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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
SV
7001
Stilwell Value
New York
| $174M | +$7.5M | +4% | 4.01% | 87.9% | 26 | 11.54% | 5.3 |
|
| 7002 |
7002
Alterna Wealth Management
Houston,
Texas
| $174M | +$42.3M | +32% | 8.59% | 52.9% | 124 | 27.42% | 2.5 |
|
| 7003 |
7003
Accelerate Investment Advisors
Aliso Viejo,
California
| $174M | +$24.4M | +16% | 13.5% | – | 156 | 19.23% | 1.1 |
|
| 7004 |
7004
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $174M | +$18.1M | +12% | 15.6% | 90.4% | 178 | 11.24% | 2 |
|
| 7005 |
PIA
7005
Prakash Investment Advisors
Andover,
Massachusetts
| $174M | +$45.6M | +35% | 64.7% | – | 107 | 23.36% | 0.7 |
|
| 7006 |
NWA
7006
Northwest Wealth Advisors
Bellingham,
Washington
| $174M | +$34M | +24% | 15% | – | 67 | 5.97% | 0.5 |
|
| 7007 |
6SA
7007
6th Street Advisors
Daphne,
Alabama
| $174M | +$15.1M | +10% | 9.99% | – | 65 | 15.38% | 0.2 |
|
| 7008 |
7008
Pacific Wealth Strategies Group
Santa Barbara,
California
| $174M | +$13.8M | +9% | 11.8% | 85.3% | 64 | 10.94% | 4 |
|
| 7009 |
KCM
7009
Kalehua Capital Management
Dallas,
Texas
| $174M | +$32.6M | +23% | 45.2% | – | 33 | 45.45% | 0.3 |
|
| 7010 |
7010
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $174M | +$19.9M | +13% | 10.1% | 55.4% | 78 | 10.26% | 1.7 |
|
| 7011 |
7011
MontVue Capital Management
Lynchburg,
Virginia
| $174M | +$27M | +18% | 15.5% | 76% | 78 | 14.1% | 1.8 |
|
| 7012 |
7012
M.E. Allison & Co
San Antonio,
Texas
| $174M | +$22.9M | +15% | 18.3% | – | 205 | 10.73% | 1.2 |
|
| 7013 |
7013
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $174M | +$116M | +203% | 30.9% | – | 129 | 75.19% | 0.8 |
|
| 7014 |
7014
Melia Wealth
Tulsa,
Oklahoma
| $174M | -$32.9M | -16% | 2.8% | – | 23 | 4.35% | 2 |
|
| 7015 |
7015
Strategent Financial
Harrisonburg,
Virginia
| $174M | +$26.4M | +18% | 14.3% | – | 41 | 0% | 1.3 |
|
| 7016 |
7016
Livet Wealth
Salt Lake City,
Utah
| $173M | +$16.1M | +10% | 9.25% | – | 131 | 17.56% | 0.4 |
|
| 7017 |
7017
Ehrenkranz Partners
New York
| $173M | +$46.8M | +37% | 25.1% | – | 54 | 22.22% | 0.6 |
|
| 7018 |
7018
PVG Asset Management
Golden,
Colorado
| $173M | +$3.83M | +2% | 37.6% | – | 139 | 15.11% | 0.7 |
|
| 7019 |
7019
Natixis Investment Managers
Boston,
Massachusetts
| $173M | +$96.3M | +125% | 2.43% | – | 4 | 50% | 0.3 |
|
| 7020 |
7020
SwitchPoint Financial Planning
Lehi,
Utah
| $173M | +$25.7M | +17% | 11.8% | – | 72 | 12.5% | 1.2 |
|
| 7021 |
7021
Covestor
London,
United Kingdom
| $173M | +$28.8M | +20% | 27.7% | 134% | 2,923 | 7.29% | 3.5 |
|
| 7022 |
7022
Stage Harbor Financial
Westwood,
Massachusetts
| $173M | +$22.3M | +15% | 10.9% | 56.4% | 66 | 10.61% | 1.7 |
|
| 7023 |
AIFAIM
7023
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $173M | +$18.7M | +12% | 14.6% | 79.1% | 162 | 7.41% | 3.6 |
|
| 7024 |
7024
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| $173M | +$12.1M | +8% | 11.7% | – | 73 | 8.22% | 1.1 |
|
| 7025 |
7025
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $173M | +$17.8M | +11% | 15.6% | 88.7% | 155 | 12.26% | 1.9 |
|