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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Ashton Thomas Securities
Rochester,
New York
| $716M | +$303M | +73% | 6.89% | – | 427 | 39.34% | 0.7 |
|
| 2852 |
LWANC
2852
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $715M | +$46.6M | +7% | 6.88% | 71.1% | 189 | 13.76% | 5.8 |
|
| 2853 |
2853
Troluce Capital Advisors
Dorado,
Puerto Rico
| $715M | +$293M | +69% | 9.16% | 61.1% | 53 | 75.47% | 0.1 |
|
| 2854 |
2854
Hohimer Wealth Management
Seattle,
Washington
| $715M | +$152M | +27% | 9.83% | 99.7% | 379 | 37.73% | 1.6 |
|
| 2855 |
2855
Berman McAleer
Timonium,
Maryland
| $715M | – | – | 6.74% | – | 164 | – | 0 |
|
| 2856 |
ECM
2856
EagleClaw Capital Management
Boston,
Massachusetts
| $715M | +$45.3M | +7% | 6.12% | 104% | 149 | 5.37% | 6.7 |
|
| 2857 |
2857
Camden National Bank
Camden,
Maine
| $715M | +$21M | +3% | 5.42% | 48.8% | 173 | 9.25% | 4.2 |
|
| 2858 |
2858
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $715M | +$52.3M | +8% | 6.74% | 61.6% | 198 | 7.07% | 1.9 |
|
| 2859 |
2859
Inspirion Wealth Advisors
Libertyville,
Illinois
| $715M | -$40.9M | -5% | 6.27% | 52.5% | 171 | 19.88% | 5 |
|
| 2860 |
2860
Auxier Asset Management
Aurora,
Oregon
| $714M | +$32.7M | +5% | 6.44% | 71.7% | 179 | 5.59% | 8.3 |
|
| 2861 |
2861
Oarsman Capital
Milwaukee,
Wisconsin
| $713M | +$75.6M | +12% | 7.14% | 70.6% | 272 | 16.54% | 4.2 |
|
| 2862 |
2862
Dean Investment Associates
Beavercreek,
Ohio
| $713M | +$33.2M | +5% | 6.35% | 63.5% | 216 | 12.04% | 4.5 |
|
| 2863 |
2863
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $713M | +$18.7M | +3% | 4.37% | 106% | 70 | 5.71% | 1.2 |
|
| 2864 |
2864
Boulay Financial Advisors
Eden Prairie,
Minnesota
| $712M | +$49.4M | +7% | 6.62% | – | 4 | 0% | 0.4 |
|
| 2865 |
2865
Mechanics Bank - Trust Department
Walnut Creek,
California
| $712M | +$14.6M | +2% | 7.98% | 76.8% | 216 | 6.48% | 6.6 |
|
| 2866 |
2866
Glassman Wealth Services
Vienna,
Virginia
| $712M | +$58.8M | +9% | 7.35% | 62.6% | 192 | 8.33% | 4.6 |
|
| 2867 |
2867
Fortis Capital Management
Bellevue,
Washington
| $712M | +$69.1M | +11% | 7.11% | 82% | 186 | 11.29% | 2 |
|
| 2868 |
2868
Blueprint Investment Partners
Greensboro,
North Carolina
| $712M | +$148M | +26% | 7.8% | 91.9% | 125 | 54.4% | 1.1 |
|
| 2869 |
2869
Rule One Partners
Moreland,
Georgia
| $711M | +$527M | +286% | 7.4% | – | 11 | 18.18% | 0.7 |
|
| 2870 |
2870
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $711M | +$48.8M | +7% | 6.46% | – | 446 | 12.78% | 0.8 |
|
| 2871 |
2871
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $710M | +$49.9M | +8% | 6.33% | 65.2% | 137 | 9.49% | 1.5 |
|
| 2872 |
2872
RMG Wealth Management
Platteville,
Wisconsin
| $710M | +$59.9M | +9% | 5.84% | – | 368 | 17.66% | 0.2 |
|
| 2873 |
2873
Liberty Wealth Management
Oakland,
California
| $710M | +$72.3M | +11% | 8.15% | 64.2% | 260 | 14.23% | 2.1 |
|
| 2874 |
2874
LS Investment Advisors
Bloomfield Hills,
Michigan
| $710M | +$25.6M | +4% | 9.34% | 98.7% | 140 | 7.14% | 8.6 |
|
| 2875 |
2875
Cigna Investments
Bloomfield,
Connecticut
| $710M | +$122M | +21% | 11.6% | 154% | 487 | 10.06% | 6 |
|