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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
American Airlines Group
Fort Worth,
Texas
| $179M | – | – | 5.79% | – | 1 | – | 0 |
|
| 6577 |
6577
Beacon Financial Strategies
Raleigh,
North Carolina
| $179M | +$9.7M | +6% | 2.13% | 54.2% | 183 | 77.05% | 0.8 |
|
| 6578 |
6578
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $179M | +$9.21M | +5% | 1.89% | – | 315 | 4.76% | 0.9 |
|
| 6579 |
6579
Secured Retirement Advisors
St Louis Park,
Minnesota
| $179M | -$8.67K | -0% | 3.22% | – | 126 | 3.97% | 1.1 |
|
| 6580 |
6580
Greater Midwest Financial Group
St. Paul,
Minnesota
| $179M | +$24.1M | +16% | 3.22% | 157% | 67 | 11.94% | 1.3 |
|
| 6581 |
6581
Salvus Wealth Management
Red Bank,
New Jersey
| $179M | -$112K | -0.1% | 3.65% | 108% | 144 | 13.19% | 2.8 |
|
| 6582 |
6582
Keynote Financial Services
Vernon,
Connecticut
| $179M | +$13M | +8% | 7.18% | – | 175 | 10.86% | 1.5 |
|
| 6583 |
6583
FACT Capital
New York
| $179M | -$13.4M | -7% | 6.05% | 227% | 20 | 20% | 1.4 |
|
| 6584 |
6584
Councilmark Asset Management
Knoxville,
Tennessee
| $179M | +$4.39M | +3% | 3.49% | – | 88 | 7.95% | 1.6 |
|
| 6585 |
6585
Kure Advisory
Plymouth,
Minnesota
| $179M | +$16.8M | +10% | 2.4% | – | 58 | 24.14% | 1.4 |
|
| 6586 |
6586
Marest Capital
Tarzana,
California
| $179M | +$14.3M | +9% | 1.67% | 84.5% | 29 | 17.24% | 1.1 |
|
| 6587 |
6587
InTrack Investment Management
South Burlington,
Vermont
| $179M | +$11.3M | +7% | 3.2% | 99.2% | 109 | 2.75% | 2.5 |
|
| 6588 |
6588
Objectivity Squared
Charleston,
South Carolina
| $179M | +$11.1M | +7% | 2.86% | – | 59 | 13.56% | 1.3 |
|
| 6589 |
RMSCM
6589
R.M. Sincerbeaux Capital Management
New York
| $179M | -$7.22M | -4% | 0.09% | 76.4% | 39 | 2.56% | 10 |
|
| 6590 |
6590
Mountaineer Partners Management
New York
| $179M | +$6.78M | +4% | 21.8% | 158% | 21 | 33.33% | 1.6 |
|
| 6591 |
6591
Bush Investment Group
Valdosta,
Georgia
| $179M | +$10M | +6% | 1.68% | – | 40 | 12.5% | 1.3 |
|
| 6592 |
6592
Hurley Capital
New York
| $179M | +$824K | +0.5% | 5.54% | – | 826 | 44.43% | 0.7 |
|
| 6593 |
6593
North Ridge Wealth Advisors
Beaverton,
Oregon
| $179M | +$3.8M | +2% | 0.94% | 29.5% | 192 | 8.85% | 1.2 |
|
| 6594 |
6594
GSI Capital Advisors
Newport Beach,
California
| $179M | +$1.61M | +0.9% | 1.24% | 39.7% | 33 | 21.21% | 2 |
|
| 6595 |
GAFA
6595
Garton & Associates Financial Advisors
Louisville,
Kentucky
| $179M | – | – | 2.51% | – | 1,191 | – | 0 |
|
| 6596 |
6596
Northland Capital Management
Virginia,
Minnesota
| $179M | +$7.56M | +4% | 2.17% | 37.5% | 30 | 0% | 2.8 |
|
| 6597 |
EIM
6597
Ervin Investment Management
Seattle,
Washington
| $178M | +$3.77M | +2% | 4.55% | 92.9% | 45 | 8.89% | 2.8 |
|
| 6598 |
6598
RF&L Wealth Management
Acton,
Massachusetts
| $178M | +$8.06M | +5% | 2.44% | 73.8% | 63 | 6.35% | 2.5 |
|
| 6599 |
6599
Taylor & Morgan Wealth Management
Flint,
Michigan
| $178M | +$15.6M | +10% | 2.28% | 85.9% | 85 | 18.82% | 2.5 |
|
| 6600 |
6600
Meadowbrook Advisors Group
Bedminster,
New Jersey
| $178M | – | – | 2.56% | – | 132 | – | 0 |
|