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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Peak Capital Management
Greenwood Village,
Colorado
| $136M | -$29.3M | -18% | 2.47% | 9.52% | 193 | 62.69% | 0.8 |
|
| 4027 |
WPA
4027
Winning Points Advisors
Boca Raton,
Florida
| $136M | +$10.9M | +9% | 8.24% | – | 77 | 9.09% | 1.5 |
|
| 4028 |
4028
Amtrust Financial Services
New York
| $136M | -$5.03M | -4% | 8.42% | 61.9% | 74 | 63.51% | 0.6 |
|
| 4029 |
4029
Crestview Partners II
New York
| $136M | -$25.8M | -16% | 15.9% | 157% | 2 | 0% | 1.5 |
|
| 4030 |
4030
Ogorek Anthony Joseph
Williamsville,
New York
| $136M | +$7.24M | +6% | 4.44% | 61.1% | 161 | 21.74% | 1.2 |
|
| 4031 |
4031
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $135M | +$9.42M | +7% | 3.97% | 56.3% | 53 | 13.21% | 0.6 |
|
| 4032 |
4032
Archer Capital Management
New York
| $135M | -$44.3M | -25% | 12.6% | 72.3% | 28 | 32.14% | 1.7 |
|
| 4033 |
4033
Clear Perspective Advisors
Aurora,
Illinois
| $135M | -$8.09M | -6% | 6.08% | 88.5% | 491 | 72.51% | 1.5 |
|
| 4034 |
4034
West Branch Capital
Amherst,
Massachusetts
| $135M | +$7.92M | +6% | 9.95% | 156% | 93 | 7.53% | 0.4 |
|
| 4035 |
SWMG
4035
Signature Wealth Management Group
Atlanta,
Georgia
| $135M | -$329K | -0.2% | 4.06% | – | 365 | 16.16% | 0.7 |
|
| 4036 |
4036
Oakcliff Capital Partners
New York
| $135M | +$2.63M | +2% | 3.58% | 133% | 11 | 9.09% | 1 |
|
| 4037 |
4037
StoneX Group
New York
| $135M | +$18.6M | +16% | 6.82% | 85.2% | 247 | 15.79% | 0.9 |
|
| 4038 |
4038
Allied Investment Advisors
Billings,
Montana
| $135M | +$11.9M | +10% | 9.75% | 68.4% | 47 | 6.38% | 0.7 |
|
| 4039 |
4039
Aquiline Capital Partners
New York
| $135M | -$2.68M | -2% | 1.96% | 14.7% | 1 | 0% | 1.3 |
|
| 4040 |
4040
Mill Road Capital Management
Greenwich,
Connecticut
| $135M | -$32.2M | -19% | 3.06% | 85.1% | 12 | 0% | 2.6 |
|
| 4041 |
4041
Profit Investment Management
North Bethesda,
Maryland
| $134M | +$8.64M | +7% | 10.7% | 101% | 73 | 1.37% | 3.9 |
|
| 4042 |
4042
Abbot Financial Management
Andover,
Massachusetts
| $134M | +$8.7M | +7% | 7.75% | 102% | 117 | 3.42% | 1.1 |
|
| 4043 |
4043
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $134M | -$18.1M | -12% | 3.35% | 68.6% | 64 | 26.56% | 0.6 |
|
| 4044 |
SC
4044
Spindletop Capital
Chappaqua,
New York
| $134M | +$620K | +0.5% | 1% | – | 11 | 9.09% | 2.8 |
|
| 4045 |
4045
Summit Financial Group
Moorefield,
West Virginia
| $134M | +$5.69M | +4% | 7.8% | 26.1% | 128 | 9.38% | 1.1 |
|
| 4046 |
4046
AllSquare Wealth Management
Albany,
New York
| $134M | +$1.78M | +1% | 2.28% | 62.4% | 528 | 12.69% | 1.4 |
|
| 4047 |
4047
Billings Capital Management
Arlington,
Virginia
| $134M | +$6.76M | +5% | 4.76% | – | 11 | 45.45% | 1.1 |
|
| 4048 |
4048
Kiley Juergens Wealth Management
Olympia,
Washington
| $134M | +$21.9M | +20% | 8.57% | 106% | 800 | 9.88% | 0.3 |
|
| 4049 |
4049
Addison Capital
Conshohocken,
Pennsylvania
| $134M | +$4.39M | +3% | 3.55% | 59.7% | 121 | 17.36% | 2.8 |
|
| 4050 |
4050
St. Johns Investment Management
Jacksonville,
Florida
| $134M | -$2.38M | -2% | 7.03% | 80.9% | 203 | 18.23% | 3 |
|