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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
FRG Family Wealth Advisors
Bellevue,
Washington
| $259M | +$18.2M | +8% | 5.62% | 76.4% | 133 | 4.51% | 1.1 |
|
| 2727 |
2727
Laurel Wealth Advisors (California)
Solana Beach,
California
| $259M | +$33.3M | +15% | 5.54% | 33% | 318 | 18.87% | 0.9 |
|
| 2728 |
2728
Gargoyle Investment Advisor
Englewood,
New Jersey
| $259M | +$2.56M | +1% | 6.7% | 34.5% | 233 | 43.78% | 1 |
|
| 2729 |
2729
Sheffield Asset Management
Chicago,
Illinois
| $259M | -$111M | -30% | 0.44% | 24.5% | 14 | 21.43% | 0.6 |
|
| 2730 |
2730
Veritas Investment Management (UK)
London,
United Kingdom
| $259M | +$16.2M | +7% | 5.96% | 151% | 50 | 8% | 2.4 |
|
| 2731 |
2731
KWMG LLC
Overland Park,
Kansas
| $259M | +$29.1M | +13% | 2.92% | 76.2% | 145 | 36.55% | 1.6 |
|
| 2732 |
MTIP
2732
Magee Thomson Investment Partners
San Diego,
California
| $259M | -$29.1M | -10% | 14.1% | 94.3% | 117 | 28.21% | 1 |
|
| 2733 |
2733
EFG Asset Management (Americas)
Miami,
Florida
| $259M | +$29.2M | +13% | 6.57% | 112% | 128 | 26.56% | 1.4 |
|
| 2734 |
YP
2734
YG Partners
New York
| $259M | -$841K | -0.3% | 7.32% | – | 45 | 42.22% | 0.6 |
|
| 2735 |
2735
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $258M | +$6.62M | +3% | 4.17% | 74.8% | 122 | 3.28% | 3.2 |
|
| 2736 |
2736
Probity Advisors
Dallas,
Texas
| $258M | +$20.1M | +8% | 3.43% | 61.7% | 140 | 7.14% | 0.7 |
|
| 2737 |
MP
2737
Mediatel Partners
Fort Worth,
Texas
| $258M | +$16.9M | +7% | 7.18% | 11.6% | 2 | 0% | 3.8 |
|
| 2738 |
2738
Lagoda Investment Management
New York
| $258M | -$33.5M | -12% | 2.29% | 250% | 41 | 14.63% | 1.5 |
|
| 2739 |
2739
Atalan Capital Partners
New York
| $257M | +$44.7M | +21% | 10.8% | 319% | 19 | 47.37% | 0.6 |
|
| 2740 |
2740
Kovack Advisors
Ft. Lauderdale,
Florida
| $257M | +$46.7M | +22% | 6.97% | 118% | 339 | 28.61% | 1.1 |
|
| 2741 |
2741
Versor Investments
New York
| $257M | +$9.26M | +4% | 12.7% | 240% | 158 | 64.56% | 0.1 |
|
| 2742 |
2742
Dynamic Advisor Solutions
Phoenix,
Arizona
| $257M | +$5.76M | +2% | 3.92% | 70.9% | 231 | 19.91% | 1.7 |
|
| 2743 |
2743
Rothschild Capital Partners
New York
| $257M | +$20.8M | +9% | 7.77% | 90.8% | 60 | 36.67% | 1.6 |
|
| 2744 |
2744
D'Orazio & Associates
Falls Church,
Virginia
| $256M | +$5.68M | +2% | 2.96% | 61.2% | 317 | 15.77% | 1.8 |
|
| 2745 |
2745
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $256M | +$27.3M | +12% | 8.32% | 99.4% | 108 | 6.48% | 1.7 |
|
| 2746 |
2746
BB&T Investment Services
Charlotte,
North Carolina
| $256M | +$120M | +88% | 4.63% | – | 1,158 | 31.78% | 0.2 |
|
| 2747 |
2747
Focused Wealth Management
Newburgh,
New York
| $256M | +$18.9M | +8% | 4.83% | 73.9% | 779 | 11.04% | 2.5 |
|
| 2748 |
2748
Koshinski Asset Management
Decatur,
Illinois
| $255M | +$53.6M | +27% | 5.07% | 76.5% | 340 | 22.35% | 1.2 |
|
| 2749 |
LYV
2749
Live Your Vision
West Conshohocken,
Pennsylvania
| $255M | +$19.9M | +8% | 4.24% | 17.9% | 335 | 10.45% | 0.9 |
|
| 2750 |
2750
13D Management
New York
| $255M | +$10.7M | +4% | 8.58% | 157% | 36 | 19.44% | 1.1 |
|