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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Prentiss Smith & Co
Brattleboro,
Vermont
| $172M | +$4.84M | +3% | 0.56% | 67.4% | 67 | 5.97% | 6.4 |
|
| 6652 |
6652
Washburn Capital Management
Vero Beach,
Florida
| $172M | -$9.5M | -5% | 2.72% | 123% | 60 | 11.67% | 2.9 |
|
| 6653 |
6653
Benchmark Investment Advisors
Chicago,
Illinois
| $172M | – | – | 0.78% | – | 76 | – | 2.6 |
|
| 6654 |
6654
Salvus Wealth Management
Red Bank,
New Jersey
| $172M | -$6.88M | -4% | 2.7% | 108% | 142 | 15.49% | 3.1 |
|
| 6655 |
6655
South Plains Financial
Lubbock,
Texas
| $172M | +$3.83M | +2% | 0.58% | – | 260 | 17.69% | 1.1 |
|
| 6656 |
6656
Abbington Investment Group
Westport,
Connecticut
| $172M | +$25.5M | +17% | 13.6% | – | 51 | 3.92% | 0.4 |
|
| 6657 |
6657
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $172M | +$1.45M | +0.9% | 1.7% | – | 119 | 13.45% | 1.2 |
|
| 6658 |
WF
6658
Williams Financial
North Bennington,
Vermont
| $172M | -$1.05M | -0.6% | 0.15% | 33.1% | 25 | 4% | 0.6 |
|
| 6659 |
6659
Michael S. Ryan Inc
Latham,
New York
| $172M | -$1.1M | -0.6% | 0.32% | 63.3% | 57 | 7.02% | 1.7 |
|
| 6660 |
6660
FFG Retirement Advisors
Centennial,
Colorado
| $172M | +$10.5M | +7% | 0.38% | 43.4% | 46 | 10.87% | 2 |
|
| 6661 |
6661
Atlantic Investment Management
New York
| $172M | -$5.97M | -3% | 4.3% | 28.8% | 15 | 53.33% | 0.6 |
|
| 6662 |
6662
Magnolia Wealth Management
Dothan,
Alabama
| $172M | +$4.27M | +3% | 1.62% | 48.7% | 212 | 92.92% | 0.2 |
|
| 6663 |
6663
Stephens Group
Little Rock,
Arkansas
| $172M | -$13.9M | -8% | 1.83% | 45% | 4 | 25% | 3 |
|
| 6664 |
RMSCM
6664
R.M. Sincerbeaux Capital Management
New York
| $172M | -$7.24M | -4% | 2.45% | 76.4% | 38 | 0% | 10.2 |
|
| 6665 |
6665
Ciovacco Capital Management
Atlanta,
Georgia
| $172M | -$28.1M | -14% | 4.58% | 88.5% | 34 | 38.24% | 1.8 |
|
| 6666 |
6666
Salus Financial Advisors
Colorado Springs,
Colorado
| $171M | +$4.64M | +3% | 1.76% | – | 36 | 8.33% | 1.1 |
|
| 6667 |
6667
MAC Alpha Capital Management
Tampa,
Florida
| $171M | -$10.3M | -6% | 4.73% | – | 22 | 13.64% | 0.2 |
|
| 6668 |
6668
Fischer Investment Strategies
Westlake Village,
California
| $171M | -$224K | -0.1% | 1.29% | 81% | 56 | 28.57% | 1.1 |
|
| 6669 |
6669
Old Peak Finance
Chapel Hill,
North Carolina
| $171M | +$9.22M | +6% | 1.11% | – | 90 | 10% | 0.2 |
|
| 6670 |
6670
Tranquilli Financial Advisor
Clinton,
New Jersey
| $171M | -$1.11M | -0.6% | 0.27% | 55.1% | 146 | 20.55% | 2.2 |
|
| 6671 |
6671
Birch Financial Group
Keene,
New Hampshire
| $171M | -$4.19M | -2% | 3.23% | – | 144 | 11.11% | 0.9 |
|
| 6672 |
GAA
6672
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $171M | -$21.1M | -11% | 2.03% | 106% | 111 | 10.81% | 1.9 |
|
| 6673 |
6673
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| $171M | +$7.81M | +5% | 1.21% | – | 84 | 3.57% | 1.2 |
|
| 6674 |
6674
Pillar Financial Advisors
Louisville,
Kentucky
| $171M | +$5.31M | +3% | 1.55% | – | 113 | 7.96% | 1.2 |
|
| 6675 |
6675
AFG Fiduciary Services
Hingham,
Massachusetts
| $171M | +$2.49M | +1% | 0.72% | 72.4% | 99 | 18.18% | 2.1 |
|