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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Reicon Wealth Advisors
Atlanta,
Georgia
| $138M | – | – | 2.12% | – | 59 | – | 0 |
|
| 7452 |
7452
Oder Investment Management
Woodland Hills,
California
| $138M | -$1.18M | -0.8% | 2.22% | 97.5% | 106 | 13.21% | 3.1 |
|
| 7453 |
7453
Slocum, Gordon & Co
Newport,
Rhode Island
| $138M | +$12.7M | +10% | 2.5% | 65.3% | 61 | 9.84% | 2.2 |
|
| 7454 |
7454
HFG Advisors
Cincinatti,
Ohio
| $138M | +$2.41M | +2% | 2.16% | 69.7% | 119 | 19.33% | 2.3 |
|
| 7455 |
TL
7455
TowerView LLC
New York
| $138M | +$555K | +0.4% | 3.77% | 16.3% | 17 | 5.88% | 5.5 |
|
| 7456 |
7456
SWP Investment Management
Independence,
Ohio
| $138M | +$36.2M | +36% | 3.08% | – | 54 | 27.78% | 0.5 |
|
| 7457 |
7457
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $138M | +$4.23M | +3% | 4.14% | – | 165 | 7.27% | 0.7 |
|
| 7458 |
7458
Hickory Point Bank & Trust
Decatur,
Illinois
| $138M | +$4.06M | +3% | 3.08% | – | 132 | 7.58% | 0.9 |
|
| 7459 |
7459
Grand Central Investment Group
Tampa,
Florida
| $138M | – | – | 19% | – | 43 | – | 2.7 |
|
| 7460 |
7460
swisspartners Advisors
Zurich,
Switzerland
| $138M | +$16M | +13% | 0.64% | 75.9% | 24 | 8.33% | 3.2 |
|
| 7461 |
7461
Summit Financial Consulting
Sterling Heights,
Michigan
| $138M | +$12.4M | +10% | 1.24% | – | 45 | 11.11% | 0.6 |
|
| 7462 |
SR
7462
Summer Road
West Palm Beach,
Florida
| $138M | -$11.5M | -8% | 3.83% | 214% | 22 | 22.73% | 1.4 |
|
| 7463 |
7463
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $138M | +$4.26M | +3% | 3.52% | – | 96 | 18.75% | 1.4 |
|
| 7464 |
7464
OEP Capital Advisors
New York
| $138M | +$14M | +11% | 11.3% | 23.2% | 1 | 0% | 5 |
|
| 7465 |
7465
M28 Capital Management
Stamford,
Connecticut
| $138M | +$69.6M | +102% | 117% | 200% | 9 | 0% | 3.5 |
|
| 7466 |
AC
7466
Anson Capital
Tyrone,
Georgia
| $137M | +$4.09M | +3% | 2.19% | 50.5% | 87 | 9.2% | 2 |
|
| 7467 |
7467
Grand Alliance Asset Management
Central,
Hong Kong
| $137M | -$24.3M | -15% | 28.4% | – | 13 | 53.85% | 0.5 |
|
| 7468 |
7468
Mendota Financial Group
Madison,
Wisconsin
| $137M | +$3.49M | +3% | 1.8% | 50.1% | 116 | 15.52% | 1.9 |
|
| 7469 |
7469
RoundAngle Advisors
Red Bank,
New Jersey
| $137M | +$8.22M | +6% | 4.84% | – | 60 | 3.33% | 0.9 |
|
| 7470 |
7470
Welch Financial Planning
Boulder,
Colorado
| $137M | – | – | 1.34% | – | 60 | – | 0 |
|
| 7471 |
7471
Wall Street Financial Group
Carlinville,
Illinois
| $137M | +$1.08M | +0.8% | 3.14% | – | 109 | 19.27% | 0.7 |
|
| 7472 |
7472
Opulen Financial Group
Arlington,
Virginia
| $137M | +$5.36M | +4% | 1.47% | – | 109 | 3.67% | 0.9 |
|
| 7473 |
7473
Illumine Investment Management
Poulsbo,
Washington
| $137M | -$3.19M | -2% | 1% | – | 92 | 2.17% | 0.9 |
|
| 7474 |
7474
Innovative Wealth Building
California,
Maryland
| $137M | +$8.87M | +7% | 1.64% | – | 62 | 12.9% | 0.8 |
|
| 7475 |
7475
J2 Capital Management
Troy,
Michigan
| $137M | +$4.16M | +3% | 1.68% | – | 128 | 10.94% | 1.7 |
|