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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Massachusetts Wealth Management
North Andover,
Massachusetts
| $162M | +$3.38M | +2% | 0.22% | 110% | 92 | 6.52% | 1.7 |
|
| 6302 |
6302
Bradyco Inc
Cambridge,
Massachusetts
| $162M | – | – | 4.59% | – | 52 | – | 0 |
|
| 6303 |
6303
Arbiter Partners Capital Management
New York
| $162M | +$48.4M | +43% | 6.27% | 378% | 30 | 13.33% | 4.5 |
|
| 6304 |
6304
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $162M | -$10.3M | -6% | 4.66% | 62.5% | 23 | 43.48% | 2.3 |
|
| 6305 |
6305
Ecofi Investissements
Nanterre,
France
| $162M | +$10.4M | +7% | 7.32% | – | 42 | 7.14% | 0.5 |
|
| 6306 |
6306
McDonough Capital Management
Orlando,
Florida
| $162M | +$16.4M | +11% | 8.92% | 98.1% | 49 | 10.2% | 2.4 |
|
| 6307 |
6307
LifePlan Investment Advisors
Raleigh,
North Carolina
| $162M | +$5.23M | +3% | 1.69% | 60.9% | 99 | 8.08% | 1.1 |
|
| 6308 |
6308
W Advisors LLC
Germantown,
Tennessee
| $162M | -$746K | -0.5% | 0.5% | 88.7% | 122 | 9.84% | 2.2 |
|
| 6309 |
6309
Rossby Financial
Melbourne,
Florida
| $162M | – | – | 0.2% | – | 201 | – | 0 |
|
| 6310 |
6310
Washburn Capital Management
Vero Beach,
Florida
| $161M | +$21.9M | +16% | 3.53% | 123% | 60 | 41.67% | 2.3 |
|
| 6311 |
6311
Mosley Wealth Management
Anaheim,
California
| $161M | +$15M | +10% | 1.5% | – | 122 | 13.11% | 0.8 |
|
| 6312 |
6312
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $161M | +$1.95M | +1% | 1.11% | 49.4% | 59 | 10.17% | 2.3 |
|
| 6313 |
6313
Foundry Financial Group
Laconia,
New Hampshire
| $161M | +$1.28M | +0.8% | 0.88% | 57.4% | 67 | 20.9% | 0.8 |
|
| 6314 |
6314
Stance Capital
Boston,
Massachusetts
| $161M | – | – | 1.04% | – | 270 | – | 0 |
|
| 6315 |
6315
CNA Financial
Chicago,
Illinois
| $161M | -$14M | -8% | 8.74% | 48.6% | 17 | 47.06% | 1.4 |
|
| 6316 |
6316
Baron Financial Group
Fair Lawn,
New Jersey
| $161M | -$2.27M | -1% | 1.76% | 55.5% | 50 | 6% | 3.3 |
|
| 6317 |
6317
TrueWealth Financial Partners
Bellevue,
Washington
| $161M | -$4.94M | -3% | 3.87% | 36.4% | 19 | 5.26% | 2.3 |
|
| 6318 |
6318
4Thought Financial Group
Syosset,
New York
| $161M | -$925K | -0.6% | 1.72% | 40.8% | 110 | 20% | 3.2 |
|
| 6319 |
6319
Chokshi & Queen Wealth Advisors
San Diego,
California
| $161M | – | – | 4.94% | – | 48 | – | 0 |
|
| 6320 |
BCM
6320
BML Capital Management
Zionsville,
Indiana
| $161M | -$8.98M | -5% | 21% | 376% | 32 | 31.25% | 1 |
|
| 6321 |
6321
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $161M | -$57.4M | -26% | 7.1% | 36.9% | 69 | 2.9% | 7.6 |
|
| 6322 |
6322
Q3 Asset Management
Birmingham,
Michigan
| $161M | -$267M | -62% | 3.94% | 105% | 70 | 68.57% | 0.4 |
|
| 6323 |
6323
RPS Advisory Solutions
Louisville,
Kentucky
| $161M | +$21M | +15% | 2.86% | – | 117 | 37.61% | 0.3 |
|
| 6324 |
6324
Wealth Watch Advisors
Englewood,
Colorado
| $161M | – | – | 2.97% | – | 72 | – | 0 |
|
| 6325 |
WF
6325
Williams Financial
North Bennington,
Vermont
| $161M | +$642K | +0.4% | 1.03% | 33.1% | 18 | 0% | 1.5 |
|