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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 |
3876
Morton Community Bank
East Peoria,
Illinois
| $432M | +$29.7M | +7% | 5.53% | – | 116 | 4.31% | 1.5 |
|
| 3877 |
CWAG
3877
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $432M | +$36.7M | +9% | 8.13% | 76.1% | 86 | 9.3% | 4.5 |
|
| 3878 |
3878
Beacon Financial Advisory
Cleveland,
Ohio
| $432M | +$45M | +12% | 6.96% | 76.8% | 388 | 10.31% | 2.3 |
|
| 3879 |
3879
Herold Advisors
New York
| $432M | -$45.5M | -10% | 7.85% | 90.2% | 316 | 23.1% | 2.9 |
|
| 3880 |
3880
Bridgewealth Advisory Group
Fresno,
California
| $431M | +$37.4M | +9% | 4.79% | 39.1% | 129 | 5.43% | 0.9 |
|
| 3881 |
3881
Addison Advisors
Middlebury,
Vermont
| $431M | +$30.5M | +8% | 5.24% | 50.2% | 918 | 7.73% | 2.8 |
|
| 3882 |
3882
AMI Investment Management
Kendallville,
Indiana
| $431M | +$43.7M | +11% | 5.31% | 52% | 77 | 14.29% | 5.7 |
|
| 3883 |
3883
Camrose Capital Investment Partners
London,
United Kingdom
| $431M | +$31.5M | +8% | 2.43% | – | 9 | 0% | 0.8 |
|
| 3884 |
WWMSC
3884
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $431M | -$7.62M | -2% | 4.47% | 36.4% | 271 | 14.39% | 3.2 |
|
| 3885 |
3885
Wolff Financial Management
Kalamazoo,
Michigan
| $431M | +$43.6M | +11% | 5.16% | 56.7% | 102 | 4.9% | 2.5 |
|
| 3886 |
3886
Bluescape Energy Partners
Dallas,
Texas
| $431M | +$19.6M | +5% | 5.8% | 57.9% | 6 | 0% | 3.6 |
|
| 3887 |
3887
Alpine Woods Capital Investors
Purchase,
New York
| $430M | +$9.2M | +2% | 9.44% | 105% | 167 | 16.17% | 5.2 |
|
| 3888 |
3888
Stokes Capital Advisors
Greenwood,
South Carolina
| $430M | +$21.4M | +5% | 4.7% | 61.3% | 69 | 4.35% | 5 |
|
| 3889 |
3889
Frisch Financial Group
Melville,
New York
| $430M | +$21.1M | +5% | 7.56% | 66.6% | 168 | 20.83% | 3.1 |
|
| 3890 |
EGA
3890
E&G Advisors
Houston,
Texas
| $430M | +$44M | +11% | 9.43% | 97.7% | 232 | 11.64% | 3 |
|
| 3891 |
3891
Wendel SE
Paris,
| $429M | +$79.3M | +23% | 22.7% | – | 1 | 0% | 0.5 |
|
| 3892 |
3892
Matthews International Capital Management
San Francisco,
California
| $429M | -$5.29M | -1% | 14% | 227% | 42 | 9.52% | 2.7 |
|
| 3893 |
3893
Siemens
Munich,
Germany
| $429M | +$163M | +61% | 61% | 16.8% | 1 | 0% | 3 |
|
| 3894 |
3894
Capco Asset Management
Tampa,
Florida
| $429M | -$46.6M | -10% | 2.79% | 46.1% | 27 | 0% | 4.5 |
|
| 3895 |
3895
Paradiem
Covington,
Louisiana
| $429M | +$32.6M | +8% | 10.9% | 107% | 76 | 40.79% | 1.5 |
|
| 3896 |
3896
DecisionPoint Financial
Mesa,
Arizona
| $429M | +$37.3M | +10% | 5.25% | 48% | 678 | 8.41% | 0.8 |
|
| 3897 |
3897
Prosight Management
Dallas,
Texas
| $429M | +$18.7M | +5% | 25% | 39.5% | 50 | 38% | 1 |
|
| 3898 |
3898
Ipswich Investment Management
Beverly,
Massachusetts
| $428M | +$13.7M | +3% | 6.66% | 104% | 190 | 5.26% | 6.2 |
|
| 3899 |
3899
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $428M | +$27.2M | +7% | 12.3% | 143% | 89 | 39.33% | 1.9 |
|
| 3900 |
3900
Medina Value Partners
Los Angeles,
California
| $428M | +$62.6M | +17% | 0.56% | 80% | 34 | 52.94% | 0.5 |
|