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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
Engrave Wealth Partners
The Woodlands,
Texas
| $214M | -$11.9M | -5% | 3.01% | 39.9% | 60 | 15% | 1.5 |
|
| 4102 |
4102
S.E.E.D. Planning Group
Binghamton,
New York
| $214M | -$6.96M | -3% | 4.16% | 57.3% | 86 | 6.98% | 1.9 |
|
| 4103 |
4103
Ballast Advisors
Woodbury,
Minnesota
| $214M | -$8.54M | -4% | 4.35% | 66.7% | 184 | 5.43% | 2.5 |
|
| 4104 |
4104
Buck Wealth Strategies
Denver,
Colorado
| $214M | – | – | 4.68% | 42% | 57 | – | 0 |
|
| 4105 |
4105
Arena Investors
Purchase,
New York
| $214M | -$12.4M | -5% | 0.66% | – | 199 | 29.15% | 0.3 |
|
| 4106 |
4106
Old Mission Investment Co
Traverse City,
Michigan
| $214M | -$15.2M | -7% | 5.41% | 82% | 107 | 4.67% | 2.2 |
|
| 4107 |
4107
United Capital Management of KS
Salina,
Kansas
| $214M | +$967K | +0.5% | 2.42% | 272% | 91 | 12.09% | 2.4 |
|
| 4108 |
4108
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $214M | -$33.8M | -14% | 1.47% | 239% | 363 | 37.19% | 0.8 |
|
| 4109 |
4109
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $214M | -$19.1M | -8% | 5.19% | 81% | 1,064 | 8.18% | 2.4 |
|
| 4110 |
PH
4110
Pinnacle Holdings
Tulsa,
Oklahoma
| $214M | -$4.81M | -2% | 2.66% | 79.6% | 251 | 25.5% | 4.4 |
|
| 4111 |
4111
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $213M | -$16.1M | -7% | 5.35% | 73.3% | 103 | 8.74% | 5.3 |
|
| 4112 |
4112
Leonard Rickey Investment Advisors
Yakima,
Washington
| $213M | -$15.3M | -7% | 5.54% | 55.9% | 66 | 10.61% | 3.3 |
|
| 4113 |
4113
Income Research & Management
Boston,
Massachusetts
| $213M | -$20.1M | -9% | 0.03% | 1.19% | 24 | 8.33% | 1.4 |
|
| 4114 |
4114
Hayek Kallen Investment Management
Fairhope,
Alabama
| $213M | -$16.6M | -7% | 5.88% | 71.9% | 86 | 5.81% | 5.2 |
|
| 4115 |
4115
MYDA Advisors
Woodmere,
New York
| $213M | -$145M | -40% | 1.96% | 232% | 249 | 56.63% | 0.6 |
|
| 4116 |
4116
LGT Fund Management
Vaduz,
Liechtenstein
| $213M | -$469M | -69% | 3.65% | 121% | 185 | 37.84% | 0.6 |
|
| 4117 |
AC
4117
ASB Consultores
Aventura,
Florida
| $213M | -$17M | -7% | 4.78% | 84.6% | 191 | 15.18% | 0.6 |
|
| 4118 |
4118
Key Financial Inc
West Chester,
Pennsylvania
| $213M | +$28M | +15% | 5.83% | 55.5% | 1,204 | 5.98% | 1.4 |
|
| 4119 |
4119
Investment Management Associates
Greenwood Village,
Colorado
| $213M | -$19.9M | -9% | 3.32% | 51.6% | 44 | 9.09% | 1.4 |
|
| 4120 |
4120
Kiley Juergens Wealth Management
Olympia,
Washington
| $213M | +$1.39M | +0.7% | 3.85% | 106% | 75 | 10.67% | 2.5 |
|
| 4121 |
4121
Biechele Royce Advisors
Fishers,
Indiana
| $213M | -$12.5M | -6% | 3.87% | 39.2% | 67 | 11.94% | 2.9 |
|
| 4122 |
4122
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $213M | -$2.02M | -0.9% | 1.88% | 71.1% | 175 | 12.57% | 1.3 |
|
| 4123 |
4123
BCS Wealth Management
Johnson City,
Tennessee
| $213M | -$12.6M | -6% | 4.61% | 46.7% | 194 | 18.04% | 1.7 |
|
| 4124 |
4124
Ayalon Insurance Company
Ramat Gan,
Israel
| $212M | +$2.45M | +1% | 5.14% | 99.6% | 112 | 10.71% | 3.2 |
|
| 4125 |
4125
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $212M | -$9.27M | -4% | 6.09% | 47.9% | 219 | 21.46% | 1.9 |
|