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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Tranquilli Financial Advisor
Clinton,
New Jersey
| $159M | +$10.1M | +7% | 7.11% | 55.1% | 113 | 8.85% | 2 |
|
| 6077 |
6077
Carson Advisory
Athens,
Georgia
| $159M | +$16.8M | +12% | 9.46% | 68.6% | 184 | 13.59% | 1.9 |
|
| 6078 |
6078
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $159M | +$2.67M | +2% | 3.99% | 14.4% | 65 | 44.62% | 1.1 |
|
| 6079 |
6079
KilterHowling LLC
Boulder,
Colorado
| $159M | +$12.4M | +8% | 5.21% | 51.3% | 51 | 7.84% | 2.1 |
|
| 6080 |
6080
Fairbanks Capital Management
Rancho Santa Fe,
California
| $159M | +$6.93M | +5% | 4.68% | 81.3% | 54 | 5.56% | 5.1 |
|
| 6081 |
6081
Asset Allocation & Management Company
Chicago,
Illinois
| $159M | +$7.81M | +5% | 5.1% | 58.5% | 49 | 6.12% | 3.2 |
|
| 6082 |
6082
Lakeside Advisors
Seattle,
Washington
| $159M | +$5.11M | +3% | 5.6% | 83.7% | 66 | 6.06% | 2.4 |
|
| 6083 |
6083
Tenret Company
Tampa,
Florida
| $159M | +$14.6M | +10% | 6.02% | – | 33 | 3.03% | 2.5 |
|
| 6084 |
6084
EHP Funds Inc
Toronto,
Canada
| $159M | -$43.4M | -21% | 4.39% | 173% | 111 | 86.49% | 0.5 |
|
| 6085 |
6085
Criterion Capital Advisors
Nashville,
Tennessee
| $159M | -$1.2K | -0% | 6.48% | – | 348 | 0% | 0.7 |
|
| 6086 |
CNFG
6086
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $159M | +$13.1M | +9% | 8.65% | 52.6% | 80 | 6.25% | 6.5 |
|
| 6087 |
JCA
6087
Jade Capital Advisors
Essex Fells,
New Jersey
| $159M | +$17.3M | +12% | 5.76% | 28.9% | 135 | 60.74% | 0.5 |
|
| 6088 |
6088
Farrow Financial
Randolph,
Vermont
| $159M | +$12M | +8% | 8.16% | – | 54 | 11.11% | 0.7 |
|
| 6089 |
6089
Robocap Asset Management
London,
United Kingdom
| $159M | -$1.71M | -1% | 1.89% | 259% | 25 | 4% | 1.4 |
|
| 6090 |
6090
Swisher Financial Concepts
Westerville,
Ohio
| $159M | +$60M | +61% | 7.74% | – | 92 | 20.65% | 0.6 |
|
| 6091 |
6091
Values Added Financial
Washington,
District of Columbia
| $159M | +$19.9M | +14% | 6.14% | 65.9% | 108 | 18.52% | 0.9 |
|
| 6092 |
6092
Massachusetts Wealth Management
North Andover,
Massachusetts
| $159M | +$9.6M | +6% | 6.54% | 110% | 97 | 13.4% | 1.5 |
|
| 6093 |
6093
Mayfair Advisory Group
Birmingham,
Alabama
| $159M | +$10.9M | +7% | 6.43% | 71.5% | 165 | 20.61% | 2.1 |
|
| 6094 |
FAG
6094
Fortitude Advisory Group
Gig Harbor,
Washington
| $159M | -$8.8M | -5% | 5.16% | 142% | 216 | 11.11% | 2 |
|
| 6095 |
6095
Bancreek Capital Management
Santa Monica,
California
| $158M | +$30.4M | +24% | 11.6% | 33.6% | 22 | 18.18% | 1.7 |
|
| 6096 |
6096
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $158M | +$10.7M | +7% | 6.05% | 64.3% | 121 | 15.7% | 2 |
|
| 6097 |
6097
Disciplined Equity Management
Neptune Beach,
Florida
| $158M | +$6.65M | +4% | 7.61% | 72.3% | 63 | 0% | 1.8 |
|
| 6098 |
6098
Pring Turner Capital Group
Alamo,
California
| $158M | +$15.2M | +11% | 9.41% | 70.8% | 72 | 11.11% | 4 |
|
| 6099 |
6099
Palouse Capital Management
Spokane,
Washington
| $158M | +$9.35M | +6% | 7.95% | 67.8% | 126 | 10.32% | 2.3 |
|
| 6100 |
6100
Nipun Capital
Foster City,
California
| $158M | +$18.1M | +13% | 10.5% | 30.2% | 8 | 25% | 0.6 |
|