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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
MFG
6001
MTM Financial Group
Bethlehem,
Pennsylvania
| $164M | +$7.2M | +5% | 4.27% | 36.5% | 75 | 9.33% | 1.5 |
|
| 6002 |
SPI
6002
Sutton Place Investors
Katonah,
New York
| $164M | +$13.4M | +9% | 5.4% | 84% | 124 | 6.45% | 1.2 |
|
| 6003 |
6003
Vawter Financial
Columbus,
Ohio
| $164M | +$18M | +12% | 6.74% | 48% | 98 | 13.27% | 1.3 |
|
| 6004 |
6004
Olistico Wealth
Tulsa,
Oklahoma
| $164M | +$6.87M | +4% | 6.11% | 108% | 322 | 9.63% | 0.7 |
|
| 6005 |
6005
Cohen Investment Advisors
Bedford,
New Hampshire
| $164M | +$39.2M | +32% | 7.14% | 90.6% | 79 | 6.33% | 3.5 |
|
| 6006 |
6006
Heronetta Management
New York
| $164M | +$7.23M | +5% | 5.69% | 59.7% | 23 | 0% | 6.9 |
|
| 6007 |
6007
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $164M | -$252M | -61% | 2.87% | 4.78% | 16 | 62.5% | 1.5 |
|
| 6008 |
6008
Baron Financial Group
Fair Lawn,
New Jersey
| $164M | +$6.27M | +4% | 6.58% | 55.5% | 47 | 0% | 3.3 |
|
| 6009 |
6009
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $164M | +$14.2M | +9% | 6.28% | 70.6% | 560 | 25.18% | 2.7 |
|
| 6010 |
6010
Cetera Trust Company
St. Paul,
Minnesota
| $164M | +$4.22M | +3% | 6.57% | – | 411 | 3.41% | 0.7 |
|
| 6011 |
MA
6011
McBroom & Associates
Las Vegas,
Nevada
| $163M | +$3.87M | +2% | 6.67% | 133% | 35 | 8.57% | 2.2 |
|
| 6012 |
6012
Data Collective IV
Palo Alto,
California
| $163M | +$20.8M | +15% | 27.5% | 317% | 6 | 0% | 2.2 |
|
| 6013 |
LAM
6013
LifePro Asset Management
San Diego,
California
| $163M | +$23.9M | +17% | 5.98% | 49% | 178 | 43.82% | 0.9 |
|
| 6014 |
SM
6014
Salzhauer Michael
| $163M | +$34.7M | +27% | 11.4% | 98% | 99 | 17.17% | 3.6 |
|
| 6015 |
6015
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $163M | -$25.4M | -13% | 9.97% | 78.7% | 30 | 26.67% | 1.6 |
|
| 6016 |
6016
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $163M | +$12.9M | +9% | 4.98% | 91.4% | 131 | 17.56% | 2.3 |
|
| 6017 |
6017
DHK Financial Advisors
Portsmouth,
New Hampshire
| $163M | +$19.9M | +14% | 9.11% | 46.1% | 93 | 30.11% | 0.8 |
|
| 6018 |
BWG
6018
Boomfish Wealth Group
Alpharetta,
Georgia
| $163M | +$8.44M | +5% | 6.54% | 86% | 93 | 11.83% | 0.7 |
|
| 6019 |
6019
Mach-1 Financial Group
Rogers,
Arkansas
| $163M | +$14.5M | +10% | 5.97% | 83.4% | 92 | 21.74% | 1.3 |
|
| 6020 |
6020
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $163M | +$11.1M | +7% | 8.82% | 88.9% | 31 | 3.23% | 5 |
|
| 6021 |
6021
Mendel Capital Management
Little Rock,
Arkansas
| $163M | +$8.21M | +5% | 6.96% | – | 100 | 7% | 2 |
|
| 6022 |
6022
Salvus Wealth Management
Red Bank,
New Jersey
| $163M | +$17.2M | +12% | 11.8% | 108% | 119 | 10.92% | 2.6 |
|
| 6023 |
6023
Strategic Value Bank Partners
Cleveland,
Ohio
| $163M | +$11.9M | +8% | 14.6% | 98.1% | 22 | 18.18% | 2.3 |
|
| 6024 |
6024
ADE LLC
Baltimore,
Maryland
| $163M | +$14.5M | +10% | 5.91% | 52.2% | 84 | 8.33% | 2.8 |
|
| 6025 |
6025
Sagil Capital
London,
United Kingdom
| $163M | -$32.2M | -17% | 2.6% | 104% | 26 | 53.85% | 0.6 |
|