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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $344M | +$12.1M | +4% | 8.89% | 92% | 162 | 14.2% | 4.9 |
|
| 4252 |
4252
Hollow Brook Wealth Management
Katonah,
New York
| $344M | +$3.29M | +1% | 8.81% | 92.8% | 94 | 14.89% | 4 |
|
| 4253 |
4253
Silverlake Wealth Management
Williston,
Vermont
| $344M | +$79.4M | +30% | 7.75% | 73.3% | 326 | 22.09% | 2 |
|
| 4254 |
4254
CWS Financial Advisors
Kalamazoo,
Michigan
| $344M | +$27M | +9% | 7.65% | 55.7% | 141 | 12.77% | 3.4 |
|
| 4255 |
4255
James T. Borello RIA
East Dundee,
Illinois
| $343M | +$31.5M | +10% | 8.1% | 71.2% | 292 | 24.32% | 0.9 |
|
| 4256 |
4256
Northeast Financial Group
Tannersville,
Pennsylvania
| $343M | +$57.6M | +20% | 5.97% | 31.6% | 104 | 23.08% | 1.9 |
|
| 4257 |
4257
Windsor Capital Management
Phoenix,
Arizona
| $343M | +$17.2M | +5% | 6.51% | 49.1% | 122 | 4.92% | 6.5 |
|
| 4258 |
4258
LPWM LLC
Minneapolis,
Minnesota
| $343M | +$32.4M | +10% | 8.22% | 59.4% | 87 | 8.05% | 3.4 |
|
| 4259 |
4259
Mach-1 Financial Group
Rogers,
Arkansas
| $342M | +$8.94M | +3% | 11.2% | 83.4% | 317 | 56.78% | 0.5 |
|
| 4260 |
4260
Roberts, Glore & Co
Deerfield,
Illinois
| $342M | +$14.4M | +4% | 6.25% | 72.3% | 213 | 8.92% | 6.6 |
|
| 4261 |
4261
Siena Capital Partners
Chicago,
Illinois
| $342M | +$5.39M | +2% | 2.64% | 44.2% | 100 | 5% | 4.4 |
|
| 4262 |
4262
Birinyi Associates
Westport,
Connecticut
| $342M | +$32.3M | +10% | 11.4% | 113% | 58 | 8.62% | 7 |
|
| 4263 |
HH
4263
HWG Holdings
Houston,
Texas
| $342M | +$118M | +52% | 23.2% | – | 146 | 73.29% | 2.3 |
|
| 4264 |
4264
Prasad Wealth Partners
Independence,
Ohio
| $342M | +$35.3M | +12% | 9.78% | – | 130 | 16.92% | 0.4 |
|
| 4265 |
MKC
4265
M. Kraus & Co
Shelburne,
Vermont
| $341M | +$11.8M | +4% | 7.91% | 65.9% | 85 | 8.24% | 6.1 |
|
| 4266 |
4266
Integrated Quantitative Investments
Bellevue,
Washington
| $340M | +$138M | +68% | 14.9% | – | 456 | 59.65% | 0.2 |
|
| 4267 |
4267
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $340M | +$23.3M | +7% | 7.19% | 76.5% | 112 | 7.14% | 6.3 |
|
| 4268 |
4268
ArchPoint Investors
Coral Gables,
Florida
| $340M | +$36.2M | +12% | 11.8% | 111% | 74 | 13.51% | 4 |
|
| 4269 |
4269
RIA Advisory Group
Des Moines,
Iowa
| $340M | +$32.8M | +11% | 10.7% | – | 158 | 29.75% | 1 |
|
| 4270 |
WA
4270
WealthTrust Axiom
Wayne,
Pennsylvania
| $340M | +$11.7M | +4% | 9.55% | 125% | 268 | 7.09% | 6.2 |
|
| 4271 |
4271
Pacifica Capital Investments
Leander,
Texas
| $340M | +$58.4M | +21% | 26.4% | 70.4% | 16 | 12.5% | 7.2 |
|
| 4272 |
4272
Fischer Financial Services
Harrisburg,
Pennsylvania
| $340M | +$29.6M | +10% | 11.1% | – | 63 | 3.17% | 0.5 |
|
| 4273 |
4273
Portland Investment Counsel
Burlington,
Ontario, Canada
| $340M | +$10.8M | +3% | 28.6% | 108% | 51 | 9.8% | 2.7 |
|
| 4274 |
4274
CM Wealth Advisors
Beachwood,
Ohio
| $340M | +$27.2M | +9% | 9.37% | 64.7% | 89 | 11.24% | 2 |
|
| 4275 |
4275
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $340M | +$2.73M | +0.8% | 5.68% | 80% | 85 | 11.76% | 5 |
|