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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
WP
2301
Waycross Partners
Louisville,
Kentucky
| $1.17B | +$127M | +12% | 15.9% | 87.7% | 79 | 12.66% | 10.7 |
|
| 2302 |
TA
2302
Townsend & Associates
Westminster,
Colorado
| $1.17B | +$14.3M | +1% | 5.2% | 54.1% | 118 | 5.08% | 12.6 |
|
| 2303 |
ANBT
2303
American National Bank & Trust
Wichita Falls,
Texas
| $1.17B | +$123M | +12% | 17.1% | 102% | 643 | 6.22% | 13.6 |
|
| 2304 |
KW
2304
KWB Wealth
Redlands,
California
| $1.17B | +$158M | +16% | 12.1% | 49.1% | 185 | 18.92% | 9.7 |
|
| 2305 |
VFP
2305
Verus Financial Partners
Richmond,
Virginia
| $1.17B | +$53.9M | +5% | 8.96% | 41.6% | 130 | 9.23% | 17 |
|
| 2306 |
M
2306
MOTCO
San Antonio,
Texas
| $1.17B | +$87.6M | +8% | 13.9% | 63.5% | 919 | 43.53% | 15.7 |
|
| 2307 |
JC
2307
Jacobs & Co
San Francisco,
California
| $1.17B | +$153M | +15% | 27.4% | 105% | 137 | 11.68% | 30.7 |
|
| 2308 |
PHS
2308
PFM Health Sciences
San Francisco,
California
| $1.17B | +$68.7M | +6% | 32.9% | 241% | 116 | 44.83% | 4.3 |
|
| 2309 |
PRS
2309
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $1.16B | +$65.4M | +6% | 9.9% | 82.9% | 152 | 41.45% | 17.1 |
|
| 2310 |
MK
2310
MASTERINVEST Kapitalanlage
Vienna,
| $1.16B | +$202M | +21% | 26.6% | – | 311 | 9.65% | 3.2 |
|
| 2311 |
HCP
2311
Hiddenite Capital Partners
New York
| $1.16B | +$783M | +206% | 42.9% | 523% | 53 | 83.02% | 0.7 |
|
| 2312 |
EC
2312
Estate Counselors
Thiensville,
Wisconsin
| $1.16B | +$40.4M | +4% | 8.81% | 60% | 122 | 45.08% | 4.1 |
|
| 2313 |
CCM
2313
Coliseum Capital Management
Rowayton,
Connecticut
| $1.16B | -$57.7M | -5% | 22% | 41.1% | 14 | 28.57% | 10.5 |
|
| 2314 |
FFS
2314
Forge Financial Services
Edmond,
Oklahoma
| $1.16B | +$174M | +18% | 16.8% | – | 37 | 18.92% | 3.7 |
|
| 2315 |
CIA
2315
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.16B | +$111M | +11% | 10.7% | 68.9% | 305 | 11.15% | 9.9 |
|
| 2316 |
SMM
2316
Stadion Money Management
Watkinsville,
Georgia
| $1.16B | +$166M | +17% | 12.4% | 55.3% | 27 | 3.7% | 11.1 |
|
| 2317 |
TSS
2317
Two Sigma Securities
New York
| $1.16B | +$299M | +35% | 22.7% | 109% | 2,583 | 73.52% | 1 |
|
| 2318 |
TPWA
2318
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.16B | +$110M | +10% | 23.3% | 84% | 295 | 13.9% | 16.5 |
|
| 2319 |
OWA
2319
Octavia Wealth Advisors
Cincinnati,
Ohio
| $1.16B | +$113M | +11% | 15% | 67.9% | 258 | 18.22% | 13.7 |
|
| 2320 |
MFA
2320
Mayflower Financial Advisors
Boston,
Massachusetts
| $1.16B | +$334M | +41% | 11.3% | 68.7% | 509 | 14.54% | 11.7 |
|
| 2321 |
LA
2321
LVW Advisors
Pittsford,
New York
| $1.16B | +$108M | +10% | 16.2% | 71.5% | 500 | 20.2% | 10.4 |
|
| 2322 |
PGCM
2322
Prescott Group Capital Management
Tulsa,
Oklahoma
| $1.16B | +$154M | +15% | 18.3% | 148% | 311 | 21.54% | 9.7 |
|
| 2323 |
LPAM
2323
Lodestar Private Asset Management
Alamo,
California
| $1.16B | +$143M | +14% | 13.9% | 58.3% | 241 | 7.47% | 11.2 |
|
| 2324 |
DAM
2324
Delta Asset Management
Memphis,
Tennessee
| $1.16B | +$59.8M | +5% | 8.77% | 53.8% | 617 | 6.32% | 19.2 |
|
| 2325 |
WD
2325
WGI DM
Boston,
Massachusetts
| $1.16B | +$156M | +16% | 5.52% | – | 7 | 14.29% | 3.4 |
|