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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
ICMP
7051
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $131M | +$5.73M | +5% | 4.43% | 39.7% | 76 | 14.47% | 2.8 |
|
| 7052 |
7052
Diamant Asset Management
Ridgefield,
Connecticut
| $131M | -$453K | -0.3% | 3.26% | 66.9% | 74 | 6.76% | 5.7 |
|
| 7053 |
7053
Ipsen Advisor Group
Little Rock,
Arkansas
| $131M | +$15.1M | +13% | 5.28% | – | 101 | 8.91% | 1.9 |
|
| 7054 |
7054
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $131M | +$11.1M | +9% | 7.37% | 83.3% | 94 | 14.89% | 4.7 |
|
| 7055 |
SR
7055
Summer Road
West Palm Beach,
Florida
| $131M | +$27.6M | +27% | 26.2% | 130% | 27 | 14.81% | 1 |
|
| 7056 |
7056
Bay Capital Advisors
Virginia Beach,
Virginia
| $131M | +$11.1M | +9% | 10.3% | – | 115 | 7.83% | 0.5 |
|
| 7057 |
SLFPAM
7057
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $131M | -$2.64M | -2% | 11.4% | 139% | 42 | 54.76% | 0.5 |
|
| 7058 |
7058
Enhancing Capital
Harrisburg,
Pennsylvania
| $131M | +$6.15M | +5% | 7.93% | – | 94 | 5.32% | 2.5 |
|
| 7059 |
7059
Paragon Capital Management (Utah)
Provo,
Utah
| $131M | +$7.27M | +6% | 8.75% | 72.3% | 72 | 1.39% | 1.4 |
|
| 7060 |
7060
Ulland Investment Advisors
Minneapolis,
Minnesota
| $131M | +$11.4M | +10% | 17.1% | 161% | 236 | 14.41% | 2.5 |
|
| 7061 |
7061
Paladin Advisory Group
Clive,
Iowa
| $131M | +$5.98M | +5% | 8.85% | 71.9% | 262 | 17.18% | 1.8 |
|
| 7062 |
7062
Greater Midwest Financial Group
St. Paul,
Minnesota
| $131M | -$12.5M | -9% | 16.1% | 157% | 64 | 29.69% | 1 |
|
| 7063 |
7063
Washington Growth Strategies
Washington,
District of Columbia
| $131M | +$131M | +117,184% | 9.15% | – | 52 | 19.23% | 0.5 |
|
| 7064 |
7064
Index Venture Life Associates VI
St. Helier,
Jersey
| $131M | -$12.4M | -9% | 8.62% | – | 1 | 0% | 3.5 |
|
| 7065 |
7065
Gentry Private Wealth
Wichita,
Kansas
| $131M | +$9.26M | +8% | 8.77% | – | 91 | 12.09% | 0.4 |
|
| 7066 |
7066
Mosaic Financial Group
Chicago,
Illinois
| $131M | +$7.69M | +6% | 8.25% | – | 120 | 9.17% | 1.1 |
|
| 7067 |
LF
7067
Lighthouse Financial
Largo,
Florida
| $131M | +$14.7M | +13% | 14.8% | – | 72 | 8.33% | 0.5 |
|
| 7068 |
7068
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $131M | +$16.7M | +15% | 11.1% | – | 76 | 15.79% | 0.4 |
|
| 7069 |
7069
JDH Wealth Management
Santa Rosa,
California
| $131M | +$14M | +12% | 8.4% | – | 53 | 18.87% | 0.4 |
|
| 7070 |
7070
Oppenheimer & Close
New York
| $131M | +$9.25M | +8% | 12.9% | 149% | 58 | 22.41% | 4.9 |
|
| 7071 |
7071
Saxony Capital Management
St. Louis,
Missouri
| $130M | +$16.5M | +14% | 9.52% | 90% | 142 | 23.94% | 1 |
|
| 7072 |
7072
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| $130M | +$8.05M | +7% | 6.04% | – | 63 | 6.35% | 0.5 |
|
| 7073 |
7073
Astra Wealth Partners
Jersey City,
New Jersey
| $130M | +$21.3M | +20% | 10.2% | – | 91 | 23.08% | 0.4 |
|
| 7074 |
PS
7074
Pennant Select
Summit,
New Jersey
| $130M | +$1.84M | +1% | 23.2% | – | 12 | 8.33% | 1.1 |
|
| 7075 |
7075
Bannerman Wealth Management Group
Lewisville,
Texas
| $130M | +$7.87M | +6% | 8.06% | – | 36 | 5.56% | 0.5 |
|