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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
Hudson Valley Investment Advisors
Goshen,
New York
| $837M | -$45.8M | -5% | 3.36% | 102% | 181 | 8.84% | 6.4 |
|
| 2352 |
2352
LVW Advisors
Pittsford,
New York
| $836M | +$5.8M | +0.7% | 0.4% | 79.1% | 330 | 15.15% | 3.3 |
|
| 2353 |
2353
Private Capital Advisors
Darien,
Connecticut
| $836M | -$3.77M | -0.4% | 1.13% | 132% | 85 | 22.35% | 5.7 |
|
| 2354 |
2354
Discovery Capital Management
South Norwalk,
Connecticut
| $836M | -$638M | -43% | 0.64% | 871% | 95 | 58.95% | 0.6 |
|
| 2355 |
2355
Rakuten Group
Setagaya-Ku, Tokyo,
Japan
| $836M | – | – | 5.31% | – | 2 | – | 0 |
|
| 2356 |
2356
Longbow Finance
Lutry,
Switzerland
| $835M | -$80.3M | -9% | 1.88% | 162% | 97 | 43.3% | 0.7 |
|
| 2357 |
2357
Spectrum Wealth Counsel
Indianapolis,
Indiana
| $833M | -$17.8M | -2% | 2.1% | – | 403 | 19.11% | 0.9 |
|
| 2358 |
2358
Cortland Associates
St Louis,
Missouri
| $833M | -$46.6M | -5% | 0.97% | 58.4% | 60 | 8.33% | 6.2 |
|
| 2359 |
2359
Stansberry Asset Management
Westlake,
Texas
| $833M | +$62.3M | +8% | 2.96% | 79.6% | 133 | 12.03% | 2.3 |
|
| 2360 |
2360
Cutler Investment Counsel
Jacksonville,
Oregon
| $832M | +$28.6M | +4% | 1.55% | 61.8% | 137 | 8.76% | 5 |
|
| 2361 |
2361
MHR Fund Management
New York
| $832M | -$72.3M | -8% | 0.63% | 332% | 10 | 20% | 4.6 |
|
| 2362 |
2362
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $832M | +$64.1M | +8% | 8.53% | 74.8% | 213 | 12.68% | 5.5 |
|
| 2363 |
2363
Winthrop Advisory Group
Boston,
Massachusetts
| $832M | -$1.48M | -0.2% | 3.86% | 78.3% | 168 | 14.29% | 3.7 |
|
| 2364 |
2364
Toth Financial Advisory
Leesburg,
Virginia
| $831M | -$19.5M | -2% | 0.34% | 90.4% | 774 | 16.67% | 4.1 |
|
| 2365 |
2365
Sierra Capital
Miami,
Florida
| $830M | -$13.3M | -2% | 0.9% | 32.4% | 203 | 9.85% | 2.7 |
|
| 2366 |
2366
49 Wealth Management
Austin,
Texas
| $830M | +$128M | +18% | 1.83% | – | 209 | 26.79% | 0.7 |
|
| 2367 |
2367
Sagefield Capital
Dallas,
Texas
| $830M | -$92.1M | -10% | 3.14% | 115% | 137 | 54.74% | 0.8 |
|
| 2368 |
2368
Running Oak Capital
Edina,
Minnesota
| $829M | +$63.1M | +8% | 0.29% | 40.8% | 59 | 8.47% | 2.8 |
|
| 2369 |
2369
KWB Wealth
Redlands,
California
| $829M | +$22M | +3% | 1.92% | 54.8% | 154 | 11.69% | 2.1 |
|
| 2370 |
2370
Pekin Hardy Strauss
Chicago,
Illinois
| $827M | +$38.2M | +5% | 7.4% | 105% | 393 | 17.05% | 4 |
|
| 2371 |
2371
Wealth Alliance
Mellville,
New York
| $826M | -$9.9M | -1% | 1.25% | 75.7% | 552 | 17.57% | 3 |
|
| 2372 |
2372
Harbour Trust & Investment Management
Michigan City,
Indiana
| $826M | -$52.6M | -6% | 3.21% | 116% | 160 | 7.5% | 1.2 |
|
| 2373 |
AP
2373
Archon Partners
Princeton Junction,
New Jersey
| $826M | -$33.8M | -4% | 0.7% | 99.5% | 43 | 20.93% | 6 |
|
| 2374 |
2374
Sora Investors
Bryn Mawr,
Pennsylvania
| $825M | -$75.3M | -8% | 9.49% | 179% | 89 | 51.69% | 0.4 |
|
| 2375 |
2375
Naviter Wealth
Little Rock,
Arkansas
| $825M | -$4.11M | -0.5% | 0.18% | 87.1% | 295 | 12.88% | 1.8 |
|