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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 |
6151
Delta Capital Management
Red Bank,
New Jersey
| $179M | +$6.48M | +4% | 6.32% | 129% | 105 | 5.71% | 5.6 |
|
| 6152 |
6152
Eagle Wealth Strategies
West Deptford,
New Jersey
| $179M | +$15.8M | +10% | 7.99% | 85% | 109 | 14.68% | 1.1 |
|
| 6153 |
6153
Solas Capital Management
Darien,
Connecticut
| $179M | +$956K | +0.5% | 12.6% | 62.5% | 26 | 42.31% | 1.8 |
|
| 6154 |
6154
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $179M | $0 | 0% | 5.21% | 66.8% | 132 | 0% | 6.3 |
|
| 6155 |
6155
Corecam Pte Ltd
Singapore,
| $179M | -$5.69M | -3% | 14% | 93.6% | 41 | 29.27% | 0.7 |
|
| 6156 |
6156
Brendel Financial Advisors
Hanover,
New Hampshire
| $179M | +$13.9M | +8% | 12.6% | 126% | 114 | 31.58% | 1.6 |
|
| 6157 |
6157
NewGen Asset Management
Toronto,
Ontario, Canada
| $178M | +$24.4M | +16% | 35.5% | 402% | 38 | 55.26% | 0.4 |
|
| 6158 |
6158
National Wealth Management Group
Cincinnati,
Ohio
| $178M | +$26.4M | +17% | 14.6% | 128% | 179 | 30.73% | 1.4 |
|
| 6159 |
6159
McDonough Capital Management
Orlando,
Florida
| $178M | +$25.3M | +17% | 14.3% | 98.1% | 51 | 5.88% | 2.7 |
|
| 6160 |
6160
Evergreen Wealth Management
Williamston,
Michigan
| $178M | +$10.9M | +6% | 7.61% | 62.1% | 54 | 9.26% | 2.1 |
|
| 6161 |
6161
AllSquare Wealth Management
Albany,
New York
| $178M | +$9.8M | +6% | 8.48% | 62.4% | 548 | 3.28% | 5.9 |
|
| 6162 |
6162
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| $178M | +$6.86M | +4% | 6.68% | – | 6 | 33.33% | 0.2 |
|
| 6163 |
6163
Von Berge Wealth Management Group
San Diego,
California
| $178M | +$23.1M | +15% | 10.2% | 60.5% | 67 | 10.45% | 2.8 |
|
| 6164 |
6164
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $178M | +$912K | +0.5% | 10.4% | 58.3% | 55 | 14.55% | 2.8 |
|
| 6165 |
LWM
6165
Latko Wealth Management
Frankfort,
Illinois
| $178M | +$23.7M | +15% | 9.25% | – | 31 | 12.9% | 0.6 |
|
| 6166 |
6166
Foresite Capital Management VI
Larkspur,
California
| $178M | -$4.66M | -3% | 0.81% | – | 20 | 30% | 0.4 |
|
| 6167 |
6167
Planning Directions
Glen Mills,
Pennsylvania
| $178M | -$56.2M | -24% | 4.5% | 46.3% | 122 | 34.43% | 3.4 |
|
| 6168 |
6168
Kiker Wealth Management
Jasper,
Georgia
| $177M | +$30.8M | +21% | 12.6% | – | 804 | 31.97% | 0.3 |
|
| 6169 |
6169
BLKBRD Asset Management
Old Greenwich,
Connecticut
| $177M | +$95.1M | +116% | 38.3% | – | 34 | 88.24% | 0.1 |
|
| 6170 |
6170
Massachusetts Wealth Management
North Andover,
Massachusetts
| $177M | +$31.5M | +22% | 9.2% | 110% | 95 | 13.68% | 1.9 |
|
| 6171 |
RMSCM
6171
R.M. Sincerbeaux Capital Management
New York
| $177M | +$7.94M | +5% | 9.36% | 76.4% | 39 | 2.56% | 9.5 |
|
| 6172 |
AIFS
6172
A&I Financial Services
Lone Tree,
Colorado
| $177M | +$29.4M | +20% | 11.8% | – | 83 | 25.3% | 1.3 |
|
| 6173 |
6173
CoreFirst Bank & Trust
Topeka,
Kansas
| $177M | +$21.5M | +14% | 5.7% | 61.4% | 342 | 67.84% | 1.3 |
|
| 6174 |
6174
Cascade Wealth Advisors
Wenatchee,
Washington
| $177M | +$32.3M | +22% | 6.26% | – | 60 | 38.33% | 0.8 |
|
| 6175 |
6175
Fairfield, Bush & Co
Darien,
Connecticut
| $177M | +$19.3M | +12% | 19.6% | 112% | 116 | 11.21% | 6.6 |
|