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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Mechanics Bank - Trust Department
Walnut Creek,
California
| $599M | -$27.7M | -4% | 3.49% | 76.8% | 171 | 3.51% | 6.6 |
|
| 2502 |
2502
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $598M | -$8.99M | -1% | 0.09% | 74.8% | 199 | 5.03% | 4.9 |
|
| 2503 |
2503
Sahana Capital Management
Greenwich,
Connecticut
| $598M | +$56.4M | +10% | 5.13% | 0.48% | 10 | 50% | 2 |
|
| 2504 |
2504
Flaharty Asset Management
Clearwater,
Florida
| $598M | +$13.6M | +2% | 3.42% | 33.4% | 473 | 76.96% | 0.7 |
|
| 2505 |
2505
ShawSpring Partners
Boston,
Massachusetts
| $597M | -$137M | -19% | 8.75% | 3.53% | 6 | 0% | 2.4 |
|
| 2506 |
2506
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $597M | +$9.15M | +2% | 3.45% | 116% | 320 | 11.88% | 3.5 |
|
| 2507 |
2507
Portland Global Advisors
Portland,
Maine
| $597M | -$13.8M | -2% | 3.58% | 43.4% | 125 | 5.6% | 6.2 |
|
| 2508 |
2508
Hendershot Investments
Centreville,
Virginia
| $596M | -$23.4M | -4% | 1.85% | 50.5% | 142 | 6.34% | 4.5 |
|
| 2509 |
2509
Third Avenue Management
New York
| $596M | -$9.5M | -2% | 5.43% | 113% | 60 | 5% | 4.7 |
|
| 2510 |
2510
JGP Wealth Management
Bend,
Oregon
| $596M | -$15.6M | -3% | 4.78% | 87.8% | 153 | 3.27% | 3.5 |
|
| 2511 |
2511
Rockwood Wealth Management
New Hope,
Pennsylvania
| $596M | +$13.2M | +2% | 3.05% | 52.6% | 79 | 17.72% | 1.4 |
|
| 2512 |
CF
2512
Clarity Financial
Houston,
Texas
| $595M | -$107M | -15% | 2.75% | 56.8% | 130 | 20.77% | 0.6 |
|
| 2513 |
2513
Goodnow Investment Group
Darien,
Connecticut
| $594M | -$101M | -15% | 5% | 131% | 24 | 25% | 3.9 |
|
| 2514 |
2514
Anatole Investment Management
Central,
Hong Kong
| $592M | +$26.5M | +5% | 5.9% | 3,486% | 15 | 80% | 0.1 |
|
| 2515 |
2515
Gramercy Funds Management
Greenwich,
Connecticut
| $592M | – | – | 92.7% | 87.6% | 3 | – | 0 |
|
| 2516 |
2516
Intrua Financial
Houston,
Texas
| $591M | -$283K | -0% | 2.72% | 71% | 379 | 14.51% | 1.9 |
|
| 2517 |
2517
Tanglewood Wealth Management
Houston,
Texas
| $590M | -$110M | -16% | 3.39% | 64.6% | 31 | 32.26% | 3.7 |
|
| 2518 |
2518
Alley Investment Management Company
Lake Forest,
Illinois
| $589M | -$30.6M | -5% | 2.65% | 54.6% | 83 | 3.61% | 1.4 |
|
| 2519 |
2519
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $588M | +$4.24M | +0.7% | 3.01% | 58.9% | 445 | 11.69% | 1.2 |
|
| 2520 |
2520
Condire Management
Dallas,
Texas
| $588M | +$92.3M | +19% | 8.48% | 187% | 14 | 7.14% | 1.5 |
|
| 2521 |
2521
Needham Investment Management
New York
| $588M | -$19M | -3% | 4.88% | 424% | 129 | 13.95% | 4.7 |
|
| 2522 |
2522
Wealth Architects
Mountain View,
California
| $588M | -$18M | -3% | 3.66% | 80.1% | 197 | 6.6% | 4.9 |
|
| 2523 |
2523
American National Bank & Trust
Wichita Falls,
Texas
| $588M | -$6.68M | -1% | 1.87% | 102% | 650 | 20% | 2.4 |
|
| 2524 |
2524
Virtue Capital Management
Brentwood,
Tennessee
| $587M | +$1.18M | +0.2% | 2.96% | 91% | 407 | 1.23% | 1.5 |
|
| 2525 |
2525
Meteora Capital
Boca Raton,
Florida
| $587M | +$43.8M | +8% | 3.95% | 56.9% | 453 | 30.68% | 0.6 |
|