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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Argyle Capital Partners
Los Angeles,
California
| $159M | +$19.9M | +14% | 9.59% | – | 185 | 17.84% | 1.1 |
|
| 7302 |
7302
Cooksen Wealth
The Woodlands,
Texas
| $159M | +$21M | +15% | 14.7% | 70.7% | 45 | 0% | 2.4 |
|
| 7303 |
AC
7303
Agman Capital
Omaha,
Nebraska
| $159M | +$33M | +26% | 28.9% | – | 19 | 5.26% | 0.5 |
|
| 7304 |
7304
Overlook Investments
Grand Cayman,
Cayman Islands
| $159M | -$60.8M | -28% | 10% | – | 2 | 50% | 0.5 |
|
| 7305 |
7305
Oppenheimer & Close
New York
| $159M | -$107K | -0.1% | 5.43% | 149% | 61 | 14.75% | 4.3 |
|
| 7306 |
7306
AGH Wealth Advisors
Wichita,
Kansas
| $158M | +$22.6M | +17% | 19.7% | – | 137 | 16.06% | 1.1 |
|
| 7307 |
BTC
7307
Bank & Trust Company
Litchfield,
Illinois
| $158M | +$10M | +7% | 12.2% | – | 310 | 4.19% | 1.8 |
|
| 7308 |
7308
Virtus Fixed Income Advisers
Hartford,
Connecticut
| $158M | +$35.9M | +29% | 0.44% | – | 85 | 4.71% | 0.2 |
|
| 7309 |
7309
Collaborative Capital Advisors
New York
| $158M | – | – | 11.7% | – | 83 | – | 0 |
|
| 7310 |
7310
Seek First
Campbell,
California
| $158M | +$16.5M | +12% | 18.6% | – | 67 | 13.43% | 1 |
|
| 7311 |
7311
Flagship Capital Management
Media,
Pennsylvania
| $158M | +$22.3M | +16% | 17% | – | 50 | 4% | 0.5 |
|
| 7312 |
7312
Superstring Capital Management
New York
| $158M | +$18.4M | +13% | 40.7% | – | 43 | 44.19% | 0.6 |
|
| 7313 |
7313
Schwallier Wealth Management
Grand Rapids,
Michigan
| $158M | +$21.4M | +16% | 11.4% | – | 73 | 26.03% | 1.1 |
|
| 7314 |
MA
7314
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $158M | +$3.37M | +2% | 17.7% | 166% | 48 | 4.17% | 8.5 |
|
| 7315 |
7315
Brightwater Advisory
Tampa,
Florida
| $158M | +$7.07M | +5% | 11% | – | 61 | 4.92% | 2.2 |
|
| 7316 |
7316
Kopion Asset Management
Mckinney,
Texas
| $158M | +$29.7M | +23% | 27.1% | 80.5% | 21 | 4.76% | 4.1 |
|
| 7317 |
7317
Kastel Capital Advisors
Wellesley,
Massachusetts
| $158M | -$4.79M | -3% | 7.22% | – | 60 | 13.33% | 0.5 |
|
| 7318 |
7318
Seed Wealth Management
Evanston,
Illinois
| $158M | +$12.6M | +9% | 11.1% | 62% | 109 | 18.35% | 2.5 |
|
| 7319 |
7319
Ridgeline Wealth Planning
Centerville,
Ohio
| $158M | +$20.9M | +15% | 16.7% | – | 55 | 10.91% | 1.1 |
|
| 7320 |
7320
Centerpoint Advisory Group
Overland Park,
Kansas
| $158M | +$24.9M | +19% | 18.3% | – | 120 | 12.5% | 1.2 |
|
| 7321 |
7321
Town Capital
Bel Air,
Maryland
| $158M | +$34M | +28% | 14.4% | – | 88 | 36.36% | 0.4 |
|
| 7322 |
APW
7322
Aurora Private Wealth
Rockaway,
New Jersey
| $158M | +$17.1M | +12% | 18.9% | – | 195 | 23.59% | 2.8 |
|
| 7323 |
7323
Lepercq De Neuflize Asset Management
New York
| $158M | +$19.6M | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7324 |
7324
Blue Capital Inc
Omaha,
Nebraska
| $158M | +$4.41M | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7325 |
7325
ADG Wealth Management Group
Metairie,
Louisiana
| $158M | +$12.8M | +9% | 10.6% | – | 54 | 31.48% | 1 |
|