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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
MS
4751
Madden Securities
Dallas,
Texas
| $185M | -$6.58M | -3% | 3.31% | 108% | 145 | 30.34% | 1.3 |
|
| 4752 |
4752
VELT Partners Investimentos
Sao Paolo,
Brazil
| $185M | +$5.6M | +3% | 18.4% | 19.4% | 5 | 20% | 1.2 |
|
| 4753 |
4753
Asset Allocation & Management Company
Chicago,
Illinois
| $185M | -$32M | -15% | 0.57% | 58.5% | 47 | 29.79% | 1.5 |
|
| 4754 |
4754
PYA Waltman Capital
Knoxville,
Tennessee
| $184M | -$7.56M | -4% | 3.36% | 62.4% | 40 | 10% | 1.4 |
|
| 4755 |
4755
Members Capital Advisors Inc
Madison,
Wisconsin
| $184M | +$22.8M | +14% | 1.5% | – | 65 | 3.08% | 1.1 |
|
| 4756 |
4756
MTM Investment Management
Spartanburg,
South Carolina
| $184M | -$6.97M | -4% | 0.72% | 87.7% | 276 | 7.97% | 0.7 |
|
| 4757 |
4757
WD Rutherford
Portland,
Oregon
| $184M | +$4.35M | +2% | 2.53% | 189% | 133 | 12.03% | 0.7 |
|
| 4758 |
4758
Weaver Consulting Group
Huntington Beach,
California
| $184M | +$6.59M | +4% | 0.38% | 56.4% | 152 | 7.89% | 1.9 |
|
| 4759 |
4759
Andesa Financial Management
Allentown,
Pennsylvania
| $184M | -$148M | -45% | 0.4% | 73.6% | 161 | 20.5% | 1.8 |
|
| 4760 |
4760
TriaGen Wealth Management
Calabasas,
California
| $184M | -$10.3M | -5% | 0.45% | 132% | 202 | 20.79% | 0.6 |
|
| 4761 |
4761
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $184M | -$7.76M | -4% | 0.39% | 60.9% | 62 | 19.35% | 0.9 |
|
| 4762 |
4762
Tieton Capital Management
Yakima,
Washington
| $184M | -$4M | -2% | 3.21% | 172% | 34 | 8.82% | 3.7 |
|
| 4763 |
4763
Ridgecrest Wealth Partners
Mill Valley,
California
| $184M | +$23.5M | +15% | 0.51% | 103% | 116 | 7.76% | 0.4 |
|
| 4764 |
4764
Wolf Group Capital Advisors
Fairfax,
Virginia
| $184M | -$2.86M | -2% | 0.29% | 28.2% | 106 | 11.32% | 2.4 |
|
| 4765 |
4765
Prosperity Planning
Kansas City,
Missouri
| $183M | +$22.2M | +14% | 1.8% | 43.5% | 93 | 5.38% | 0.6 |
|
| 4766 |
4766
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $183M | -$148M | -45% | 0.43% | 33.4% | 43 | 53.49% | 0.6 |
|
| 4767 |
4767
Boothe Investment Group
Dover,
Delaware
| $183M | -$7.22M | -4% | 1.97% | 75.6% | 37 | 16.22% | 1.5 |
|
| 4768 |
4768
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $183M | +$4.92M | +3% | 0.9% | 67.5% | 90 | 16.67% | 1.4 |
|
| 4769 |
4769
Selway Asset Management
| $183M | -$3.54M | -2% | 0.64% | 36.5% | 75 | 10.67% | 4.2 |
|
| 4770 |
4770
TL Private Wealth
Southlake,
Texas
| $183M | +$11.6M | +7% | 1.01% | 50.6% | 51 | 9.8% | 1.4 |
|
| 4771 |
4771
TLW Wealth Management
Indian Rocks Beach,
Florida
| $183M | +$2.87M | +2% | 0.73% | 98.3% | 17 | 0% | 2.5 |
|
| 4772 |
PK
4772
Pflug Koory
Omaha,
Nebraska
| $183M | -$8.09M | -4% | 1.28% | – | 485 | 6.8% | 3.3 |
|
| 4773 |
4773
O'Keefe Stevens Advisory
Rochester,
New York
| $183M | -$4.76M | -3% | 2.9% | 208% | 44 | 9.09% | 3.1 |
|
| 4774 |
EAM
4774
Eukles Asset Management
Cincinnati,
Ohio
| $183M | +$2.35M | +1% | 0.73% | 77.2% | 243 | 10.7% | 2 |
|
| 4775 |
4775
KFA Private Wealth Group
Tysons,
Virginia
| $183M | -$463K | -0.3% | 0.73% | 62.8% | 74 | 6.76% | 1.3 |
|