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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
KCS Wealth Advisory
Los Angeles,
California
| $225M | +$8.66M | +4% | 12.6% | 45.3% | 174 | 24.14% | 2.8 |
|
| 4102 |
4102
Wolff Financial Management
Kalamazoo,
Michigan
| $225M | -$27.1M | -11% | 11.3% | 56.7% | 103 | 3.88% | 1.3 |
|
| 4103 |
4103
Physicians Financial Services
Raleigh,
North Carolina
| $225M | -$37.2M | -14% | 14.4% | 100% | 123 | 11.38% | 4.7 |
|
| 4104 |
4104
OpenView Management
Boston,
Massachusetts
| $225M | -$49.6M | -18% | 9.81% | – | 3 | 0% | 0.5 |
|
| 4105 |
4105
Lumature Wealth Partners
Alpharetta,
Georgia
| $224M | -$24.7M | -10% | 10.1% | – | 449 | 13.81% | 1.1 |
|
| 4106 |
UID
4106
Union Investments & Development
Tel Aviv,
Israel
| $224M | -$54M | -19% | 19.1% | 17% | 55 | 5.45% | 0.4 |
|
| 4107 |
4107
Herold Advisors
New York
| $224M | -$56.8M | -20% | 12.4% | 90.2% | 727 | 73.87% | 0.7 |
|
| 4108 |
4108
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $224M | +$10.3M | +5% | 16.4% | 89.7% | 80 | 22.5% | 1.2 |
|
| 4109 |
4109
Onyx Bridge Wealth Group
Tarrytown,
New York
| $224M | -$39.2M | -15% | 10.7% | 74.6% | 192 | 29.69% | 0.9 |
|
| 4110 |
4110
Goodman Advisory Group
Needham,
Massachusetts
| $224M | -$64.8M | -22% | 6.45% | 88.8% | 189 | 75.13% | 0.1 |
|
| 4111 |
4111
Cornell Pochily Investment Advisors
Ithaca,
New York
| $224M | -$32.8M | -13% | 11.4% | 97% | 173 | 9.25% | 3.2 |
|
| 4112 |
4112
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $224M | -$24.2M | -10% | 13.4% | – | 213 | 21.13% | 0.4 |
|
| 4113 |
4113
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $224M | -$64.7M | -22% | 19.2% | 116% | 19 | 5.26% | 5.8 |
|
| 4114 |
4114
Brave Asset Management
Summit,
New Jersey
| $224M | -$66.9M | -23% | 10.5% | 76.3% | 167 | 17.96% | 3.8 |
|
| 4115 |
CP
4115
CPV Partners
Stamford,
Connecticut
| $224M | -$14.9M | -6% | 1.63% | 105% | 6 | 0% | 1.5 |
|
| 4116 |
4116
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $224M | -$19.9M | -8% | 10.5% | 31.1% | 55 | 1.82% | 3.4 |
|
| 4117 |
4117
Keystone Wealth Services
Palm Desert,
California
| $224M | -$28.6M | -11% | 12% | 80.1% | 190 | 16.84% | 0.4 |
|
| 4118 |
IBOK
4118
Independence Bank of Kentucky
Owensboro,
Kentucky
| $223M | -$29.3M | -12% | 12.7% | 94.3% | 427 | 5.62% | 3.1 |
|
| 4119 |
WC
4119
Walthausen & Co
Malta,
New York
| $223M | -$131M | -37% | 11.5% | 63.3% | 146 | 8.22% | 2.2 |
|
| 4120 |
4120
Retirement Capital Strategies
San Jose,
California
| $223M | -$26.5M | -11% | 7.45% | 59% | 73 | 38.36% | 2.3 |
|
| 4121 |
4121
Roanoke Asset Management
Jersey City,
New Jersey
| $223M | -$46M | -17% | 14.3% | 50.3% | 115 | 3.48% | 5.2 |
|
| 4122 |
4122
Arlington Financial Advisors
Santa Barbara,
California
| $223M | -$41.4M | -16% | 15.1% | 67.6% | 55 | 14.55% | 3.3 |
|
| 4123 |
4123
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $223M | -$1.9M | -0.8% | 9.57% | 110% | 52 | 26.92% | 0.7 |
|
| 4124 |
OR
4124
Olympiad Research
Stamford,
Connecticut
| $223M | -$105M | -32% | 5.95% | 189% | 405 | 49.63% | 0.7 |
|
| 4125 |
4125
ML&R Wealth Management
Austin,
Texas
| $222M | -$48.4M | -18% | 15.3% | – | 62 | 29.03% | 0.4 |
|