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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
CWAG
3876
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $319M | +$27.6M | +9% | 11.1% | 76.1% | 94 | 13.83% | 3.2 |
|
| 3877 |
3877
Siena Capital Partners
Chicago,
Illinois
| $319M | +$40.3M | +14% | 12.6% | 44.2% | 104 | 6.73% | 3.6 |
|
| 3878 |
3878
Khrom Capital Management
Miami Beach,
Florida
| $319M | +$111M | +54% | 16.6% | 35.6% | 17 | 47.06% | 0.8 |
|
| 3879 |
3879
IAM Advisory
Easton,
Pennsylvania
| $318M | +$32.1M | +11% | 10.1% | 74.5% | 105 | 17.14% | 1.2 |
|
| 3880 |
FSI
3880
Flow State Investments
Chicago,
Illinois
| $318M | -$4.47M | -1% | 2.66% | – | 286 | 45.1% | 0.4 |
|
| 3881 |
3881
Delta Financial Group
Basking Ridge,
New Jersey
| $318M | +$28.3M | +10% | 10.3% | – | 230 | 12.17% | 0.5 |
|
| 3882 |
3882
Hamilton Wealth
Encino,
California
| $318M | +$38.9M | +14% | 11% | 108% | 109 | 34.86% | 1.4 |
|
| 3883 |
3883
B&I Capital
Zurich,
Switzerland
| $318M | +$41.2M | +15% | 17.6% | 30.5% | 27 | 0% | 2 |
|
| 3884 |
3884
Pensionfund Sabic
Sittard,
Netherlands
| $317M | +$32.8M | +12% | 11.3% | 63.6% | 195 | 3.59% | 4.3 |
|
| 3885 |
3885
Rothschild Capital Partners
New York
| $317M | +$61.9M | +24% | 11.9% | 90.8% | 40 | 37.5% | 4 |
|
| 3886 |
3886
Trinity Legacy Partners
Houston,
Texas
| $317M | +$27.8M | +10% | 9.69% | 63.3% | 107 | 6.54% | 2 |
|
| 3887 |
3887
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $317M | +$36.6M | +13% | 10.6% | 81% | 1,086 | 18.69% | 3.4 |
|
| 3888 |
3888
Incline Global Management
New York
| $317M | +$6.55M | +2% | 14.3% | 40.1% | 25 | 24% | 1.5 |
|
| 3889 |
3889
Pacific Center for Financial Services
San Ramon,
California
| $317M | +$22.7M | +8% | 9.68% | 60.1% | 412 | 6.07% | 4.9 |
|
| 3890 |
FCT
3890
Family Capital Trust
Peabody,
Massachusetts
| $317M | +$34.6M | +12% | 12.8% | 39.1% | 58 | 10.34% | 6.3 |
|
| 3891 |
3891
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $317M | +$64.1M | +25% | 9.03% | 56.9% | 94 | 13.83% | 3.1 |
|
| 3892 |
3892
Covenant Partners
Nashville,
Tennessee
| $317M | +$41.6M | +15% | 11.8% | 70.3% | 199 | 15.58% | 2.7 |
|
| 3893 |
3893
Finepoint Capital
Boston,
Massachusetts
| $317M | +$116M | +58% | 40.2% | 27.4% | 32 | 21.88% | 1.3 |
|
| 3894 |
3894
UG Investment Advisers
Taipei,
Taiwan
| $317M | -$221M | -41% | 20.4% | 172% | 17 | 47.06% | 1 |
|
| 3895 |
3895
Hedeker Wealth
Lincolnshire,
Illinois
| $317M | +$28.6M | +10% | 12.8% | 161% | 91 | 10.99% | 2.9 |
|
| 3896 |
3896
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $317M | +$32.9M | +12% | 10.6% | 84.7% | 167 | 6.59% | 6.1 |
|
| 3897 |
3897
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $316M | +$41.2M | +15% | 11.5% | 70.2% | 250 | 13.6% | 3.6 |
|
| 3898 |
3898
Genworth Financial
Glen Allen,
Virginia
| $316M | +$31.6M | +11% | 10.8% | 73.6% | 4 | 50% | 1.3 |
|
| 3899 |
3899
New Capital Management
Houston,
Texas
| $316M | +$27.8M | +10% | 7.97% | 55.4% | 57 | 17.54% | 3.1 |
|
| 3900 |
3900
Ellsworth Advisors
Hudson,
Ohio
| $316M | +$34.2M | +12% | 9.43% | 131% | 182 | 21.98% | 1.5 |
|