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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Pioneer Wealth Management Group
Austin,
Texas
| $310M | +$40.1M | +15% | 5.18% | – | 52 | 13.46% | 1.6 |
|
| 4752 |
4752
Weybosset Research & Management
Province,
Rhode Island
| $310M | +$18.9M | +6% | 9.26% | 74.8% | 35 | 0% | 5.7 |
|
| 4753 |
4753
Reston Wealth Management
Reston,
Virginia
| $310M | +$24.4M | +9% | 7.17% | 66.4% | 56 | 8.93% | 4 |
|
| 4754 |
EWA
4754
ERTS Wealth Advisors
Marquette,
Michigan
| $310M | +$19.7M | +7% | 4.31% | 39.3% | 31 | 6.45% | 4.1 |
|
| 4755 |
4755
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $310M | +$23M | +8% | 7.8% | 87.3% | 338 | 13.02% | 3.2 |
|
| 4756 |
4756
Cabot-Wellington
Boston,
Massachusetts
| $309M | +$18.8M | +6% | 7.37% | 73.1% | 5 | 0% | 5.1 |
|
| 4757 |
4757
Wealth Management Resources
Smithfield,
Rhode Island
| $309M | +$16.2M | +6% | 3.71% | 37.7% | 32 | 0% | 2.8 |
|
| 4758 |
4758
Ferguson Shapiro
Decatur,
Georgia
| $309M | +$12.3M | +4% | 4.19% | 42.7% | 88 | 34.09% | 1.4 |
|
| 4759 |
4759
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| $309M | -$44.8M | -13% | 4.03% | – | 8 | 75% | 0.3 |
|
| 4760 |
4760
Reliant Wealth Planning
Louisville,
Kentucky
| $309M | +$52.4M | +20% | 5.44% | 39.4% | 53 | 26.42% | 1.2 |
|
| 4761 |
4761
Union Heritage Capital
Bloomfield Hills,
Michigan
| $308M | +$21.2M | +7% | 8.73% | 82.1% | 64 | 1.56% | 3.8 |
|
| 4762 |
4762
Precision Wealth Strategies
Saint Louis,
Missouri
| $308M | +$223K | +0.1% | 7.25% | 106% | 214 | 41.12% | 0.7 |
|
| 4763 |
4763
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $308M | +$30.1M | +11% | 7.3% | 62.6% | 173 | 10.4% | 2.3 |
|
| 4764 |
4764
Verger Capital Management
Winston-Salem,
North Carolina
| $308M | +$54M | +21% | 6.67% | 58.3% | 15 | 13.33% | 7.3 |
|
| 4765 |
4765
First United Bank & Trust
Oakland,
Maryland
| $308M | +$21.2M | +7% | 7.87% | 78% | 429 | 11.89% | 3.4 |
|
| 4766 |
4766
Omnia Family Wealth
Aventura,
Florida
| $308M | +$32M | +12% | 8.87% | 80.6% | 109 | 13.76% | 3.9 |
|
| 4767 |
4767
NIA Impact Advisors
Berkeley,
California
| $308M | +$18.4M | +6% | 8.29% | – | 103 | 7.77% | 2 |
|
| 4768 |
4768
Quaker Wealth Management
Moorestown,
New Jersey
| $307M | +$8.85M | +3% | 5.87% | – | 913 | 12.71% | 0.2 |
|
| 4769 |
4769
Auour Investments
Woburn,
Massachusetts
| $307M | +$16.3M | +6% | 4.49% | 39.2% | 90 | 13.33% | 1.7 |
|
| 4770 |
4770
Essex Woodlands Management
The Woodlands,
Texas
| $307M | +$28M | +10% | 11.5% | 55% | 6 | 0% | 6.3 |
|
| 4771 |
4771
Squire Investment Management Company
Orem,
Utah
| $307M | +$35.6M | +13% | 7.54% | – | 69 | 5.8% | 1.5 |
|
| 4772 |
4772
Rossby Financial
Melbourne,
Florida
| $307M | +$35.9M | +13% | 8.95% | – | 1,526 | 21.36% | 0.4 |
|
| 4773 |
4773
Luminvest Wealth Management
Scottsdale,
Arizona
| $307M | +$27.8M | +10% | 5.54% | 47.7% | 46 | 10.87% | 1.1 |
|
| 4774 |
4774
Passive Capital Management
Baltimore,
Maryland
| $307M | -$14.7M | -5% | 5.32% | 37.7% | 89 | 8.99% | 2.1 |
|
| 4775 |
4775
Nicollet Investment Management
Minneapolis,
Minnesota
| $307M | +$8M | +3% | 8.68% | 104% | 73 | 2.74% | 4.9 |
|