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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Pasadena Private Wealth
Pasadena,
California
| $735M | +$40.6M | +6% | 1.84% | 53% | 292 | 31.85% | 1.7 |
|
| 2902 |
VCM
2902
Vivaldi Capital Management
Chicago,
Illinois
| $735M | +$28.1M | +4% | 6.58% | 69.2% | 293 | 9.9% | 3.5 |
|
| 2903 |
2903
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $735M | -$16.6M | -2% | 0.5% | – | 88 | 15.91% | 2.2 |
|
| 2904 |
2904
Emerald Advisors
Bellevue,
Washington
| $735M | -$18.7M | -2% | 4.57% | 71.8% | 114 | 11.4% | 3.2 |
|
| 2905 |
2905
Manchester Capital Management
Manchester,
Vermont
| $735M | -$3.24M | -0.4% | 4.55% | 86.7% | 1,531 | 28.09% | 3.7 |
|
| 2906 |
RIM
2906
Rovida Investment Management
Grand Cayman,
Cayman Islands
| $735M | -$147M | -17% | 10.6% | – | 18 | 16.67% | 0.7 |
|
| 2907 |
2907
Glen Eagle Advisors
Kingston,
New Jersey
| $735M | +$15.1M | +2% | 2.54% | 68.5% | 1,166 | 13.89% | 5 |
|
| 2908 |
NG
2908
Northstar Group
New York
| $734M | +$47.7M | +7% | 3.4% | 63.9% | 170 | 10% | 6.2 |
|
| 2909 |
2909
Live Oak Private Wealth
Wilmington,
North Carolina
| $734M | +$16M | +2% | 5.99% | 74.6% | 203 | 6.9% | 3.9 |
|
| 2910 |
2910
Capital Advisors Wealth Management
Yakima,
Washington
| $734M | +$33.5M | +5% | 1.95% | 70.5% | 229 | 10.48% | 2.4 |
|
| 2911 |
2911
Claro Advisors
Boston,
Massachusetts
| $734M | +$48.3M | +7% | 1.78% | 98.8% | 447 | 17.67% | 2.9 |
|
| 2912 |
2912
Nexus Investment Management
Toronto,
Ontario, Canada
| $734M | +$29.4M | +4% | 8.27% | 93.5% | 71 | 2.82% | 5.1 |
|
| 2913 |
2913
LM Advisors
San Diego,
California
| $732M | +$37.8M | +5% | 4.31% | – | 222 | 12.16% | 1.5 |
|
| 2914 |
2914
Berman McAleer
Timonium,
Maryland
| $732M | +$16.9M | +2% | 1.06% | – | 171 | 9.36% | 0.2 |
|
| 2915 |
CIA
2915
Covington Investment Advisors
Ligonier,
Pennsylvania
| $732M | -$32.2M | -4% | 5.43% | 100% | 79 | 11.39% | 6.2 |
|
| 2916 |
2916
Financial Consulate
Hunt Valley,
Maryland
| $731M | +$23.2M | +3% | 2.3% | 61.4% | 1,462 | 29.62% | 0.3 |
|
| 2917 |
2917
FSM Wealth Advisors
Cleveland,
Ohio
| $731M | +$24.2M | +3% | 2.08% | 68.4% | 340 | 15.59% | 1.7 |
|
| 2918 |
2918
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $731M | +$27.3M | +4% | 5.39% | 82.1% | 241 | 10.37% | 1.9 |
|
| 2919 |
2919
Asset One Wealth Management
Bellevue,
Washington
| $730M | – | – | 5.76% | – | 275 | – | 0 |
|
| 2920 |
2920
Insight Wealth Partners
Plano,
Texas
| $730M | +$401M | +122% | 1.89% | 56.2% | 127 | 18.9% | 2.6 |
|
| 2921 |
2921
Financial Advisors Network
Tustin,
California
| $730M | +$23.5M | +3% | 1.97% | – | 203 | 6.9% | 3.6 |
|
| 2922 |
2922
Mirador Capital Partners
Pleasanton,
California
| $730M | +$24.1M | +3% | 3.98% | 120% | 224 | 12.5% | 4 |
|
| 2923 |
2923
Larch Capital Partners
Miami,
Florida
| $729M | – | – | 4.42% | – | 34 | – | 0 |
|
| 2924 |
CANC
2924
Culbertson A N & Co
Charlottesville,
Virginia
| $729M | +$22.3M | +3% | 3.86% | 87.5% | 129 | 2.33% | 8.6 |
|
| 2925 |
2925
Two Sigma Securities
New York
| $728M | +$49.8M | +7% | 0.75% | 109% | 2,184 | 74.08% | 0.2 |
|