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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
AA
3576
Ashford Advisors
Pittsford,
New York
| $433M | +$2.99M | +0.7% | 1.57% | 75.4% | 15 | 0% | 3.5 |
|
| 3577 |
3577
Knightsbridge Asset Management
Newport Beach,
California
| $432M | -$14M | -3% | 4.47% | 150% | 131 | 20.61% | 2.7 |
|
| 3578 |
3578
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $431M | -$6.95M | -2% | 1.8% | 54.3% | 417 | 11.03% | 4.8 |
|
| 3579 |
3579
High Falls Advisors
Rochester,
New York
| $431M | -$5.63M | -1% | 0.83% | 56.9% | 130 | 18.46% | 3.1 |
|
| 3580 |
LT
3580
Legacy Trust
Grand Rapids,
Michigan
| $431M | -$4.49M | -1% | 2.63% | 95% | 164 | 7.32% | 1.7 |
|
| 3581 |
3581
IDG China Venture Capital Fund IV Associates
Hong Kong
| $431M | +$11.2M | +3% | 11.1% | 59.2% | 4 | 25% | 2.8 |
|
| 3582 |
GJCM
3582
Grand Jean Capital Management
San Francisco,
California
| $431M | -$16.6M | -4% | 5.73% | 61.4% | 52 | 11.54% | 5.1 |
|
| 3583 |
3583
Whalerock Point Partners
Providence,
Rhode Island
| $430M | +$9.9M | +2% | 3.3% | 103% | 192 | 6.25% | 5.1 |
|
| 3584 |
3584
Berkshire Bank
Pittsfield,
Massachusetts
| $430M | +$3.73M | +0.9% | 1.03% | 76.2% | 165 | 10.3% | 2.9 |
|
| 3585 |
RM
3585
Rudius Management
New York
| $430M | -$70M | -14% | 11.1% | 8.92% | 8 | 50% | 2.8 |
|
| 3586 |
3586
Eldridge Investment Advisors
Manchester,
New Hampshire
| $430M | +$4.14M | +1% | 0.34% | 50.9% | 159 | 13.21% | 3.7 |
|
| 3587 |
3587
First Pacific Financial
Vancouver,
Washington
| $430M | +$2.43M | +0.6% | 0.64% | 53.6% | 443 | 22.8% | 1.5 |
|
| 3588 |
SEP
3588
Southland Equity Partners
Wildwood,
Missouri
| $430M | +$18.6M | +5% | 0.76% | 66.1% | 239 | 12.97% | 2.4 |
|
| 3589 |
3589
Raffa Wealth Management
Washington,
District of Columbia
| $430M | +$15.4M | +4% | 2.14% | 35.8% | 1,142 | 7.79% | 4.1 |
|
| 3590 |
3590
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $430M | +$41.1M | +11% | 7.3% | 135% | 231 | 58.87% | 0.5 |
|
| 3591 |
3591
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $430M | +$9.24M | +2% | 2.8% | 143% | 94 | 42.55% | 1.6 |
|
| 3592 |
3592
Kelly Lawrence W & Associates
Pasadens,
California
| $429M | -$14.8M | -3% | 2.32% | 123% | 177 | 7.34% | 5.1 |
|
| 3593 |
3593
Broadleaf Partners
Hudson,
Ohio
| $428M | +$5.38M | +1% | 6.37% | 180% | 83 | 12.05% | 3.9 |
|
| 3594 |
3594
Arch Capital Group
Pembroke,
Bermuda
| $428M | +$41.2M | +11% | 0.43% | 3.08% | 3 | 0% | 3.2 |
|
| 3595 |
GDS
3595
Gimbel Daniel Scott
| $428M | +$7.38M | +2% | 2.3% | 57.1% | 3 | 0% | 2.8 |
|
| 3596 |
FNBOMD
3596
First National Bank of Mount Dora
Mount Dora,
Florida
| $427M | -$13.3M | -3% | 0.68% | 96.2% | 140 | 7.14% | 5.7 |
|
| 3597 |
3597
Carrera Capital Advisors
Troy,
Michigan
| $427M | +$18.3M | +4% | 1.74% | – | 141 | 26.24% | 0.3 |
|
| 3598 |
3598
Delta Financial Group
Basking Ridge,
New Jersey
| $427M | +$158M | +59% | 2.31% | – | 262 | 51.53% | 0.7 |
|
| 3599 |
3599
Chemistry Wealth Management
New York
| $427M | +$4.27M | +1% | 2.39% | 77.1% | 191 | 9.42% | 2.1 |
|
| 3600 |
SIM
3600
SW Investment Management
Telluride,
Colorado
| $426M | +$48M | +13% | 16.2% | 143% | 15 | 13.33% | 1.9 |
|