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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
Garrison Point Advisors
Walnut Creek,
California
| $139M | +$5.48M | +4% | 7.33% | 81.5% | 160 | 8.75% | 3.5 |
|
| 5677 |
5677
Creative Capital Management Investments
San Diego,
California
| $139M | +$1.95M | +1% | 4.11% | 50.7% | 251 | 18.73% | 0.4 |
|
| 5678 |
5678
Blackston Financial Advisory Group
The Villages,
Florida
| $139M | +$4.98M | +4% | 7.28% | 69.1% | 98 | 16.33% | 1.2 |
|
| 5679 |
QGA
5679
Q Global Advisors
Fort Worth,
Texas
| $139M | -$4.18M | -3% | 4.11% | 79% | 186 | 11.83% | 1.2 |
|
| 5680 |
5680
TAGStone Capital
Charlotte,
North Carolina
| $139M | +$5.08M | +4% | 5.56% | 58.3% | 84 | 8.33% | 1.2 |
|
| 5681 |
5681
TLW Wealth Management
Indian Rocks Beach,
Florida
| $139M | +$6.16M | +5% | 7.87% | 82.9% | 20 | 0% | 3 |
|
| 5682 |
5682
Masso Torrence Wealth Management
Marlton,
New Jersey
| $139M | +$12.3M | +10% | 10.2% | 130% | 94 | 12.77% | 1.1 |
|
| 5683 |
5683
Windle Wealth
Oklahoma City,
Oklahoma
| $139M | +$3.66M | +3% | 3.43% | 73% | 29 | 0% | 0.5 |
|
| 5684 |
5684
Ballew Advisors
Jackson,
Mississippi
| $138M | +$1.27M | +0.9% | 2.69% | 68% | 111 | 3.6% | 3 |
|
| 5685 |
5685
McGinn Penninger Investment Management
Alexandria,
Virginia
| $138M | +$7.11M | +5% | 6.02% | 51.9% | 27 | 7.41% | 2.3 |
|
| 5686 |
AWM
5686
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $138M | +$4.27M | +3% | 4.88% | 73.1% | 171 | 8.19% | 2.7 |
|
| 5687 |
5687
Dentgroup
Baton Rouge,
Louisiana
| $138M | +$13.8M | +11% | 5.52% | 53.6% | 112 | 11.61% | 1.1 |
|
| 5688 |
5688
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $138M | +$10.3M | +8% | 5.48% | 60.9% | 60 | 6.67% | 1.8 |
|
| 5689 |
5689
Davidson Trust Company
Seattle,
Washington
| $138M | +$8.37M | +6% | 4.94% | 77% | 125 | 4.8% | 2.7 |
|
| 5690 |
5690
Parker Financial
Silverdale,
Washington
| $138M | +$11M | +9% | 3.91% | 45% | 46 | 26.09% | 0.4 |
|
| 5691 |
5691
ELCO Management
New York
| $138M | +$667K | +0.5% | 6.16% | 98.3% | 145 | 16.55% | 3.5 |
|
| 5692 |
5692
WealthSpring Partners
Long Beach,
California
| $138M | +$8.91M | +7% | 5.04% | – | 80 | 17.5% | 0.6 |
|
| 5693 |
5693
Robinson Value Management
San Antonio,
Texas
| $138M | +$7.88M | +6% | 2.78% | 79.3% | 77 | 12.99% | 3 |
|
| 5694 |
CSA
5694
Cottage Street Advisors
Marion,
Massachusetts
| $138M | +$8.86M | +7% | 9.15% | 95.8% | 88 | 12.5% | 2.2 |
|
| 5695 |
5695
Penbrook Management
New York
| $138M | +$7.46M | +6% | 9.08% | 107% | 103 | 10.68% | 5.2 |
|
| 5696 |
5696
Slocum, Gordon & Co
Newport,
Rhode Island
| $138M | +$17.3M | +14% | 2.7% | 65.3% | 162 | 35.8% | 0.4 |
|
| 5697 |
5697
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $138M | -$2.6M | -2% | 7.13% | 90.8% | 76 | 11.84% | 2.4 |
|
| 5698 |
5698
S.A. Mason
Holland,
Michigan
| $138M | $0 | 0% | 6.13% | 116% | 314 | 0% | 3 |
|
| 5699 |
5699
Syquant Capital SAS
Paris,
France
| $138M | +$94.5M | +219% | 3.91% | 160% | 16 | 87.5% | 0.2 |
|
| 5700 |
5700
MYeCFO
La Jolla,
California
| $138M | +$4.27M | +3% | 3.83% | 58.5% | 49 | 14.29% | 0.5 |
|