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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
LVW Advisors
Pittsford,
New York
| $1.16B | +$108M | +10% | 16.2% | 79.1% | 500 | 20.2% | 2.6 |
|
| 2327 |
PGCM
2327
Prescott Group Capital Management
Tulsa,
Oklahoma
| $1.16B | +$154M | +15% | 18.3% | 135% | 311 | 21.54% | 2.4 |
|
| 2328 |
2328
Lodestar Private Asset Management
Alamo,
California
| $1.16B | +$143M | +14% | 13.9% | 64.4% | 241 | 7.47% | 2.8 |
|
| 2329 |
2329
Delta Asset Management
Memphis,
Tennessee
| $1.16B | +$59.8M | +5% | 8.77% | 53.8% | 617 | 6.32% | 4.8 |
|
| 2330 |
2330
WGI DM
Boston,
Massachusetts
| $1.16B | +$156M | +16% | 5.52% | – | 7 | 14.29% | 0.9 |
|
| 2331 |
2331
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.16B | +$72.4M | +7% | 14.1% | 125% | 167 | 19.16% | 4.8 |
|
| 2332 |
2332
Apriem Advisors
Irvine,
California
| $1.16B | +$107M | +10% | 14.5% | 74.3% | 198 | 14.14% | 5.6 |
|
| 2333 |
2333
Heritage Trust
Oklahoma City,
Oklahoma
| $1.15B | +$158M | +16% | 19.4% | – | 322 | 7.14% | 5.1 |
|
| 2334 |
2334
Webster Bank
Waterbury,
Connecticut
| $1.15B | +$96.4M | +9% | 13.3% | 77.5% | 766 | 19.84% | 5.5 |
|
| 2335 |
AIC
2335
AWM Investment Company
New York
| $1.15B | +$249M | +28% | 61.4% | 778% | 119 | 28.57% | 2.7 |
|
| 2336 |
2336
Cascade Financial Partners
San Diego,
California
| $1.15B | +$181M | +19% | 16.6% | – | 293 | 15.02% | 1.7 |
|
| 2337 |
2337
Consolidated Investment Group
Englewood,
Colorado
| $1.15B | +$229M | +25% | 39.4% | 140% | 80 | 7.5% | 4.9 |
|
| 2338 |
2338
Focused Wealth Management
Newburgh,
New York
| $1.15B | +$186M | +19% | 16.9% | 80.9% | 300 | 35.33% | 4.5 |
|
| 2339 |
2339
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $1.15B | +$115M | +11% | 10.7% | 53.4% | 171 | 22.81% | 1.9 |
|
| 2340 |
2340
1607 Capital Partners
Richmond,
Virginia
| $1.15B | -$239M | -17% | 8.69% | 28.5% | 149 | 12.08% | 3.6 |
|
| 2341 |
2341
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.15B | +$111M | +11% | 13.9% | 62.8% | 372 | 15.32% | 3.2 |
|
| 2342 |
2342
Hartline Investment Corp
Winnetka,
Illinois
| $1.15B | +$239M | +26% | 39.2% | 222% | 119 | 9.24% | 3.6 |
|
| 2343 |
2343
Discipline Wealth Solutions
Greenville,
South Carolina
| $1.15B | +$196M | +21% | 11.6% | 45.9% | 212 | 16.51% | 1 |
|
| 2344 |
2344
Gleason Group
Prospect,
Kentucky
| $1.15B | +$136M | +13% | 13.6% | 69.1% | 471 | 56.05% | 2 |
|
| 2345 |
2345
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.15B | -$104M | -8% | 1.27% | 47.9% | 41 | 36.59% | 0.9 |
|
| 2346 |
WM
2346
WS Management
Jacksonville,
Florida
| $1.14B | +$11.6M | +1% | 69.5% | 309% | 62 | 33.87% | 4.3 |
|
| 2347 |
2347
Symetra Investment Management
Farmington,
Connecticut
| $1.14B | -$10.3M | -0.9% | 5.25% | 37.3% | 6 | 0% | 2 |
|
| 2348 |
2348
Carret Asset Management
New York
| $1.14B | +$122M | +12% | 16.6% | 94.4% | 319 | 11.29% | 7.8 |
|
| 2349 |
2349
Vista Capital Partners
Portland,
Oregon
| $1.14B | +$149M | +15% | 14.6% | 61.2% | 175 | 13.71% | 4 |
|
| 2350 |
2350
McGuire Investment Group
Wakefield,
Rhode Island
| $1.14B | +$256M | +29% | 43.7% | 202% | 140 | 15.71% | 4.1 |
|