We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
LWANC
2801
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $473M | +$30.8M | +7% | 5.37% | 71.1% | 610 | 8.52% | 3.1 |
|
| 2802 |
2802
Dividend Assets Capital
Ridgeland,
South Carolina
| $471M | $0 | 0% | 3.42% | 67.4% | 545 | 0% | 3.1 |
|
| 2803 |
2803
Marietta Wealth Management
Marietta,
Georgia
| $471M | +$28.8M | +7% | 9.04% | 93% | 112 | 8.04% | 3.7 |
|
| 2804 |
2804
Lathrop Investment Management
Little Rock,
Arkansas
| $471M | +$18.7M | +4% | 6.01% | 72.2% | 85 | 4.71% | 5.3 |
|
| 2805 |
2805
Sherborne Investors Management
New York
| $471M | -$13.5M | -3% | 2.8% | 54.2% | 1 | 0% | 0.3 |
|
| 2806 |
2806
Souders Financial Advisors
Cincinnati,
Ohio
| $471M | +$33M | +8% | 5.21% | 59.8% | 159 | 15.09% | 1.9 |
|
| 2807 |
2807
Crestone Asset Management
Boulder,
Colorado
| $471M | -$5.91M | -1% | 6.31% | 6.65% | 81 | 17.28% | 2.9 |
|
| 2808 |
2808
Capital Planning Advisors
Roseville,
California
| $470M | +$49.6M | +12% | 6.5% | 64.2% | 129 | 10.85% | 3.9 |
|
| 2809 |
2809
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $470M | -$11.5M | -2% | 11.1% | – | 121 | 22.31% | 1.4 |
|
| 2810 |
2810
Private Advisory Group
Redmond,
Washington
| $470M | +$12.9M | +3% | 14% | 177% | 244 | 41.39% | 1.2 |
|
| 2811 |
2811
Capital Advantage
Walnut Creek,
California
| $470M | +$24.6M | +6% | 2.7% | 49.2% | 42 | 14.29% | 4.7 |
|
| 2812 |
2812
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $470M | +$28M | +6% | 6.24% | 24.6% | 1,132 | 12.28% | 2 |
|
| 2813 |
2813
Tiger Pacific Capital
New York
| $470M | +$57M | +14% | 9.59% | 84.5% | 13 | 15.38% | 1.3 |
|
| 2814 |
2814
North Growth Management
Vancouver,
British Columbia, Canada
| $469M | +$29.3M | +7% | 13.6% | 243% | 48 | 12.5% | 2.9 |
|
| 2815 |
2815
TBH Global Asset Management
Brentwood,
Tennessee
| $469M | +$57.6M | +14% | 5.37% | 83.3% | 216 | 31.94% | 1.7 |
|
| 2816 |
2816
Bleichroeder LP
New York
| $469M | +$8.6M | +2% | 12.8% | 202% | 88 | 11.36% | 2.2 |
|
| 2817 |
2817
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $468M | +$29.5M | +7% | 4.19% | 51.1% | 829 | 13.03% | 1.8 |
|
| 2818 |
2818
Vitruvian Partners
London,
United Kingdom
| $468M | -$6.9M | -1% | 28% | 96.9% | 9 | 0% | 1.9 |
|
| 2819 |
2819
Viola Ventures VC Management 4
Herzliya,
Israel
| $467M | +$17.1M | +4% | 3.67% | 79.1% | 5 | 0% | 0.3 |
|
| 2820 |
2820
Blue Pool Management
Causeway Bay,
Hong Kong
| $467M | +$17.1M | +4% | 4.64% | 72.8% | 3 | 33.33% | 1 |
|
| 2821 |
2821
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $467M | +$52M | +13% | 7.05% | 81.7% | 272 | 17.28% | 3.4 |
|
| 2822 |
2822
Nishkama Capital LLC
Dorado,
Puerto Rico
| $467M | +$167M | +56% | 27.3% | 723% | 83 | 78.31% | 0.2 |
|
| 2823 |
2823
TrinityPoint Wealth
Milford,
Connecticut
| $467M | +$27.6M | +6% | 7.21% | 28.4% | 298 | 15.1% | 2.6 |
|
| 2824 |
2824
Academy Capital Management
Waco,
Texas
| $467M | -$1.64M | -0.3% | 15.8% | 71.2% | 36 | 8.33% | 2.9 |
|
| 2825 |
2825
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $466M | +$20M | +4% | 7.58% | 172% | 77 | 22.08% | 2.2 |
|