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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Ballast Asset Management
Dallas,
Texas
| $157M | +$49.4M | +46% | 11.8% | 123% | 54 | 14.81% | 0.2 |
|
| 5702 |
EWG
5702
Executive Wealth Group
Kirkland,
Washington
| $157M | +$16.4M | +12% | 14.3% | 14.9% | 48 | 4.17% | 4.8 |
|
| 5703 |
5703
Anabranch Capital Management
Stamford,
Connecticut
| $157M | +$20.5M | +15% | 20.2% | 139% | 7 | 0% | 2.5 |
|
| 5704 |
5704
Chronos Wealth Management
Clearwater,
Florida
| $157M | +$14.3M | +10% | 11.7% | 92.3% | 38 | 5.26% | 3.2 |
|
| 5705 |
5705
Ivy Lane Capital Management
Winter Park,
Florida
| $157M | +$23.5M | +18% | 19.2% | 101% | 13 | 15.38% | 1.1 |
|
| 5706 |
5706
Melone Private Wealth
Auburn Hills,
Michigan
| $157M | +$17.3M | +12% | 9.56% | 30.4% | 54 | 18.52% | 1.8 |
|
| 5707 |
ASBI
5707
American State Bank (Iowa)
Sioux Center,
Iowa
| $157M | +$17.7M | +13% | 12.2% | 149% | 342 | 5.85% | 2.6 |
|
| 5708 |
5708
Sterneck Capital Management
Kansas City,
Missouri
| $157M | +$7.39M | +5% | 9.68% | 61.5% | 98 | 11.22% | 4.7 |
|
| 5709 |
5709
Maltin Wealth Management
Ridgewood,
New Jersey
| $157M | +$13.8M | +10% | 7.4% | 58.2% | 124 | 16.94% | 2.3 |
|
| 5710 |
5710
Eldred Rock Partners
San Antonio,
Texas
| $157M | – | – | 11.7% | 109% | 25 | – | 0 |
|
| 5711 |
5711
Naman Capital
Sao Paulo,
Brazil
| $157M | +$31.7M | +25% | 25.9% | 89.9% | 11 | 9.09% | 3.3 |
|
| 5712 |
5712
B. Riley Financial
Los Angeles,
California
| $157M | -$140M | -47% | 20.5% | 682% | 27 | 33.33% | 1.8 |
|
| 5713 |
5713
Whitefort Capital Management
New York
| $157M | -$33.9M | -18% | 14.5% | 243% | 23 | 21.74% | 1.1 |
|
| 5714 |
BWIA
5714
Bryant Woods Investment Advisors
Getzville,
New York
| $157M | +$19.4M | +14% | 11.3% | 74.4% | 45 | 11.11% | 1.6 |
|
| 5715 |
5715
Baron Financial Group
Fair Lawn,
New Jersey
| $157M | +$2.88M | +2% | 9.53% | 55.5% | 53 | 11.32% | 2.5 |
|
| 5716 |
5716
Integral Investment Advisors
Turlock,
California
| $157M | +$13.7M | +10% | 8.98% | 69% | 83 | 7.23% | 1.5 |
|
| 5717 |
DCM
5717
Dudley Capital Management
Middleburg,
Virginia
| $157M | +$14.3M | +10% | 9.61% | 129% | 120 | 13.33% | 0.9 |
|
| 5718 |
5718
Verity Asset Management
Durham,
North Carolina
| $157M | +$21M | +15% | 9.07% | 87% | 203 | 25.12% | 2.4 |
|
| 5719 |
5719
Halter Ferguson Financial
Carmel,
Indiana
| $157M | – | – | 4.03% | 131% | 30 | – | 0 |
|
| 5720 |
5720
Bond Capital Management
San Francisco,
California
| $157M | -$977K | -0.6% | 0.17% | 47.5% | 5 | 0% | 1.8 |
|
| 5721 |
5721
Moser Wealth Advisors
Bellevue,
Washington
| $157M | +$14.2M | +10% | 11.8% | – | 145 | 9.66% | 2.9 |
|
| 5722 |
5722
Evolution Advisers
Richmond,
Virginia
| $157M | +$18.5M | +13% | 8.36% | 44.8% | 232 | 43.53% | 1.1 |
|
| 5723 |
5723
Beacon Investment Advisors
Gaithersburg,
Maryland
| $157M | +$15.3M | +11% | 12.5% | 96.4% | 130 | 4.62% | 0.9 |
|
| 5724 |
5724
Standard General
New York
| $157M | +$3.26M | +2% | 4.08% | 259% | 3 | 0% | 5.3 |
|
| 5725 |
5725
HF Advisory Group
Annapolis,
Maryland
| $157M | +$21.8M | +16% | 9.95% | 73.2% | 153 | 4.58% | 0.9 |
|