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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
InTrack Investment Management
South Burlington,
Vermont
| $123M | -$21.7M | -15% | 6.43% | 99.2% | 129 | 20.93% | 0.9 |
|
| 5977 |
5977
Brown Financial Advisory
Fairhope,
Alabama
| $123M | +$8.95M | +8% | 5.23% | 66.3% | 31 | 16.13% | 1.1 |
|
| 5978 |
MW
5978
Milestone Wealth
Buffalo,
New York
| $123M | -$1.82M | -1% | 5.94% | – | 245 | 0% | 0.3 |
|
| 5979 |
5979
Gouws Capital LLC
Charlotte,
North Carolina
| $123M | -$884K | -0.7% | 3.34% | 114% | 54 | 9.26% | 0.2 |
|
| 5980 |
5980
Resolute Financial
Newburyport,
Massachusetts
| $123M | -$10.9M | -8% | 3.45% | – | 122 | 12.3% | 0.2 |
|
| 5981 |
5981
Paladin Advisory Group
Clive,
Iowa
| $123M | -$269K | -0.2% | 4.89% | 71.9% | 556 | 99.64% | 0 |
|
| 5982 |
5982
MQS Management
New York
| $123M | +$60.5M | +97% | 5.55% | 6.42% | 439 | 82.92% | 0.1 |
|
| 5983 |
5983
Trust Investment Advisors
Indianapolis,
Indiana
| $123M | -$4.06M | -3% | 1.72% | 178% | 96 | 16.67% | 3.3 |
|
| 5984 |
5984
Apricus Wealth
Beaufort,
South Carolina
| $123M | +$10.6M | +9% | 5.83% | 80.6% | 97 | 22.68% | 0.2 |
|
| 5985 |
5985
Orca Investment Management
Roseburg,
Oregon
| $123M | +$921K | +0.8% | 1.41% | 122% | 62 | 8.06% | 4.9 |
|
| 5986 |
5986
Eagle Bay Advisors
New York
| $123M | -$34.2M | -22% | 3.36% | 85% | 1,218 | 76.52% | 0.7 |
|
| 5987 |
5987
Melone Private Wealth
Auburn Hills,
Michigan
| $123M | -$10.3M | -8% | 6.89% | 30.4% | 62 | 6.45% | 0.2 |
|
| 5988 |
5988
Keene & Associates
Fort Worth,
Texas
| $123M | +$6.83M | +6% | 4.03% | 20.3% | 83 | 4.82% | 0.2 |
|
| 5989 |
5989
CMG Global Holdings
Plano,
Texas
| $123M | -$32.8M | -21% | 1.42% | 80.8% | 86 | 6.98% | 1 |
|
| 5990 |
5990
Finer Wealth Management
Salem,
Massachusetts
| $122M | +$1.99M | +2% | 1.63% | 175% | 83 | 10.84% | 0.2 |
|
| 5991 |
5991
Gordian Capital (Singapore)
Singapore
| $122M | -$2.98M | -2% | 7.72% | 321% | 137 | 10.22% | 0.2 |
|
| 5992 |
SC
5992
Stephens Consulting
Flint,
Michigan
| $122M | +$1.5M | +1% | 3.24% | 50.1% | 717 | 26.5% | 0.2 |
|
| 5993 |
5993
Taylor & Morgan Wealth Management
Flint,
Michigan
| $122M | -$1.33M | -1% | 4.86% | 85.9% | 72 | 18.06% | 0.2 |
|
| 5994 |
5994
Cook & Bynum Capital Management
Birmingham,
Alabama
| $122M | +$1.34M | +1% | 2.85% | 46.8% | 5 | 0% | 4.7 |
|
| 5995 |
5995
Northern Capital Management (Washington)
Spokane,
Washington
| $122M | -$3.2M | -3% | 5.36% | 80% | 46 | 13.04% | 1.1 |
|
| 5996 |
5996
Verdad Advisers
Boston,
Massachusetts
| $122M | -$25.5M | -17% | 1.45% | – | 49 | 44.9% | 0.6 |
|
| 5997 |
5997
Altus Wealth Group
Colorado Springs,
Colorado
| $122M | +$811K | +0.7% | 1.5% | 76.7% | 123 | 13.01% | 1.1 |
|
| 5998 |
RFMS
5998
RWQ Financial Management Services
Naples,
Florida
| $122M | -$36.8M | -23% | 6.95% | 446% | 28 | 42.86% | 0.9 |
|
| 5999 |
IF
5999
Integrity Financial
Cheyenne,
Wyoming
| $122M | -$13M | -10% | 3.52% | 66.3% | 230 | 13.91% | 0.2 |
|
| 6000 |
6000
Perkins Capital Management
Wayzata,
Minnesota
| $122M | -$26.1M | -18% | 11.1% | 303% | 113 | 6.19% | 3.5 |
|