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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Trust Point Inc
La Crosse,
Wisconsin
| $1.18B | +$27.5M | +2% | 15.8% | 82.6% | 568 | 26.76% | 1.7 |
|
| 2302 |
2302
Knighthead Capital Management
New York
| $1.18B | -$343M | -23% | 40.4% | 74.1% | 11 | 63.64% | 1 |
|
| 2303 |
CF
2303
Clarity Financial
Houston,
Texas
| $1.18B | +$258M | +28% | 8.75% | 56.8% | 143 | 25.17% | 2.1 |
|
| 2304 |
2304
Tanglewood Wealth Management
Houston,
Texas
| $1.18B | -$31.6M | -3% | 9.16% | 64.6% | 46 | 21.74% | 3.3 |
|
| 2305 |
C
2305
Chescapmanager
Baltimore,
Maryland
| $1.17B | +$56M | +5% | 12.2% | 202% | 29 | 10.34% | 3.5 |
|
| 2306 |
2306
Waycross Partners
Louisville,
Kentucky
| $1.17B | +$127M | +12% | 15.9% | 87.7% | 79 | 12.66% | 2.7 |
|
| 2307 |
2307
Townsend & Associates
Westminster,
Colorado
| $1.17B | +$14.3M | +1% | 5.2% | 58% | 118 | 5.08% | 3.2 |
|
| 2308 |
2308
American National Bank & Trust
Wichita Falls,
Texas
| $1.17B | +$123M | +12% | 17.1% | 102% | 643 | 6.22% | 3.4 |
|
| 2309 |
2309
KWB Wealth
Redlands,
California
| $1.17B | +$158M | +16% | 12.1% | 54.8% | 185 | 18.92% | 2.4 |
|
| 2310 |
2310
Verus Financial Partners
Richmond,
Virginia
| $1.17B | +$53.9M | +5% | 8.96% | 45.7% | 130 | 9.23% | 4.2 |
|
| 2311 |
M
2311
MOTCO
San Antonio,
Texas
| $1.17B | +$87.6M | +8% | 13.9% | 63.5% | 919 | 43.53% | 3.9 |
|
| 2312 |
2312
Jacobs & Co
San Francisco,
California
| $1.17B | +$153M | +15% | 27.4% | 105% | 137 | 11.68% | 7.7 |
|
| 2313 |
2313
PFM Health Sciences
San Francisco,
California
| $1.17B | +$68.7M | +6% | 32.9% | 241% | 116 | 44.83% | 1.1 |
|
| 2314 |
2314
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $1.16B | +$65.4M | +6% | 9.9% | 98% | 152 | 41.45% | 4.3 |
|
| 2315 |
2315
MASTERINVEST Kapitalanlage
Vienna,
| $1.16B | +$202M | +21% | 26.6% | – | 311 | 9.65% | 0.8 |
|
| 2316 |
2316
Hiddenite Capital Partners
New York
| $1.16B | +$783M | +206% | 42.9% | 466% | 53 | 83.02% | 0.2 |
|
| 2317 |
2317
Estate Counselors
Thiensville,
Wisconsin
| $1.16B | +$40.4M | +4% | 8.81% | 60% | 122 | 45.08% | 1 |
|
| 2318 |
2318
Coliseum Capital Management
Rowayton,
Connecticut
| $1.16B | -$57.7M | -5% | 22% | 41.1% | 14 | 28.57% | 2.6 |
|
| 2319 |
2319
Forge Financial Services
Edmond,
Oklahoma
| $1.16B | +$174M | +18% | 16.8% | – | 37 | 18.92% | 0.9 |
|
| 2320 |
2320
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.16B | +$111M | +11% | 10.7% | 75.6% | 305 | 11.15% | 2.5 |
|
| 2321 |
2321
Stadion Money Management
Watkinsville,
Georgia
| $1.16B | +$166M | +17% | 12.4% | 55.3% | 27 | 3.7% | 2.8 |
|
| 2322 |
2322
Two Sigma Securities
New York
| $1.16B | +$299M | +35% | 22.7% | 109% | 2,583 | 73.52% | 0.2 |
|
| 2323 |
2323
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.16B | +$110M | +10% | 23.3% | 89.2% | 295 | 13.9% | 4.1 |
|
| 2324 |
2324
Octavia Wealth Advisors
Cincinnati,
Ohio
| $1.16B | +$113M | +11% | 15% | 67.9% | 258 | 18.22% | 3.4 |
|
| 2325 |
2325
Mayflower Financial Advisors
Boston,
Massachusetts
| $1.16B | +$334M | +41% | 11.3% | 68.7% | 509 | 14.54% | 2.9 |
|