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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Kessler Investment Group
Columbus,
Indiana
| $121M | +$7.23M | +6% | 1.87% | 251% | 196 | 13.27% | 2 |
|
| 5427 |
5427
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $121M | -$6.95M | -5% | 4.53% | 87.2% | 83 | 37.35% | 1.6 |
|
| 5428 |
5428
Israel Discount Bank of New York
New York
| $121M | -$10.6M | -8% | 6.27% | 40.8% | 86 | 5.81% | 4.1 |
|
| 5429 |
5429
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $121M | -$10.7M | -8% | 2.96% | 91.4% | 101 | 18.81% | 1.4 |
|
| 5430 |
LA
5430
Latitude Advisors
Vero Beach,
Florida
| $121M | +$12.2M | +11% | 3.67% | 72% | 160 | 18.13% | 1.3 |
|
| 5431 |
5431
Hartline Investment Corp
Winnetka,
Illinois
| $121M | -$576M | -83% | 3.67% | 201% | 230 | 86.09% | 1.3 |
|
| 5432 |
5432
Banco de Sabadell
Miami,
Florida
| $121M | +$1.86M | +2% | 5.38% | 75.1% | 85 | 7.06% | 3.3 |
|
| 5433 |
5433
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $121M | +$6.53M | +6% | 1.48% | 46.9% | 114 | 9.65% | 1.5 |
|
| 5434 |
5434
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $121M | +$3.98M | +3% | 4.62% | 62.6% | 114 | 10.53% | 0.6 |
|
| 5435 |
5435
Chronos Wealth Management
Clearwater,
Florida
| $121M | -$12.5M | -9% | 5.05% | 92.3% | 35 | 5.71% | 2.6 |
|
| 5436 |
5436
Cooper/Haims Advisors
Victor,
New York
| $121M | -$31.7M | -21% | 7.51% | 53.1% | 79 | 16.46% | 3 |
|
| 5437 |
5437
Capital Wealth Alliance
Scottsdale,
Arizona
| $121M | -$22.3M | -16% | 5.71% | 124% | 138 | 21.01% | 1.7 |
|
| 5438 |
5438
Rise Advisors
Rochester,
New York
| $121M | +$21.5M | +22% | 3.39% | 62.8% | 770 | 6.1% | 0.7 |
|
| 5439 |
5439
Cherry Creek Investment Advisors
Englewood,
Colorado
| $121M | -$3.34M | -3% | 4.08% | 151% | 94 | 10.64% | 1 |
|
| 5440 |
5440
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $121M | -$12M | -9% | 5.19% | 67.8% | 133 | 6.02% | 7.1 |
|
| 5441 |
5441
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $121M | -$5.92M | -5% | 3.64% | 70.6% | 567 | 31.22% | 1.9 |
|
| 5442 |
5442
Patron Partners
Houston,
Texas
| $120M | -$5.57M | -4% | 3.81% | 90.2% | 165 | 6.06% | 1.5 |
|
| 5443 |
5443
Nierenberg Investment Management Company
Camas,
Washington
| $120M | +$106K | +0.1% | 0.57% | 135% | 48 | 31.25% | 1.1 |
|
| 5444 |
5444
FSM Wealth Advisors
Cleveland,
Ohio
| $120M | +$19.4M | +19% | 5.3% | 62.8% | 135 | 20% | 0.2 |
|
| 5445 |
5445
Old Well Partners
Charlotte,
North Carolina
| $120M | -$4.63M | -4% | 1.78% | 97.8% | 45 | 44.44% | 0.9 |
|
| 5446 |
5446
Alpha DNA Investment Management
Columbia,
Maryland
| $120M | +$3.1M | +3% | 2.2% | 134% | 209 | 75.12% | 0.2 |
|
| 5447 |
5447
Ridgewood Investments
Springfield,
New Jersey
| $120M | -$7.02M | -6% | 6.6% | – | 198 | 18.18% | 2.7 |
|
| 5448 |
WC
5448
Walthausen & Co
Malta,
New York
| $120M | -$103M | -46% | 0.68% | 63.3% | 142 | 34.51% | 2.5 |
|
| 5449 |
5449
First Capital Advisors Group
Little Silver,
New Jersey
| $120M | -$26.1M | -18% | 5.24% | – | 252 | 48.02% | 0.8 |
|
| 5450 |
5450
Planned Solutions
Folsom,
California
| $120M | +$12.7M | +12% | 5.61% | 68.3% | 69 | 15.94% | 1.6 |
|