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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
SSI
4201
Scott & Selber Inc
Houston,
Texas
| $259M | -$22.5M | -8% | 1.67% | 202% | 119 | 22.69% | 2.9 |
|
| 4202 |
4202
Ballast Inc
Lexington,
Kentucky
| $259M | +$2.45M | +1% | 3.97% | 71.3% | 114 | 8.77% | 2.8 |
|
| 4203 |
4203
L.M. Kohn & Company
Cincinnati,
Ohio
| $259M | – | – | 3.15% | 97.9% | 242 | – | 0 |
|
| 4204 |
CWAG
4204
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $259M | +$26M | +11% | 4.3% | 76.1% | 113 | 36.28% | 1.6 |
|
| 4205 |
RG
4205
Retirement Group
San Diego,
California
| $259M | +$29.9M | +13% | 3.9% | 33.7% | 866 | 18.36% | 1.4 |
|
| 4206 |
4206
Denali Advisors
San Diego,
California
| $259M | -$8.19M | -3% | 2% | 106% | 431 | 23.67% | 1.3 |
|
| 4207 |
4207
Boltwood Capital Management
Walnut Creek,
California
| $259M | -$11.9M | -4% | 3.65% | 63% | 160 | 5% | 5 |
|
| 4208 |
4208
Packer & Co
Cottesloe,
Australia
| $259M | – | – | 18.7% | – | 2 | – | 3.8 |
|
| 4209 |
GFI
4209
Global Frontier Investments
Charleston,
South Carolina
| $259M | -$6.3M | -2% | 3.31% | – | 23 | 13.04% | 1.2 |
|
| 4210 |
4210
Somerset Trust
Somerset,
Pennsylvania
| $259M | -$15.8M | -6% | 4.57% | 80.5% | 153 | 5.23% | 4.2 |
|
| 4211 |
4211
Mathes Company
New York
| $258M | -$34.4M | -12% | 6.09% | 121% | 138 | 12.32% | 4.7 |
|
| 4212 |
4212
United Capital Management of KS
Salina,
Kansas
| $258M | -$10.3M | -4% | 1.7% | 272% | 100 | 18% | 2.1 |
|
| 4213 |
4213
AlphaCore Capital
La Jolla,
California
| $258M | +$28.3M | +12% | 3.68% | 85.9% | 159 | 46.54% | 0.8 |
|
| 4214 |
4214
Westwood Wealth Management
Los Angeles,
California
| $258M | +$23.1M | +10% | 6.18% | 495% | 64 | 40.63% | 0.2 |
|
| 4215 |
4215
ADW Capital Management
Miami Beach,
Florida
| $258M | -$69.9M | -21% | 21.3% | 78.2% | 7 | 0% | 1.7 |
|
| 4216 |
4216
Biltmore Wealth Management
Tempe,
Arizona
| $257M | -$8.43M | -3% | 2.14% | 59.8% | 52 | 3.85% | 2.4 |
|
| 4217 |
4217
Cornell Pochily Investment Advisors
Ithaca,
New York
| $257M | +$43K | +0% | 0.63% | 97% | 173 | 9.83% | 3 |
|
| 4218 |
4218
DFPG Investments
Sandy,
Utah
| $257M | +$17.3M | +7% | 0.99% | 38.2% | 189 | 16.4% | 1.9 |
|
| 4219 |
4219
Capital Planning
Bellevue,
Washington
| $257M | -$13.4M | -5% | 5.09% | 81.2% | 72 | 18.06% | 1.2 |
|
| 4220 |
MHP
4220
Manatuck Hill Partners
Westport,
Connecticut
| $257M | -$7.39M | -3% | 6.49% | 556% | 157 | 60.51% | 0.6 |
|
| 4221 |
4221
BigSur Wealth Management
Miami,
Florida
| $257M | +$1.05M | +0.4% | 0.46% | 94.8% | 146 | 12.33% | 2.7 |
|
| 4222 |
4222
Vantage Consulting Group
Virginia Beach,
Virginia
| $256M | -$116M | -31% | 4.67% | 261% | 237 | 11.81% | 0.9 |
|
| 4223 |
4223
Ballast Advisors
Woodbury,
Minnesota
| $256M | -$5.32M | -2% | 4.06% | 66.7% | 191 | 7.33% | 1.9 |
|
| 4224 |
4224
Lumbard & Kellner
Hollis,
New Hampshire
| $256M | -$9.09M | -3% | 7.45% | 137% | 102 | 15.69% | 3.4 |
|
| 4225 |
4225
Oarsman Capital
Milwaukee,
Wisconsin
| $256M | +$2.4M | +0.9% | 1.01% | 70.6% | 202 | 14.85% | 3.9 |
|