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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
TI-Trust
Quincy,
Illinois
| $140M | +$9.9M | +8% | 7.53% | 88.8% | 127 | 5.51% | 3.5 |
|
| 6452 |
6452
Draper Asset Management
Smithtown,
New York
| $140M | +$7.48M | +6% | 3.6% | 187% | 28 | 35.71% | 1.9 |
|
| 6453 |
6453
Washburn Capital Management
Vero Beach,
Florida
| $140M | -$541K | -0.4% | 4.86% | 123% | 40 | 10% | 3.2 |
|
| 6454 |
6454
Erickson Financial Group
Allentown,
Pennsylvania
| $140M | +$8.43M | +6% | 5.88% | 63.3% | 26 | 11.54% | 2.1 |
|
| 6455 |
6455
Mork Capital Management
Healdsburg,
California
| $140M | +$12M | +9% | 6.62% | 61.9% | 107 | 0.93% | 3.2 |
|
| 6456 |
6456
Berry Wealth Group
Granbury,
Texas
| $140M | +$14.3M | +11% | 8.91% | – | 101 | 23.76% | 0.5 |
|
| 6457 |
PWAM
6457
Pinnacle West Asset Management
Casper,
Wyoming
| $140M | +$10.9M | +8% | 7.7% | 100% | 114 | 8.77% | 1.3 |
|
| 6458 |
6458
Darden Wealth Group
Ann Arbor,
Michigan
| $139M | -$26.6M | -16% | 2.56% | – | 109 | 11.93% | 0.6 |
|
| 6459 |
6459
Clarity Capital Advisors
Lakewood Ranch,
Florida
| $139M | +$9.9M | +8% | 6.32% | 57.9% | 79 | 1.27% | 0.7 |
|
| 6460 |
6460
Westfuller Advisors
New York
| $139M | – | – | 4.81% | – | 82 | – | 0.4 |
|
| 6461 |
6461
FSC Wealth Advisors
Fishkill,
New York
| $139M | +$3.84M | +3% | 6.09% | 66.4% | 320 | 17.81% | 1.5 |
|
| 6462 |
6462
Valley Brook Capital Group
Venetia,
Pennsylvania
| $139M | +$10.9M | +9% | 7.95% | 122% | 118 | 5.93% | 2.9 |
|
| 6463 |
6463
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $139M | – | – | 6.59% | – | 158 | – | 0 |
|
| 6464 |
6464
Moon Capital Management
New York
| $139M | +$21M | +18% | 9.84% | 76.3% | 21 | 33.33% | 2.3 |
|
| 6465 |
6465
OneAscent Financial Services
Birmingham,
Alabama
| $139M | -$579M | -81% | 8.07% | 63.8% | 341 | 73.02% | 0.7 |
|
| 6466 |
6466
Kopion Asset Management
Mckinney,
Texas
| $139M | -$2.01M | -1% | 5.22% | 80.5% | 19 | 5.26% | 3.6 |
|
| 6467 |
6467
Marquette Associates
Chicago,
Illinois
| $139M | +$6.16M | +5% | 6.2% | – | 38 | 15.79% | 0.7 |
|
| 6468 |
6468
MB Generational Wealth
Spokane,
Washington
| $139M | +$9.8M | +8% | 6.62% | – | 61 | 18.03% | 0.6 |
|
| 6469 |
6469
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $139M | +$3.88M | +3% | 7.54% | – | 815 | 82.58% | 0.3 |
|
| 6470 |
6470
BayBridge Capital Group
Pleasanton,
California
| $139M | +$11M | +9% | 6.11% | 78.5% | 102 | 28.43% | 0.5 |
|
| 6471 |
6471
Secured Retirement Advisors
St Louis Park,
Minnesota
| $139M | +$10.5M | +8% | 4.18% | – | 136 | 27.21% | 0.6 |
|
| 6472 |
6472
Clayton Partners
Berkeley,
California
| $139M | +$14.5M | +12% | 8.98% | 109% | 40 | 15% | 1.9 |
|
| 6473 |
6473
Forbes Financial Planning
East Greenwich,
Rhode Island
| $139M | +$11.5M | +9% | 6.09% | 52.3% | 31 | 6.45% | 1.9 |
|
| 6474 |
6474
1620 Investment Advisors
Plymouth,
Massachusetts
| $139M | +$8.17M | +6% | 7.07% | 68.9% | 728 | 21.43% | 0.5 |
|
| 6475 |
6475
Cook & Bynum Capital Management
Birmingham,
Alabama
| $139M | +$7.24M | +6% | 6.31% | 46.8% | 5 | 0% | 7.2 |
|