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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Baxter Bros Inc
Riverside,
Connecticut
| $810M | -$54.1M | -6% | 2.62% | 84.1% | 175 | 10.86% | 6.2 |
|
| 2702 |
2702
Summit Securities Group
New York
| $810M | +$42.3M | +6% | 0.17% | 149% | 1,465 | 63.28% | 0.5 |
|
| 2703 |
2703
Brookwood Investment Group
Phoenix,
Arizona
| $810M | -$23.3M | -3% | 0.38% | – | 621 | 34.3% | 0.6 |
|
| 2704 |
2704
Buck Wealth Strategies
Denver,
Colorado
| $810M | +$22M | +3% | 1.44% | 48.4% | 187 | 19.25% | 1.1 |
|
| 2705 |
2705
Impact Partnership Wealth
Marietta,
Georgia
| $810M | +$29.9M | +4% | 0.8% | 47.3% | 456 | 41.01% | 0.9 |
|
| 2706 |
2706
Ashford Capital Management
Wilmington,
Delaware
| $809M | -$88.5M | -10% | 0.52% | 150% | 117 | 22.22% | 4.4 |
|
| 2707 |
BDWCC
2707
B&D White Capital Company
Lakeway,
Texas
| $809M | -$54.4M | -6% | 1.49% | 44.2% | 84 | 26.19% | 1.3 |
|
| 2708 |
2708
Pathway Financial Advisors
South Burlington,
Vermont
| $808M | +$12.3M | +2% | 0.14% | 52.7% | 150 | 11.33% | 4.6 |
|
| 2709 |
2709
Emerald Advisors
Bellevue,
Washington
| $808M | +$72.6M | +10% | 12% | 71.8% | 133 | 21.05% | 3 |
|
| 2710 |
2710
Financial Enhancement Group
Anderson,
Indiana
| $807M | +$38.5M | +5% | 0.66% | 62.2% | 152 | 22.37% | 3.2 |
|
| 2711 |
2711
Dorsey Wright & Associates
Pasadena,
California
| $807M | +$344M | +74% | 9.4% | 311% | 187 | 50.8% | 0.6 |
|
| 2712 |
2712
Strid Group
Newtown Square,
Pennsylvania
| $807M | +$3.45M | +0.4% | 0.44% | 55.2% | 90 | 17.78% | 2.9 |
|
| 2713 |
2713
Johnson Bixby & Associates
Vancouver,
Washington
| $806M | -$312K | -0% | 0.86% | 48.7% | 130 | 7.69% | 3.1 |
|
| 2714 |
2714
Brigade Capital Management
New York
| $806M | +$475M | +143% | 1.85% | 42.7% | 27 | 66.67% | 1.4 |
|
| 2715 |
2715
Flaharty Asset Management
Clearwater,
Florida
| $806M | +$4.81M | +0.6% | 1.15% | 37.8% | 144 | 9.72% | 3.6 |
|
| 2716 |
2716
Oarsman Capital
Milwaukee,
Wisconsin
| $806M | +$34.9M | +5% | 0.29% | 70.6% | 261 | 16.09% | 4.6 |
|
| 2717 |
2717
Redwood Investment Management
Scottsdale,
Arizona
| $805M | -$84.6M | -10% | 1.85% | 62.5% | 357 | 43.42% | 1.5 |
|
| 2718 |
2718
Glendon Capital Management
Santa Monica,
California
| $805M | -$875M | -52% | 1.68% | 142% | 27 | 14.81% | 3.6 |
|
| 2719 |
2719
CVFG LLC
Shelbyville,
Indiana
| $804M | +$658M | +451% | 4.5% | – | 240 | 57.08% | 0.5 |
|
| 2720 |
2720
Ally Financial
Detroit,
Michigan
| $804M | -$15.2M | -2% | 6.84% | 9.35% | 142 | 34.51% | 2 |
|
| 2721 |
2721
LaFleur & Godfrey
Grand Rapids,
Michigan
| $803M | -$22.6M | -3% | 0.63% | 98.2% | 147 | 5.44% | 5.1 |
|
| 2722 |
2722
Inspirion Wealth Advisors
Libertyville,
Illinois
| $803M | -$13.5M | -2% | 0.94% | 52.5% | 188 | 13.83% | 4.3 |
|
| 2723 |
2723
One Wealth Advisors
San Francisco,
California
| $803M | -$15.4M | -2% | 1.79% | 66% | 329 | 17.02% | 2.1 |
|
| 2724 |
2724
Financial Consulate
Hunt Valley,
Maryland
| $803M | +$71.2M | +10% | 0.42% | 61.4% | 1,507 | 18.18% | 0.5 |
|
| 2725 |
2725
Ulysses Management
New York
| $802M | +$259M | +48% | 9.79% | 51.8% | 53 | 43.4% | 2.6 |
|