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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Wall Street Financial Group
Carlinville,
Illinois
| $169M | +$31.6M | +23% | 0.65% | – | 667 | 85.46% | 0.1 |
|
| 6727 |
PP
6727
Pingora Partners
Wilson,
Wyoming
| $169M | +$5.17M | +3% | 17% | – | 208 | 12.5% | 1.9 |
|
| 6728 |
6728
Income Research & Management
Boston,
Massachusetts
| $169M | -$21.8M | -11% | 0.11% | 1.19% | 32 | 18.75% | 1.4 |
|
| 6729 |
6729
Crystal Rock Capital Management
Bannockburn,
Illinois
| $168M | -$20.8M | -11% | 2.92% | 164% | 34 | 8.82% | 5 |
|
| 6730 |
6730
Little Harbor Advisors
Marblehead,
Massachusetts
| $168M | -$25.4M | -13% | 4.62% | 59% | 8 | 50% | 2.8 |
|
| 6731 |
6731
Old North State Trust
Greensboro,
North Carolina
| $168M | -$709K | -0.4% | 0.31% | – | 156 | 10.26% | 4.4 |
|
| 6732 |
6732
Code Waechter
Tampa,
Florida
| $168M | +$12.6M | +8% | 0.28% | – | 122 | 14.75% | 1.1 |
|
| 6733 |
6733
Presper Financial Architects
Akron,
Ohio
| $168M | -$8.59M | -5% | 2.94% | – | 60 | 26.67% | 0.6 |
|
| 6734 |
6734
Meadowbrook Advisors Group
Bedminster,
New Jersey
| $168M | -$10.1M | -6% | 0.74% | – | 140 | 9.29% | 0.2 |
|
| 6735 |
6735
TI-Trust
Quincy,
Illinois
| $168M | +$6.26M | +4% | 5.82% | 88.8% | 133 | 6.77% | 4.7 |
|
| 6736 |
6736
7G Capital Management
New York
| $168M | +$7.39M | +5% | 3.58% | 137% | 14 | 42.86% | 2 |
|
| 6737 |
6737
Widmann Financial Services
Bowie,
Maryland
| $168M | +$4.67M | +3% | 3.41% | 75.2% | 121 | 6.61% | 2.9 |
|
| 6738 |
6738
Ables Iannone Moore & Associates
Savannah,
Georgia
| $168M | -$14.5M | -8% | 4.38% | 116% | 61 | 6.56% | 1.9 |
|
| 6739 |
6739
Lee-Kelleher Wealth Management
Fulton,
Maryland
| $168M | +$469K | +0.3% | 4.82% | – | 44 | 9.09% | 1.1 |
|
| 6740 |
DMKJ
6740
David M. Knott Jr
| $168M | -$47.9M | -22% | 2.49% | 169% | 95 | 18.95% | 2.2 |
|
| 6741 |
6741
Disciplined Investors
Waco,
Texas
| $168M | +$15.5M | +10% | 0.35% | – | 147 | 23.13% | 0.9 |
|
| 6742 |
6742
Catalina Capital Group
Torrance,
California
| $168M | +$3.08M | +2% | 2.22% | – | 189 | 20.63% | 1.5 |
|
| 6743 |
6743
Integrity Wealth Advisors
Ventura,
California
| $168M | +$21M | +14% | 3.45% | – | 80 | 12.5% | 0.9 |
|
| 6744 |
6744
City National Bank of Florida
Miami,
Florida
| $168M | +$14.6M | +10% | 1.68% | – | 148 | 26.35% | 0.9 |
|
| 6745 |
6745
SharpePoint
Phoenix,
Arizona
| $168M | +$808K | +0.5% | 6.55% | – | 90 | 11.11% | 0.6 |
|
| 6746 |
OIM
6746
Opus Investment Management
Worcester,
Massachusetts
| $168M | +$3.26M | +2% | 3.17% | 52.8% | 30 | 3.33% | 10.1 |
|
| 6747 |
6747
Astra Wealth Partners
Jersey City,
New Jersey
| $168M | -$2.52M | -1% | 0.16% | – | 108 | 20.37% | 0.9 |
|
| 6748 |
6748
Yukon Wealth Management
Overland Park,
Kansas
| $168M | -$5.99M | -3% | 0.67% | – | 82 | 4.88% | 0.9 |
|
| 6749 |
6749
WealthTrust Asset Management
Destin,
Florida
| $167M | +$24.3M | +17% | 1.9% | 102% | 104 | 30.77% | 1.8 |
|
| 6750 |
WBWA
6750
William B. Walkup & Associates
Columbia,
South Carolina
| $167M | -$15.2M | -8% | 6.1% | – | 173 | 9.25% | 1.6 |
|