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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Flaharty Asset Management
Clearwater,
Florida
| $468M | +$34.7M | +8% | 5.06% | 33.4% | 125 | 12% | 1.7 |
|
| 2977 |
2977
Crestone Asset Management
Boulder,
Colorado
| $468M | +$81.9M | +21% | 5.9% | 6.65% | 86 | 20.93% | 2.1 |
|
| 2978 |
2978
Bremer Bank National Association
St Paul,
Minnesota
| $467M | +$29.4M | +7% | 7.73% | 37.4% | 219 | 11.87% | 1.8 |
|
| 2979 |
2979
Astor Investment Management
Chicago,
Illinois
| $467M | +$27.9M | +6% | 5.3% | 23.3% | 64 | 23.44% | 1.3 |
|
| 2980 |
2980
American National Bank & Trust
Wichita Falls,
Texas
| $467M | +$43M | +10% | 7.29% | 102% | 320 | 23.13% | 2.5 |
|
| 2981 |
2981
Condire Management
Dallas,
Texas
| $467M | +$132M | +40% | 4.65% | 187% | 26 | 50% | 0.1 |
|
| 2982 |
2982
Formidable Asset Management
Cincinnati,
Ohio
| $466M | +$5.68M | +1% | 5.19% | 52.2% | 354 | 24.29% | 1.1 |
|
| 2983 |
2983
JGP Wealth Management
Bend,
Oregon
| $465M | +$18.7M | +4% | 6.2% | 87.8% | 171 | 21.64% | 1.9 |
|
| 2984 |
2984
Kelly Lawrence W & Associates
Pasadens,
California
| $465M | +$42.6M | +10% | 10% | 123% | 165 | 13.94% | 3.1 |
|
| 2985 |
HH
2985
Hernani Holdings
Jackson,
Wyoming
| $465M | -$69.3M | -13% | 5.08% | – | 13 | 7.69% | 0.7 |
|
| 2986 |
2986
Bourgeon Capital Management
Darien,
Connecticut
| $465M | +$13.9M | +3% | 6.3% | 121% | 299 | 9.36% | 1.8 |
|
| 2987 |
2987
L.J. Altfest & Co
New York
| $464M | +$40.8M | +10% | 5.44% | 95.6% | 306 | 23.53% | 2.3 |
|
| 2988 |
CAS
2988
Cascadia Advisory Services
Portland,
Oregon
| $463M | +$12.1M | +3% | 6.3% | – | 262 | 22.9% | 0.9 |
|
| 2989 |
LWANC
2989
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $463M | +$50.8M | +12% | 6.34% | 71.1% | 774 | 16.93% | 1.5 |
|
| 2990 |
2990
DG Capital Management
New York
| $463M | +$44.6M | +11% | 7.72% | 76.7% | 252 | 73.41% | 0.2 |
|
| 2991 |
WWM
2991
Windsor Wealth Management
Indianapolis,
Indiana
| $463M | +$43.1M | +10% | 6.23% | 37.3% | 218 | 11.47% | 2.1 |
|
| 2992 |
2992
Grove Bank & Trust
Miami,
Florida
| $462M | +$36.6M | +9% | 6.62% | 80.5% | 222 | 4.95% | 3.2 |
|
| 2993 |
2993
Geller Advisors
New York
| $462M | +$37.5M | +9% | 8.36% | 20.4% | 141 | 14.89% | 1.2 |
|
| 2994 |
2994
New England Investment & Retirement Group
North Andover,
Massachusetts
| $460M | +$46.4M | +11% | 7.81% | 72.5% | 113 | 27.43% | 1.3 |
|
| 2995 |
2995
Hendershot Investments
Centreville,
Virginia
| $460M | +$28.1M | +7% | 6.29% | 50.5% | 93 | 5.38% | 4.4 |
|
| 2996 |
2996
Dimension Capital Management
Coral Gables,
Florida
| $460M | +$34.7M | +8% | 7.19% | 65.5% | 116 | 18.97% | 2.4 |
|
| 2997 |
2997
OLP Capital Management
Causeway Bay,
Hong Kong
| $459M | +$167M | +57% | 13.1% | 146% | 6 | 16.67% | 0.4 |
|
| 2998 |
2998
Magnus Financial Group
New York
| $459M | +$45M | +11% | 6.48% | 78.2% | 257 | 14.4% | 1.5 |
|
| 2999 |
2999
Aozora Bank
Tokyo,
Japan
| $459M | +$68.3M | +17% | 2.39% | 5.45% | 2 | 0% | 3.4 |
|
| 3000 |
3000
Altavista Wealth Management
Asheville,
North Carolina
| $459M | +$48.7M | +12% | 5.49% | 80.6% | 185 | 7.57% | 4.2 |
|