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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
KC
6151
Kenfarb & Co
Ashland,
Kentucky
| $109M | -$5.41M | -5% | 2.66% | – | 216 | 2.31% | 1.5 |
|
| 6152 |
6152
Mosaic Advisors
Houston,
Texas
| $109M | -$25.1M | -19% | 4.26% | 50.9% | 20 | 40% | 2.1 |
|
| 6153 |
6153
Petiole USA
New York
| $109M | +$7.06M | +7% | 1.49% | 105% | 41 | 14.63% | 1.3 |
|
| 6154 |
6154
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $109M | -$4.31M | -4% | 2.12% | 109% | 117 | 5.98% | 0.7 |
|
| 6155 |
6155
Quarry Hill Advisors
St Paul,
Minnesota
| $109M | -$1.68M | -2% | 2.2% | 62.5% | 40 | 2.5% | 0.7 |
|
| 6156 |
LFGH
6156
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $109M | -$479K | -0.4% | 3.11% | 12.9% | 31 | 6.45% | 1.7 |
|
| 6157 |
6157
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $109M | -$6.72M | -6% | 3.59% | 79.7% | 101 | 5.94% | 1.4 |
|
| 6158 |
6158
Trevian Wealth Management
Weston,
Massachusetts
| $109M | +$96.4M | +769% | 3.04% | 94.1% | 31 | 61.29% | 0.6 |
|
| 6159 |
6159
Massachusetts Wealth Management
North Andover,
Massachusetts
| $109M | +$4.37M | +4% | 1.05% | 110% | 88 | 10.23% | 0.7 |
|
| 6160 |
BCM
6160
BML Capital Management
Zionsville,
Indiana
| $109M | -$2.27M | -2% | 2.01% | 349% | 33 | 27.27% | 0.5 |
|
| 6161 |
6161
Omega Fund Management
Boston,
Massachusetts
| $109M | -$69.6M | -39% | 27.9% | 106% | 12 | 0% | 2.9 |
|
| 6162 |
6162
BluePath Capital Management
Atlanta,
Georgia
| $109M | – | – | 1.04% | 106% | 335 | – | 0 |
|
| 6163 |
6163
Washington Capital Management
Seattle,
Washington
| $109M | -$8.78M | -7% | 1.7% | 81.8% | 114 | 19.3% | 2.9 |
|
| 6164 |
6164
Costello Asset Management
Feasterville,
Pennsylvania
| $109M | -$7.98M | -7% | 5.04% | 65.9% | 207 | 10.14% | 2.8 |
|
| 6165 |
6165
Panoramic Investment Advisors
Denver,
Colorado
| $109M | – | – | 2.74% | – | 99 | – | 0.6 |
|
| 6166 |
6166
Maripau Wealth Management
Fort Wayne,
Indiana
| $109M | -$3.66M | -3% | 3.65% | 55.6% | 116 | 26.72% | 1 |
|
| 6167 |
YRHAM
6167
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $109M | -$119M | -52% | 12.9% | 2,310% | 28 | 75% | 0.4 |
|
| 6168 |
6168
Strategic Financial Planning
Plano,
Texas
| $109M | -$4.38M | -4% | 4.37% | 47.5% | 32 | 6.25% | 3.4 |
|
| 6169 |
AIM
6169
Aquila Investment Management
New York
| $109M | -$13.7M | -11% | 3.22% | 53.3% | 91 | 16.48% | 1.2 |
|
| 6170 |
6170
JDM Financial Group
Austin,
Texas
| $108M | -$6.63M | -6% | 4.2% | 56.7% | 213 | 3.76% | 0.7 |
|
| 6171 |
6171
Howard Wealth Management
Madison,
Connecticut
| $108M | -$6.85M | -6% | 3.76% | 60.3% | 102 | 6.86% | 2.1 |
|
| 6172 |
6172
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $108M | -$6.09M | -5% | 5.1% | 59.7% | 59 | 5.08% | 0.7 |
|
| 6173 |
6173
Dean Jacobson Financial Services
Fort Worth,
Texas
| $108M | -$2.22M | -2% | 3.42% | 55.7% | 14 | 14.29% | 0.7 |
|
| 6174 |
6174
Campion Asset Management
Falls Church,
Virginia
| $108M | -$3.89M | -3% | 3.84% | 70.2% | 98 | 6.12% | 2.1 |
|
| 6175 |
6175
Castleview Partners
Dallas,
Texas
| $108M | -$2.78M | -3% | 2.77% | 61.3% | 782 | 26.34% | 1.7 |
|