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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
MKD Wealth Coaches
Troy,
Michigan
| $118M | +$21.3M | +22% | 6.23% | – | 53 | 13.21% | 0.8 |
|
| 4777 |
4777
Spinnaker Capital
Boston,
Massachusetts
| $117M | -$15.1M | -11% | 13.7% | 12.4% | 2 | 0% | 2 |
|
| 4778 |
4778
1776 Wealth
Atlanta,
Georgia
| $117M | – | – | 9.03% | 90.4% | 336 | – | 0 |
|
| 4779 |
SC
4779
Steph & Co
Marinette,
Wisconsin
| $117M | – | – | 6.84% | 61.6% | 256 | – | 0 |
|
| 4780 |
4780
Genesee Capital Advisors
Auburn,
New York
| $117M | +$9.42M | +9% | 6.71% | 107% | 74 | 14.86% | 0.7 |
|
| 4781 |
4781
EDMP Inc
Lutz,
Florida
| $117M | +$4.82M | +4% | 8.67% | 78% | 53 | 5.66% | 3.4 |
|
| 4782 |
4782
First Dallas Securities
Dallas,
Texas
| $117M | +$4.38M | +4% | 7.89% | 163% | 93 | 18.28% | 3.3 |
|
| 4783 |
4783
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $117M | -$560K | -0.5% | 9.6% | 117% | 35 | 20% | 0.8 |
|
| 4784 |
4784
Mad River Investors
Boston,
Massachusetts
| $117M | +$14.3M | +14% | 13.3% | 225% | 24 | 8.33% | 3.6 |
|
| 4785 |
4785
Liquid Strategies
Atlanta,
Georgia
| $117M | – | – | 3.11% | 46.8% | 6 | – | 0 |
|
| 4786 |
4786
Mangham Associates
Charlottesville,
Virginia
| $117M | -$17.6M | -13% | 8.34% | 24.4% | 4 | 25% | 1.6 |
|
| 4787 |
PGF
4787
Pelham Global Financials
London,
United Kingdom
| $117M | +$2.21M | +2% | 3.39% | 24.5% | 8 | 37.5% | 0.8 |
|
| 4788 |
4788
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $117M | – | – | 7.69% | 63.8% | 83 | – | 0 |
|
| 4789 |
4789
Beacon Financial Advisory
Cleveland,
Ohio
| $117M | – | – | 5.96% | 76.8% | 162 | – | 0 |
|
| 4790 |
4790
Ballew Advisors
Jackson,
Mississippi
| $117M | +$7.08M | +6% | 4.7% | 68% | 99 | 17.17% | 1.6 |
|
| 4791 |
4791
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $117M | – | – | 8.29% | 128% | 75 | – | 0 |
|
| 4792 |
DG
4792
Dumont Global
New York
| $116M | – | – | 6.82% | – | 6 | – | 0 |
|
| 4793 |
CSWG
4793
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $116M | – | – | 6.35% | 67.3% | 55 | – | 0 |
|
| 4794 |
4794
Inherent Group
New York
| $116M | +$8.69M | +8% | 20.4% | 61.7% | 7 | 0% | 0.7 |
|
| 4795 |
4795
Washington Capital Management
Seattle,
Washington
| $116M | +$14.1M | +14% | 10.1% | 81.8% | 108 | 15.74% | 2.4 |
|
| 4796 |
BRC
4796
Bell Rock Capital
Rehoboth Beach,
Delaware
| $116M | +$3.39M | +3% | 6.96% | – | 393 | 11.45% | 2.2 |
|
| 4797 |
4797
Loveless Wealth Management
Billings,
Montana
| $116M | – | – | 5.91% | – | 116 | – | 0 |
|
| 4798 |
4798
RiverGlades Family Offices
Naples,
Florida
| $116M | +$4.04M | +4% | 5.82% | – | 67 | 11.94% | 0.8 |
|
| 4799 |
4799
Madison Avenue Partners
New York
| $116M | – | – | 18.5% | 284% | 15 | – | 0 |
|
| 4800 |
4800
Koch Industries
Wichita,
Kansas
| $116M | -$17.6M | -13% | 12.7% | 56.9% | 2 | 0% | 3 |
|