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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Long Road Investment Counsel
Kalamazoo,
Michigan
| $245M | -$6.04M | -2% | 0.53% | 64.4% | 71 | 0% | 8.2 |
|
| 5052 |
5052
Tilson Financial Group
New Providence,
New Jersey
| $245M | +$14.3M | +6% | 1.98% | 39.3% | 77 | 11.69% | 0.9 |
|
| 5053 |
5053
Maxwell Wealth Strategies
Pleasanton,
California
| $245M | +$9.6M | +4% | 2.31% | – | 112 | 7.14% | 0.9 |
|
| 5054 |
5054
Blue Pool Management
Causeway Bay,
Hong Kong
| $245M | -$31.9M | -12% | 8.68% | 72.8% | 3 | 0% | 1.6 |
|
| 5055 |
5055
Virtus ETF Advisers
New York
| $245M | +$31M | +15% | 3.91% | 177% | 511 | 20.74% | 2.4 |
|
| 5056 |
5056
Burkett Financial Services
Rock Hill,
South Carolina
| $245M | +$2.63M | +1% | 0.06% | 63.6% | 230 | 8.7% | 0.8 |
|
| 5057 |
5057
Halter Ferguson Financial
Carmel,
Indiana
| $244M | +$56.7M | +30% | 37.7% | 131% | 37 | 16.22% | 0.8 |
|
| 5058 |
5058
Consilio Wealth Advisors
Bellevue,
Washington
| $244M | +$2.02M | +0.8% | 1.17% | 66.4% | 80 | 20% | 1.6 |
|
| 5059 |
5059
Findell Capital Management
New York
| $244M | +$45.9M | +23% | 24.7% | – | 27 | 59.26% | 0.5 |
|
| 5060 |
5060
FullCircle Wealth
Dallas,
Texas
| $244M | +$21.6M | +10% | 0.39% | – | 240 | 31.25% | 0.4 |
|
| 5061 |
5061
Seldon Capital
San Francisco,
California
| $244M | +$66.9M | +38% | 46.5% | 604% | 77 | 28.57% | 1.6 |
|
| 5062 |
5062
Stonebridge Capital Management
Los Angeles,
California
| $244M | -$7.69M | -3% | 0.71% | – | 84 | 7.14% | 8.7 |
|
| 5063 |
5063
Warren Street Wealth Advisors
Newport Beach,
California
| $244M | +$2.05M | +0.8% | 0.89% | 84.6% | 115 | 16.52% | 1.9 |
|
| 5064 |
MHP
5064
Manatuck Hill Partners
Westport,
Connecticut
| $244M | -$28.9M | -11% | 35.3% | 556% | 158 | 55.7% | 1.1 |
|
| 5065 |
CCM
5065
Cutter Capital Management
New York
| $244M | -$94.8M | -28% | 6.02% | – | 38 | 73.68% | 0.3 |
|
| 5066 |
5066
New Wave Wealth Advisors
Springdale,
Arkansas
| $244M | +$26.9M | +12% | 4.12% | – | 717 | 80.2% | 0.1 |
|
| 5067 |
5067
Realta Investment Advisors
Wilmington,
Delaware
| $244M | +$26.6M | +12% | 8.09% | 151% | 426 | 36.85% | 2.5 |
|
| 5068 |
5068
American Trust Investment Advisors
Lebanon,
New Hampshire
| $244M | -$457K | -0.2% | 2.79% | 91% | 115 | 10.43% | 3.2 |
|
| 5069 |
5069
Medina Value Partners
Los Angeles,
California
| $244M | -$22.7M | -9% | 8.5% | 80% | 21 | 52.38% | 0.5 |
|
| 5070 |
5070
Members Advisory Group
Williamsville,
New York
| $244M | +$43.8M | +22% | 0.31% | 70.6% | 43 | 41.86% | 1.1 |
|
| 5071 |
5071
BKM Wealth Management
Brookfield,
Wisconsin
| $244M | -$2.17M | -0.9% | 1.7% | 69.6% | 168 | 9.52% | 0.8 |
|
| 5072 |
5072
Quantessence Capital
New York
| $244M | – | – | 5.49% | – | 224 | – | 0 |
|
| 5073 |
5073
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $244M | -$1.34M | -0.5% | 0.88% | 82% | 92 | 16.3% | 2.8 |
|
| 5074 |
5074
Armor Investment Advisors
Raleigh,
North Carolina
| $243M | +$1.91M | +0.8% | 0.07% | 62% | 166 | 10.24% | 4.5 |
|
| 5075 |
5075
X-Square Capital
Guaynabo,
Puerto Rico
| $243M | +$15.7M | +7% | 7.69% | 158% | 175 | 14.86% | 2.8 |
|