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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Resolute Financial
Newburyport,
Massachusetts
| $115M | -$7.87M | -6% | 10.6% | – | 133 | 25.56% | 0.4 |
|
| 5677 |
5677
Carl Stuart Investment Advisor
Austin,
Texas
| $115M | -$22.6M | -16% | 14.6% | 84.4% | 97 | 75.26% | 0.5 |
|
| 5678 |
5678
Guardian Investment Management
Tiburon,
California
| $115M | -$13.8M | -11% | 13% | 103% | 59 | 6.78% | 4.9 |
|
| 5679 |
5679
Brendel Financial Advisors
Hanover,
New Hampshire
| $115M | -$69.1M | -38% | 8.03% | 126% | 123 | 34.96% | 0.8 |
|
| 5680 |
5680
Fairbanks Capital Management
Rancho Santa Fe,
California
| $115M | -$19.7M | -15% | 12.7% | 81.3% | 52 | 7.69% | 3.2 |
|
| 5681 |
5681
Riverview Trust Company
Vancouver,
Washington
| $115M | -$20.1M | -15% | 13.5% | 87.6% | 904 | 42.37% | 1.1 |
|
| 5682 |
5682
Goldstream Capital Management
Central,
Hong Kong
| $115M | -$283M | -71% | 38.4% | 686% | 18 | 55.56% | 0.3 |
|
| 5683 |
5683
Jackson Hill Advisors
Houston,
Texas
| $115M | -$43.2M | -27% | 24.2% | 61.2% | 11 | 18.18% | 0.4 |
|
| 5684 |
BC
5684
Bowman & Company
Oshkosh,
Wisconsin
| $115M | -$15.4M | -12% | 12.8% | 59.7% | 89 | 16.85% | 0.4 |
|
| 5685 |
5685
Petiole USA
New York
| $114M | -$14.6M | -11% | 11.6% | 105% | 43 | 13.95% | 0.4 |
|
| 5686 |
5686
Wealth Management Partners
Tucson,
Arizona
| $114M | -$25.9M | -18% | 16.9% | 194% | 122 | 30.33% | 1.2 |
|
| 5687 |
5687
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $114M | -$10.7M | -9% | 11.1% | 46.9% | 111 | 9.01% | 1.3 |
|
| 5688 |
5688
MRA Advisory Group
Parsippany,
New Jersey
| $114M | -$17.4M | -13% | 10.4% | 86.8% | 123 | 23.58% | 1.1 |
|
| 5689 |
5689
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $114M | -$26.3M | -19% | 11.7% | 96.8% | 366 | 10.38% | 1.1 |
|
| 5690 |
AIFAIM
5690
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $114M | -$23.6M | -17% | 12.4% | 72.8% | 128 | 18.75% | 1.9 |
|
| 5691 |
5691
Norwood Investment Partners
Mill Valley,
California
| $114M | -$49.3M | -30% | 16.6% | 25.2% | 12 | 41.67% | 0.3 |
|
| 5692 |
5692
Dean Capital Management
Overland Park,
Kansas
| $114M | -$923K | -0.8% | 4.61% | 89.7% | 83 | 19.28% | 1.4 |
|
| 5693 |
5693
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $114M | +$1.6M | +1% | 3.42% | 45.3% | 132 | 44.7% | 0.3 |
|
| 5694 |
MFG
5694
MTM Financial Group
Bethlehem,
Pennsylvania
| $114M | +$18.5M | +19% | 7.83% | 36.5% | 51 | 11.76% | 0.2 |
|
| 5695 |
5695
Kessler Investment Group
Columbus,
Indiana
| $114M | -$58.3M | -34% | 16.1% | 251% | 196 | 16.84% | 2 |
|
| 5696 |
5696
Wayfinding Financial
Lynnwood,
Washington
| $114M | -$5.78M | -5% | 13.4% | 68.3% | 89 | 20.22% | 0.4 |
|
| 5697 |
5697
EnCap Energy Capital Fund IX
Houston,
Texas
| $114M | -$120M | -51% | 11.4% | 69.2% | 3 | 33.33% | 3 |
|
| 5698 |
5698
Masso Torrence Wealth Management
Marlton,
New Jersey
| $114M | -$11.2M | -9% | 14.9% | 130% | 84 | 14.29% | 0.5 |
|
| 5699 |
5699
RFG Holdings
Argyle,
Texas
| $114M | -$47.4M | -29% | 12.3% | 72.3% | 22 | 22.73% | 1.3 |
|
| 5700 |
5700
Bank of Marin
Novato,
California
| $114M | -$23.7M | -17% | 14.7% | 80.3% | 130 | 15.38% | 2.1 |
|