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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%
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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
WPA
4026
Winning Points Advisors
Boca Raton,
Florida
| $136M | +$10.9M | +9% | 8.24% | – | 77 | 9.09% | 5.8 |
|
| 4027 |
AFS
4027
Amtrust Financial Services
New York
| $136M | -$5.03M | -4% | 8.42% | 53.8% | 74 | 63.51% | 2.2 |
|
| 4028 |
CPI
4028
Crestview Partners II
New York
| $136M | -$25.8M | -16% | 15.9% | 157% | 2 | 0% | 6 |
|
| 4029 |
OAJ
4029
Ogorek Anthony Joseph
Williamsville,
New York
| $136M | +$7.25M | +6% | 4.44% | 61.1% | 161 | 21.74% | 4.8 |
|
| 4030 |
EIG
4030
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $135M | +$9.42M | +7% | 3.97% | 56.3% | 53 | 13.21% | 2.5 |
|
| 4031 |
ACM
4031
Archer Capital Management
New York
| $135M | -$44.3M | -25% | 12.6% | 72.3% | 28 | 32.14% | 6.6 |
|
| 4032 |
CPA
4032
Clear Perspective Advisors
Aurora,
Illinois
| $135M | -$8.09M | -6% | 6.08% | 88.5% | 491 | 72.51% | 5.9 |
|
| 4033 |
WBC
4033
West Branch Capital
Amherst,
Massachusetts
| $135M | +$7.92M | +6% | 9.95% | 139% | 93 | 7.53% | 1.6 |
|
| 4034 |
SWMG
4034
Signature Wealth Management Group
Atlanta,
Georgia
| $135M | -$329K | -0.2% | 4.06% | – | 365 | 16.16% | 2.6 |
|
| 4035 |
OCP
4035
Oakcliff Capital Partners
New York
| $135M | +$2.63M | +2% | 3.58% | 133% | 11 | 9.09% | 4.1 |
|
| 4036 |
SG
4036
StoneX Group
New York
| $135M | +$18.6M | +16% | 6.82% | 85.2% | 247 | 15.79% | 3.7 |
|
| 4037 |
AIA
4037
Allied Investment Advisors
Billings,
Montana
| $135M | +$11.9M | +10% | 9.75% | 60.6% | 47 | 6.38% | 2.9 |
|
| 4038 |
ACP
4038
Aquiline Capital Partners
New York
| $135M | -$2.68M | -2% | 1.96% | 14.7% | 1 | 0% | 5 |
|
| 4039 |
MRCM
4039
Mill Road Capital Management
Greenwich,
Connecticut
| $135M | -$32.2M | -19% | 3.06% | 85.1% | 12 | 0% | 10.6 |
|
| 4040 |
PIM
4040
Profit Investment Management
North Bethesda,
Maryland
| $134M | +$8.64M | +7% | 10.7% | 101% | 73 | 1.37% | 15.7 |
|
| 4041 |
AFM
4041
Abbot Financial Management
Andover,
Massachusetts
| $134M | +$8.7M | +7% | 7.75% | 102% | 117 | 3.42% | 4.3 |
|
| 4042 |
MWA
4042
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $134M | -$18.1M | -12% | 3.35% | 68.6% | 64 | 26.56% | 2.4 |
|
| 4043 |
SC
4043
Spindletop Capital
Chappaqua,
New York
| $134M | +$620K | +0.5% | 1% | – | 11 | 9.09% | 11.4 |
|
| 4044 |
SFG
4044
Summit Financial Group
Moorefield,
West Virginia
| $134M | +$5.69M | +4% | 7.8% | 26.1% | 128 | 9.38% | 4.5 |
|
| 4045 |
AWM
4045
AllSquare Wealth Management
Albany,
New York
| $134M | +$1.78M | +1% | 2.28% | 62.4% | 528 | 12.69% | 5.7 |
|
| 4046 |
BCM
4046
Billings Capital Management
Arlington,
Virginia
| $134M | +$6.76M | +5% | 4.76% | – | 11 | 45.45% | 4.2 |
|
| 4047 |
KJWM
4047
Kiley Juergens Wealth Management
Olympia,
Washington
| $134M | +$21.9M | +20% | 8.57% | 106% | 800 | 9.88% | 1.1 |
|
| 4048 |
AC
4048
Addison Capital
Conshohocken,
Pennsylvania
| $134M | +$4.39M | +3% | 3.55% | 59.7% | 121 | 17.36% | 11.1 |
|
| 4049 |
SJIM
4049
St. Johns Investment Management
Jacksonville,
Florida
| $134M | -$2.38M | -2% | 7.03% | 80.9% | 203 | 18.23% | 12.1 |
|
| 4050 |
NWM
4050
Northwest Wealth Management
Spencer,
Iowa
| $134M | +$564K | +0.4% | 3.87% | 63.4% | 558 | 8.78% | 2.5 |
|