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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Weik Capital Management
Wyomissing,
Pennsylvania
| $267M | -$1.08M | -0.4% | 2.2% | 66.9% | 94 | 3.19% | 8.6 |
|
| 5352 |
5352
Gainplan
Bloomfield Hills,
Michigan
| $267M | +$30.9M | +13% | 1.49% | 103% | 81 | 44.44% | 1.6 |
|
| 5353 |
5353
River Street Advisors
Aurora,
Illinois
| $267M | +$8.93M | +3% | 3.62% | 93.5% | 175 | 11.43% | 1.9 |
|
| 5354 |
5354
Parkshore Wealth Management
Granite Bay,
California
| $266M | +$21M | +9% | 2.08% | – | 69 | 1.45% | 0.9 |
|
| 5355 |
5355
Colorado Capital Management
Boulder,
Colorado
| $266M | +$7.81M | +3% | 2.77% | 60.4% | 106 | 2.83% | 5.2 |
|
| 5356 |
5356
Tanglewood Legacy Advisors
Houston,
Texas
| $266M | +$7.44M | +3% | 2.53% | 61.1% | 284 | 9.86% | 2.5 |
|
| 5357 |
5357
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $266M | +$9.25M | +4% | 2.38% | 87.2% | 174 | 27.01% | 1.6 |
|
| 5358 |
5358
Seaview Investment Managers
Miami,
Florida
| $266M | -$4.83M | -2% | 4.87% | 148% | 89 | 35.96% | 1.5 |
|
| 5359 |
5359
Triton Wealth Management
Sun City,
Arizona
| $266M | +$2.81M | +1% | 2.48% | – | 138 | 28.26% | 2.4 |
|
| 5360 |
5360
Martin Capital Partners
Eugene,
Oregon
| $266M | +$8.03M | +3% | 1.77% | 42.3% | 71 | 2.82% | 4.3 |
|
| 5361 |
5361
1776 Wealth
Atlanta,
Georgia
| $266M | +$6.19M | +2% | 2.16% | 90.4% | 147 | 8.84% | 3.1 |
|
| 5362 |
5362
Powers Advisory Group
Highland,
Illinois
| $266M | +$14.4M | +6% | 1.65% | 49.8% | 129 | 8.53% | 2.7 |
|
| 5363 |
5363
Altman Advisors
Chicago,
Illinois
| $265M | +$4.01M | +2% | 4.34% | 143% | 97 | 7.22% | 2.7 |
|
| 5364 |
5364
Members Advisory Group
Williamsville,
New York
| $265M | -$17.5M | -6% | 2.98% | 70.6% | 46 | 43.48% | 1.3 |
|
| 5365 |
5365
Kennedy Investment Group
West Depford,
New Jersey
| $265M | +$13.6M | +5% | 2.75% | 95.4% | 148 | 12.16% | 2.1 |
|
| 5366 |
5366
Summit Investment Advisory Services
Roseville,
Minnesota
| $265M | +$13.9M | +6% | 1.98% | 74.2% | 83 | 9.64% | 1.2 |
|
| 5367 |
5367
First Financial Corp
Terre Haute,
Indiana
| $265M | +$9.7M | +4% | 3.41% | 95.3% | 322 | 5.9% | 8.1 |
|
| 5368 |
5368
Biltmore Wealth Management
Tempe,
Arizona
| $265M | +$2.96M | +1% | 2.43% | 59.8% | 59 | 1.69% | 4.4 |
|
| 5369 |
5369
Beddow Capital Management
Jackson,
Wyoming
| $265M | -$6.4M | -2% | 2.38% | 50.7% | 56 | 3.57% | 6.2 |
|
| 5370 |
5370
HG Vora Capital Management
New York
| $265M | -$473M | -64% | 7.17% | 42.6% | 15 | 60% | 1.7 |
|
| 5371 |
LWMI
5371
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $265M | +$8.7M | +3% | 1.73% | 42.4% | 43 | 16.28% | 1.3 |
|
| 5372 |
PIP
5372
Palisades Investment Partners
Santa Monica,
California
| $265M | +$10M | +4% | 5.2% | – | 53 | 11.32% | 1 |
|
| 5373 |
5373
GE Investment Management
Norwalk,
Connecticut
| $265M | +$6.17M | +2% | 2.39% | – | 4 | 0% | 1.9 |
|
| 5374 |
5374
Envision Financial Planning
Memphis,
Tennessee
| $265M | +$28.7M | +12% | 1.72% | 32.1% | 47 | 4.26% | 1.6 |
|
| 5375 |
5375
United Community Bank
Greenville,
South Carolina
| $264M | -$58.5M | -18% | 2.84% | 72.7% | 655 | 25.34% | 1.8 |
|