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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Woodmont Investment Counsel
Nashville,
Tennessee
| $866M | +$83.3M | +11% | 1.31% | 75.3% | 256 | 19.92% | 4.2 |
|
| 2077 |
2077
RVW Wealth
Los Angeles,
California
| $866M | -$29.5M | -3% | 5.54% | 65.8% | 149 | 13.42% | 1.6 |
|
| 2078 |
2078
Howe & Rusling
Rochester,
New York
| $865M | +$12.2M | +1% | 0.6% | 82% | 1,111 | 15.03% | 3.2 |
|
| 2079 |
2079
Washington Trust Bank
Spokane,
Washington
| $864M | -$170M | -16% | 4.61% | 80.5% | 258 | 19.38% | 4.3 |
|
| 2080 |
2080
Armor Advisors
New York
| $864M | +$355M | +70% | 4.41% | 78.5% | 27 | 55.56% | 0.9 |
|
| 2081 |
2081
OEP Capital Advisors
New York
| $864M | -$293M | -25% | 24.8% | 23.2% | 2 | 0% | 1.3 |
|
| 2082 |
2082
Inspire Investing
Meridian,
Idaho
| $864M | -$8.09M | -0.9% | 4.33% | 107% | 811 | 5.92% | 1.2 |
|
| 2083 |
2083
Murphy Capital Management
Bedminster,
New Jersey
| $864M | -$67.5M | -7% | 3.53% | 41.6% | 235 | 5.96% | 6.1 |
|
| 2084 |
2084
Webster Bank
Waterbury,
Connecticut
| $863M | -$103M | -11% | 3.16% | 77.5% | 554 | 3.61% | 4.7 |
|
| 2085 |
2085
Pictet North America Advisors
Geneva 73,
Switzerland
| $862M | -$154M | -15% | 5.37% | 67.7% | 133 | 8.27% | 3.8 |
|
| 2086 |
2086
SPC Financial Inc
Rockville,
Maryland
| $862M | -$34.8M | -4% | 1.96% | 65.1% | 212 | 21.7% | 3.3 |
|
| 2087 |
2087
Alta Park Capital
San Francisco,
California
| $861M | -$432M | -33% | 16.2% | 1,071% | 32 | 40.63% | 1.3 |
|
| 2088 |
2088
Strategic Blueprint
Atlanta,
Georgia
| $861M | +$68M | +9% | 3.04% | 82.1% | 564 | 25.18% | 1.1 |
|
| 2089 |
2089
Ascent Group
Virginia Beach,
Virginia
| $859M | +$74.5M | +9% | 2.62% | 83.3% | 477 | 18.24% | 0.2 |
|
| 2090 |
2090
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $859M | -$80.6M | -9% | 5.27% | 67% | 80 | 11.25% | 4.2 |
|
| 2091 |
2091
E-L Financial Corp
Toronto,
Ontario, Canada
| $857M | -$56.2M | -6% | 4.9% | 68.6% | 1 | 0% | 5.3 |
|
| 2092 |
2092
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $856M | -$106M | -11% | 6.09% | 34.1% | 21 | 19.05% | 2 |
|
| 2093 |
2093
Weatherly Asset Management
Del Mar,
California
| $855M | -$46.7M | -5% | 4.74% | 116% | 205 | 7.32% | 5.5 |
|
| 2094 |
2094
Narwhal Capital Management
Marietta,
Georgia
| $854M | -$24.7M | -3% | 3.04% | 93.8% | 169 | 13.61% | 4.5 |
|
| 2095 |
2095
Woodstock Corp
Boston,
Massachusetts
| $854M | -$101M | -11% | 3.39% | 115% | 190 | 7.89% | 5.7 |
|
| 2096 |
2096
Capricorn Investment Group
Palo Alto,
California
| $853M | -$346M | -29% | 11% | 95.9% | 16 | 31.25% | 0.2 |
|
| 2097 |
2097
Maple Capital Management
Montpelier,
Vermont
| $852M | -$64.6M | -7% | 6.72% | 100% | 114 | 16.67% | 4.6 |
|
| 2098 |
2098
Amica Mutual Insurance
Providence,
Rhode Island
| $852M | -$331M | -28% | 5.63% | 80.4% | 112 | 14.29% | 4.3 |
|
| 2099 |
2099
Jaffetilchin Investment Partners
Tampa,
Florida
| $850M | -$208M | -20% | 2.86% | 88.1% | 399 | 33.58% | 1.9 |
|
| 2100 |
2100
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $848M | +$1.57M | +0.2% | 4.58% | 73.7% | 199 | 16.08% | 2.8 |
|