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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
Eidelman Virant Capital
Saint Louis,
Missouri
| $139M | -$46.7M | -25% | 16.4% | 46.2% | 214 | 26.17% | 1.9 |
|
| 5227 |
IWN
5227
Independent Wealth Network
Urbandale,
Iowa
| $139M | -$18.6M | -12% | 11.4% | 78.2% | 218 | 22.48% | 0.6 |
|
| 5228 |
5228
Peterson Wealth Services
South Ogden,
Utah
| $139M | -$23.9M | -15% | 15.4% | 153% | 93 | 15.05% | 0.4 |
|
| 5229 |
5229
Brooks Moore & Associates
Chattanooga,
Tennessee
| $139M | -$24.2M | -15% | 8.93% | 63.7% | 99 | 13.13% | 2.8 |
|
| 5230 |
5230
Providence Wealth Advisors
Frankfort,
Illinois
| $139M | -$17M | -11% | 10.9% | 112% | 104 | 11.54% | 3 |
|
| 5231 |
RWG
5231
Regal Wealth Group
Seal Beach,
California
| $139M | -$21.8M | -14% | 14.8% | 17% | 51 | 5.88% | 5.2 |
|
| 5232 |
MA
5232
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $139M | -$15.9M | -10% | 9.26% | 166% | 67 | 5.97% | 6.3 |
|
| 5233 |
5233
Aurora Investment Counsel
Atlanta,
Georgia
| $138M | -$18.3M | -12% | 12.7% | 31.7% | 137 | 26.28% | 1.1 |
|
| 5234 |
5234
Bellevue Asset Management
Bellevue,
Washington
| $138M | -$24.7M | -15% | 15.3% | 56.7% | 546 | 10.07% | 2.1 |
|
| 5235 |
5235
Maltin Wealth Management
Ridgewood,
New Jersey
| $138M | -$12.9M | -9% | 10.9% | 58.2% | 136 | 36.03% | 1.5 |
|
| 5236 |
5236
Treynor Bancshares
Treynor,
Iowa
| $138M | -$9.6M | -6% | 10.8% | 3.35% | 80 | 10% | 0.5 |
|
| 5237 |
5237
Investment Research & Advisory Group
Atlanta,
Georgia
| $138M | -$21.3M | -13% | 16.1% | 105% | 206 | 23.79% | 1.7 |
|
| 5238 |
5238
Genworth Financial
Glen Allen,
Virginia
| $138M | +$21.6M | +18% | 14.7% | 73.6% | 2 | 0% | 1.1 |
|
| 5239 |
5239
Alhambra Investment Management
Palmetto Bay,
Florida
| $138M | -$12.9M | -9% | 10.2% | 67.7% | 152 | 8.55% | 1.9 |
|
| 5240 |
5240
Members Capital Advisors Inc
Madison,
Wisconsin
| $138M | -$17.6M | -11% | 9.48% | – | 69 | 5.8% | 1.7 |
|
| 5241 |
5241
Twin Lakes Capital Management
Redwood Shores,
California
| $138M | -$39.2M | -22% | 7.82% | 131% | 305 | 65.9% | 0.9 |
|
| 5242 |
5242
Bayshore Asset Management
Coral Gables,
Florida
| $138M | +$1.68M | +1% | 13.6% | 62.3% | 32 | 28.13% | 0.4 |
|
| 5243 |
5243
Cordasco Financial Network
Naples,
Florida
| $138M | -$17.1M | -11% | 14.6% | 31.1% | 618 | 12.94% | 3.3 |
|
| 5244 |
5244
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $138M | -$31.4M | -19% | 9.41% | 88.9% | 33 | 9.09% | 4.1 |
|
| 5245 |
5245
Performa Ltd (US)
Charleston,
South Carolina
| $138M | -$4.28M | -3% | 16.3% | 55.8% | 72 | 27.78% | 0.9 |
|
| 5246 |
FIM
5246
FWL Investment Management
Dallas,
Texas
| $138M | -$24.1M | -15% | 13.1% | 165% | 49 | 20.41% | 1 |
|
| 5247 |
5247
Accretive Wealth Partners
Parsippany,
New Jersey
| $138M | -$21.6M | -14% | 12.6% | 57.3% | 116 | 11.21% | 1.2 |
|
| 5248 |
5248
L2 Asset Management
Wayland,
Massachusetts
| $138M | -$36.2M | -21% | 14.3% | 128% | 145 | 26.21% | 0.8 |
|
| 5249 |
5249
Next Capital Management
New York
| $138M | -$10.5M | -7% | 15.7% | 61.3% | 129 | 19.38% | 1.9 |
|
| 5250 |
5250
Range Financial Group
Tigard,
Oregon
| $138M | -$18.9M | -12% | 8.94% | 195% | 185 | 26.49% | 0.9 |
|