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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3251 |
KIG
3251
Kowal Investment Group
Brookfield,
Wisconsin
| $335M | +$39.7M | +13% | 8.1% | 21.1% | 165 | 20% |
|
| 3252 |
JWCA
3252
J.W. Coons Advisors
Columbus,
Ohio
| $335M | +$70.5M | +27% | 8.32% | 61.2% | 230 | 10.87% |
|
| 3253 |
JHCP
3253
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $335M | +$9.75M | +3% | 7.85% | 71.4% | 277 | 8.66% |
|
| 3254 |
ES
3254
Eagle Strategies
New York
| $335M | +$143M | +75% | 8.31% | 70.1% | 169 | 43.79% |
|
| 3255 |
MRWM
3255
ML&R Wealth Management
Austin,
Texas
| $335M | +$38.9M | +13% | 10.5% | – | 72 | 26.39% |
|
| 3256 |
WCFA
3256
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $334M | +$24.1M | +8% | 6.78% | 56.8% | 237 | 12.24% |
|
| 3257 |
CWP
3257
CFM Wealth Partners
Austin,
Texas
| $334M | +$21M | +7% | 7.44% | 116% | 167 | 17.37% |
|
| 3258 |
3258
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $334M | +$34.3M | +11% | 5.61% | 34.4% | 50 | 34% |
|
| 3259 |
CRG
3259
Cornerstone Retirement Group
Reno,
Nevada
| $334M | +$5.34M | +2% | 3.69% | – | 13 | 76.92% |
|
| 3260 |
KC
3260
Kadensa Capital
Central,
Hong Kong
| $333M | +$27.5M | +9% | 1.35% | 125% | 33 | 57.58% |
|
| 3261 |
NCM
3261
Northside Capital Management
Hood River,
Oregon
| $333M | +$25.2M | +8% | 6.46% | 94.8% | 116 | 21.55% |
|
| 3262 |
VCM
3262
V3 Capital Management
Dallas,
Texas
| $333M | -$41M | -11% | 1.63% | 20.5% | 14 | 42.86% |
|
| 3263 |
BCM
3263
Bienville Capital Management
New York
| $333M | +$77.6M | +30% | 3.36% | 22.3% | 113 | 24.78% |
|
| 3264 |
GWSG
3264
GPS Wealth Strategies Group
Centennial,
Colorado
| $333M | -$63.3M | -16% | 5.69% | 118% | 1,185 | 89.96% |
|
| 3265 |
GAM
3265
Gould Asset Management
Claremont,
California
| $333M | +$38M | +13% | 5.8% | 37.6% | 162 | 22.22% |
|
| 3266 |
CWP
3266
Concord Wealth Partners
Abingdon,
Virginia
| $333M | +$17.4M | +6% | 7.18% | 66% | 1,254 | 86.92% |
|
| 3267 |
BI
3267
Bulldog Investors
Saddle Brook,
New Jersey
| $333M | -$9.83M | -3% | 4.96% | 20.9% | 404 | 48.51% |
|
| 3268 |
MCM
3268
Moerus Capital Management
New York
| $332M | +$97.2M | +41% | 24.5% | 248% | 16 | 12.5% |
|
| 3269 |
BONH
3269
Bank of New Hampshire
Laconia,
New Hampshire
| $332M | +$12.1M | +4% | 10% | 86.4% | 529 | 4.91% |
|
| 3270 |
ER
3270
EVR Research
Richmond,
Virginia
| $332M | -$5.5M | -2% | 11.9% | 104% | 48 | 58.33% |
|
| 3271 |
MAM
3271
Monaco Asset Management
Monaco
| $331M | +$70.7M | +27% | 18.9% | 97% | 94 | 44.68% |
|
| 3272 |
PWA
3272
Peterson Wealth Advisors
Orem,
Utah
| $331M | +$33.4M | +11% | 7.45% | 38.9% | 68 | 19.12% |
|
| 3273 |
EL
3273
Essex LLC
Deer Park,
Illinois
| $331M | +$27.2M | +9% | 9% | 89.1% | 155 | 10.32% |
|
| 3274 |
SIA
3274
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $330M | -$11.5M | -3% | 7.32% | 62.6% | 595 | 24.54% |
|
| 3275 |
FPB
3275
First PREMIER Bank
Sioux Falls,
South Dakota
| $330M | +$23.7M | +8% | 9.38% | 54.4% | 427 | 10.77% |
|