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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Flaharty Asset Management
Clearwater,
Florida
| $492M | -$52.7M | -10% | 11.8% | 33.4% | 132 | 15.91% | 2.4 |
|
| 2627 |
2627
LVW Advisors
Pittsford,
New York
| $492M | -$100M | -17% | 12.8% | 79.1% | 255 | 20.39% | 2.7 |
|
| 2628 |
2628
Waddell & Associates
Memphis,
Tennessee
| $491M | -$132M | -21% | 14% | 194% | 155 | 24.52% | 0.9 |
|
| 2629 |
2629
Blue Pool Management
Causeway Bay,
Hong Kong
| $491M | -$138M | -22% | 20.9% | 72.8% | 2 | 50% | 1 |
|
| 2630 |
2630
Laidlaw Wealth Management
New York City,
New York
| $491M | -$108M | -18% | 14.2% | 150% | 427 | 20.84% | 1.1 |
|
| 2631 |
CBT
2631
Central Bank & Trust
Lexington,
Kentucky
| $490M | -$136M | -22% | 15.1% | 118% | 329 | 8.21% | 5.1 |
|
| 2632 |
2632
ACG Wealth
Atlanta,
Georgia
| $490M | -$39.6M | -7% | 12.5% | 45.5% | 1,122 | 75.76% | 1.1 |
|
| 2633 |
2633
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $490M | -$92.3M | -16% | 12% | 109% | 252 | 14.68% | 3.8 |
|
| 2634 |
2634
Proffitt & Goodson
Knoxville,
Tennessee
| $489M | -$62.1M | -11% | 11.6% | 48.5% | 281 | 8.19% | 3.1 |
|
| 2635 |
2635
Madison Avenue Partners
New York
| $489M | -$46.8M | -9% | 7.05% | 284% | 21 | 38.1% | 1 |
|
| 2636 |
CCM
2636
Cohen Capital Management
Corte Madera,
California
| $488M | -$82.8M | -14% | 12.1% | 91.5% | 145 | 5.52% | 5.3 |
|
| 2637 |
2637
Ophir Asset Management
Sydney,
Australia
| $487M | -$164M | -25% | 16.2% | 282% | 44 | 65.91% | 0.6 |
|
| 2638 |
2638
Miller Investment Management
West Conshohocken,
Pennsylvania
| $486M | -$149M | -23% | 15.8% | 60.2% | 100 | 14% | 4.7 |
|
| 2639 |
2639
Ropes Wealth Advisors
Boston,
Massachusetts
| $486M | -$96.5M | -17% | 13.2% | 71% | 291 | 9.62% | 4.8 |
|
| 2640 |
2640
Integral Health Asset Management
New York
| $486M | +$102M | +27% | 9.51% | 564% | 86 | 41.86% | 0.8 |
|
| 2641 |
IMOV
2641
Investment Management of Virginia
Richmond,
Virginia
| $486M | -$83.3M | -15% | 12.9% | 93.4% | 184 | 7.61% | 4.9 |
|
| 2642 |
2642
Glassman Wealth Services
Vienna,
Virginia
| $486M | -$62.6M | -11% | 14.3% | 62.6% | 2,146 | 23.3% | 2.6 |
|
| 2643 |
SCM
2643
Somerset Capital Management
London,
United Kingdom
| $485M | -$56M | -10% | 9.7% | 7.5% | 13 | 15.38% | 2.5 |
|
| 2644 |
2644
Bleichroeder LP
New York
| $484M | -$79.2M | -14% | 10.8% | 202% | 115 | 18.26% | 1.4 |
|
| 2645 |
2645
Camden National Bank
Camden,
Maine
| $484M | -$67.7M | -12% | 10.4% | 48.8% | 141 | 12.06% | 3.7 |
|
| 2646 |
2646
Foresight Wealth Management
Draper,
Utah
| $484M | -$56.3M | -10% | 12.9% | 19.1% | 130 | 11.54% | 2.1 |
|
| 2647 |
2647
Charles Schwab Trust
Henderson,
Nevada
| $483M | -$87.2M | -15% | 11.2% | 52.7% | 161 | 14.29% | 2.1 |
|
| 2648 |
2648
Bridgewater Advisors
New York
| $483M | +$71.2M | +17% | 11.8% | 61% | 255 | 18.43% | 2.4 |
|
| 2649 |
2649
Beach Point Capital Management
Santa Monica,
California
| $482M | -$179M | -27% | 14% | 84.1% | 24 | 0% | 0.9 |
|
| 2650 |
2650
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $482M | +$228M | +90% | 11.3% | 39.2% | 6 | 33.33% | 0.6 |
|