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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Abel Hall LLC
Baton Rouge,
Louisiana
| $166M | +$8.76M | +6% | 0.26% | 133% | 225 | 36% | 0.7 |
|
| 6127 |
6127
TrueWealth Financial Partners
Bellevue,
Washington
| $166M | +$4.42M | +3% | 0.67% | 36.4% | 23 | 17.39% | 2.1 |
|
| 6128 |
6128
Beaumont Asset Management
Beaumont,
Texas
| $166M | -$7.12M | -4% | 4.64% | 73.1% | 74 | 21.62% | 2.9 |
|
| 6129 |
JCM
6129
JS Capital Management
New York
| $165M | -$44.6M | -21% | 21.2% | 52.4% | 1 | 0% | 5.8 |
|
| 6130 |
6130
Mendel Capital Management
Little Rock,
Arkansas
| $165M | +$275K | +0.2% | 2.31% | – | 97 | 4.12% | 2.4 |
|
| 6131 |
6131
HFG Wealth Management
The Woodlands,
Texas
| $165M | +$10.9M | +7% | 0.82% | 45.9% | 55 | 32.73% | 1.1 |
|
| 6132 |
AIM
6132
Athena Investment Management
Orinda,
California
| $165M | -$7.53M | -4% | 0.75% | 80.6% | 154 | 5.19% | 2.7 |
|
| 6133 |
6133
Jupiter Wealth Management
Glendale,
Colorado
| $165M | -$34.5M | -17% | 4.12% | 99.2% | 91 | 26.37% | 3.2 |
|
| 6134 |
6134
Advantage Trust Company
Salina,
Kansas
| $165M | -$5M | -3% | 3.13% | 77.6% | 194 | 24.23% | 1.1 |
|
| 6135 |
6135
Tenret Company
Tampa,
Florida
| $165M | +$6.14M | +4% | 0.03% | – | 35 | 5.71% | 2.9 |
|
| 6136 |
6136
Quartz Partners
Saratoga Springs,
New York
| $165M | +$400K | +0.2% | 2.94% | – | 165 | 23.64% | 0.4 |
|
| 6137 |
6137
Brendel Financial Advisors
Hanover,
New Hampshire
| $165M | -$740K | -0.4% | 3.21% | 126% | 108 | 31.48% | 1.6 |
|
| 6138 |
6138
Hunting Hill Global Capital
New York
| $165M | -$108M | -40% | 2.27% | 132% | 122 | 45.08% | 0.8 |
|
| 6139 |
6139
Walker Asset Management
Verona,
Missouri
| $165M | +$1.93M | +1% | 1.73% | 87.6% | 142 | 7.75% | 2.2 |
|
| 6140 |
6140
Catawba River Capital
Lake Wylie,
South Carolina
| $164M | -$3.28M | -2% | 1.49% | 89.5% | 20 | 15% | 3 |
|
| 6141 |
6141
Bullseye Investment Management
Cincinnati,
Ohio
| $164M | +$13.1M | +9% | 1.76% | 38.2% | 95 | 25.26% | 0.7 |
|
| 6142 |
IMC
6142
Inherent Management Corp
New York
| $164M | +$40.4M | +33% | 4.5% | – | 11 | 27.27% | 0.2 |
|
| 6143 |
PWP
6143
Pursue Wealth Partners
Clayton,
California
| $164M | -$10.4M | -6% | 7.35% | 108% | 135 | 27.41% | 1.7 |
|
| 6144 |
6144
Merck & Co
Rahway,
New Jersey
| $164M | -$93.8M | -36% | 35.7% | – | 13 | 7.69% | 0.3 |
|
| 6145 |
6145
Long Island Wealth Management
Melville,
New York
| $164M | +$4.45M | +3% | 2.22% | 58.2% | 80 | 12.5% | 1.1 |
|
| 6146 |
KHCM
6146
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $164M | +$7.85M | +5% | 1.99% | – | 146 | 17.81% | 0.8 |
|
| 6147 |
6147
Global Trust Asset Management
West Palm Beach,
Florida
| $164M | -$100M | -38% | 0.94% | 178% | 547 | 20.11% | 4 |
|
| 6148 |
CE
6148
Cornerstone Enterprises
Appleton,
Wisconsin
| $164M | -$2.46M | -1% | 4.71% | 85.7% | 31 | 16.13% | 0.9 |
|
| 6149 |
6149
Scalar Gauge Management
Dallas,
Texas
| $164M | -$52.6M | -24% | 12.9% | – | 38 | 52.63% | 0.5 |
|
| 6150 |
WBWA
6150
William B. Walkup & Associates
Columbia,
South Carolina
| $164M | +$6.09M | +4% | 5.6% | – | 166 | 5.42% | 0.7 |
|