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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Cook Wealth
Raleigh,
North Carolina
| $185M | +$18.7M | +11% | 1.62% | 7.36% | 59 | 11.86% | 1.5 |
|
| 5527 |
MWA
5527
Miller Wealth Advisors
Ridgeway,
Colorado
| $185M | +$17.4M | +10% | 11.1% | 117% | 85 | 8.24% | 1.8 |
|
| 5528 |
5528
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $185M | -$427K | -0.2% | 2.32% | – | 218 | 9.17% | 0.2 |
|
| 5529 |
5529
Westhampton Capital
Winston-Salem,
North Carolina
| $184M | +$1.33M | +0.7% | 3.03% | 95.6% | 121 | 6.61% | 3.6 |
|
| 5530 |
5530
TKG Advisors
Valparaiso,
Indiana
| $184M | +$4.96M | +3% | 2.7% | 104% | 110 | 29.09% | 1.2 |
|
| 5531 |
5531
Ballast Asset Management
Dallas,
Texas
| $184M | -$258K | -0.1% | 3.97% | 126% | 52 | 3.85% | 0.7 |
|
| 5532 |
5532
Diametric Capital
Boston,
Massachusetts
| $184M | +$4.22M | +2% | 0.97% | 175% | 507 | 65.29% | 0.5 |
|
| 5533 |
PO
5533
PBCay One
Dubai,
United Arab Emirates
| $184M | -$401M | -69% | 9.97% | – | 10 | 80% | 0.2 |
|
| 5534 |
5534
Ovata Capital Management
Hong Kong
| $184M | -$8.12M | -4% | 5.12% | 69.1% | 52 | 59.62% | 0.4 |
|
| 5535 |
5535
Adalta Capital Management
New York
| $184M | +$2.85M | +2% | 1.95% | 80.4% | 108 | 12.96% | 3.6 |
|
| 5536 |
5536
Moser Wealth Advisors
Bellevue,
Washington
| $184M | +$4.4M | +2% | 3.9% | – | 155 | 5.16% | 3 |
|
| 5537 |
5537
Retirement Planning Company of New England
Warwick,
Rhode Island
| $184M | +$1.26M | +0.7% | 3.76% | 125% | 227 | 8.81% | 2 |
|
| 5538 |
5538
Ergawealth Advisors
Oak Brook,
Illinois
| $184M | +$1.3M | +0.7% | 0.24% | 50% | 65 | 12.31% | 1 |
|
| 5539 |
5539
Parker Financial
Silverdale,
Washington
| $184M | +$8.06M | +5% | 1.16% | 45% | 46 | 8.7% | 1.3 |
|
| 5540 |
5540
Swan Capital
Pensacola,
Florida
| $184M | +$7.71M | +4% | 0.24% | 47.9% | 308 | 87.99% | 0.1 |
|
| 5541 |
5541
New Age Alpha Advisors
Rye,
New York
| $184M | +$14.5M | +9% | 5.26% | – | 128 | 77.34% | 0.1 |
|
| 5542 |
5542
Powers Advisory Group
Highland,
Illinois
| $183M | +$8.43M | +5% | 0.43% | 49.8% | 100 | 10% | 2.1 |
|
| 5543 |
PWP
5543
Pursue Wealth Partners
Clayton,
California
| $183M | +$13.5M | +8% | 4.98% | 108% | 119 | 20.17% | 1.5 |
|
| 5544 |
5544
Melia Wealth
Tulsa,
Oklahoma
| $183M | +$5.27M | +3% | 0.42% | – | 18 | 0% | 0.4 |
|
| 5545 |
5545
NKCFO LLC
Geneva,
Illinois
| $183M | +$15.8M | +9% | 6.28% | 211% | 107 | 55.14% | 1.1 |
|
| 5546 |
5546
Members Advisory Group
Williamsville,
New York
| $183M | +$6.72M | +4% | 0.53% | 70.6% | 32 | 21.88% | 1.1 |
|
| 5547 |
5547
Consilium Wealth Advisory
Richardson,
Texas
| $183M | +$5.42M | +3% | 6.34% | 126% | 93 | 18.28% | 1.8 |
|
| 5548 |
PCM
5548
Perritt Capital Management
Chicago,
Illinois
| $183M | -$2.11M | -1% | 0.29% | 80.9% | 345 | 12.17% | 3.2 |
|
| 5549 |
5549
Seldon Capital
San Francisco,
California
| $183M | +$17.9M | +11% | 14.9% | 604% | 65 | 16.92% | 1.5 |
|
| 5550 |
5550
State Insurance Fund
New York
| $183M | +$6.01M | +3% | 3.4% | 77.9% | 1 | 0% | 0.5 |
|