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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Apella Capital
West Hartford,
Connecticut
| $1.98B | +$187M | +10% | 5.21% | 48.6% | 303 | 6.6% | 2.3 |
|
| 1302 |
1302
J.W. Cole Advisors
Tampa,
Florida
| $1.98B | +$274M | +16% | 8.41% | 84.9% | 926 | 16.74% | 1.9 |
|
| 1303 |
1303
Weitz Investment Management
Omaha,
Nebraska
| $1.98B | +$83.5M | +4% | 9.75% | 36.1% | 56 | 5.36% | 5.8 |
|
| 1304 |
1304
Tokio Marine Asset Management
Tokyo,
Japan
| $1.98B | +$164M | +9% | 13.5% | 142% | 576 | 5.9% | 3.8 |
|
| 1305 |
1305
SageView Advisory Group
Newport Beach,
California
| $1.98B | -$343M | -15% | 5.17% | 52.3% | 853 | 70.69% | 0.5 |
|
| 1306 |
TP
1306
Theleme Partners
London,
United Kingdom
| $1.97B | -$124M | -6% | 9.25% | 35.5% | 12 | 50% | 2.4 |
|
| 1307 |
1307
Nicholas Hoffman & Company
Atlanta,
Georgia
| $1.97B | +$310M | +19% | 7.99% | 71.9% | 297 | 7.74% | 4.4 |
|
| 1308 |
1308
Integrated Advisors Network
Dallas,
Texas
| $1.97B | +$200M | +11% | 12.1% | 107% | 753 | 17.13% | 2.4 |
|
| 1309 |
1309
AMI Asset Management
Los Angeles,
California
| $1.96B | +$127M | +7% | 7.07% | 96.6% | 88 | 13.64% | 4.2 |
|
| 1310 |
1310
Chesley Taft & Associates
Chicago,
Illinois
| $1.96B | +$173M | +10% | 10.4% | 93.1% | 316 | 6.33% | 6.1 |
|
| 1311 |
LFCM
1311
Long Focus Capital Management
San Juan,
Puerto Rico
| $1.95B | -$1.05B | -35% | 10.1% | 120% | 114 | 16.67% | 1.7 |
|
| 1312 |
1312
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.95B | +$142M | +8% | 10.1% | 54.3% | 185 | 4.86% | 7 |
|
| 1313 |
1313
Linscomb Wealth
Houston,
Texas
| $1.94B | +$127M | +7% | 8.53% | 75.2% | 290 | 7.93% | 6.6 |
|
| 1314 |
1314
Bogart Wealth LLC
Mclean,
Virginia
| $1.94B | +$172M | +10% | 7.32% | 60.5% | 1,128 | 10.64% | 2.8 |
|
| 1315 |
1315
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.94B | +$28.6M | +1% | 7.35% | 70.7% | 140 | 20% | 3.9 |
|
| 1316 |
1316
Davidson Investment Advisors
Great Falls,
Montana
| $1.93B | +$179M | +10% | 7.05% | 79% | 120 | 9.17% | 4.6 |
|
| 1317 |
1317
MGO One Seven
Beachwood,
Ohio
| $1.92B | +$181M | +10% | 11.3% | 98.8% | 985 | 17.66% | 2.4 |
|
| 1318 |
1318
Politan Capital Management
New York
| $1.92B | +$171M | +10% | 10.9% | 75.4% | 3 | 0% | 1.5 |
|
| 1319 |
1319
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.92B | +$31.9M | +2% | 19.5% | 478% | 261 | 21.07% | 1.9 |
|
| 1320 |
1320
North Reef Capital Management
Laguna Beach,
California
| $1.92B | +$201M | +12% | 2.7% | 81.9% | 47 | 29.79% | 1 |
|
| 1321 |
1321
Alpha Cubed Investments
Irvine,
California
| $1.91B | +$126M | +7% | 10.4% | 126% | 327 | 24.16% | 3.9 |
|
| 1322 |
1322
Heartland Advisors
Milwaukee,
Wisconsin
| $1.91B | -$5.43M | -0.3% | 6.73% | 88.6% | 198 | 19.19% | 3.1 |
|
| 1323 |
1323
Summitry LLC
Foster City,
California
| $1.91B | +$184M | +11% | 12.1% | 68.1% | 117 | 24.79% | 3.4 |
|
| 1324 |
1324
Wafra Inc
New York
| $1.91B | +$207M | +12% | 14.6% | 45.9% | 66 | 3.03% | 2.4 |
|
| 1325 |
1325
Prelude Capital Management
New York
| $1.91B | +$396M | +26% | 9.97% | 198% | 1,595 | 50.72% | 0.6 |
|