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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Midwest Heritage Bank
West Des Moines,
Iowa
| $128M | +$24.5M | +24% | 3.82% | 52.2% | 72 | 33.33% | 0.2 |
|
| 5902 |
5902
SWM Advisors
St. Petersburg,
Florida
| $127M | +$13.1M | +12% | 5.45% | – | 34 | 17.65% | 0.2 |
|
| 5903 |
5903
Long Walk Management
Greenwich,
Connecticut
| $127M | -$19.1M | -13% | 18.7% | 302% | 5 | 20% | 0.5 |
|
| 5904 |
5904
ETF Store
Overland Park,
Kansas
| $127M | -$5.42M | -4% | 3.15% | 61% | 87 | 12.64% | 0.2 |
|
| 5905 |
5905
Consilio Wealth Advisors
Bellevue,
Washington
| $127M | -$1.81M | -1% | 5.4% | 66.4% | 48 | 39.58% | 0.2 |
|
| 5906 |
5906
Aufman Associates
Sewickley,
Pennsylvania
| $127M | -$8.3M | -6% | 4.91% | 136% | 55 | 16.36% | 1.6 |
|
| 5907 |
5907
Stegner Investment Associates
Louisville,
Kentucky
| $127M | -$13.6M | -10% | 6.72% | 84.8% | 23 | 13.04% | 1.4 |
|
| 5908 |
5908
Leverty Financial Group
Hudson,
Wisconsin
| $127M | -$2.89M | -2% | 5.68% | 57.3% | 135 | 83.7% | 0.2 |
|
| 5909 |
5909
Shelton Wealth Management
Fort Worth,
Texas
| $127M | -$306K | -0.2% | 1.09% | 89.4% | 76 | 17.11% | 0.2 |
|
| 5910 |
5910
MMA Asset Management
Conshohocken,
Pennsylvania
| $127M | -$14.7M | -10% | 2.32% | 54.3% | 117 | 35.9% | 0.8 |
|
| 5911 |
5911
Kellett Wealth Advisors
Cincinnati,
Ohio
| $127M | -$3.99M | -3% | 0.52% | 76.3% | 76 | 21.05% | 0.2 |
|
| 5912 |
5912
Palmer Knight Company
Jacksonville,
Florida
| $127M | -$87.2M | -41% | 9.12% | 78.9% | 29 | 6.9% | 2.6 |
|
| 5913 |
5913
Hudson Canyon Capital Management
New York
| $127M | -$11.1M | -8% | 6.33% | 160% | 58 | 5.17% | 1.1 |
|
| 5914 |
5914
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $127M | +$5.44M | +4% | 4.25% | 107% | 144 | 21.53% | 0.2 |
|
| 5915 |
5915
swisspartners
Vaduz,
Liechtenstein
| $126M | -$14.8M | -10% | 3.04% | – | 89 | 16.85% | 0.9 |
|
| 5916 |
5916
Caldwell Investment Management
Toronto,
Ontario, Canada
| $126M | -$1.65M | -1% | 1.21% | 162% | 39 | 30.77% | 0.2 |
|
| 5917 |
5917
Starfox Financial Services
The Woodlands,
Texas
| $126M | +$11.6M | +10% | 4.06% | – | 28 | 39.29% | 0.2 |
|
| 5918 |
5918
Aspire Wealth Management
Waltham,
Massachusetts
| $126M | +$2.93M | +2% | 4.34% | 26% | 186 | 11.83% | 0.2 |
|
| 5919 |
5919
Meros Investment Management
Dallas,
Texas
| $126M | -$10.4M | -8% | 8.35% | 102% | 40 | 15% | 0.2 |
|
| 5920 |
KC
5920
Kenfarb & Co
Ashland,
Kentucky
| $126M | -$10.6M | -8% | 4.88% | – | 173 | 4.62% | 0.2 |
|
| 5921 |
5921
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $126M | -$3.06M | -2% | 3.96% | 79% | 112 | 10.71% | 0.2 |
|
| 5922 |
5922
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $126M | +$15.3M | +14% | 3.14% | 60.6% | 94 | 19.15% | 0.2 |
|
| 5923 |
5923
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $126M | – | – | 2.69% | 97.1% | 588 | – | 0 |
|
| 5924 |
5924
Act Two Investors
Santa Cruz,
California
| $126M | -$742K | -0.6% | 3.12% | 53% | 28 | 17.86% | 2.4 |
|
| 5925 |
5925
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $126M | -$50.8M | -29% | 5.67% | 38.4% | 10 | 0% | 1.8 |
|