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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Cosner Financial Group
Windsor,
Colorado
| $158M | +$2.78M | +2% | 0.28% | 56.1% | 37 | 2.7% | 1.2 |
|
| 6377 |
KFO
6377
Kopp Family Office
Bloomington,
Minnesota
| $158M | +$787K | +0.5% | 10.6% | 47.9% | 22 | 4.55% | 3 |
|
| 6378 |
6378
McCarter Private Wealth Services
Boston,
Massachusetts
| $158M | -$481K | -0.3% | 2.3% | – | 107 | 9.35% | 0.2 |
|
| 6379 |
6379
Westfuller Advisors
New York
| $157M | +$18.1M | +13% | 0.56% | – | 93 | 13.98% | 0.6 |
|
| 6380 |
6380
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $157M | +$14.1M | +10% | 2.06% | 74.2% | 150 | 13.33% | 0.8 |
|
| 6381 |
6381
MOKAN Wealth Management
Overland Park,
Kansas
| $157M | – | – | 1.78% | – | 72 | – | 0 |
|
| 6382 |
6382
Old North State Trust
Greensboro,
North Carolina
| $157M | +$34.2M | +28% | 0.55% | – | 144 | 13.89% | 4 |
|
| 6383 |
6383
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $157M | -$5.95M | -4% | 6.39% | 85.5% | 33 | 6.06% | 4.9 |
|
| 6384 |
NAMNJ
6384
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $157M | +$7.06M | +5% | 3% | – | 87 | 10.34% | 0.9 |
|
| 6385 |
6385
Teca Partners
Austin,
Texas
| $157M | +$14.2M | +10% | 4.54% | 66% | 11 | 9.09% | 1.6 |
|
| 6386 |
6386
Granite Group Advisors
Stamford,
Connecticut
| $157M | +$1.29M | +0.8% | 7.9% | 74% | 85 | 11.76% | 0.9 |
|
| 6387 |
6387
Abel Hall LLC
Baton Rouge,
Louisiana
| $157M | +$4.17M | +3% | 0.3% | 133% | 189 | 26.98% | 0.7 |
|
| 6388 |
6388
Cassia Capital Partners
Winston Salem,
North Carolina
| $157M | +$5.37M | +4% | 0.27% | 59.9% | 65 | 18.46% | 2 |
|
| 6389 |
6389
Ulland Investment Advisors
Minneapolis,
Minnesota
| $157M | +$20.2M | +15% | 7.73% | 161% | 219 | 9.59% | 2.2 |
|
| 6390 |
6390
Sovereign's Capital Management
Atlanta,
Georgia
| $157M | – | – | 0.2% | – | 83 | – | 0 |
|
| 6391 |
6391
Salvus Wealth Management
Red Bank,
New Jersey
| $157M | -$6.09M | -4% | 0.9% | 108% | 123 | 10.57% | 2.7 |
|
| 6392 |
6392
Seven Mile Advisory
Ewing,
New Jersey
| $157M | +$5.62M | +4% | 4.33% | 146% | 185 | 16.76% | 1.1 |
|
| 6393 |
6393
Ballew Advisors
Jackson,
Mississippi
| $157M | +$7.71M | +5% | 0.73% | 68% | 111 | 12.61% | 3.7 |
|
| 6394 |
6394
Trust Investment Advisors
Indianapolis,
Indiana
| $157M | -$261K | -0.2% | 3.14% | 178% | 138 | 36.23% | 3.9 |
|
| 6395 |
6395
Chris Bulman
Roseville,
California
| $157M | +$9.8M | +7% | 1.5% | – | 127 | 14.17% | 0.4 |
|
| 6396 |
6396
WealthCollab
Bellevue,
Washington
| $157M | +$3.88M | +3% | 0.49% | – | 957 | 16.41% | 0.8 |
|
| 6397 |
GWM
6397
Global Wealth Management
Kingston,
New Jersey
| $157M | +$8.81M | +6% | 0.44% | – | 31 | 19.35% | 0.2 |
|
| 6398 |
6398
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $157M | -$6.94M | -4% | 3.3% | 4.78% | 6 | 0% | 1.8 |
|
| 6399 |
6399
Kerusso Capital Management
Winston Salem,
North Carolina
| $157M | -$806K | -0.5% | 0.14% | – | 60 | 11.67% | 0.5 |
|
| 6400 |
YC
6400
Yunqi Capital
Hong Kong
| $157M | -$19M | -11% | 7.74% | 71.4% | 6 | 16.67% | 1.9 |
|