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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
LVW Advisors
Pittsford,
New York
| $492M | +$44.2M | +10% | 7.65% | 79.1% | 242 | 12.81% | 3 |
|
| 2627 |
CCM
2627
Cohen Capital Management
Corte Madera,
California
| $492M | +$38.2M | +8% | 11.8% | 91.5% | 139 | 3.6% | 5.7 |
|
| 2628 |
2628
Evermay Wealth Management
Arlington,
Virginia
| $491M | -$11.7M | -2% | 7.17% | 56.2% | 607 | 17.79% | 2.2 |
|
| 2629 |
2629
Yakira Capital Management
Westport,
Connecticut
| $491M | -$194M | -28% | 6.73% | 74.1% | 534 | 45.13% | 0.7 |
|
| 2630 |
2630
Navellier & Associates
Reno,
Nevada
| $491M | +$41M | +9% | 11.4% | 361% | 297 | 27.95% | 1.6 |
|
| 2631 |
2631
BIT Capital
Berlin,
Germany
| $491M | -$43M | -8% | 1.85% | 1,162% | 198 | 61.11% | 0.6 |
|
| 2632 |
2632
Raub Brock Capital Management
Larkspur,
California
| $489M | +$10.4M | +2% | 11.9% | 54.7% | 73 | 24.66% | 2.6 |
|
| 2633 |
2633
Financial Management Professionals
Austin,
Texas
| $489M | +$51.9M | +12% | 7.56% | 67.3% | 1,160 | 19.91% | 2.4 |
|
| 2634 |
2634
Arbor Investment Advisors
Winston Salem,
North Carolina
| $488M | +$75.2M | +18% | 8.41% | 48.5% | 108 | 27.78% | 3.7 |
|
| 2635 |
2635
Strategy Capital
Los Altos,
California
| $488M | -$98.3M | -17% | 13% | 316% | 7 | 0% | 3 |
|
| 2636 |
2636
IQ EQ Fund Management
Dublin 2,
Ireland
| $488M | +$42.5M | +10% | 10.3% | 109% | 250 | 20.8% | 2.7 |
|
| 2637 |
2637
Gilman Hill Asset Management
New Canaan,
Connecticut
| $488M | +$59M | +14% | 10.2% | 54.2% | 226 | 13.27% | 4 |
|
| 2638 |
2638
American National Bank & Trust
Wichita Falls,
Texas
| $487M | +$69.2M | +17% | 10.4% | 102% | 703 | 26.17% | 1.8 |
|
| 2639 |
2639
Sunriver Management
Greenwich,
Connecticut
| $487M | -$94.1M | -16% | 1.93% | 9.27% | 20 | 40% | 1.2 |
|
| 2640 |
2640
Cyrus Capital Partners
New York
| $487M | +$36.9M | +8% | 15.4% | 163% | 8 | 12.5% | 3.4 |
|
| 2641 |
RI
2641
RPTC Inc
Jackson,
Wyoming
| $487M | +$60.6M | +14% | 13.8% | 66.4% | 7 | 28.57% | 3.9 |
|
| 2642 |
2642
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $486M | +$46.4M | +11% | 8.6% | 52% | 853 | 8.79% | 4.4 |
|
| 2643 |
2643
Drexel Morgan & Co
Radnor,
Pennsylvania
| $486M | +$70M | +17% | 16.5% | 50.1% | 45 | 2.22% | 7 |
|
| 2644 |
2644
Wexford Capital
West Palm Beach,
Florida
| $486M | +$170M | +54% | 67.7% | 128% | 190 | 64.21% | 0.6 |
|
| 2645 |
2645
American Investment Services
Great Barrington,
Massachusetts
| $486M | +$65.9M | +16% | 9.12% | 63.1% | 138 | 15.94% | 4.5 |
|
| 2646 |
2646
Talbot Financial
Bellevue,
Washington
| $486M | – | – | 9.36% | 118% | 55 | – | 0 |
|
| 2647 |
2647
Biltmore Family Office
Charlotte,
North Carolina
| $486M | +$49.6M | +11% | 7.11% | 78.1% | 268 | 23.51% | 2.5 |
|
| 2648 |
2648
Atlas Infrastructure Partners
London,
United Kingdom
| $486M | -$19.5M | -4% | 15.1% | 20.7% | 6 | 33.33% | 0.7 |
|
| 2649 |
2649
One Day In July LLC
Burlington,
Vermont
| $485M | +$58.5M | +14% | 5.49% | 43.1% | 91 | 21.98% | 2 |
|
| 2650 |
NM
2650
Newtyn Management
New York
| $485M | +$29.1M | +6% | 17% | 52% | 81 | 13.58% | 1.2 |
|