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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
Resources Management Corp
West Hartford,
Connecticut
| $733M | -$8.67M | -1% | 1.07% | 78.5% | 470 | 10.21% | 4.8 |
|
| 2627 |
2627
EFG Asset Management
Portland,
Oregon
| $732M | +$135M | +23% | 8.01% | 211% | 199 | 18.59% | 1.8 |
|
| 2628 |
WCM
2628
Wallace Capital Management
Dallas,
Texas
| $732M | -$6.66M | -0.9% | 2.16% | 62.3% | 90 | 15.56% | 4.8 |
|
| 2629 |
2629
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $731M | -$32.2M | -4% | 1.06% | 88.1% | 96 | 29.17% | 1.7 |
|
| 2630 |
2630
Insight Wealth Partners
Plano,
Texas
| $730M | +$224M | +44% | 0.9% | 56.2% | 104 | 12.5% | 2.4 |
|
| 2631 |
2631
LaFleur & Godfrey
Grand Rapids,
Michigan
| $729M | +$4.33M | +0.6% | 3.73% | 98.2% | 154 | 7.14% | 4.2 |
|
| 2632 |
2632
Monashee Investment Management
Boston,
Massachusetts
| $729M | -$194M | -21% | 3.3% | 520% | 127 | 84.25% | 0.4 |
|
| 2633 |
2633
Samsara BioCapital
Palo Alto,
California
| $729M | +$208M | +40% | 139% | 1,580% | 47 | 19.15% | 2.4 |
|
| 2634 |
2634
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $728M | -$85.8M | -11% | 2.01% | 89.5% | 183 | 17.49% | 2.1 |
|
| 2635 |
2635
Steel Grove Capital Advisors
Memphis,
Tennessee
| $728M | +$16M | +2% | 4.02% | 106% | 202 | 19.8% | 3.1 |
|
| 2636 |
2636
Emerald Advisors
Bellevue,
Washington
| $726M | +$34.7M | +5% | 2.78% | 71.8% | 96 | 9.38% | 3.1 |
|
| 2637 |
2637
Biondo Investment Advisors
Milford,
Pennsylvania
| $726M | -$3.93M | -0.5% | 2.18% | 83.4% | 93 | 4.3% | 5.2 |
|
| 2638 |
2638
Crewe Advisors
Salt Lake City,
Utah
| $725M | -$137M | -16% | 0.03% | 96.1% | 818 | 33.86% | 1.5 |
|
| 2639 |
2639
Tamar Securities
Woodland Hills,
California
| $725M | +$13.2M | +2% | 0.85% | 84.8% | 82 | 18.29% | 2.6 |
|
| 2640 |
2640
Professional Advisory Services
Vero Beach,
Florida
| $725M | -$37.2M | -5% | 2.41% | 69.3% | 83 | 8.43% | 6.2 |
|
| 2641 |
2641
Conversant Capital
Summit,
New Jersey
| $724M | -$197M | -21% | 4.89% | 228% | 21 | 42.86% | 0.9 |
|
| 2642 |
2642
Aviance Capital Partners
Naples,
Florida
| $724M | -$34.4M | -5% | 2.91% | 109% | 348 | 11.78% | 4.5 |
|
| 2643 |
AA
2643
AF Advisors
Sacramento,
California
| $723M | +$14.7M | +2% | 2.56% | 76.5% | 24 | 16.67% | 2.7 |
|
| 2644 |
2644
Avitas Wealth Management
Los Angeles,
California
| $723M | +$11.5M | +2% | 4.47% | 56.2% | 204 | 10.29% | 3.5 |
|
| 2645 |
2645
Dillon & Associates
Jackson,
Michigan
| $721M | +$10.4M | +1% | 3.33% | 117% | 82 | 2.44% | 7.4 |
|
| 2646 |
2646
Columbus Macro
New Castle,
Pennsylvania
| $721M | +$446M | +162% | 1.96% | 48.7% | 220 | 25.45% | 2.7 |
|
| 2647 |
2647
Grove Bank & Trust
Miami,
Florida
| $720M | +$43.5M | +6% | 0.97% | 80.5% | 869 | 24.86% | 2.5 |
|
| 2648 |
2648
Bedel Financial Consulting
Indianapolis,
Indiana
| $720M | +$11.4M | +2% | 5% | 104% | 275 | 8.73% | 4.4 |
|
| 2649 |
2649
Crosslink Capital
Menlo Park,
California
| $719M | -$25.7M | -3% | 7.66% | 135% | 22 | 27.27% | 4.1 |
|
| 2650 |
2650
Oak Harvest Investment Services
Houston,
Texas
| $717M | +$20.8M | +3% | 4.46% | 120% | 175 | 33.14% | 1.7 |
|