We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Folger Nolan Fleming Douglas Capital Management
2051
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$980M +$62.7M +7% 8.11% 77.5% 170 4.71% 7.7
Bangor Savings Bank
2052
Bangor Savings Bank
Maine
$978M +$60.5M +7% 5.92% 54.6% 526 7.98% 3.4
Maple-Brown Abbott
2053
Maple-Brown Abbott
Australia
$977M -$4.5M -0.5% 0.58% 7.92% 14 0% 4.4
Inspire Investing
2054
Inspire Investing
Idaho
$977M +$68.1M +7% 12.1% 107% 887 22.21% 2.2
Leo Wealth LLC
2055
Leo Wealth LLC
Texas
$977M +$12.1M +1% 4.82% – 349 10.89% 0.2
Koshinski Asset Management
2056
Koshinski Asset Management
Illinois
$977M +$318M +48% 8.27% 82.9% 654 34.71% 2.4
Naples Global Advisors
2057
Naples Global Advisors
Florida
$977M +$67.6M +7% 7.82% 103% 420 5.71% 5.3
XML Financial
2058
XML Financial
Maryland
$977M +$28.3M +3% 7.2% 77.9% 351 8.55% 2.5
Nicholas Investment Partners
2059
Nicholas Investment Partners
California
$976M +$122M +14% 21% 397% 231 28.14% 1.3
Iron Triangle Partners
2060
Iron Triangle Partners
Connecticut
$976M +$203M +26% 13.5% 152% 40 62.5% 0.5
CC
2061
Cornerstone Capital
California
$975M +$62.2M +7% 10.9% 91.2% 94 6.38% 5.8
AlphaStar Capital Management
2062
AlphaStar Capital Management
North Carolina
$975M -$121M -11% 7.88% 69.5% 321 27.41% 2.2
Diameter Capital Partners
2063
Diameter Capital Partners
New York
$973M +$144M +17% 0.76% 378% 26 53.85% 1
RVW Wealth
2064
RVW Wealth
California
$973M +$62.9M +7% 7.3% 65.8% 153 13.07% 2.7
WBH Advisory
2065
WBH Advisory
Maryland
$972M +$72.7M +8% 7.12% 64.5% 320 7.81% 5.9
First Nebraska Trust
2066
First Nebraska Trust
Nebraska
$969M +$103M +12% 11% 76.9% 194 6.7% 5.8
Hilltop Holdings
2067
Hilltop Holdings
Texas
$969M +$86.7M +10% 8.12% 96.7% 662 17.22% 3.5
Smith Anglin Financial
2068
Smith Anglin Financial
Texas
$969M +$97.1M +11% 8.89% 52.8% 213 18.78% 1.8
TAM
2069
Telemark Asset Management
Massachusetts
$968M +$296M +44% 26.1% 329% 69 40.58% 1.3
Plato Investment Management
2070
Plato Investment Management
Australia
$967M +$886M +1,086% 13.9% 156% 524 19.85% 0.2
Mizuho Bank
2071
Mizuho Bank
Japan
$967M +$120M +14% 9.03% 99.8% 8 37.5% 3.2
Keel Point
2072
Keel Point
Alabama
$967M +$129M +15% 8.53% 76.4% 395 13.42% 2.6
Woodstock Corp
2073
Woodstock Corp
Massachusetts
$966M +$102M +12% 15.6% 115% 168 2.98% 7.3
WealthPLAN Partners
2074
WealthPLAN Partners
Nebraska
$966M -$6.99M -0.7% 6.12% 71.6% 353 24.36% 4
KMG Fiduciary Partners
2075
KMG Fiduciary Partners
Ohio
$965M +$107M +12% 12.3% 114% 243 7% 3