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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Bernard Wealth Management
Royal Oak,
Michigan
| $205M | -$7.69M | -4% | 4.39% | – | 408 | 25.49% | 0.2 |
|
| 5452 |
5452
Kessler Investment Group
Columbus,
Indiana
| $205M | -$6M | -3% | 2.09% | 251% | 223 | 20.18% | 2.5 |
|
| 5453 |
5453
SFG Wealth Management
Towson,
Maryland
| $205M | +$14.2M | +7% | 2.49% | 86.3% | 131 | 37.4% | 1.6 |
|
| 5454 |
5454
Union Savings Bank
Litchfield,
Connecticut
| $205M | +$1.24M | +0.6% | 0.67% | – | 309 | 6.8% | 1.5 |
|
| 5455 |
5455
Socha Financial Group
Corning,
New York
| $205M | -$8.68M | -4% | 5.77% | 88.4% | 26 | 23.08% | 2.2 |
|
| 5456 |
5456
Ararat Capital Management
Westport,
Connecticut
| $204M | -$46.1M | -18% | 3.66% | 99.2% | 18 | 22.22% | 1.8 |
|
| 5457 |
5457
Kings Path Partners
Sugar Land,
Texas
| $204M | -$29.8M | -13% | 0.42% | – | 300 | 18.33% | 0.7 |
|
| 5458 |
5458
Keeler Thomas Management
Orem,
Utah
| $204M | -$76.5M | -27% | 0.6% | 52.1% | 85 | 31.76% | 2.1 |
|
| 5459 |
5459
Summit Investment Advisory Services
Roseville,
Minnesota
| $204M | +$10.1M | +5% | 2.84% | 74.2% | 72 | 8.33% | 0.7 |
|
| 5460 |
5460
Greenfield Savings Bank
Greenfield,
Massachusetts
| $204M | -$4.72M | -2% | 0.52% | 108% | 148 | 3.38% | 2.2 |
|
| 5461 |
5461
Applied Capital
Little Rock,
Arkansas
| $204M | +$9.08M | +5% | 0.97% | 52.6% | 49 | 8.16% | 2.2 |
|
| 5462 |
CIA
5462
Citadel Investment Advisory
Chesterland,
Ohio
| $204M | +$10.8M | +6% | 6.35% | 66.1% | 82 | 0% | 3.8 |
|
| 5463 |
5463
Powell Investment Advisors
Miami,
Florida
| $204M | -$12.3M | -6% | 3.52% | 82.4% | 164 | 17.07% | 3 |
|
| 5464 |
BC
5464
Bowman & Company
Oshkosh,
Wisconsin
| $204M | +$10.1M | +5% | 2.8% | 59.7% | 112 | 9.82% | 2.2 |
|
| 5465 |
BWA
5465
BlueChip Wealth Advisors
Milton,
Georgia
| $204M | +$23.4M | +13% | 0.94% | 62.2% | 158 | 17.72% | 0.9 |
|
| 5466 |
5466
One68 Global Capital
New York
| $204M | +$15.8M | +8% | 15% | – | 139 | 67.63% | 0.1 |
|
| 5467 |
MWM
5467
MTC Wealth Management
Tampa,
Florida
| $204M | -$4.11M | -2% | 0.05% | 30.5% | 15 | 20% | 2.9 |
|
| 5468 |
PCR
5468
Potrero Capital Research
San Francisco,
California
| $204M | -$95.2M | -32% | 12.7% | 226% | 32 | 59.38% | 1 |
|
| 5469 |
5469
Prairie Wealth Advisors
Omaha,
Nebraska
| $203M | -$4.65M | -2% | 0.72% | – | 155 | 11.61% | 0.9 |
|
| 5470 |
5470
TAGStone Capital
Charlotte,
North Carolina
| $203M | +$105K | +0.1% | 1.03% | 58.3% | 102 | 14.71% | 2.3 |
|
| 5471 |
5471
Hillman Capital Management
Bethesda,
Maryland
| $203M | -$66.3M | -25% | 0.69% | 20.2% | 57 | 15.79% | 3 |
|
| 5472 |
5472
FWG Holdings
Winter Park,
Florida
| $203M | -$5.23M | -3% | 3.45% | 91.6% | 115 | 19.13% | 2.2 |
|
| 5473 |
5473
Bernzott Capital Advisors
Camarillo,
California
| $203M | +$906K | +0.4% | 2.23% | 46.2% | 42 | 9.52% | 3.2 |
|
| 5474 |
ERFOTCOFW
5474
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $203M | -$11.3M | -5% | 0.95% | 30.5% | 11 | 9.09% | 2.2 |
|
| 5475 |
5475
Cobalt Capital Management
Short Hills,
New Jersey
| $203M | -$37.7M | -16% | 0.61% | 235% | 35 | 60% | 0.9 |
|