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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Kessler Investment Group
Columbus,
Indiana
| $234M | +$22.9M | +11% | 32% | 251% | 89 | 20.22% | 2.6 |
|
| 6052 |
6052
Aletheian Wealth Advisors
Bellevue,
Washington
| $234M | +$29M | +14% | 11% | – | 111 | 14.41% | 2.7 |
|
| 6053 |
ACM
6053
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $234M | +$85.2M | +57% | 137% | 1,745% | 30 | 86.67% | 0.2 |
|
| 6054 |
6054
Resolute Capital Asset Partners
Denver,
Colorado
| $234M | +$44M | +23% | 18.2% | 657% | 65 | 63.08% | 0.5 |
|
| 6055 |
6055
Old North State Wealth Management
Wilmington,
North Carolina
| $234M | +$17.9M | +8% | 11.5% | 91.5% | 120 | 13.33% | 2.7 |
|
| 6056 |
6056
Fortune 45 LLC
Gonzales,
Louisiana
| $234M | +$28.7M | +14% | 18.7% | 85.2% | 43 | 25.58% | 2.5 |
|
| 6057 |
6057
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $234M | +$26.9M | +13% | 14.5% | 74.2% | 398 | 39.95% | 1.5 |
|
| 6058 |
CI
6058
Carroll Investors
Mt Pleasant,
South Carolina
| $234M | +$47M | +25% | 45.1% | 241% | 34 | 17.65% | 2.4 |
|
| 6059 |
6059
Pilgrim Partners Asia
Singapore
| $234M | -$12.3M | -5% | 15.7% | – | 146 | 39.73% | 0.6 |
|
| 6060 |
6060
West Bancorporation
West Des Moines,
Iowa
| $234M | +$33.4M | +17% | 13.2% | 72.5% | 103 | 12.62% | 3.6 |
|
| 6061 |
6061
Blue Sky Capital Consultants Group
Poway,
California
| $234M | +$24.2M | +12% | 19.3% | – | 84 | 21.43% | 1.1 |
|
| 6062 |
TAP
6062
Tounjian Advisory Partners
Fort Myers,
Florida
| $234M | -$43.1M | -16% | 9.48% | – | 796 | 80.53% | 0.2 |
|
| 6063 |
6063
Olistico Wealth
Tulsa,
Oklahoma
| $234M | +$30.8M | +15% | 17.7% | 108% | 346 | 4.91% | 1.3 |
|
| 6064 |
6064
Fortune Financial Advisors
Overland Park,
Kansas
| $234M | +$37.5M | +19% | 19.4% | 76.8% | 165 | 11.52% | 1.5 |
|
| 6065 |
6065
Arta Finance Wealth Management
Mountain View,
California
| $234M | +$31.2M | +15% | 13.2% | – | 110 | 18.18% | 0.4 |
|
| 6066 |
6066
Sterneck Capital Management
Kansas City,
Missouri
| $233M | +$10.7M | +5% | 10.9% | 61.5% | 121 | 19.01% | 5.1 |
|
| 6067 |
6067
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $233M | +$13.6M | +6% | 5.15% | 52.1% | 154 | 24.68% | 3.7 |
|
| 6068 |
MFG
6068
MTM Financial Group
Bethlehem,
Pennsylvania
| $233M | +$20.3M | +10% | 8.78% | 36.5% | 99 | 14.14% | 2.3 |
|
| 6069 |
6069
LECAP Asset Management
London,
United Kingdom
| $233M | -$32.7M | -12% | 12.4% | 35.6% | 398 | 69.1% | 0.3 |
|
| 6070 |
6070
Sustainable Insight Capital Management
New York
| $233M | -$64.6M | -22% | 34.8% | 150% | 106 | 45.28% | 1.6 |
|
| 6071 |
6071
Braeburn Wealth Management
Muskegon,
Michigan
| $233M | +$58M | +33% | 35.1% | – | 111 | 34.23% | 0.4 |
|
| 6072 |
II
6072
Ironclad Investments
Maitland,
Florida
| $233M | +$29M | +14% | 14.8% | – | 3 | 0% | 2.5 |
|
| 6073 |
6073
TRB Advisors
New York
| $233M | +$87M | +60% | 27.8% | 64% | 8 | 62.5% | 2.4 |
|
| 6074 |
6074
Brighton Securities
Rochester,
New York
| $233M | +$25.2M | +12% | 9.98% | – | 54 | 20.37% | 1.1 |
|
| 6075 |
6075
Davidson Kahn Capital Management
Sherman Oaks,
California
| $233M | +$45.2M | +24% | 14.3% | – | 73 | 16.44% | 1.1 |
|