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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
LWANC
2876
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $527M | +$54.3M | +11% | 9.31% | 71.1% | 601 | 4.99% | 3.8 |
|
| 2877 |
2877
MidWestOne Financial Group
Iowa City,
Iowa
| $526M | +$85.2M | +19% | 15.9% | 62.7% | 293 | 13.65% | 2.5 |
|
| 2878 |
2878
Bayberry Capital Partners
New York
| $526M | +$118M | +29% | 15.6% | 99.7% | 22 | 31.82% | 1 |
|
| 2879 |
2879
Mainstay Capital Management
Grand Blanc,
Michigan
| $526M | +$52.9M | +11% | 11.2% | 131% | 115 | 24.35% | 2.6 |
|
| 2880 |
2880
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $526M | +$56.3M | +12% | 9.76% | 78.9% | 155 | 4.52% | 1.4 |
|
| 2881 |
CCM
2881
Cohen Capital Management
Corte Madera,
California
| $525M | +$36.9M | +8% | 9.77% | 91.5% | 136 | 2.21% | 6.6 |
|
| 2882 |
2882
Emerald Advisors
Bellevue,
Washington
| $525M | +$93.9M | +22% | 15.7% | 71.8% | 91 | 15.38% | 2.3 |
|
| 2883 |
2883
MONECO Advisors
Fairfield,
Connecticut
| $525M | +$156M | +42% | 9.78% | 70.5% | 406 | 24.38% | 2.1 |
|
| 2884 |
2884
Meridian Wealth Partners
Exton,
Pennsylvania
| $524M | +$43.6M | +9% | 9.73% | 54.2% | 106 | 15.09% | 2.5 |
|
| 2885 |
2885
CFO4Life Group
Coppell,
Texas
| $524M | +$90.6M | +21% | 8.18% | 56.7% | 200 | 23% | 3 |
|
| 2886 |
2886
Herald Investment Management
London,
United Kingdom
| $524M | +$53.1M | +11% | 15.9% | 493% | 102 | 4.9% | 5.1 |
|
| 2887 |
2887
Arcadia Investment Management
Kalamazoo,
Michigan
| $523M | +$51.1M | +11% | 13.8% | 83.5% | 341 | 11.14% | 4.8 |
|
| 2888 |
HA
2888
Harbor Advisors
West Palm Beach,
Florida
| $523M | +$56.2M | +12% | 12% | 125% | 182 | 12.64% | 4.2 |
|
| 2889 |
2889
Artemis Wealth Advisors
New York
| $522M | -$12.9M | -2% | 14.3% | 174% | 72 | 66.67% | 2.8 |
|
| 2890 |
2890
Amarillo National Bank
Amarillo,
Texas
| $521M | +$43.7M | +9% | 9.39% | 63.5% | 101 | 6.93% | 5.6 |
|
| 2891 |
2891
Gateway Advisory
Westfield,
New Jersey
| $521M | +$30.6M | +6% | 7.34% | 26% | 147 | 40.14% | 1.5 |
|
| 2892 |
2892
Legacy Financial Advisors
Covington,
Kentucky
| $521M | +$20.9M | +4% | 10.9% | 86.3% | 312 | 19.23% | 2.1 |
|
| 2893 |
2893
Y.D. More Investments
Ramat Gan,
Israel
| $520M | +$52.8K | +0% | 11.3% | 309% | 366 | 12.3% | 0.8 |
|
| 2894 |
2894
Elk River Wealth Management
Denver,
Colorado
| $520M | +$68.4M | +15% | 13% | 81.8% | 114 | 12.28% | 2.4 |
|
| 2895 |
2895
Harbor Capital Advisors
Chicago,
Illinois
| $520M | +$52.5M | +11% | 16.7% | 128% | 455 | 6.15% | 0.9 |
|
| 2896 |
2896
One Wealth Advisors
San Francisco,
California
| $519M | +$69.5M | +15% | 10.2% | 66% | 238 | 33.19% | 1.5 |
|
| 2897 |
2897
Nishkama Capital LLC
Dorado,
Puerto Rico
| $519M | +$213M | +69% | 15.9% | 723% | 87 | 79.31% | 0.2 |
|
| 2898 |
2898
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $519M | +$58.9M | +13% | 10.7% | 98% | 163 | 38.65% | 2.5 |
|
| 2899 |
2899
Howard Financial Services
Dallas,
Texas
| $519M | +$82.6M | +19% | 9.32% | 55.9% | 163 | 14.72% | 2.6 |
|
| 2900 |
2900
Revolve Wealth Partners
Hackensack,
New Jersey
| $519M | +$84.3M | +19% | 10.2% | 67.4% | 170 | 17.06% | 1.4 |
|