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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Townsend & Associates
Westminster,
Colorado
| $119M | +$22.8M | +24% | 17.9% | 58% | 79 | 21.52% | 1.9 |
|
| 4627 |
4627
Prince Street Capital Management
New York
| $119M | +$26.2M | +28% | 73.9% | 302% | 21 | 52.38% | 0.7 |
|
| 4628 |
4628
MBE Wealth Management
Tomah,
Wisconsin
| $119M | +$14M | +13% | 16.9% | 66.5% | 595 | 92.77% | 0.4 |
|
| 4629 |
4629
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $119M | +$20.3M | +21% | 17.1% | 56.8% | 61 | 9.84% | 0.7 |
|
| 4630 |
HCM
4630
Hall Capital Management
Barrington,
Rhode Island
| $119M | +$21M | +21% | 16% | – | 81 | 11.11% | 4.1 |
|
| 4631 |
4631
R.W. Roge & Company
Bohemia,
New York
| $119M | +$21.4M | +22% | 15.8% | 68.1% | 37 | 24.32% | 0.4 |
|
| 4632 |
4632
ELCO Management
New York
| $119M | +$23.2M | +24% | 27.4% | 98.3% | 126 | 11.9% | 2.3 |
|
| 4633 |
4633
Hanseatic Management Services
Albuquerque,
New Mexico
| $119M | +$24.8M | +26% | 33.2% | – | 247 | 46.96% | 0.7 |
|
| 4634 |
4634
Clarus Wealth Advisors
Peoria,
Arizona
| $119M | +$18.7M | +19% | 23.5% | 89.7% | 148 | 37.16% | 1.1 |
|
| 4635 |
4635
Clearstead Trust
Portland,
Maine
| $119M | +$8.14M | +7% | 21.8% | 111% | 184 | 14.13% | 2.4 |
|
| 4636 |
4636
Albert D. Mason Inc
Boston,
Massachusetts
| $119M | +$19.4M | +20% | 17.3% | 82% | 149 | 8.05% | 4 |
|
| 4637 |
WMA
4637
Wealth Management Associates
Cherry Hill,
New Jersey
| $119M | +$19.6M | +20% | 21.8% | 111% | 155 | 24.52% | 0.9 |
|
| 4638 |
AFC
4638
AFT Forsyth & Company
West Palm Beach,
Florida
| $119M | +$19.1M | +19% | 25.1% | 135% | 128 | 9.38% | 4.8 |
|
| 4639 |
4639
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $119M | +$27.6M | +30% | 21% | 80.3% | 108 | 14.81% | 0.4 |
|
| 4640 |
4640
Shayne & Jacobs LLC
Nashville,
Tennessee
| $118M | -$7.02M | -6% | 7.84% | 79.4% | 32 | 15.63% | 4 |
|
| 4641 |
WC
4641
Weil Company
San Diego,
California
| $118M | +$12M | +11% | 21.5% | 71.7% | 105 | 15.24% | 1.6 |
|
| 4642 |
4642
Hutner Capital Management
Manchester,
Vermont
| $118M | +$8.79M | +8% | 9.28% | 52.2% | 41 | 4.88% | 3.3 |
|
| 4643 |
4643
Seneca House Advisors
Richmond,
Virginia
| $118M | +$23.7M | +25% | 21.2% | 58.2% | 69 | 8.7% | 2 |
|
| 4644 |
4644
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $118M | +$16.7M | +16% | 17% | 65.5% | 305 | 11.15% | 2.6 |
|
| 4645 |
4645
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $118M | – | – | 18% | 72.7% | 86 | – | 3.8 |
|
| 4646 |
4646
Red Spruce Capital
Berwyn,
Pennsylvania
| $118M | +$21.7M | +23% | 23.3% | 98.4% | 92 | 16.3% | 0.4 |
|
| 4647 |
4647
Siris Capital Group
New York
| $118M | +$46.4M | +65% | 53.2% | – | 2 | 50% | 0.9 |
|
| 4648 |
4648
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $118M | +$35.3M | +43% | 30.2% | 95.3% | 65 | 21.54% | 0.4 |
|
| 4649 |
4649
Raging Capital Management
Rocky Hill,
New Jersey
| $118M | -$14.5M | -11% | 13.2% | 6.41% | 24 | 58.33% | 1.4 |
|
| 4650 |
4650
Altman Advisors
Chicago,
Illinois
| $118M | +$10M | +9% | 27.4% | 127% | 77 | 12.99% | 1.1 |
|