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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Madison Wealth Partners
Madison,
Wisconsin
| $338M | +$46.1M | +16% | 5.84% | 66.9% | 152 | 19.08% | 1.8 |
|
| 4052 |
4052
TruNorth Capital Management
Kalamazoo,
Michigan
| $338M | +$29.3M | +10% | 5.65% | – | 430 | 22.79% | 0.3 |
|
| 4053 |
WA
4053
WealthTrust Axiom
Wayne,
Pennsylvania
| $337M | +$35.8M | +12% | 9.65% | 125% | 275 | 10.91% | 5.9 |
|
| 4054 |
4054
Boltwood Capital Management
Walnut Creek,
California
| $337M | +$17.4M | +5% | 6.04% | 63% | 176 | 6.82% | 5.8 |
|
| 4055 |
SM
4055
Sciencast Management
Princeton,
New Jersey
| $337M | +$49.9M | +17% | 8.51% | 72.5% | 374 | 78.88% | 0.2 |
|
| 4056 |
4056
Hollow Brook Wealth Management
Katonah,
New York
| $337M | +$42.7M | +15% | 8.28% | 97.8% | 92 | 18.48% | 3.6 |
|
| 4057 |
4057
Gray Foundation
Cohoes,
New York
| $337M | +$10.1M | +3% | 3.31% | – | 12 | 0% | 0.7 |
|
| 4058 |
4058
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $337M | +$22.7M | +7% | 8.32% | 81% | 96 | 2.08% | 6 |
|
| 4059 |
4059
Tillman Hartley LLC
Denver,
Colorado
| $337M | +$44.6M | +15% | 5.82% | 46.6% | 80 | 6.25% | 1.6 |
|
| 4060 |
4060
Net Worth Advisory Group
Sandy,
Utah
| $337M | – | – | 5.92% | – | 386 | – | 0 |
|
| 4061 |
4061
Prentice Wealth Management
Rochester,
New York
| $337M | +$30.3M | +10% | 6.11% | 47.8% | 108 | 2.78% | 2.2 |
|
| 4062 |
4062
Whitcomb & Hess
Ashland,
Ohio
| $336M | +$15.2M | +5% | 6.46% | 54% | 58 | 12.07% | 1.9 |
|
| 4063 |
4063
TFB Advisors
Overland Park,
Kansas
| $336M | +$29.1M | +9% | 6.62% | 85% | 326 | 15.64% | 0.7 |
|
| 4064 |
4064
Redwood Investments
Boston,
Massachusetts
| $336M | +$42.6M | +15% | 8.8% | 74.1% | 127 | 19.69% | 2.7 |
|
| 4065 |
4065
BOCHK Asset Management
Hong Kong
| $336M | +$30M | +10% | 8.41% | 503% | 71 | 49.3% | 0.4 |
|
| 4066 |
HCM
4066
Horrell Capital Management
Little Rock,
Arkansas
| $336M | -$9.18M | -3% | 4.68% | 55.6% | 231 | 10.82% | 6.2 |
|
| 4067 |
4067
Weaver Capital Management
Suwanee,
Georgia
| $336M | +$24.4M | +8% | 5.91% | 79.4% | 184 | 7.07% | 0.6 |
|
| 4068 |
4068
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $336M | +$25.2M | +8% | 7.67% | 80% | 83 | 4.82% | 4.6 |
|
| 4069 |
KDA
4069
Kraft Davis & Associates
St. Louis,
Missouri
| $335M | +$5.67M | +2% | 6.01% | 81.8% | 154 | 17.53% | 1.1 |
|
| 4070 |
4070
Aspire Capital Advisors
Seattle,
Washington
| $335M | +$29.5M | +10% | 5.68% | 59.3% | 80 | 12.5% | 1.6 |
|
| 4071 |
AMG
4071
Ace Management Global
Sao Paulo,
Brazil
| $335M | -$5.41M | -2% | 1.32% | – | 10 | 30% | 0.3 |
|
| 4072 |
4072
Keating Investment Counselors
Delray Beach,
Florida
| $335M | +$23.5M | +8% | 6.89% | 50% | 71 | 7.04% | 6 |
|
| 4073 |
4073
Quantedge Capital
Singapore
| $335M | +$58.1M | +21% | 9.35% | 110% | 235 | 51.49% | 0.8 |
|
| 4074 |
4074
Sentinus LLC
Oak Brook,
Illinois
| $335M | +$27M | +9% | 5.44% | – | 197 | 12.69% | 1.2 |
|
| 4075 |
4075
Harber Asset Management
Asheville,
North Carolina
| $335M | -$40.2M | -11% | 3.01% | 63.6% | 40 | 30% | 1.5 |
|