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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
CFS Investment Advisory Services
Totowa,
New Jersey
| $730M | +$620M | +565% | 0.58% | 59.7% | 216 | 95.37% | 0 |
|
| 2327 |
2327
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $730M | +$170M | +30% | 0.18% | 96.7% | 495 | 31.72% | 0.6 |
|
| 2328 |
2328
Intel Corp
Santa Clara,
California
| $730M | +$561M | +332% | 7.58% | 9.79% | 8 | 62.5% | 0.2 |
|
| 2329 |
2329
Fifth Third Securities
Cincinnati,
Ohio
| $729M | +$451M | +162% | 0.76% | 62.7% | 184 | 65.22% | 1 |
|
| 2330 |
2330
True Link Financial Advisors
San Francisco,
California
| $729M | +$47.1M | +7% | 0.61% | 27.3% | 811 | 9.49% | 0.6 |
|
| 2331 |
2331
Richard C. Young & Co
Newport,
Rhode Island
| $728M | -$58.4M | -7% | 2.64% | 137% | 76 | 11.84% | 3.7 |
|
| 2332 |
2332
Biglari Capital Corp
San Antonio,
Texas
| $727M | +$21.4M | +3% | 0.16% | 72.7% | 12 | 16.67% | 3.7 |
|
| 2333 |
2333
Trust Asset Management
Houston,
Texas
| $727M | -$10.1M | -1% | 0.84% | 91.1% | 205 | 9.27% | 1.1 |
|
| 2334 |
2334
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $726M | -$39.4M | -5% | 1.07% | 55.5% | 111 | 5.41% | 1 |
|
| 2335 |
2335
Criteria Caixa
Barcelona,
Spain
| $725M | +$28.9M | +4% | 0.67% | 35.5% | 49 | 28.57% | 0.9 |
|
| 2336 |
WM
2336
Wishbone Management
Chicago,
Illinois
| $725M | +$76.5M | +12% | 13.9% | 58.7% | 11 | 18.18% | 0.8 |
|
| 2337 |
2337
LaFleur & Godfrey
Grand Rapids,
Michigan
| $724M | +$25.3M | +4% | 0.33% | 98.2% | 129 | 10.85% | 3.1 |
|
| 2338 |
2338
Gemmer Asset Management
Walnut Creek,
California
| $724M | -$876K | -0.1% | 0.56% | 96.8% | 1,591 | 23.32% | 4.6 |
|
| 2339 |
2339
Ophir Asset Management
Sydney,
Australia
| $724M | +$154M | +27% | 4.76% | 282% | 42 | 38.1% | 0.4 |
|
| 2340 |
2340
TenCore Partners
New York
| $724M | +$29.4M | +4% | 7.02% | 50.4% | 18 | 27.78% | 1.1 |
|
| 2341 |
OCMI
2341
Oaktop Capital Management II
Chatham,
New Jersey
| $722M | +$23.1M | +3% | 5.76% | 451% | 19 | 21.05% | 4.5 |
|
| 2342 |
PAM
2342
Premier Asset Management
Chicago,
Illinois
| $721M | +$44.6M | +7% | 0.53% | 104% | 210 | 30.48% | 2.1 |
|
| 2343 |
2343
Strategic Value Partners
Greenwich,
Connecticut
| $721M | +$71.4M | +11% | 5.51% | – | 9 | 66.67% | 0.6 |
|
| 2344 |
2344
Stokes Family Office
New Orleans,
Louisiana
| $721M | +$14.2M | +2% | 0.49% | 68.1% | 237 | 10.97% | 1.1 |
|
| 2345 |
KC
2345
Keenan Capital
Burlingame,
California
| $721M | -$8.88M | -1% | 6.65% | 110% | 15 | 6.67% | 2.5 |
|
| 2346 |
2346
NBT Bank
Norwich,
New York
| $720M | -$7.34M | -1% | 0.61% | 77% | 247 | 5.26% | 5.3 |
|
| 2347 |
2347
Bouchey Financial Group
Troy,
New York
| $720M | +$91.3M | +15% | 0.32% | 66.7% | 90 | 22.22% | 3.1 |
|
| 2348 |
2348
Advisors Preferred
Rockville,
Maryland
| $720M | -$291M | -29% | 0.37% | 102% | 245 | 53.47% | 0.7 |
|
| 2349 |
2349
Willis Johnson & Associates
Houston,
Texas
| $719M | +$13.7M | +2% | 1.26% | 50.9% | 108 | 19.44% | 0.6 |
|
| 2350 |
2350
Hartline Investment Corp
Winnetka,
Illinois
| $719M | -$72.4M | -9% | 3.16% | 222% | 124 | 3.23% | 4 |
|