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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
PMG Wealth Management
Hawthorn Woods,
Illinois
| $162M | +$23.1M | +17% | 11.3% | – | 62 | 6.45% | 1.2 |
|
| 7227 |
BAWM
7227
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $162M | +$13.3M | +9% | 9.96% | 51% | 65 | 33.85% | 1.3 |
|
| 7228 |
7228
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| $162M | +$20.2M | +14% | 14.6% | – | 161 | 19.25% | 1.1 |
|
| 7229 |
7229
1620 Investment Advisors
Plymouth,
Massachusetts
| $161M | +$13.6M | +9% | 13.6% | 68.9% | 703 | 10.24% | 1.9 |
|
| 7230 |
PWM
7230
Pinnacle Wealth Management
Roseville,
California
| $161M | +$13M | +9% | 14.5% | 194% | 33 | 30.3% | 1.6 |
|
| 7231 |
7231
Buckley Capital Advisors
Miami Beach,
Florida
| $161M | +$22.3M | +16% | 53.6% | – | 19 | 47.37% | 0.3 |
|
| 7232 |
7232
White & Co Financial Planning
Sunnyside,
Washington
| $161M | +$19.2M | +13% | 10.2% | – | 20 | 0% | 1.4 |
|
| 7233 |
7233
Navigate Wealth Management
Birmingham,
Alabama
| $161M | +$19M | +13% | 10.2% | – | 81 | 13.58% | 0.2 |
|
| 7234 |
7234
Mendota Financial Group
Madison,
Wisconsin
| $161M | +$26.4M | +20% | 8.52% | 50.1% | 35 | 14.29% | 1.9 |
|
| 7235 |
L
7235
Laurore
Hong Kong,
| $161M | -$102M | -39% | 13.4% | – | 1 | 0% | 0.5 |
|
| 7236 |
7236
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| $161M | -$31M | -16% | 5.8% | – | 10 | 0% | 1.1 |
|
| 7237 |
7237
Aureum Wealth Management
North Palm Beach,
Florida
| $161M | +$17.6M | +12% | 7.76% | – | 65 | 12.31% | 0.4 |
|
| 7238 |
7238
GreatBanc Trust
Lisle,
Illinois
| $161M | +$18.3M | +13% | 12.9% | – | 74 | 14.86% | 0.6 |
|
| 7239 |
7239
Bosman Wealth Management
Redlands,
California
| $161M | +$47.6M | +42% | 75.7% | – | 66 | 36.36% | 0.7 |
|
| 7240 |
7240
Merkkuri Wealth Advisors
Hicksville,
New York
| $161M | +$10.1M | +7% | 12.5% | – | 387 | 79.84% | 1.6 |
|
| 7241 |
7241
Murphy & Mullick Capital Management
Smithtown,
New York
| $161M | +$26M | +19% | 26.9% | – | 748 | 13.9% | 1.3 |
|
| 7242 |
BFS
7242
Burr Financial Services
Pleasant Hill,
California
| $161M | +$35.3M | +28% | 57.7% | 478% | 27 | 11.11% | 1.6 |
|
| 7243 |
LWM
7243
Lighthouse Wealth Management
Ashland,
Ohio
| $161M | +$13.9M | +9% | 10.3% | – | 49 | 16.33% | 1.2 |
|
| 7244 |
7244
Savoir Faire Capital Management
Norwalk,
Connecticut
| $161M | -$4.58M | -3% | 5.98% | 1.22% | 45 | 6.67% | 1.4 |
|
| 7245 |
SR
7245
Summer Road
West Palm Beach,
Florida
| $161M | +$19M | +13% | 11.8% | 130% | 26 | 26.92% | 1.8 |
|
| 7246 |
7246
Mascagni Wealth Management
Clinton,
Mississippi
| $161M | +$20.6M | +15% | 17.6% | – | 145 | 14.48% | 1.1 |
|
| 7247 |
7247
MidAtlantic Capital Management
Richmond,
Virginia
| $161M | +$16M | +11% | 12.1% | – | 91 | 13.19% | 2.1 |
|
| 7248 |
7248
Arlington Capital Management
Arlington Heights,
Illinois
| $161M | -$16.5M | -9% | 13.5% | 146% | 159 | 59.75% | 0.9 |
|
| 7249 |
7249
Steinberg Asset Management
New York
| $161M | +$6.3M | +4% | 7.85% | 108% | 46 | 17.39% | 4 |
|
| 7250 |
7250
Exchange Bank
Santa Rosa,
California
| $161M | +$16.3M | +11% | 12% | 75.2% | 133 | 14.29% | 2.2 |
|