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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
CapWealth Advisors
Franklin,
Tennessee
| $1.02B | +$92.2M | +10% | 12.5% | 152% | 106 | 8.49% | 5.7 |
|
| 2202 |
2202
DigitalBridge Group
Boca Raton,
Florida
| $1.02B | -$229M | -18% | 17.4% | 161% | 70 | 24.29% | 1.5 |
|
| 2203 |
2203
Tanglewood Wealth Management
Houston,
Texas
| $1.01B | +$125M | +14% | 7.73% | 64.6% | 41 | 14.63% | 3.1 |
|
| 2204 |
2204
Whitney & Co
Rochester,
New York
| $1.01B | +$72.8M | +8% | 11% | 93.2% | 143 | 12.59% | 5.3 |
|
| 2205 |
2205
FourThought Financial Partners
Venice,
Florida
| $1.01B | +$57.2M | +6% | 11.7% | 95.9% | 341 | 18.18% | 1.3 |
|
| 2206 |
2206
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.01B | +$60.5M | +6% | 8.26% | 58.6% | 123 | 11.38% | 1.8 |
|
| 2207 |
2207
Asset Advisors Investment Management
Augusta,
Georgia
| $1.01B | +$60.5M | +6% | 8.29% | 67.5% | 115 | 5.22% | 4.4 |
|
| 2208 |
2208
Salomon & Ludwin
Richmond,
Virginia
| $1.01B | +$74.1M | +8% | 7.89% | 52.6% | 1,137 | 38.35% | 1.4 |
|
| 2209 |
2209
Richard C. Young & Co
Newport,
Rhode Island
| $1.01B | +$81.3M | +9% | 9.99% | 137% | 88 | 3.41% | 4.6 |
|
| 2210 |
2210
Connable Office Inc
Kalamazoo,
Michigan
| $1.01B | +$71M | +8% | 9.21% | 68.3% | 244 | 19.26% | 4.2 |
|
| 2211 |
2211
L & S Advisors
Los Angeles,
California
| $1.01B | +$200M | +25% | 17.9% | 231% | 372 | 16.4% | 2 |
|
| 2212 |
2212
Rational Advisors
Huntington,
New York
| $1.01B | +$18.3M | +2% | 5.2% | 37.7% | 201 | 47.76% | 1.2 |
|
| 2213 |
2213
Simcoe Capital Management
New York
| $1.01B | +$452M | +81% | 19.1% | 48.7% | 24 | 50% | 1 |
|
| 2214 |
2214
Townsend & Associates
Westminster,
Colorado
| $1.01B | +$49.7M | +5% | 3.89% | 58% | 118 | 21.19% | 2.4 |
|
| 2215 |
2215
Titleist Asset Management
San Antonio,
Texas
| $1.01B | +$144M | +17% | 13% | 101% | 337 | 17.8% | 1.4 |
|
| 2216 |
2216
Jacobs & Co
San Francisco,
California
| $1.01B | +$69.7M | +7% | 10.1% | 105% | 131 | 12.98% | 7.9 |
|
| 2217 |
2217
Royal Fund Management
Lady Lake,
Florida
| $1.01B | +$109M | +12% | 13.5% | 103% | 374 | 21.93% | 2.9 |
|
| 2218 |
2218
Clough Capital Partners
Boston,
Massachusetts
| $1.01B | +$206M | +26% | 18.8% | 175% | 137 | 36.5% | 1.2 |
|
| 2219 |
2219
Palisade Asset Management
Minneapolis,
Minnesota
| $1.01B | +$31.5M | +3% | 6.16% | 61.8% | 197 | 4.57% | 7.8 |
|
| 2220 |
2220
MMBG Investment Advisors
Miami,
Florida
| $1B | +$120M | +14% | 13.7% | 118% | 183 | 10.93% | 2.5 |
|
| 2221 |
2221
Shenkman Capital Management
New York
| $1B | +$21.2M | +2% | 0.15% | 3.15% | 125 | 0.8% | 1 |
|
| 2222 |
2222
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1B | +$126M | +14% | 19.9% | 94.5% | 24 | 12.5% | 2.8 |
|
| 2223 |
2223
RDST Capital
Seattle,
Washington
| $1B | +$297M | +42% | 16.5% | 43% | 19 | 21.05% | 1.3 |
|
| 2224 |
2224
Caldwell Trust
Venice,
Florida
| $1B | +$67.9M | +7% | 9.13% | 87% | 763 | 3.93% | 4.1 |
|
| 2225 |
2225
Atika Capital Management
New York
| $1000M | +$289M | +41% | 35.9% | 811% | 82 | 47.56% | 1.4 |
|