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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Jay A. Fishman Ltd
Troy,
Michigan
| $580M | +$46.8M | +9% | 12.9% | 119% | 85 | 5.88% | 4.3 |
|
| 2102 |
FBP
2102
Flippin Bruce & Porter
Lynchburg,
Virginia
| $580M | +$17.5M | +3% | 7.44% | 44.4% | 79 | 2.53% | 4.9 |
|
| 2103 |
2103
NWAM LLC
Mercer Island,
Washington
| $578M | +$44M | +8% | 7.35% | 112% | 431 | 13.46% | 2.8 |
|
| 2104 |
2104
Circle Wealth Management
Summit,
New Jersey
| $577M | +$108M | +23% | 9.92% | 71.8% | 204 | 25.49% | 1.2 |
|
| 2105 |
2105
Resources Management Corp
West Hartford,
Connecticut
| $577M | +$36.8M | +7% | 8.7% | 78.5% | 554 | 20.04% | 1.1 |
|
| 2106 |
2106
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $577M | +$112M | +24% | 9.03% | 58% | 273 | 12.82% | 2.4 |
|
| 2107 |
2107
United Bank (Virginia)
Vienna,
Virginia
| $577M | +$30.2M | +6% | 7.59% | 76.1% | 146 | 10.96% | 2.3 |
|
| 2108 |
2108
Clear Harbor Asset Management
Stamford,
Connecticut
| $577M | +$65M | +13% | 8.26% | 98.6% | 802 | 68.2% | 1.1 |
|
| 2109 |
2109
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $577M | +$38.1M | +7% | 7.18% | 26.3% | 137 | 9.49% | 4.2 |
|
| 2110 |
2110
Private Capital Management (Florida)
Naples,
Florida
| $576M | +$1.09M | +0.2% | 12.4% | 118% | 63 | 44.44% | 2.9 |
|
| 2111 |
2111
Raging Capital Management
Rocky Hill,
New Jersey
| $576M | -$43.8M | -7% | 3.4% | 6.41% | 53 | 49.06% | 1.4 |
|
| 2112 |
2112
Crescent Grove Advisors
Lake Forest,
Illinois
| $576M | +$54.9M | +11% | 8.96% | 64.1% | 174 | 17.82% | 1.8 |
|
| 2113 |
2113
Mount Yale Investment Advisors
Denver,
Colorado
| $576M | +$16.9M | +3% | 10.8% | 81.9% | 345 | 18.84% | 1.3 |
|
| 2114 |
2114
Arete Wealth Advisors
Chicago,
Illinois
| $576M | +$52.6M | +10% | 6.48% | 85.3% | 440 | 19.32% | 1.9 |
|
| 2115 |
2115
PagnatoKarp Partners
Reston,
Virginia
| $576M | +$71.6M | +14% | 7.6% | 2.06% | 193 | 9.33% | 1.8 |
|
| 2116 |
AAA
2116
Adams Asset Advisors
Dallas,
Texas
| $575M | -$39.1M | -6% | 0.99% | 66.8% | 102 | 34.31% | 2.9 |
|
| 2117 |
2117
Efficient Advisors
Mason,
Ohio
| $575M | +$27.4M | +5% | 4.74% | 30.6% | 50 | 0% | 4.7 |
|
| 2118 |
FC
2118
Fore Capital
New York
| $574M | -$1.07B | -65% | 2.41% | 25.4% | 80 | 61.25% | 0.3 |
|
| 2119 |
2119
Planning Alternatives
Birmingham,
Michigan
| $573M | +$26.9M | +5% | 6.03% | 69.6% | 52 | 5.77% | 4.2 |
|
| 2120 |
2120
CX Institutional
Auburn,
Indiana
| $573M | -$45.7M | -7% | 6.21% | 62.9% | 792 | 8.59% | 1 |
|
| 2121 |
2121
Spirit of America Management Corp
Syosset,
New York
| $573M | -$45.5M | -7% | 1.22% | 113% | 246 | 7.32% | 4.1 |
|
| 2122 |
2122
Glynn Capital Management
Menlo Park,
California
| $573M | +$25.7M | +5% | 6.13% | 252% | 43 | 0% | 3.9 |
|
| 2123 |
2123
Flagship Harbor Advisors
Boston,
Massachusetts
| $571M | +$60.8M | +12% | 7.38% | 75.7% | 2,017 | 8.33% | 1.5 |
|
| 2124 |
2124
Raub Brock Capital Management
Larkspur,
California
| $570M | +$50.3M | +10% | 8.14% | 54.7% | 62 | 11.29% | 2.6 |
|
| 2125 |
2125
American Financial Advisors
Marietta,
Georgia
| $570M | +$41.5M | +8% | 4.64% | 52.7% | 97 | 8.25% | 0.9 |
|