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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 |
IDBONY
4026
Israel Discount Bank of New York
New York
| $130M | -$22.8M | -15% | 10.5% | 40.8% | 461 | 14.32% | 1.6 |
|
| 4027 |
PIC
4027
Portland Investment Counsel
Burlington,
Ontario, Canada
| $130M | +$32.3M | +33% | 19.7% | 108% | 39 | 25.64% | 3.8 |
|
| 4028 |
VIG
4028
Vienna Insurance Group
Warsaw,
Poland
| $130M | -$20.1M | -13% | 8.77% | 188% | 70 | 21.43% | 1 |
|
| 4029 |
WFG
4029
Wills Financial Group
Richmond,
Virginia
| $130M | -$21.4M | -14% | 9.01% | 57.5% | 70 | 18.57% | 3.1 |
|
| 4030 |
CWM
4030
Concentric Wealth Management
Lafayette,
California
| $130M | -$12.6M | -9% | 11.2% | 33.4% | 94 | 12.77% | 1.9 |
|
| 4031 |
HWA
4031
Heritage Way Advisors
Rockford,
Illinois
| $130M | -$14.6M | -10% | 11% | 79.4% | 64 | 17.19% | 1.7 |
|
| 4032 |
WCM
4032
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $130M | -$10.9M | -8% | 11.1% | 33.6% | 103 | 32.04% | 2.9 |
|
| 4033 |
SWM
4033
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $130M | +$123K | +0.1% | 12.3% | 49.6% | 45 | 22.22% | 0.7 |
|
| 4034 |
4034
Tidal Investments
Milwaukee,
Wisconsin
| $130M | – | – | 13% | 208% | 92 | – | 0 |
|
| 4035 |
PIA
4035
Peachtree Investment Advisors
Atlanta,
Georgia
| $130M | -$16.9M | -12% | 12.2% | 24.2% | 81 | 17.28% | 3.9 |
|
| 4036 |
AB
4036
Atlas Brown
Louisville,
Kentucky
| $130M | -$33.2M | -20% | 12% | 115% | 149 | 10.07% | 3.7 |
|
| 4037 |
WPA
4037
West Paces Advisors
Atlanta,
Georgia
| $130M | -$9.29M | -7% | 9.63% | 57.7% | 484 | 2.27% | 1.8 |
|
| 4038 |
SPL
4038
Smart Portfolios LLC
Seattle,
Washington
| $130M | -$32.1M | -20% | 8.03% | 41.3% | 226 | 49.12% | 0.5 |
|
| 4039 |
DC
4039
Diametric Capital
Boston,
Massachusetts
| $130M | +$14.5M | +13% | 12.3% | 175% | 140 | 55% | 0.3 |
|
| 4040 |
AIA
4040
AIMZ Investment Advisors
Los Altos,
California
| $130M | -$25.9M | -17% | 13.5% | 81.3% | 105 | 13.33% | 3.6 |
|
| 4041 |
FLA
4041
Financial Life Advisors
San Antonio,
Texas
| $129M | -$7.2M | -5% | 7.96% | 47% | 49 | 8.16% | 0.9 |
|
| 4042 |
LA
4042
LexAurum Advisors
Overland Park,
Kansas
| $129M | -$13.4M | -9% | 10.9% | – | 176 | 24.43% | 0.8 |
|
| 4043 |
ATC
4043
Adirondack Trust Company
Saratoga Springs,
New York
| $129M | -$19.1M | -13% | 10.8% | 96.8% | 376 | 12.77% | 3.7 |
|
| 4044 |
PCM
4044
Perkins Capital Management
Wayzata,
Minnesota
| $129M | -$37.6M | -23% | 13.7% | 303% | 142 | 16.9% | 2 |
|
| 4045 |
NL
4045
NKCFO LLC
Geneva,
Illinois
| $129M | – | – | 7.24% | 211% | 86 | – | 0 |
|
| 4046 |
MAG
4046
Mokosak Advisory Group
Urbandale,
Iowa
| $129M | -$15.3M | -11% | 13% | 57.1% | 24 | 54.17% | 0.5 |
|
| 4047 |
SWMG
4047
Signature Wealth Management Group
Atlanta,
Georgia
| $129M | -$5.88M | -4% | 8.2% | – | 337 | 78.93% | 0.9 |
|
| 4048 |
LBC
4048
Lawrence B. Cohen
| $129M | -$18.4M | -13% | 11.3% | 41.8% | 68 | 0% | 4.1 |
|
| 4049 |
CAGAS
4049
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $129M | -$21.1M | -14% | 11.6% | 54.8% | 438 | 17.35% | 0.6 |
|
| 4050 |
MA
4050
Menlo Advisors
Menlo Park,
California
| $129M | -$19.4M | -13% | 9.63% | 108% | 43 | 18.6% | 3.6 |
|