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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Searcy Financial Services
Overland Park,
Kansas
| $172M | +$14.2M | +9% | 4.55% | 60.2% | 20 | 15% | 1.9 |
|
| 4852 |
ST
4852
SAL Trading
Bala Cynwyd,
Pennsylvania
| $172M | -$64.2M | -27% | 13.3% | 18.9% | 59 | 64.41% | 0.4 |
|
| 4853 |
4853
FACT Capital
New York
| $172M | – | – | 17.4% | 227% | 12 | – | 0 |
|
| 4854 |
4854
Brick & Kyle Associates
Newtown,
Pennsylvania
| $172M | +$6.97M | +4% | 9.27% | 97.4% | 57 | 1.75% | 5.1 |
|
| 4855 |
4855
Goodman Advisory Group
Needham,
Massachusetts
| $172M | -$11.5M | -6% | 8.82% | 88.8% | 170 | 16.47% | 0.6 |
|
| 4856 |
4856
JVL Associates
Wyoming,
Michigan
| $172M | +$6.55M | +4% | 5.84% | 81% | 41 | 19.51% | 3.9 |
|
| 4857 |
4857
Kinloch Capital
Glen Allen,
Virginia
| $172M | +$20.3M | +13% | 13% | 63.4% | 77 | 19.48% | 1.5 |
|
| 4858 |
4858
FSA Wealth Management
Needham,
Massachusetts
| $172M | +$28.8M | +20% | 7.01% | – | 59 | 32.2% | 1.2 |
|
| 4859 |
4859
Waterford Advisors
Orchard Park,
New York
| $172M | – | – | 7.35% | 50.5% | 50 | – | 0 |
|
| 4860 |
4860
Cribstone Capital Management
Augusta,
Maine
| $172M | +$9.9M | +6% | 6.61% | 22.4% | 483 | 19.88% | 3.4 |
|
| 4861 |
4861
TL Private Wealth
Southlake,
Texas
| $172M | +$10.4M | +6% | 6.51% | 50.6% | 47 | 14.89% | 2.4 |
|
| 4862 |
4862
Vigilare Wealth Management
Scottsdale,
Arizona
| $171M | +$94.1M | +122% | 4.72% | 59.5% | 118 | 22.03% | 1.9 |
|
| 4863 |
4863
Madison Wealth Partners
Madison,
Wisconsin
| $171M | +$18.5M | +12% | 6.72% | 66.9% | 80 | 16.25% | 1.4 |
|
| 4864 |
EAM
4864
Eukles Asset Management
Cincinnati,
Ohio
| $171M | +$18.7M | +12% | 11.9% | 77.2% | 229 | 2.18% | 2.9 |
|
| 4865 |
4865
Robertson Opportunity Capital
Dallas,
Texas
| $171M | +$8.78M | +5% | 12.5% | 93.4% | 27 | 18.52% | 6 |
|
| 4866 |
DI
4866
DAGCO Inc
Westlake,
Ohio
| $171M | +$12.1M | +8% | 9.97% | 75% | 90 | 13.33% | 3.3 |
|
| 4867 |
4867
Client 1st Advisory Group
Dunedin,
Florida
| $171M | +$10.3M | +6% | 7.03% | 64.5% | 90 | 11.11% | 1.8 |
|
| 4868 |
4868
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $171M | +$31.7M | +23% | 6.96% | 38.1% | 24 | 4.17% | 1.4 |
|
| 4869 |
4869
Sentinus LLC
Oak Brook,
Illinois
| $171M | +$10.9M | +7% | 5.78% | – | 139 | 29.5% | 0.2 |
|
| 4870 |
4870
Altrafin AG
Zurich,
| $171M | +$3.75M | +2% | 6.86% | 97.6% | 77 | 11.69% | 0.9 |
|
| 4871 |
4871
Tiemann Investment Advisors
Menlo Park,
California
| $171M | +$16.4M | +11% | 7.94% | 77% | 199 | 12.56% | 5.6 |
|
| 4872 |
4872
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $171M | +$21.9M | +15% | 17.2% | 103% | 53 | 22.64% | 3.1 |
|
| 4873 |
SM
4873
Salzhauer Michael
| $171M | +$7.05M | +4% | 6.65% | 98% | 124 | 16.13% | 3.3 |
|
| 4874 |
FFG
4874
Fortem Financial Group
Palm Desert,
California
| $171M | +$26.1M | +18% | 12.2% | 183% | 159 | 5.66% | 1.8 |
|
| 4875 |
4875
Legacy CG
Plano,
Texas
| $171M | +$18.8M | +12% | 5.44% | 62.6% | 55 | 36.36% | 0.5 |
|