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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
KTC
6226
Kentucky Trust Company
Danville,
Kentucky
| $174M | +$6.2M | +4% | 5.71% | – | 310 | 7.74% | 0.5 |
|
| 6227 |
6227
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $174M | +$31M | +22% | 7.21% | 64.3% | 125 | 19.2% | 2.1 |
|
| 6228 |
6228
Vaughan & Co Securities
Ridgewood,
New Jersey
| $174M | +$12.9M | +8% | 8.3% | 70.7% | 57 | 3.51% | 3.7 |
|
| 6229 |
6229
W Advisors LLC
Germantown,
Tennessee
| $174M | +$14.6M | +9% | 9.33% | 73.8% | 134 | 17.16% | 2.4 |
|
| 6230 |
6230
Tableaux
Stockbridge,
Massachusetts
| $174M | +$35.6M | +26% | 9.09% | – | 123 | 29.27% | 0.3 |
|
| 6231 |
GAA
6231
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $174M | +$20.8M | +14% | 12.7% | 106% | 107 | 7.48% | 1.3 |
|
| 6232 |
6232
First Bancorp
Damariscotta,
Maine
| $174M | +$20.2M | +13% | 8.61% | 80.3% | 132 | 10.61% | 3.1 |
|
| 6233 |
6233
Smith Thornton Advisors
Huntsville,
Alabama
| $174M | +$13.3M | +8% | 7.25% | – | 140 | 12.14% | 0.9 |
|
| 6234 |
6234
DHK Financial Advisors
Portsmouth,
New Hampshire
| $174M | -$8.43M | -5% | 5.33% | 46.1% | 92 | 7.61% | 1.3 |
|
| 6235 |
6235
Investments & Financial Planning LLC
Lexington,
Kentucky
| $174M | +$19.6M | +13% | 11% | 63.6% | 37 | 8.11% | 2.8 |
|
| 6236 |
6236
Sylvest Advisors
Dallas,
Texas
| $174M | +$13.6M | +9% | 8.44% | – | 79 | 17.72% | 0.4 |
|
| 6237 |
6237
Fortune 45 LLC
Gonzales,
Louisiana
| $174M | +$20.9M | +14% | 11.9% | 85.2% | 30 | 3.33% | 2.3 |
|
| 6238 |
6238
Arthedge Capital Management
Jericho,
New York
| $173M | +$18.5M | +12% | 26.6% | 80.7% | 13 | 15.38% | 3.4 |
|
| 6239 |
6239
Crystal Rock Capital Management
Bannockburn,
Illinois
| $173M | +$27.2M | +19% | 21.9% | 172% | 29 | 10.34% | 5.2 |
|
| 6240 |
NED
6240
Nancy E. Dempze
| $173M | +$6.83M | +4% | 7.23% | 83.1% | 96 | 7.29% | 3.8 |
|
| 6241 |
6241
Parkwoods Wealth Partners
Syracuse,
New York
| $173M | +$25.3M | +17% | 7.52% | – | 76 | 28.95% | 0.4 |
|
| 6242 |
6242
Walker Asset Management
Verona,
Missouri
| $173M | +$8.79M | +5% | 6.42% | 87.6% | 148 | 10.14% | 2.3 |
|
| 6243 |
6243
BlackDiamond Wealth Management
New York
| $173M | +$25.3M | +17% | 10.2% | 70.8% | 174 | 17.82% | 1.7 |
|
| 6244 |
6244
17 Capital Partners
Pheonix,
Arizona
| $173M | +$17.5M | +11% | 14.3% | – | 157 | 22.29% | 2 |
|
| 6245 |
6245
JCP Investment Management
Houston,
Texas
| $173M | +$11.1M | +7% | 6.24% | 94.7% | 23 | 39.13% | 1.1 |
|
| 6246 |
6246
First City Capital Management
Savannah,
Georgia
| $173M | +$6.49M | +4% | 7.37% | 86.4% | 150 | 5.33% | 6.7 |
|
| 6247 |
BWG
6247
Boomfish Wealth Group
Alpharetta,
Georgia
| $173M | +$19M | +12% | 10.3% | 86% | 90 | 12.22% | 1.3 |
|
| 6248 |
6248
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $173M | -$11.6M | -6% | 6.29% | 40.8% | 1 | 0% | 3.5 |
|
| 6249 |
6249
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $173M | +$33.6M | +24% | 7.15% | 94% | 56 | 19.64% | 2.3 |
|
| 6250 |
6250
Wealth Watch Advisors
Englewood,
Colorado
| $173M | +$49.8M | +40% | 12.3% | – | 107 | 42.99% | 0.3 |
|