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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
BIMC
5026
Benson Investment Management Company
Roanoke,
Virginia
| $142M | -$18.4M | -11% | 7.15% | 99.8% | 64 | 25% | 2.4 |
|
| 5027 |
OCP
5027
OCO Capital Partners
New York
| $142M | -$6.62M | -4% | 4.76% | 679% | 5 | 40% | 1.2 |
|
| 5028 |
5028
Vienna Insurance Group
Warsaw,
Poland
| $142M | -$5.84M | -4% | 1.67% | 188% | 37 | 8.11% | 1 |
|
| 5029 |
5029
Fairfield, Bush & Co
Darien,
Connecticut
| $142M | -$28.4M | -17% | 4.32% | 112% | 519 | 77.65% | 5.4 |
|
| 5030 |
5030
Garrison Asset Management
Fayetteville,
Arkansas
| $142M | -$7.66M | -5% | 3.49% | 52.1% | 97 | 6.19% | 6.1 |
|
| 5031 |
5031
Sterneck Capital Management
Kansas City,
Missouri
| $141M | -$7.77M | -5% | 6.84% | 61.5% | 97 | 9.28% | 4.2 |
|
| 5032 |
5032
Baugh & Associates
Atlanta,
Georgia
| $141M | -$7.25M | -5% | 4.35% | 98.8% | 38 | 0% | 4.1 |
|
| 5033 |
5033
Bluestem Financial Advisors
Champaign,
Illinois
| $141M | -$2.49M | -2% | 5.64% | 42.2% | 27 | 0% | 2.2 |
|
| 5034 |
5034
Trust Company of Kansas
Wichita,
Kansas
| $141M | -$29.2M | -17% | 5.95% | 87% | 49 | 12.24% | 2 |
|
| 5035 |
5035
Collaborative Wealth Management
Lake Mary,
Florida
| $141M | -$11.1M | -7% | 5.17% | 41.6% | 190 | 14.74% | 1.4 |
|
| 5036 |
5036
Howard Wealth Management
Madison,
Connecticut
| $141M | +$46.9M | +50% | 4.07% | 60.3% | 117 | 49.57% | 1.3 |
|
| 5037 |
SM
5037
Scoggin Management
New York
| $141M | -$69.5M | -33% | 5.97% | 889% | 62 | 45.16% | 0.9 |
|
| 5038 |
5038
Old West Investment Management
Los Angeles,
California
| $141M | -$1.86M | -1% | 0.96% | 242% | 44 | 11.36% | 3.6 |
|
| 5039 |
5039
FOCUS Wealth Advisors
Houston,
Texas
| $141M | -$4.8M | -3% | 2.72% | 68.7% | 50 | 20% | 1 |
|
| 5040 |
AFP
5040
Advus Financial Partners
Winter Park,
Florida
| $141M | -$4.03M | -3% | 6.15% | 56.5% | 62 | 16.13% | 0.7 |
|
| 5041 |
5041
R.W. Roge & Company
Bohemia,
New York
| $141M | -$4.56M | -3% | 3.02% | 68.1% | 39 | 10.26% | 2.1 |
|
| 5042 |
5042
Peterson Wealth Services
South Ogden,
Utah
| $141M | +$2.31M | +2% | 3.62% | 153% | 88 | 6.82% | 0.7 |
|
| 5043 |
5043
Brown Miller Wealth Management
Mclean,
Virginia
| $141M | -$5.99M | -4% | 6.11% | 102% | 126 | 20.63% | 1.4 |
|
| 5044 |
5044
Donald L. Hagan LLC
Sarasota,
Florida
| $141M | -$16M | -10% | 6.76% | 47.9% | 95 | 13.68% | 2.6 |
|
| 5045 |
5045
Intergy Private Wealth
Colorado Springs,
Colorado
| $141M | +$14.1M | +11% | 6.39% | 73.8% | 71 | 26.76% | 0.5 |
|
| 5046 |
5046
JCP Investment Management
Houston,
Texas
| $141M | -$245K | -0.2% | 1.06% | 94.7% | 19 | 42.11% | 0.4 |
|
| 5047 |
5047
Cypress Financial Planning
Haddon Heights,
New Jersey
| $141M | -$5.01M | -3% | 5.75% | 41.2% | 54 | 5.56% | 0.3 |
|
| 5048 |
5048
Connacht Asset Management
New York
| $141M | -$97.6M | -41% | 0.27% | 63.8% | 180 | 50% | 0.6 |
|
| 5049 |
5049
Lagoda Investment Management
New York
| $141M | -$10.3M | -7% | 1.79% | 250% | 39 | 5.13% | 4.6 |
|
| 5050 |
5050
Reliant Investment Management
Memphis,
Tennessee
| $141M | -$1.84M | -1% | 2.15% | 129% | 56 | 19.64% | 2.7 |
|