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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
MRP Capital Investments
Alpharetta,
Georgia
| $91.1M | +$715K | +0.8% | 9.27% | 222% | 277 | 39.71% | 0.2 |
|
| 6427 |
6427
Chicago Capital Management
Chicago,
Illinois
| $91.1M | -$19.1M | -17% | 26.8% | 270% | 33 | 57.58% | 0.3 |
|
| 6428 |
6428
Trustco Bank (New York)
Albany,
New York
| $91M | +$517K | +0.6% | 4.62% | 131% | 67 | 5.97% | 6.1 |
|
| 6429 |
6429
McAlister Sweet & Associates
Houston,
Texas
| $90.9M | +$23.5M | +35% | 9.8% | 83.6% | 31 | 29.03% | 0.7 |
|
| 6430 |
6430
Lanham O'Dell & Company
Hurricane,
West Virginia
| $90.9M | +$45.1M | +98% | 0.73% | 81% | 22 | 36.36% | 0.8 |
|
| 6431 |
6431
Channing Global Advisors
Miami,
Florida
| $90.9M | +$3.82M | +4% | 12.6% | 128% | 50 | 20% | 0.9 |
|
| 6432 |
6432
Future Financial Wealth Management
Cincinnati,
Ohio
| $90.7M | +$2.9M | +3% | 3.45% | 65.2% | 126 | 21.43% | 1.7 |
|
| 6433 |
WPA
6433
Winning Points Advisors
Boca Raton,
Florida
| $90.7M | +$12.2M | +16% | 10.1% | – | 45 | 6.67% | 4.1 |
|
| 6434 |
6434
Lowery Thomas LLC
Pebble Beach,
California
| $90.7M | +$7.41M | +9% | 6.24% | 74.7% | 46 | 23.91% | 0.9 |
|
| 6435 |
6435
Touchstone Capital
Pittsburgh,
Pennsylvania
| $90.6M | +$4.97M | +6% | 11.6% | – | 19 | 10.53% | 1.7 |
|
| 6436 |
6436
Echo Wealth Management
Plymouth,
Minnesota
| $90.6M | -$3.31M | -4% | 6.99% | 42.9% | 45 | 17.78% | 1.4 |
|
| 6437 |
6437
Courant Investment Management
Franklin,
Tennessee
| $90.4M | -$12.3M | -12% | 1.03% | 35.2% | 9 | 0% | 4.7 |
|
| 6438 |
6438
Soditic Asset Management
Tonbridge,
United Kingdom
| $90.3M | +$9.6M | +12% | 3.06% | 23.4% | 10 | 10% | 1.9 |
|
| 6439 |
6439
SFG Wealth Management
Towson,
Maryland
| $90.3M | +$9.27M | +11% | 7.79% | 86.3% | 95 | 31.58% | 0.9 |
|
| 6440 |
CWMGP
6440
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $90.2M | -$2.72M | -3% | 6.75% | 85.4% | 66 | 22.73% | 1 |
|
| 6441 |
6441
Bluegrass Capital Partners
Palm Beach,
Florida
| $90.1M | +$9.7M | +12% | 7.9% | 60.1% | 14 | 21.43% | 1.5 |
|
| 6442 |
6442
Wealth CMT
Cherry Hill,
New Jersey
| $89.9M | -$98.4M | -52% | 4.44% | 25% | 37 | 45.95% | 0.9 |
|
| 6443 |
6443
Wavelength Capital Management
Westport,
Connecticut
| $89.8M | +$5.44M | +6% | 2.26% | – | 13 | 7.69% | 1.1 |
|
| 6444 |
6444
Pitti Group Wealth Management
Victor,
New York
| $89.6M | +$5.8M | +7% | 8.92% | 65.3% | 72 | 11.11% | 0.9 |
|
| 6445 |
6445
EDBI Pte Ltd
Singapore
| $89.3M | +$10.8M | +14% | 14.6% | 6.21% | 20 | 5% | 1.1 |
|
| 6446 |
HPM
6446
Hudson Portfolio Management
Garrison,
New York
| $89.3M | -$1.11M | -1% | 4.24% | – | 108 | 10.19% | 1.6 |
|
| 6447 |
6447
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $89M | -$22.6M | -20% | 13.2% | 80.2% | 50 | 18% | 2.7 |
|
| 6448 |
6448
Alpha Financial Partners
Lexington,
Kentucky
| $88.9M | +$6.43M | +8% | 4.33% | 61.8% | 92 | 15.22% | 0.2 |
|
| 6449 |
KCM
6449
KRS Capital Management
Bloomfield,
Michigan
| $88.8M | +$15.7M | +21% | 24.1% | 272% | 115 | 12.17% | 1 |
|
| 6450 |
6450
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $88.8M | -$1.89M | -2% | 7.32% | 82.6% | 47 | 6.38% | 5.7 |
|