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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $161M | +$2.09M | +1% | 0.02% | 64.3% | 121 | 6.61% | 2.3 |
|
| 6327 |
6327
Fairbanks Capital Management
Rancho Santa Fe,
California
| $161M | +$1.31M | +0.8% | 2.64% | 81.3% | 54 | 11.11% | 5.2 |
|
| 6328 |
6328
Herbst Group
Westport,
Connecticut
| $160M | -$1.04M | -0.6% | 3% | 142% | 62 | 9.68% | 2.2 |
|
| 6329 |
6329
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $160M | +$5.44M | +4% | 1.6% | 65.6% | 63 | 42.86% | 0.7 |
|
| 6330 |
6330
Passumpsic Savings Bank
St. Johnsbury,
Vermont
| $160M | +$7.99M | +5% | 5.95% | – | 89 | 17.98% | 0.6 |
|
| 6331 |
6331
Bradley & Co Private Wealth Management
Miami,
Florida
| $160M | – | – | 8.09% | – | 187 | – | 2.8 |
|
| 6332 |
6332
Hager Investment Management Services
New London,
New Hampshire
| $160M | – | – | 10.3% | – | 286 | – | 0 |
|
| 6333 |
6333
Hamilton Capital Partners
Atlanta,
Georgia
| $160M | – | – | 13.7% | – | 31 | – | 0 |
|
| 6334 |
6334
Martin Worley Group
Cottonwood Heights,
Utah
| $160M | – | – | 1.97% | – | 86 | – | 0 |
|
| 6335 |
6335
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $160M | +$3.7M | +2% | 3.57% | – | 113 | 7.96% | 2.4 |
|
| 6336 |
RGC
6336
Rubicon Global Capital
London,
United Kingdom
| $160M | – | – | 6.58% | – | 9 | – | 0 |
|
| 6337 |
6337
Draper Asset Management
Smithtown,
New York
| $160M | +$20.2M | +14% | 14.9% | 187% | 27 | 25.93% | 1.7 |
|
| 6338 |
6338
Soviero Asset Management
New York
| $160M | +$49.7M | +45% | 92.2% | 676% | 66 | 65.15% | 0.3 |
|
| 6339 |
6339
Long Island Wealth Management
Melville,
New York
| $160M | +$7.5M | +5% | 0.3% | 58.2% | 73 | 9.59% | 0.9 |
|
| 6340 |
6340
Sowa Financial Group
Lincoln,
Rhode Island
| $160M | +$1.48M | +0.9% | 1.73% | 100% | 34 | 20.59% | 3.2 |
|
| 6341 |
6341
Asset Planning Corporation
Knoxville,
Tennessee
| $160M | +$6.46M | +4% | 3.3% | 44.5% | 46 | 10.87% | 2.7 |
|
| 6342 |
6342
Covestor
London,
United Kingdom
| $160M | +$166K | +0.1% | 3.69% | 134% | 2,896 | 6.22% | 2.4 |
|
| 6343 |
6343
Muzinich & Co
New York
| $160M | +$17.9M | +13% | 4.35% | 13.5% | 65 | 29.23% | 4.6 |
|
| 6344 |
6344
Valued Wealth Advisors
Holladay,
Utah
| $160M | +$5.36M | +3% | 2.19% | 62% | 683 | 11.71% | 0.8 |
|
| 6345 |
6345
Ventas Inc
Chicago,
Illinois
| $160M | – | – | 7.07% | – | 1 | – | 0 |
|
| 6346 |
6346
Aurora Investment Managers
Naples,
Florida
| $159M | +$3.28M | +2% | 0.45% | 74.4% | 47 | 6.38% | 2.7 |
|
| 6347 |
6347
Birchcreek Wealth Management
Miami Township,
Ohio
| $159M | +$6.61M | +4% | 0.78% | 80.7% | 130 | 16.92% | 2.5 |
|
| 6348 |
6348
Bright Financial Advisors
Portage,
Michigan
| $159M | +$1.89M | +1% | 0.34% | – | 57 | 10.53% | 0.6 |
|
| 6349 |
6349
Eagle Bay Advisors
New York
| $159M | -$102M | -39% | 3.38% | 85% | 1,405 | 32.46% | 2.1 |
|
| 6350 |
6350
Petiole USA
New York
| $159M | +$6.03M | +4% | 7.23% | 105% | 42 | 14.29% | 2.2 |
|