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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Echo45 Advisors
Walnut Creek,
California
| $171M | +$12M | +8% | 6.35% | 53.6% | 61 | 19.67% | 2.3 |
|
| 6477 |
6477
Melfa Wealth Management
Westborough,
Massachusetts
| $171M | +$12.3M | +8% | 6.59% | 42.9% | 207 | 9.18% | 2.1 |
|
| 6478 |
6478
McGinn Penninger Investment Management
Alexandria,
Virginia
| $171M | +$12.5M | +8% | 6.89% | 51.9% | 39 | 12.82% | 3 |
|
| 6479 |
SMP
6479
Santa Monica Partners
Palm Beach Gardens,
Florida
| $170M | -$1.06M | -0.6% | 0.22% | 102% | 13 | 0% | 5.6 |
|
| 6480 |
6480
RF&L Wealth Management
Acton,
Massachusetts
| $170M | +$15.2M | +10% | 7.39% | 73.8% | 61 | 4.92% | 2.4 |
|
| 6481 |
6481
Insight Inv LLC
El Segundo,
California
| $170M | +$21.2M | +14% | 10.2% | 139% | 121 | 11.57% | 2.8 |
|
| 6482 |
HIA
6482
Harvest Investment Advisors
Tallahassee,
Florida
| $170M | +$14.8M | +10% | 7.94% | 78.3% | 59 | 1.69% | 2.1 |
|
| 6483 |
6483
4J Wealth Management
Alexandria,
Virginia
| $170M | +$22.2M | +15% | 7.7% | 74.7% | 98 | 8.16% | 3 |
|
| 6484 |
6484
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $170M | +$3.64M | +2% | 4.29% | – | 311 | 2.89% | 0.7 |
|
| 6485 |
6485
Binnacle Investments
Urbandale,
Iowa
| $170M | +$16.2M | +11% | 5.99% | – | 957 | 21.11% | 0.4 |
|
| 6486 |
6486
Forest Hill Capital
Little Rock,
Arkansas
| $170M | +$29M | +21% | 21.2% | 112% | 37 | 2.7% | 3.8 |
|
| 6487 |
6487
Beckerman Institutional
Ocean Grove,
New Jersey
| $170M | +$19.3M | +13% | 6.4% | – | 118 | 11.02% | 0.8 |
|
| 6488 |
6488
Monument Group Wealth Advisors
Concord,
Massachusetts
| $170M | +$11M | +7% | 7.17% | 68.6% | 54 | 16.67% | 1.4 |
|
| 6489 |
6489
Birch Financial Group
Keene,
New Hampshire
| $170M | +$44.7M | +36% | 7.96% | – | 136 | 19.12% | 0.5 |
|
| 6490 |
6490
BankPlus Wealth Management
Jackson,
Mississippi
| $170M | +$19.1M | +13% | 6.29% | – | 109 | 8.26% | 0.7 |
|
| 6491 |
6491
CNA Financial
Chicago,
Illinois
| $170M | -$25.1M | -13% | 1.71% | 48.6% | 15 | 26.67% | 1.4 |
|
| 6492 |
6492
Hara Capital
Bellevue,
Washington
| $170M | +$8.35M | +5% | 12.2% | 65.4% | 341 | 17.3% | 1.2 |
|
| 6493 |
6493
Attessa Capital
Tucson,
Arizona
| $170M | +$13.4M | +9% | 6.66% | – | 39 | 20.51% | 0.6 |
|
| 6494 |
6494
Ategra Capital Management
Vienna,
Virginia
| $170M | +$43.2M | +34% | 7.41% | 114% | 27 | 25.93% | 2 |
|
| 6495 |
6495
Beacon Financial Strategies
Raleigh,
North Carolina
| $169M | +$10.3M | +6% | 5.56% | 54.2% | 42 | 11.9% | 3.2 |
|
| 6496 |
6496
Camelot Portfolios
Maumee,
Ohio
| $169M | +$2.11M | +1% | 7.06% | 41.3% | 221 | 14.48% | 3.1 |
|
| 6497 |
6497
Rockbridge Capital Management
Alexandria,
Virginia
| $169M | -$6.26M | -4% | 3.59% | – | 29 | 6.9% | 0.6 |
|
| 6498 |
6498
Vienna Insurance Group
Warsaw,
Poland
| $169M | +$10.3M | +6% | 14.1% | 188% | 93 | 77.42% | 2.1 |
|
| 6499 |
6499
Central Asset Investments & Management Holdings
Hong Kong
| $169M | +$26.3M | +18% | 35.6% | 3,210% | 67 | 47.76% | 0.8 |
|
| 6500 |
6500
Tranquilli Financial Advisor
Clinton,
New Jersey
| $169M | +$7.74M | +5% | 5.81% | 55.1% | 124 | 12.1% | 2.1 |
|