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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Koa Wealth Management
Encinitas,
California
| $135M | +$8.93M | +7% | 11.4% | 74.8% | 59 | 13.56% | 1.3 |
|
| 7152 |
7152
Murphy & Mullick Capital Management
Smithtown,
New York
| $135M | +$11.7M | +10% | 8.89% | – | 718 | 9.61% | 0.7 |
|
| 7153 |
7153
Persium Advisors
Atlanta,
Georgia
| $135M | +$14M | +12% | 6.54% | – | 65 | 6.15% | 0.6 |
|
| 7154 |
7154
Clio Asset Management
Charlottesville,
Virginia
| $135M | +$7.19M | +6% | 11.6% | 60.6% | 15 | 6.67% | 1.7 |
|
| 7155 |
7155
Point72 Italy
Milan,
Italy
| $135M | -$68.2M | -34% | 18.3% | – | 39 | 76.92% | 0.4 |
|
| 7156 |
BFS
7156
Burr Financial Services
Pleasant Hill,
California
| $135M | +$15.8M | +13% | 13.8% | 478% | 32 | 18.75% | 1.3 |
|
| 7157 |
7157
Blue Capital Inc
Omaha,
Nebraska
| $135M | -$6.42M | -5% | 7.91% | – | 121 | 59.5% | 0.4 |
|
| 7158 |
7158
Marvin & Palmer Associates
Wilmington,
Delaware
| $135M | +$17.9M | +15% | 19.1% | 392% | 44 | 65.91% | 0.4 |
|
| 7159 |
7159
Copia Wealth Management
Bend,
Oregon
| $135M | +$16M | +14% | 7.26% | – | 492 | 9.15% | 0.7 |
|
| 7160 |
NI
7160
NCP Inc
La Quinta,
California
| $135M | +$28.4M | +27% | 11.7% | – | 54 | 12.96% | 1.3 |
|
| 7161 |
7161
Bey-Douglas LLC
Marietta,
Georgia
| $134M | -$32.8M | -20% | 5.09% | – | 66 | 31.82% | 0.9 |
|
| 7162 |
KSCM
7162
Kamunting Street Capital Management
Miami Beach,
Florida
| $134M | +$12.2M | +10% | 2.96% | 7.47% | 23 | 65.22% | 1.1 |
|
| 7163 |
7163
Mountain Lake Investment Management
Boca Raton,
Florida
| $134M | +$14.1M | +12% | 9.96% | 64% | 32 | 34.38% | 1.6 |
|
| 7164 |
7164
Accredited Wealth Management
Louisville,
Kentucky
| $134M | +$10.8M | +9% | 6.08% | – | 395 | 9.37% | 0.6 |
|
| 7165 |
7165
Macroview Investment Management
Bethesda,
Maryland
| $134M | +$11.2M | +9% | 8.23% | 76.6% | 101 | 14.85% | 4.7 |
|
| 7166 |
7166
Shum Financial Group
Alameda,
California
| $134M | – | – | 7.56% | – | 94 | – | 0.9 |
|
| 7167 |
7167
Gallo Partners
Bloomfield,
New Jersey
| $134M | -$18.9M | -12% | 15.4% | – | 83 | 79.52% | 0.1 |
|
| 7168 |
7168
Cooksen Wealth
The Woodlands,
Texas
| $134M | +$9.5M | +8% | 6.93% | 70.7% | 90 | 50% | 1.6 |
|
| 7169 |
7169
Arbor Wealth Advisors
Troy,
Michigan
| $134M | +$10.7M | +9% | 7.8% | 58.7% | 56 | 5.36% | 1.4 |
|
| 7170 |
7170
Mendota Financial Group
Madison,
Wisconsin
| $134M | +$28.2M | +27% | 4.33% | 50.1% | 118 | 20.34% | 1.7 |
|
| 7171 |
7171
Corient IA
Miami,
Florida
| $134M | -$35.9M | -21% | 7.95% | – | 327 | 33.33% | 0.4 |
|
| 7172 |
7172
Hickory Point Bank & Trust
Decatur,
Illinois
| $134M | +$9.9M | +8% | 8.04% | – | 128 | 5.47% | 0.7 |
|
| 7173 |
7173
Trace Wealth Advisors
Los Angeles,
California
| $134M | +$11.4M | +9% | 8.07% | – | 68 | 16.18% | 0.6 |
|
| 7174 |
7174
Navis Wealth Advisors
Rye Brook,
New York
| $134M | +$15M | +13% | 9.32% | 107% | 131 | 17.56% | 2.4 |
|
| 7175 |
RPGNY
7175
Retirement Planning Group (New York)
Malta,
New York
| $134M | +$19.9M | +17% | 6.7% | – | 90 | 17.78% | 0.6 |
|