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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Koch Industries
Wichita,
Kansas
| $249M | -$25.5M | -9% | 8.56% | 56.9% | 6 | 33.33% | 0.9 |
|
| 4177 |
4177
Wittenberg Investment Management
Carlisle,
Massachusetts
| $248M | +$30.4M | +14% | 9.41% | 89.9% | 76 | 9.21% | 3.4 |
|
| 4178 |
4178
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $248M | +$51.4M | +26% | 7.55% | 81% | 886 | 13.88% | 1.6 |
|
| 4179 |
PWP
4179
Personal Wealth Partners
Bloomington,
Minnesota
| $248M | +$26.3M | +12% | 5.45% | 37.2% | 437 | 82.38% | 0.3 |
|
| 4180 |
4180
Boyd Watterson Asset Management
Cleveland,
Ohio
| $248M | +$18.9M | +8% | 6.75% | 101% | 148 | 4.73% | 3.8 |
|
| 4181 |
4181
Camelot Portfolios
Maumee,
Ohio
| $248M | +$7.02M | +3% | 6.56% | 41.3% | 265 | 24.15% | 2.4 |
|
| 4182 |
4182
Miramar Capital
Northbrook,
Illinois
| $248M | +$23.9M | +11% | 5.43% | 47.3% | 55 | 20% | 1.8 |
|
| 4183 |
4183
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $247M | +$18M | +8% | 5.76% | 83% | 118 | 14.41% | 4.5 |
|
| 4184 |
4184
ETF Portfolio Partners
Leawood,
Kansas
| $247M | +$21.3M | +9% | 5.2% | 50.2% | 55 | 10.91% | 2.9 |
|
| 4185 |
KSCM
4185
Kamunting Street Capital Management
Miami Beach,
Florida
| $247M | -$6.31M | -2% | 2.91% | 7.47% | 139 | 76.26% | 0.3 |
|
| 4186 |
4186
Saltoro Capital
Dallas,
Texas
| $247M | -$153M | -38% | 9.06% | 130% | 142 | 61.97% | 0.2 |
|
| 4187 |
4187
Wela Strategies
Atlanta,
Georgia
| $247M | +$60.9M | +33% | 3.87% | 51.3% | 44 | 0% | 2.2 |
|
| 4188 |
4188
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $247M | – | – | 7.43% | 117% | 278 | – | 2.4 |
|
| 4189 |
4189
WT Wealth Management
Scottsdale,
Arizona
| $247M | +$30.6M | +14% | 6.74% | 72% | 129 | 10.08% | 1.1 |
|
| 4190 |
4190
Stordahl Capital Management
Greenwood Village,
Colorado
| $247M | +$9.6M | +4% | 4.91% | 54% | 48 | 8.33% | 2.8 |
|
| 4191 |
4191
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $247M | +$16.6M | +7% | 7.91% | 87.9% | 199 | 6.53% | 1.8 |
|
| 4192 |
4192
Kalos Management
Alpharetta,
Georgia
| $246M | -$74.8M | -23% | 6.13% | 48.5% | 335 | 31.04% | 1.5 |
|
| 4193 |
4193
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $246M | +$19.9M | +9% | 10.9% | – | 132 | 13.64% | 2.4 |
|
| 4194 |
4194
Beech Hill Advisors
New York
| $246M | +$5.2M | +2% | 6.03% | 105% | 92 | 18.48% | 3.2 |
|
| 4195 |
4195
Weybosset Research & Management
Province,
Rhode Island
| $246M | +$3.68M | +2% | 4.05% | 74.8% | 52 | 5.77% | 3.8 |
|
| 4196 |
HIM
4196
Hotaling Investment Management
Wayne,
Pennsylvania
| $246M | +$23.2M | +10% | 9.41% | 52.6% | 130 | 16.92% | 1.5 |
|
| 4197 |
KM
4197
Kylin Management
New York
| $246M | -$96M | -28% | 0.8% | 126% | 12 | 41.67% | 1.5 |
|
| 4198 |
4198
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $246M | +$21.6M | +10% | 3.6% | 69.3% | 43 | 2.33% | 3.8 |
|
| 4199 |
4199
Argus Investors Counsel
New York
| $246M | -$1.69M | -0.7% | 8.1% | 132% | 94 | 11.7% | 3.9 |
|
| 4200 |
4200
Interactive Financial Advisors
New Lenox,
Illinois
| $246M | +$7.33M | +3% | 5.28% | 47.6% | 170 | 5.29% | 3.8 |
|