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