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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Finer Wealth Management
Salem,
Massachusetts
| $199M | -$7.28M | -4% | 1.43% | 175% | 89 | 8.99% | 2.9 |
|
| 6177 |
6177
Signature Wealth Management Partners
Montvale,
New Jersey
| $199M | -$2.83M | -1% | 2.05% | 97.9% | 123 | 8.13% | 3.3 |
|
| 6178 |
BWM
6178
Bullock Wealth Management
Bloomington,
Indiana
| $199M | -$5.19M | -3% | 0.35% | 101% | 658 | 13.68% | 3 |
|
| 6179 |
6179
Crown Oak Advisors
Piedmont,
California
| $199M | -$11.5M | -5% | 0.76% | 53.3% | 23 | 0% | 2.1 |
|
| 6180 |
6180
Flower City Capital
Pittsford,
New York
| $199M | +$3.27M | +2% | 1.69% | 69.5% | 47 | 8.51% | 2.4 |
|
| 6181 |
6181
LCM Capital Management
Chicago,
Illinois
| $199M | -$7.6M | -4% | 1.56% | 128% | 116 | 7.76% | 3.6 |
|
| 6182 |
6182
Strategic Planning Inc
Columbus,
Ohio
| $199M | +$13.7M | +7% | 4.1% | – | 62 | 29.03% | 0.7 |
|
| 6183 |
6183
Prospera Capital Management
Gilbert,
Arizona
| $199M | +$1.11M | +0.6% | 2.1% | – | 45 | 8.89% | 0.9 |
|
| 6184 |
6184
Asset Advisory Group
Kinnelon,
New Jersey
| $199M | -$892K | -0.4% | 2.04% | – | 121 | 4.96% | 0.2 |
|
| 6185 |
6185
Park Avenue Institutional Advisers
New York
| $199M | +$198M | +19,705% | 0.5% | – | 5 | 40% | 0.2 |
|
| 6186 |
PIM
6186
Pullen Investment Management
Bradenton,
Florida
| $199M | +$9.31M | +5% | 7.75% | – | 105 | 14.29% | 1.5 |
|
| 6187 |
DCM
6187
Dilation Capital Management
New York
| $199M | -$18.3M | -8% | 17.6% | – | 28 | 60.71% | 0.5 |
|
| 6188 |
6188
William John Sempolinski
Easton,
Massachusetts
| $199M | -$4.09M | -2% | 3.44% | – | 99 | 16.16% | 0.2 |
|
| 6189 |
6189
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $199M | -$5.86M | -3% | 3.56% | 95.3% | 105 | 8.57% | 3.6 |
|
| 6190 |
6190
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $199M | +$4.16M | +2% | 0.57% | 72.7% | 124 | 14.52% | 4.6 |
|
| 6191 |
6191
Disciplined Equity Management
Neptune Beach,
Florida
| $199M | +$6M | +3% | 3.2% | 72.3% | 65 | 33.85% | 3.2 |
|
| 6192 |
6192
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $199M | +$7.68M | +4% | 3.66% | 38.7% | 43 | 9.3% | 2.9 |
|
| 6193 |
PS
6193
Pennant Select
Summit,
New Jersey
| $199M | +$9.9M | +5% | 1.23% | – | 16 | 25% | 1.4 |
|
| 6194 |
NWMP
6194
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $199M | -$175K | -0.1% | 1.74% | – | 655 | 20.31% | 0.9 |
|
| 6195 |
6195
Mendel Capital Management
Little Rock,
Arkansas
| $199M | – | – | 1.18% | – | 97 | – | 3.2 |
|
| 6196 |
6196
Gray Private Wealth
Canton,
Massachusetts
| $199M | -$5.93M | -3% | 2.89% | – | 52 | 9.62% | 1.6 |
|
| 6197 |
6197
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $199M | +$12.7M | +7% | 3.12% | 72.3% | 99 | 11.11% | 2.4 |
|
| 6198 |
6198
Niatross Investments
Hong Kong,
| $199M | +$40.7M | +26% | 13.1% | – | 1 | 0% | 0.3 |
|
| 6199 |
6199
Smith Thornton Advisors
Huntsville,
Alabama
| $199M | +$1.99M | +1% | 0.08% | – | 133 | 6.77% | 1.5 |
|
| 6200 |
6200
KilterHowling LLC
Boulder,
Colorado
| $198M | +$978K | +0.5% | 2.72% | 51.3% | 54 | 14.81% | 3.1 |
|