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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
CSA
3826
Cottage Street Advisors
Marion,
Massachusetts
| $167M | +$4.36M | +3% | 4.65% | 95.8% | 106 | 15.09% | 2.3 |
|
| 3827 |
3827
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $167M | +$1.83M | +1% | 2.71% | 83% | 95 | 5.26% | 4.3 |
|
| 3828 |
3828
West Oak Capital
Westlake Village,
California
| $167M | +$7.36M | +5% | 3.59% | 110% | 340 | 10.29% | 3.7 |
|
| 3829 |
3829
REDW Wealth
Albuquerque,
New Mexico
| $167M | +$4.25M | +3% | 1.86% | 54.1% | 89 | 8.99% | 1.9 |
|
| 3830 |
3830
SimpliFi Inc
San Diego,
California
| $167M | +$8.79M | +6% | 2.31% | 26.7% | 20 | 20% | 1 |
|
| 3831 |
3831
Bernicke Wealth Management
Altoona,
Wisconsin
| $167M | +$7.75M | +5% | 2.78% | – | 52 | 21.15% | 2.6 |
|
| 3832 |
3832
First National Bank of Hutchinson
Hutchinson,
Kansas
| $167M | -$3.03M | -2% | 3.71% | 121% | 96 | 12.5% | 2.6 |
|
| 3833 |
3833
Fiducient Advisors
Chicago,
Illinois
| $167M | -$35.7M | -18% | 2.39% | 52.3% | 21 | 9.52% | 1.2 |
|
| 3834 |
PC
3834
Premise Capital
Naperville,
Illinois
| $167M | -$9.6M | -5% | 2.11% | 43% | 15 | 0% | 2.2 |
|
| 3835 |
3835
Torch Wealth Management
Cincinnati,
Ohio
| $167M | +$4.91M | +3% | 4.12% | 48.8% | 110 | 8.18% | 3.4 |
|
| 3836 |
3836
Lowe Wealth Advisors
Columbia,
Maryland
| $167M | +$1.5M | +0.9% | 3.39% | 63.3% | 327 | 11.93% | 2.8 |
|
| 3837 |
3837
G&S Capital
Denver,
Colorado
| $167M | +$3.86M | +2% | 3.67% | 77.2% | 243 | 16.87% | 1 |
|
| 3838 |
3838
Princeton Global Asset Management
Princeton,
New Jersey
| $167M | +$20.5M | +14% | 4.58% | 110% | 428 | 29.67% | 0.3 |
|
| 3839 |
3839
Abacus Planning Group
Columbia,
South Carolina
| $166M | +$6.49M | +4% | 2.68% | 59.1% | 178 | 20.22% | 0.8 |
|
| 3840 |
3840
CRA Financial Services
Northfield,
New Jersey
| $166M | +$13M | +8% | 3.64% | 91.9% | 147 | 8.16% | 0.5 |
|
| 3841 |
3841
Silverleafe Capital Partners
Germantown,
Tennessee
| $166M | -$2.36M | -1% | 4.85% | 87.7% | 85 | 35.29% | 0.9 |
|
| 3842 |
3842
Resource America
New York
| $166M | -$898K | -0.5% | 0.27% | 12.2% | 41 | 12.2% | 1.1 |
|
| 3843 |
3843
Brookmont Capital Management
Dallas,
Texas
| $166M | +$3.89M | +2% | 4.91% | 36.6% | 69 | 2.9% | 4 |
|
| 3844 |
3844
Rezny Wealth Management
Fort Myers,
Florida
| $166M | +$1.44M | +0.9% | 3.21% | 99.6% | 16 | 31.25% | 2.2 |
|
| 3845 |
VIA
3845
Vantis Investment Advisers
Miami,
Florida
| $166M | +$45.8M | +38% | 3.75% | 39.6% | 15 | 40% | 0.7 |
|
| 3846 |
3846
Blankinship & Foster
Solana Beach,
California
| $166M | +$3.02M | +2% | 2.45% | 67.1% | 49 | 4.08% | 1.6 |
|
| 3847 |
3847
NVWM LLC
Yardley,
Pennsylvania
| $166M | +$14.9M | +10% | 6.19% | 119% | 416 | 17.55% | 1 |
|
| 3848 |
3848
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $166M | +$16.7M | +11% | 2.96% | 82.1% | 183 | 13.11% | 1 |
|
| 3849 |
3849
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $166M | +$6.06M | +4% | 1.94% | 63.9% | 97 | 5.15% | 3.2 |
|
| 3850 |
3850
Gainplan
Bloomfield Hills,
Michigan
| $165M | +$77.4M | +88% | 2.03% | 103% | 46 | 67.39% | 0.3 |
|