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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Ashford Capital Management
Wilmington,
Delaware
| $746M | +$67.1M | +10% | 14.9% | 150% | 95 | 6.32% | 4.5 |
|
| 2352 |
2352
Manchester Capital Management
Manchester,
Vermont
| $746M | +$71.2M | +11% | 10.3% | 86.7% | 1,108 | 18.41% | 3.6 |
|
| 2353 |
2353
Richard C. Young & Co
Newport,
Rhode Island
| $746M | +$43.7M | +6% | 6.4% | 137% | 79 | 13.92% | 5.2 |
|
| 2354 |
2354
Silver Oak Securities
Jackson,
Tennessee
| $745M | +$285M | +62% | 9.03% | 73.4% | 549 | 29.69% | 0.9 |
|
| 2355 |
2355
Quent Capital
New York
| $744M | +$103M | +16% | 10.6% | 78.1% | 1,369 | 6.36% | 1.7 |
|
| 2356 |
2356
DDD Partners
Bellevue,
Washington
| $744M | +$50.6M | +7% | 8.09% | 62.1% | 92 | 16.3% | 2.3 |
|
| 2357 |
2357
Waddell & Associates
Memphis,
Tennessee
| $744M | +$59.9M | +9% | 9.93% | 194% | 176 | 18.75% | 1.8 |
|
| 2358 |
AAA
2358
Adams Asset Advisors
Dallas,
Texas
| $743M | -$2.19M | -0.3% | 0.33% | 66.8% | 79 | 7.59% | 4.5 |
|
| 2359 |
2359
Nadler Financial Group
Deerfield,
Illinois
| $742M | +$82.2M | +12% | 11.7% | 81.8% | 112 | 8.93% | 5.8 |
|
| 2360 |
2360
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $742M | +$123M | +20% | 10.5% | 64.3% | 623 | 26.48% | 0.2 |
|
| 2361 |
2361
GDS Wealth Management
Flower Mound,
Texas
| $742M | +$106M | +17% | 10.6% | 95.1% | 136 | 14.71% | 1.5 |
|
| 2362 |
2362
Caledonia Investments plc (UK)
London England,
United Kingdom
| $741M | +$59.2M | +9% | 7.82% | 61.9% | 13 | 0% | 6.1 |
|
| 2363 |
2363
Steel Grove Capital Advisors
Memphis,
Tennessee
| $740M | -$8.33M | -1% | 10.6% | 106% | 213 | 16.9% | 3 |
|
| 2364 |
2364
Stokes Family Office
New Orleans,
Louisiana
| $740M | -$112M | -13% | 9.7% | 68.1% | 353 | 40.79% | 2.6 |
|
| 2365 |
2365
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $739M | +$83.5M | +13% | 11.3% | 59.5% | 121 | 9.92% | 5.5 |
|
| 2366 |
2366
Hardy Reed
Tupelo,
Mississippi
| $738M | +$187M | +34% | 10.9% | 69.7% | 123 | 21.14% | 2.5 |
|
| 2367 |
2367
Rodgers & Associates
Lancaster,
Pennsylvania
| $737M | +$75.7M | +11% | 11.4% | 56.3% | 91 | 10.99% | 2.6 |
|
| 2368 |
2368
Toth Financial Advisory
Leesburg,
Virginia
| $737M | +$80.7M | +12% | 12.8% | 90.4% | 813 | 17.47% | 3.4 |
|
| 2369 |
2369
Tortoise Investment Management
White Plains,
New York
| $737M | +$65.5M | +10% | 8.34% | 40.2% | 831 | 8.18% | 4.8 |
|
| 2370 |
2370
SOL Capital Management
Rockville,
Maryland
| $737M | +$91.1M | +14% | 11.9% | 56.6% | 306 | 7.19% | 6.1 |
|
| 2371 |
2371
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $736M | -$37.3M | -5% | 17.2% | 94.6% | 1,298 | 71.19% | 0.3 |
|
| 2372 |
2372
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $735M | -$91.5M | -11% | 1.62% | 89.9% | 10 | 0% | 2.9 |
|
| 2373 |
2373
Journey Advisory Group
Covington,
Kentucky
| $735M | +$65.7M | +10% | 9.3% | 66.2% | 224 | 7.14% | 2.1 |
|
| 2374 |
2374
Integral Health Asset Management
New York
| $734M | +$11.9M | +2% | 21.6% | 564% | 98 | 63.27% | 0.5 |
|
| 2375 |
2375
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $733M | +$429M | +141% | 10.1% | 65.7% | 824 | 86.41% | 0.3 |
|