We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Richard C. Young & Co
Newport,
Rhode Island
| $600M | +$44M | +8% | 5.83% | 137% | 73 | 12.33% | 3.2 |
|
| 2052 |
2052
Grosvenor Holdings
Chicago,
Illinois
| $600M | +$46.5M | +8% | 13% | 54.3% | 20 | 30% | 0.6 |
|
| 2053 |
2053
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $600M | +$33.9M | +6% | 4.89% | 44.7% | 181 | 7.18% | 2.7 |
|
| 2054 |
2054
Mark Asset Management
New York
| $599M | +$197M | +49% | 17.9% | 325% | 79 | 39.24% | 1.7 |
|
| 2055 |
2055
Newfoundland Capital Management
Sao Paulo,
Brazil
| $598M | +$12.3M | +2% | 1.85% | 49.5% | 83 | 61.45% | 0.4 |
|
| 2056 |
2056
Thomas White International
Chicago,
Illinois
| $598M | +$49.7M | +9% | 7.33% | 34.9% | 264 | 9.85% | 2.5 |
|
| 2057 |
2057
Tandem Investment Advisors
Charleston,
South Carolina
| $597M | +$45.2M | +8% | 5.17% | 10.4% | 69 | 15.94% | 2.2 |
|
| 2058 |
2058
SeaCrest Wealth Management
Purchase,
New York
| $597M | +$62.6M | +12% | 8.45% | 153% | 599 | 16.53% | 1.6 |
|
| 2059 |
2059
Argent Wealth Management
Waltham,
Massachusetts
| $597M | – | – | 6.3% | – | 177 | – | 0 |
|
| 2060 |
2060
Laurel Wealth Advisors (California)
Solana Beach,
California
| $597M | +$11.8M | +2% | 7.52% | 33% | 504 | 26.39% | 2.1 |
|
| 2061 |
2061
Frazier Management
Seattle,
Washington
| $596M | +$276M | +86% | 41.7% | 408% | 21 | 14.29% | 1.8 |
|
| 2062 |
VDBMI
2062
Van Den Berg Management I
Austin,
Texas
| $596M | +$18.3M | +3% | 10.3% | 187% | 69 | 20.29% | 2.9 |
|
| 2063 |
2063
Ithaka Group
Arlington,
Virginia
| $596M | -$111M | -16% | 12.4% | 143% | 39 | 10.26% | 3.8 |
|
| 2064 |
2064
ATP Life Science Ventures
New York
| $596M | – | – | 24.9% | – | 2 | – | 0 |
|
| 2065 |
2065
ARS Investment Partners
New York
| $595M | +$38.3M | +7% | 11.5% | 260% | 120 | 16.67% | 3.3 |
|
| 2066 |
2066
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $594M | +$54.9M | +10% | 6.98% | 73.7% | 134 | 10.45% | 2.4 |
|
| 2067 |
2067
FAS Wealth Partners
Leawood,
Kansas
| $594M | +$42.3M | +8% | 5.55% | 72.3% | 299 | 37.79% | 2.4 |
|
| 2068 |
2068
Stewart & Patten Company
Lafayette,
California
| $594M | +$21.3M | +4% | 7.16% | 27.5% | 105 | 9.52% | 4.5 |
|
| 2069 |
2069
Astor Investment Management
Chicago,
Illinois
| $592M | -$32M | -5% | 4.63% | 23.3% | 62 | 37.1% | 1.7 |
|
| 2070 |
2070
CreativeOne Wealth
Overland Park,
Kansas
| $592M | +$74.1M | +14% | 4.46% | 67.6% | 231 | 26.84% | 0.8 |
|
| 2071 |
2071
Segment Wealth Management
Houston,
Texas
| $592M | +$81.1M | +16% | 7.95% | 108% | 236 | 17.37% | 2.9 |
|
| 2072 |
2072
Canandaigua National Bank & Trust
Canandaigua,
New York
| $592M | +$25M | +4% | 7.58% | – | 292 | 11.99% | 3.8 |
|
| 2073 |
2073
Archon Capital Management
Seattle,
Washington
| $590M | +$166M | +39% | 15.2% | 222% | 30 | 20% | 1.1 |
|
| 2074 |
2074
Charles-Lim Capital
Central,
Hong Kong
| $590M | +$89.3M | +18% | 22.2% | 4.44% | 4 | 25% | 2 |
|
| 2075 |
2075
James Hambro & Partners
London,
United Kingdom
| $590M | +$89.9M | +18% | 11.3% | 97% | 53 | 5.66% | 1.1 |
|