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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
FBP
2176
Flippin Bruce & Porter
Lynchburg,
Virginia
| $471M | +$16.2M | +4% | 5.45% | 44.4% | 77 | 6.49% | 3.5 |
|
| 2177 |
2177
JOYN Advisors
Atlanta,
Georgia
| $470M | +$109M | +30% | 5.21% | 0.77% | 214 | 71.5% | 0.3 |
|
| 2178 |
2178
Merit Financial Group
Alpharetta,
Georgia
| $470M | – | – | 5.08% | 67.3% | 107 | – | 0 |
|
| 2179 |
2179
Buckhead Capital Management
Atlanta,
Georgia
| $469M | +$3.53M | +0.8% | 5.77% | 67.6% | 183 | 8.2% | 3.2 |
|
| 2180 |
2180
Fiduciary Group
Savannah,
Georgia
| $468M | +$24.2M | +5% | 6.51% | 67.1% | 179 | 4.47% | 2.2 |
|
| 2181 |
SG
2181
Swarthmore Group
Philadelphia,
Pennsylvania
| $468M | +$30.8M | +7% | 7.57% | 44.2% | 64 | 34.38% | 1.1 |
|
| 2182 |
2182
Emery Howard Portfolio Management
Burlingame,
California
| $468M | +$16.9M | +4% | 4.36% | 66.5% | 35 | 5.71% | 3.7 |
|
| 2183 |
2183
Hunting Hill Global Capital
New York
| $467M | +$169M | +57% | 1.13% | 132% | 31 | 61.29% | 0.4 |
|
| 2184 |
2184
Vivo Capital
Palo Alto,
California
| $467M | -$27.9M | -6% | 6.55% | 7,491% | 31 | 9.68% | 1 |
|
| 2185 |
2185
Beese Fulmer Investment Management
Canton,
Ohio
| $466M | +$27.9M | +6% | 6.58% | 124% | 194 | 5.67% | 2.9 |
|
| 2186 |
2186
Empirical Wealth Management
Seattle,
Washington
| $466M | +$33M | +8% | 1.15% | 78.8% | 156 | 14.1% | 2.4 |
|
| 2187 |
2187
HNA Capital Group
Haikou,
China
| $466M | – | – | 12.3% | – | 3 | – | 0 |
|
| 2188 |
2188
Glynn Capital Management
Menlo Park,
California
| $465M | +$66.8M | +17% | 5.23% | 252% | 41 | 4.88% | 3.4 |
|
| 2189 |
2189
Cypress Asset Management
Houston,
Texas
| $465M | +$200K | +0% | 5.82% | 141% | 194 | 9.28% | 3.2 |
|
| 2190 |
2190
Sand Grove Capital Management
London,
United Kingdom
| $464M | +$169M | +57% | 13.2% | 410% | 20 | 70% | 0.3 |
|
| 2191 |
2191
Modera Wealth Management
Westwood,
New Jersey
| $464M | +$20.1M | +5% | 3.56% | 68.2% | 140 | 10.71% | 2.4 |
|
| 2192 |
2192
Vestor Capital
Chicago,
Illinois
| $463M | +$18.2M | +4% | 7.14% | 188% | 125 | 16% | 2.4 |
|
| 2193 |
2193
Stanley-Laman Group
Berwyn,
Pennsylvania
| $463M | +$88.4M | +24% | 3.23% | 114% | 310 | 47.42% | 1 |
|
| 2194 |
CA
2194
Continental Advisors
Park City,
Utah
| $463M | +$25.7M | +6% | 6.35% | 73.6% | 127 | 31.5% | 2.1 |
|
| 2195 |
2195
Motley Fool Asset Management
Alexandria,
Virginia
| $463M | -$36.2M | -7% | 9.22% | 117% | 66 | 9.09% | 2.6 |
|
| 2196 |
2196
Cabot Wealth Management
Salem,
Massachusetts
| $462M | +$16.8M | +4% | 5.25% | 69.3% | 139 | 10.79% | 2.6 |
|
| 2197 |
GIM
2197
Greylin Investment Management
Orange,
Virginia
| $462M | +$25.4M | +6% | 7.53% | 52.1% | 81 | 13.58% | 2.7 |
|
| 2198 |
GA
2198
GFS Advisors
Houston,
Texas
| $462M | +$18.1M | +4% | 2.64% | 97.9% | 146 | 8.9% | 2.6 |
|
| 2199 |
BC
2199
Bruce & Co
Chicago,
Illinois
| $461M | +$14M | +3% | 3.79% | 94.5% | 50 | 4% | 3.2 |
|
| 2200 |
2200
Lapides Asset Management
Greenwich,
Connecticut
| $461M | -$27.2M | -6% | 0.41% | 63% | 94 | 13.83% | 2.4 |
|