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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Palliser Capital (UK)
London,
United Kingdom
| $136M | -$831K | -0.6% | 10.7% | 57% | 8 | 62.5% | 0.4 |
|
| 7127 |
7127
Wall Street Financial Group
Carlinville,
Illinois
| $136M | +$25.4M | +23% | 10.6% | – | 103 | 24.27% | 0.5 |
|
| 7128 |
7128
Jacksonville Wealth Management
Jacksonville,
Florida
| $136M | +$11.8M | +9% | 7.28% | – | 68 | 4.41% | 0.6 |
|
| 7129 |
7129
Cornerstone Select Advisors
St. Louis,
Missouri
| $136M | +$22.4M | +20% | 12.4% | – | 115 | 8.7% | 0.7 |
|
| 7130 |
SWM
7130
SpringVest Wealth Management
Dallas,
Texas
| $136M | +$12.5M | +10% | 4.45% | – | 67 | 11.94% | 0.6 |
|
| 7131 |
7131
SageOak Financial
Tulsa,
Oklahoma
| $136M | +$11M | +9% | 4.64% | – | 33 | 6.06% | 0.7 |
|
| 7132 |
7132
Schubert & Co
Mckinney,
Texas
| $136M | -$5.44M | -4% | 0.63% | 47.3% | 72 | 11.11% | 1.9 |
|
| 7133 |
DW
7133
Durante & Waters
Brewster,
New York
| $136M | +$8.88M | +7% | 7.11% | 59.1% | 33 | 3.03% | 1.5 |
|
| 7134 |
7134
Wallace Hart
Lexington,
Kentucky
| $136M | +$10.3M | +8% | 8.84% | – | 60 | 51.67% | 0.5 |
|
| 7135 |
BGI
7135
B Group Inc
Dallas,
Texas
| $136M | +$6.01M | +5% | 4.02% | – | 21 | 23.81% | 0.6 |
|
| 7136 |
7136
Moon Capital Management
New York
| $136M | +$4.41M | +3% | 19.3% | 76.3% | 16 | 50% | 4 |
|
| 7137 |
7137
Amara Financial
San Francisco,
California
| $136M | +$22.2M | +20% | 6.98% | – | 48 | 12.5% | 0.8 |
|
| 7138 |
7138
Diamant Asset Management
Ridgefield,
Connecticut
| $136M | +$4.46M | +3% | 10.9% | 66.9% | 72 | 2.78% | 5.9 |
|
| 7139 |
7139
Bannerman Wealth Management Group
Lewisville,
Texas
| $136M | +$5.38M | +4% | 6.58% | – | 36 | 13.89% | 0.7 |
|
| 7140 |
7140
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $136M | +$10.7M | +9% | 8.46% | – | 134 | 5.97% | 0.7 |
|
| 7141 |
7141
HFG Advisors
Cincinatti,
Ohio
| $136M | +$9.34M | +7% | 6.2% | 69.7% | 110 | 16.36% | 2.3 |
|
| 7142 |
7142
Ridgeline Wealth
Mesa,
Arizona
| $135M | +$12.9M | +10% | 7.02% | – | 53 | 13.21% | 0.6 |
|
| 7143 |
7143
Systrade
Vaduz,
Liechtenstein
| $135M | +$47.1M | +53% | 35% | 152% | 14 | 21.43% | 1 |
|
| 7144 |
BTC
7144
Bank & Trust Company
Litchfield,
Illinois
| $135M | +$9M | +7% | 8.26% | – | 302 | 9.6% | 1.2 |
|
| 7145 |
CAG
7145
Cypress Advisory Group
Scottsdale,
Arizona
| $135M | +$6.28M | +5% | 6.54% | – | 69 | 5.8% | 0.7 |
|
| 7146 |
7146
Barrier Capital Management
San Francisco,
California
| $135M | -$11.4M | -8% | 2.42% | 216% | 16 | 37.5% | 0.9 |
|
| 7147 |
7147
Pacific Financial Group
Bellevue,
Washington
| $135M | +$6.92M | +5% | 6.82% | 61.1% | 63 | 6.35% | 6.8 |
|
| 7148 |
FFG
7148
Floyd Financial Group
Springfield,
Missouri
| $135M | +$26.8M | +25% | 8.39% | – | 61 | 18.03% | 0.6 |
|
| 7149 |
7149
Eschler Asset Management
London,
United Kingdom
| $135M | +$2.31M | +2% | 31.2% | 274% | 84 | 52.38% | 0.5 |
|
| 7150 |
7150
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $135M | +$9.23M | +7% | 6.27% | – | 76 | 11.84% | 1.4 |
|