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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
Curry Webb Wealth Management
Indianapolis,
Indiana
| $212M | +$10.1M | +5% | 1.42% | – | 68 | 8.82% | 0.2 |
|
| 5977 |
5977
Avid Wealth Partners
San Antonio,
Texas
| $212M | +$6.87M | +3% | 0.8% | 93.7% | 74 | 14.86% | 1.1 |
|
| 5978 |
5978
Powers Capital
San Francisco,
California
| $212M | -$10.5M | -5% | 4.74% | – | 2 | 0% | 1.3 |
|
| 5979 |
5979
Bullish
George Town,
| $211M | -$58.9M | -22% | 23% | – | 4 | 25% | 0.2 |
|
| 5980 |
5980
Sterling Group Wealth Management
Pasadena,
California
| $211M | +$4.82M | +2% | 2.98% | 75.9% | 59 | 15.25% | 1.5 |
|
| 5981 |
5981
Kessler Investment Group
Columbus,
Indiana
| $211M | -$26.1M | -11% | 1.07% | 251% | 101 | 36.63% | 2.6 |
|
| 5982 |
5982
Innova Wealth Partners
Newtown,
Pennsylvania
| $211M | +$13M | +7% | 2.23% | 72.5% | 180 | 23.89% | 0.9 |
|
| 5983 |
5983
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $211M | -$3.26M | -2% | 1.46% | 104% | 278 | 6.83% | 8.2 |
|
| 5984 |
AIFS
5984
A&I Financial Services
Lone Tree,
Colorado
| $211M | +$556K | +0.3% | 2.39% | – | 85 | 18.82% | 1.7 |
|
| 5985 |
5985
RHS Financial
San Francisco,
California
| $211M | +$6.22M | +3% | 1.32% | 65.6% | 158 | 16.46% | 2.5 |
|
| 5986 |
5986
Canerector Inc
Toronto,
Ontario, Canada
| $211M | +$6.72M | +3% | 2.67% | – | 9 | 0% | 1.3 |
|
| 5987 |
5987
Signature Resources Capital Management
Newport Beach,
California
| $211M | +$13.2M | +7% | 0.14% | 67.8% | 801 | 30.59% | 1.2 |
|
| 5988 |
5988
Norway Savings Bank
Portland,
Maine
| $211M | -$5.29M | -2% | 0.75% | 117% | 108 | 7.41% | 6.4 |
|
| 5989 |
5989
Unconventional Investor
Portsmouth,
New Hampshire
| $211M | +$60K | +0% | 1.78% | 62.7% | 48 | 6.25% | 2.7 |
|
| 5990 |
5990
Blue Square Asset Management
New York
| $211M | -$14.6M | -7% | 2.79% | 117% | 75 | 12% | 2.5 |
|
| 5991 |
5991
United Airlines Holdings
Chicago,
Illinois
| $211M | +$33.8M | +19% | 5.99% | – | 3 | 0% | 0.3 |
|
| 5992 |
MWM
5992
MTC Wealth Management
Tampa,
Florida
| $211M | -$2.59M | -1% | 0.86% | 30.5% | 13 | 0% | 3.8 |
|
| 5993 |
5993
Cohen Investment Advisors
Bedford,
New Hampshire
| $210M | -$7.03M | -3% | 0.98% | 90.6% | 79 | 1.27% | 4.8 |
|
| 5994 |
5994
Westbourne Investments
Alexandria,
Virginia
| $210M | -$4.61M | -2% | 0.11% | – | 162 | 27.78% | 0.8 |
|
| 5995 |
FSA
5995
Financial Services Advisory
Rockville,
Maryland
| $210M | -$67.9M | -24% | 0.42% | 82.5% | 79 | 45.57% | 1.3 |
|
| 5996 |
5996
Eurizon SLJ Capital
London,
| $210M | -$42.1M | -17% | 3.61% | – | 189 | 38.62% | 0.2 |
|
| 5997 |
5997
Chou Associates Management
Toronto,
Ontario, Canada
| $210M | +$8.71M | +4% | 2.45% | 66.4% | 32 | 15.63% | 3.6 |
|
| 5998 |
5998
CWC Advisors
Lake Oswego,
Oregon
| $210M | +$3.01M | +1% | 0.12% | – | 160 | 13.13% | 1.2 |
|
| 5999 |
5999
Thayer Partners
Wyndmoor,
Pennsylvania
| $210M | +$4.42M | +2% | 1.03% | – | 95 | 6.32% | 0.2 |
|
| 6000 |
6000
CMG Global Holdings
Plano,
Texas
| $210M | -$15.4M | -7% | 0.07% | 80.8% | 99 | 6.06% | 3.7 |
|