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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
First Bankers Trust
Louisville,
Kentucky
| $216M | +$17.2M | +9% | 8.67% | 78.9% | 121 | 9.09% | 7 |
|
| 4827 |
4827
Hixon Zuercher
Findlay,
Ohio
| $215M | +$24.6M | +13% | 12.1% | 101% | 64 | 12.5% | 2.7 |
|
| 4828 |
4828
Bell & Brown Wealth Advisors
Newport Beach,
California
| $215M | – | – | 12.6% | 125% | 74 | – | 4.4 |
|
| 4829 |
4829
Glovista Investments
Jersey City,
New Jersey
| $215M | +$46.8M | +28% | 6.88% | 2.48% | 44 | 27.27% | 2.5 |
|
| 4830 |
4830
Raleigh Capital Management
Cary,
North Carolina
| $215M | +$19.2M | +10% | 9.66% | 79.9% | 1,200 | 31% | 1 |
|
| 4831 |
4831
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $215M | +$16.8M | +8% | 10.9% | 122% | 162 | 10.49% | 0.5 |
|
| 4832 |
4832
Joule Financial
Lexington,
Kentucky
| $215M | +$19.4M | +10% | 10.2% | 55.5% | 122 | 29.51% | 1 |
|
| 4833 |
4833
Royal Harbor Partners
Houston,
Texas
| $215M | +$23.2M | +12% | 8.79% | 54.6% | 55 | 23.64% | 1.9 |
|
| 4834 |
4834
Vista Investment Management
Pittsburgh,
Pennsylvania
| $215M | +$24.8M | +13% | 8.95% | 54.4% | 172 | 9.88% | 4.1 |
|
| 4835 |
4835
Letson Investment Management
Atlanta,
Georgia
| $215M | – | – | 10.6% | 56.7% | 92 | – | 0 |
|
| 4836 |
4836
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $215M | +$15.5M | +8% | 10.6% | 62.6% | 113 | 15.04% | 1.6 |
|
| 4837 |
4837
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $215M | +$24.8M | +13% | 10.3% | 78% | 164 | 13.41% | 1.6 |
|
| 4838 |
4838
Hudson Value Partners
Palm Beach,
Florida
| $215M | +$24.6M | +13% | 12.8% | 124% | 104 | 14.42% | 2.2 |
|
| 4839 |
MWM
4839
MTC Wealth Management
Tampa,
Florida
| $215M | +$11.9M | +6% | 8% | 30.5% | 13 | 7.69% | 2.4 |
|
| 4840 |
4840
Everpar Advisors
Tulsa,
Oklahoma
| $215M | – | – | 12.6% | – | 276 | – | 0 |
|
| 4841 |
4841
Beddow Capital Management
Jackson,
Wyoming
| $215M | +$9.6M | +5% | 2.71% | 50.7% | 58 | 6.9% | 4.6 |
|
| 4842 |
4842
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $215M | +$19M | +10% | 11.4% | 80.3% | 105 | 7.62% | 2.9 |
|
| 4843 |
4843
TSA Wealth Management
Houston,
Texas
| $215M | – | – | 8.83% | 62.4% | 54 | – | 0 |
|
| 4844 |
4844
Shaker Investments
Cleveland,
Ohio
| $215M | +$33.1M | +18% | 19% | 216% | 92 | 23.91% | 3 |
|
| 4845 |
4845
Transatlantique Private Wealth
New York
| $214M | +$27.6M | +15% | 12% | 88.6% | 223 | 14.8% | 1.2 |
|
| 4846 |
4846
Whelan Financial
Fresno,
California
| $214M | +$24.7M | +13% | 10.4% | 64.6% | 37 | 8.11% | 1.4 |
|
| 4847 |
4847
Capasso Planning Partners
Charleston,
South Carolina
| $214M | +$27.4M | +15% | 8.99% | 51.6% | 108 | 17.59% | 1.4 |
|
| 4848 |
4848
Monte Financial Group
Guilford,
Connecticut
| $214M | +$16.6M | +8% | 10.1% | 66.7% | 85 | 5.88% | 3.2 |
|
| 4849 |
4849
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $214M | +$29.1M | +16% | 15.3% | 199% | 78 | 2.56% | 2.1 |
|
| 4850 |
4850
DHJJ Financial Advisors
Naperville,
Illinois
| $214M | +$16.9M | +9% | 10.6% | 62.5% | 828 | 5.8% | 0.6 |
|