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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Cooper/Haims Advisors
Victor,
New York
| $162M | -$3.42M | -2% | 7.57% | 58.8% | 88 | 19.32% | 2.2 |
|
| 5477 |
5477
Herbst Group
Westport,
Connecticut
| $162M | – | – | 6.42% | 142% | 80 | – | 0 |
|
| 5478 |
5478
City State Bank
Norwalk,
Iowa
| $162M | – | – | 8.94% | 79.1% | 667 | – | 0 |
|
| 5479 |
5479
Alta Wealth Advisors
Woburn,
Massachusetts
| $162M | +$24.6M | +18% | 9.14% | 120% | 160 | 20.63% | 0.8 |
|
| 5480 |
5480
David J. Yvars Group
University Park,
Florida
| $162M | -$9.21M | -5% | 7% | 143% | 89 | 14.61% | 0.9 |
|
| 5481 |
5481
Southern Capital Advisors
Jackson,
Tennessee
| $162M | – | – | 7.98% | 66.8% | 81 | – | 0 |
|
| 5482 |
5482
Total Wealth Planning
Cincinnati,
Ohio
| $162M | -$114M | -41% | 4.59% | 37.2% | 47 | 34.04% | 2.6 |
|
| 5483 |
5483
Israel Discount Bank of New York
New York
| $162M | +$13.9M | +9% | 5.91% | 40.8% | 88 | 5.68% | 3.6 |
|
| 5484 |
5484
Old Well Partners
Charlotte,
North Carolina
| $162M | -$32.1M | -17% | 10.4% | 97.8% | 56 | 55.36% | 0.6 |
|
| 5485 |
EWG
5485
Executive Wealth Group
Kirkland,
Washington
| $162M | -$1.84M | -1% | 4.65% | 14.9% | 50 | 6% | 3 |
|
| 5486 |
5486
Activest Wealth Management
Aventure,
Florida
| $162M | +$11.6M | +8% | 7.79% | 117% | 435 | 32.64% | 0.6 |
|
| 5487 |
5487
Martin Capital Advisors
San Antonio,
Texas
| $162M | – | – | 11.3% | 140% | 64 | – | 0 |
|
| 5488 |
5488
Addison Advisors
Middlebury,
Vermont
| $162M | +$36.8M | +30% | 7.02% | 54.5% | 736 | 37.77% | 0.5 |
|
| 5489 |
LI
5489
Latash Investments
Anchorage,
Alaska
| $162M | +$1.42M | +0.9% | 2.84% | 110% | 21 | 0% | 1.6 |
|
| 5490 |
5490
Offit Capital Advisors
New York
| $162M | – | – | 3.59% | – | 1 | – | 0 |
|
| 5491 |
5491
Silicon Hills Wealth Management
Austin,
Texas
| $162M | +$15.7M | +11% | 6.36% | 30.9% | 125 | 16.8% | 1.1 |
|
| 5492 |
5492
Phase 2 Partners
San Francisco,
California
| $161M | – | – | 5.32% | 25.1% | 20 | – | 0 |
|
| 5493 |
5493
MBA Advisors
Hermitage,
Pennsylvania
| $161M | +$25.9M | +19% | 6.94% | 66.1% | 152 | 12.5% | 0.6 |
|
| 5494 |
5494
Kinloch Capital
Glen Allen,
Virginia
| $161M | +$19.7M | +14% | 8.87% | 63.4% | 68 | 13.24% | 0.8 |
|
| 5495 |
5495
Perseverance Asset Management International
George Town,
Cayman Islands
| $161M | -$51.3M | -24% | 6.56% | 120% | 20 | 60% | 1.1 |
|
| 5496 |
5496
Friedenthal Financial
Marlton,
New Jersey
| $161M | -$7.85M | -5% | 4.29% | 105% | 84 | 32.14% | 2.1 |
|
| 5497 |
5497
Whelan Financial
Fresno,
California
| $161M | +$51.7M | +47% | 5.89% | 64.6% | 20 | 25% | 0.2 |
|
| 5498 |
5498
Blue Square Asset Management
New York
| $161M | +$1.15M | +0.7% | 7.21% | 117% | 94 | 25.53% | 1.4 |
|
| 5499 |
5499
Cherry Creek Investment Advisors
Englewood,
Colorado
| $161M | +$10.8M | +7% | 9.4% | 151% | 122 | 19.67% | 0.4 |
|
| 5500 |
5500
Arrow Capital Management
New York
| $161M | +$18.8M | +13% | 2.94% | – | 12 | 41.67% | 3.5 |
|