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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
MBE Wealth Management
Tomah,
Wisconsin
| $168M | -$26.5M | -14% | 4.93% | 66.5% | 74 | 18.92% | 1.4 |
|
| 5227 |
SC
5227
Steph & Co
Marinette,
Wisconsin
| $168M | -$4.92M | -3% | 4.43% | 61.6% | 314 | 10.83% | 1.6 |
|
| 5228 |
5228
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $168M | -$4.43M | -3% | 2.3% | 51.7% | 102 | 16.67% | 1.9 |
|
| 5229 |
5229
Intrepid Capital Management
Jacksonville Beach,
Florida
| $168M | -$28.5M | -15% | 3.4% | 70.2% | 67 | 7.46% | 2.1 |
|
| 5230 |
5230
HC Financial Advisors
Lafayette,
California
| $168M | -$12M | -7% | 4.82% | 31.2% | 346 | 11.27% | 1.9 |
|
| 5231 |
5231
WR Wealth Planners
Columbia,
Missouri
| $168M | – | – | 2.7% | 22.1% | 518 | – | 0 |
|
| 5232 |
5232
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $168M | -$7.33M | -4% | 5.91% | 46.3% | 24 | 20.83% | 1.3 |
|
| 5233 |
5233
FOCUS Wealth Advisors
Houston,
Texas
| $168M | +$721K | +0.4% | 2.49% | 68.7% | 44 | 6.82% | 1 |
|
| 5234 |
CSA
5234
Cottage Street Advisors
Marion,
Massachusetts
| $168M | -$8.87M | -5% | 5.44% | 95.8% | 109 | 6.42% | 3 |
|
| 5235 |
5235
GoodHaven Capital Management
Millburn,
New Jersey
| $168M | -$3.54M | -2% | 0.38% | 80.7% | 29 | 6.9% | 3.6 |
|
| 5236 |
5236
Almitas Capital
Santa Monica,
California
| $168M | – | – | 2.93% | 86.1% | 85 | – | 0.5 |
|
| 5237 |
5237
Game Plan Financial Advisors
Westlake,
Ohio
| $168M | -$19.4M | -10% | 6.25% | – | 120 | 20% | 1.2 |
|
| 5238 |
5238
Platinum Equity
Beverly Hills,
California
| $167M | – | – | 0.63% | 52.7% | 6 | – | 0 |
|
| 5239 |
5239
New England Professional Planning Group
Westerly,
Rhode Island
| $167M | +$3.17M | +2% | 5.15% | 59% | 50 | 14% | 3.6 |
|
| 5240 |
5240
Kinloch Capital
Glen Allen,
Virginia
| $167M | +$5.67M | +4% | 2.9% | 63.4% | 71 | 14.08% | 1.1 |
|
| 5241 |
5241
Ardmore Road Asset Management
New York
| $167M | -$22.6M | -12% | 15.9% | 245% | 34 | 70.59% | 0.1 |
|
| 5242 |
5242
Harrington Investments
Napa,
California
| $167M | -$18.9M | -10% | 6.92% | 109% | 85 | 5.88% | 3.7 |
|
| 5243 |
5243
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $167M | -$70.3M | -30% | 1.12% | 282% | 286 | 50.35% | 1.4 |
|
| 5244 |
5244
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $167M | -$7.19M | -4% | 4.11% | 60.3% | 18 | 5.56% | 0.2 |
|
| 5245 |
5245
Sowa Financial Group
Lincoln,
Rhode Island
| $167M | -$4M | -2% | 1.47% | 100% | 73 | 10.96% | 2 |
|
| 5246 |
5246
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $167M | -$33.9M | -17% | 4.18% | 44.1% | 32 | 12.5% | 2.8 |
|
| 5247 |
5247
BCK Capital Management
Stamford,
Connecticut
| $167M | +$18.3M | +12% | 5.76% | 161% | 194 | 64.43% | 0.4 |
|
| 5248 |
GIM
5248
Greenwich Investment Management
Norwalk,
Connecticut
| $167M | +$19.6M | +13% | 1.75% | – | 78 | 20.51% | 2.2 |
|
| 5249 |
5249
Prentiss Smith & Co
Brattleboro,
Vermont
| $167M | -$45M | -21% | 7.91% | 67.4% | 86 | 23.26% | 4.5 |
|
| 5250 |
5250
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $167M | -$6.85M | -4% | 3.12% | 63.8% | 108 | 12.04% | 1.8 |
|