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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
WFI
3551
West Family Investments
Carlsbad,
California
| $352M | -$14.9M | -4% | 12.3% | 116% | 360 | 30.83% | 0.8 |
|
| 3552 |
3552
Orchard Capital Management
Chicago,
Illinois
| $352M | +$10.8M | +3% | 5.58% | 140% | 54 | 24.07% | 1 |
|
| 3553 |
3553
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $352M | +$198M | +129% | 3.9% | 62.6% | 223 | 49.78% | 0.6 |
|
| 3554 |
3554
Bender Robert & Associates
Pasadena,
California
| $351M | +$4.55M | +1% | 6.8% | 146% | 46 | 2.17% | 6.5 |
|
| 3555 |
3555
Peninsula Wealth
San Francisco,
California
| $351M | -$20.7M | -6% | 5.93% | 30% | 70 | 10% | 1.1 |
|
| 3556 |
3556
TFC Financial Management
Boston,
Massachusetts
| $351M | +$21.1M | +6% | 4.46% | 66.9% | 610 | 12.46% | 1.4 |
|
| 3557 |
3557
Nextech Invest
Zurich,
Switzerland
| $350M | -$29.3M | -8% | 20.5% | 982% | 14 | 21.43% | 0.2 |
|
| 3558 |
3558
Lineweaver Wealth Advisors
Valley View,
Ohio
| $350M | +$3M | +0.9% | 4.39% | 68.4% | 146 | 13.01% | 1.4 |
|
| 3559 |
3559
Pacific Capital Wealth Advisors
Corona,
California
| $350M | +$2.6M | +0.7% | 4.71% | 54.1% | 96 | 10.42% | 1.5 |
|
| 3560 |
3560
Inscription Capital
Houston,
Texas
| $350M | -$16.2M | -4% | 2.25% | – | 228 | 19.74% | 1.3 |
|
| 3561 |
3561
Holloway Wealth Management
Gainesville,
Florida
| $350M | -$730K | -0.2% | 0.29% | 50.7% | 349 | 0% | 2.1 |
|
| 3562 |
3562
Gould Asset Management
Claremont,
California
| $349M | -$7.85M | -2% | 4.07% | 42.8% | 148 | 6.76% | 4.5 |
|
| 3563 |
CBTWT
3563
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $349M | +$9.36M | +3% | 0.58% | 124% | 140 | 9.29% | 4.3 |
|
| 3564 |
3564
Boston Standard Wealth Management
Winchester,
Massachusetts
| $349M | -$9.7M | -3% | 5.34% | 47.1% | 40 | 2.5% | 3.9 |
|
| 3565 |
3565
Cartica Management
Washington,
District of Columbia
| $349M | -$124M | -26% | 12.5% | 92.9% | 15 | 13.33% | 1.1 |
|
| 3566 |
3566
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| $349M | +$41.7M | +14% | 2.05% | – | 1,119 | 29.58% | 0.2 |
|
| 3567 |
3567
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $349M | -$19.2M | -5% | 3.78% | – | 172 | 8.72% | 1.8 |
|
| 3568 |
3568
Summit Asset Management
Memphis,
Tennessee
| $348M | -$4.27M | -1% | 3.46% | 48.9% | 165 | 10.3% | 4.5 |
|
| 3569 |
3569
Marathon Capital Management
Hunt Valley,
Maryland
| $348M | -$78.4M | -18% | 7.25% | 74% | 173 | 49.71% | 3.2 |
|
| 3570 |
3570
IDG China Venture Capital Fund IV Associates
Hong Kong
| $348M | -$152M | -30% | 30% | 59.2% | 4 | 0% | 1.9 |
|
| 3571 |
AW
3571
Avion Wealth
The Woodlands,
Texas
| $348M | -$6.04M | -2% | 0.74% | 45.4% | 445 | 9.44% | 1.5 |
|
| 3572 |
3572
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $347M | +$27.3M | +9% | 2.35% | 71.4% | 251 | 7.97% | 2.2 |
|
| 3573 |
3573
Roberts, Glore & Co
Deerfield,
Illinois
| $347M | -$33.2M | -9% | 1.05% | 72.3% | 217 | 11.52% | 4.5 |
|
| 3574 |
3574
Engine Capital Management
New York
| $347M | -$30.3M | -8% | 3.93% | 21.1% | 37 | 27.03% | 1.2 |
|
| 3575 |
3575
WestHill Financial Advisors
San Rafael,
California
| $347M | -$7.15M | -2% | 5.76% | 62.9% | 134 | 15.67% | 0.9 |
|