| 4204 |
MA
4204
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $148M | +$21.4M | +17% | 20.8% | 166% | 83 | 9.64% | 4.7 |
|
| 4205 |
4205
Gill Capital Partners
Denver,
Colorado
| $148M | +$10.2M | +7% | 10.7% | 59% | 98 | 23.47% | 1.1 |
|
| 4206 |
4206
Rench Wealth Management
Denton,
Texas
| $148M | +$19.7M | +15% | 16.5% | 106% | 37 | 2.7% | 5.1 |
|
| 4207 |
CWM
4207
Cedar Wealth Management
Walnut Creek,
California
| $148M | +$247K | +0.2% | 13.4% | 68.1% | 246 | 19.92% | 1.6 |
|
| 4208 |
4208
Green Court Capital Management
Hong Kong
| $148M | -$715M | -83% | 33.6% | 33.4% | 5 | 40% | 1.5 |
|
| 4209 |
EE
4209
EWG Elevate
Roseville,
California
| $148M | +$15.9M | +12% | 21.1% | 76% | 75 | 49.33% | 0.3 |
|
| 4210 |
4210
LCNB Corp
Lebanon,
Ohio
| $148M | +$20M | +16% | 17.8% | 75.2% | 143 | 11.19% | 2.4 |
|
| 4211 |
4211
Cheyne Capital Management (UK)
London,
United Kingdom
| $148M | +$50.9M | +52% | 43.3% | 35.6% | 54 | 27.78% | 0.8 |
|
| 4212 |
4212
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $148M | +$8.79M | +6% | 19.7% | 84.8% | 98 | 21.43% | 0.8 |
|
| 4213 |
4213
NKCFO LLC
Geneva,
Illinois
| $148M | +$40.8M | +38% | 25.8% | 211% | 99 | 42.42% | 0.6 |
|
| 4214 |
4214
Gradient Capital Advisors
San Diego,
California
| $148M | +$24M | +19% | 17.2% | 78.5% | 100 | 15% | 1.9 |
|
| 4215 |
4215
Boyd Watterson Asset Management
Cleveland,
Ohio
| $148M | +$25.7M | +21% | 19.7% | 101% | 116 | 18.97% | 4.2 |
|
| 4216 |
4216
Cabot-Wellington
Boston,
Massachusetts
| $148M | +$23.9M | +19% | 19.1% | 65% | 9 | 0% | 6.3 |
|
| 4217 |
4217
Perennial Investment Advisors
Los Angeles,
California
| $148M | +$35.3M | +31% | 28.4% | 84.3% | 141 | 24.11% | 0.4 |
|
| 4218 |
DS
4218
Dalal Street
West Lake Hills,
Texas
| $148M | +$67M | +83% | 23.5% | 92.7% | 3 | 66.67% | 0.8 |
|
| 4219 |
4219
New World Advisors
Hingham,
Massachusetts
| $148M | -$15.1M | -9% | 7.93% | 84.1% | 34 | 50% | 0.9 |
|
| 4220 |
4220
Arabesque Asset Management
London,
United Kingdom
| $148M | +$99.3M | +205% | 43.4% | 122% | 91 | 80.22% | 0.1 |
|
| 4221 |
4221
Pacific Capital Wealth Advisors
Corona,
California
| $147M | +$15.1M | +11% | 12.8% | 54.1% | 56 | 8.93% | 0.5 |
|
| 4222 |
4222
Prudent Investors Network
Lake Forest,
California
| $147M | +$16.9M | +13% | 12% | – | 23 | 4.35% | 0.4 |
|
| 4223 |
AIA
4223
Arcadia Investment Advisors
Eagle,
Idaho
| $147M | +$21.4M | +17% | 18.5% | 56.4% | 81 | 2.47% | 1.5 |
|
| 4224 |
4224
Progeny 3 Inc
Kirkland,
Washington
| $147M | -$89.9M | -38% | 22.7% | 96.8% | 34 | 35.29% | 0.7 |
|
| 4225 |
4225
Stellar Capital Management
Phoenix,
Arizona
| $147M | +$25.6M | +21% | 18.4% | 23.4% | 78 | 11.54% | 4.2 |
|