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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $268M | -$159M | -37% | 11.5% | 64.7% | 299 | 32.11% | 3 |
|
| 5627 |
5627
Carnegie Lake Advisors
Princeton,
New Jersey
| $268M | +$16.4M | +7% | 13.1% | – | 176 | 9.66% | 1.5 |
|
| 5628 |
5628
Mad River Investors
Boston,
Massachusetts
| $268M | -$9.8M | -4% | 1.69% | 169% | 33 | 12.12% | 3.6 |
|
| 5629 |
MI
5629
Moneywise Inc
Forest,
Virginia
| $268M | +$39M | +17% | 13.8% | 60.8% | 89 | 11.24% | 3 |
|
| 5630 |
5630
Aspect Partners
Fairfax,
Virginia
| $268M | +$23.4M | +10% | 9.88% | 66.7% | 766 | 18.8% | 1.8 |
|
| 5631 |
5631
ANB Bank
Denver,
Colorado
| $268M | +$20.8M | +8% | 14.6% | – | 140 | 17.86% | 1.1 |
|
| 5632 |
5632
Everest Management Corp
Cupertino,
California
| $268M | +$70.6M | +36% | 18.3% | – | 89 | 23.6% | 1 |
|
| 5633 |
5633
Empower Annuity Insurance Company
Hartford,
Connecticut
| $268M | +$197K | +0.1% | 0.07% | 0.86% | 1 | 0% | 3.5 |
|
| 5634 |
5634
New England Professional Planning Group
Westerly,
Rhode Island
| $268M | +$28.7M | +12% | 13.4% | 64.1% | 52 | 9.62% | 4.7 |
|
| 5635 |
5635
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $268M | +$38.8M | +17% | 21% | 98.6% | 164 | 13.41% | 4.5 |
|
| 5636 |
5636
Washington State Investment Board
Olympia,
Washington
| $268M | +$16.6M | +7% | 7.05% | 567% | 2 | 0% | 4.9 |
|
| 5637 |
5637
Compass Financial Services
West Des Moines,
Iowa
| $268M | +$36.7M | +16% | 12.4% | – | 58 | 5.17% | 1.3 |
|
| 5638 |
5638
HMS Capital Management
Nashville,
Tennessee
| $267M | +$8.83M | +3% | 29.1% | 140% | 123 | 10.57% | 3.1 |
|
| 5639 |
5639
Johnson & White Wealth Management
York,
Pennsylvania
| $267M | +$31M | +13% | 14.9% | 76.5% | 118 | 11.02% | 1.9 |
|
| 5640 |
5640
Financial Guidance Group
Palm Harbor,
Florida
| $267M | +$18.5M | +7% | 9.61% | 58.7% | 92 | 4.35% | 2.7 |
|
| 5641 |
5641
Financial Planning Navigators
Maple Grove,
Minnesota
| $267M | +$39.1M | +17% | 11.8% | – | 72 | 31.94% | 0.3 |
|
| 5642 |
5642
Ridgewood Investments
Springfield,
New Jersey
| $267M | +$22.7M | +9% | 12.1% | – | 221 | 11.76% | 3.7 |
|
| 5643 |
5643
Element Wealth
Ridgeland,
Mississippi
| $267M | +$24.8M | +10% | 14.6% | 59.6% | 224 | 12.05% | 3.4 |
|
| 5644 |
FA
5644
FF Advisors
Manhattan Beach,
California
| $267M | +$20.2M | +8% | 14% | 59.7% | 127 | 13.39% | 1.7 |
|
| 5645 |
5645
Dupree Financial Group
Lexington,
Kentucky
| $267M | +$18.4M | +7% | 16.6% | 75.8% | 85 | 21.18% | 1.5 |
|
| 5646 |
5646
Beta Wealth Group
San Diego,
California
| $267M | +$24.9M | +10% | 9.99% | 45.4% | 119 | 10.08% | 2.3 |
|
| 5647 |
5647
Family Office Research
Bethesda,
Maryland
| $267M | +$36.4M | +16% | 14.9% | – | 91 | 24.18% | 1 |
|
| 5648 |
5648
Howard Bailey Securities
Fort Wayne,
Indiana
| $267M | +$23.4M | +10% | 9.61% | – | 145 | 32.41% | 1.1 |
|
| 5649 |
SSA
5649
SSA Swiss Advisors
Zurich,
| $266M | +$50.9M | +24% | 14.4% | – | 113 | 22.12% | 0.9 |
|
| 5650 |
MH
5650
Mishpacha Holdings
Road Town,
| $266M | +$143M | +116% | 166% | – | 6 | 66.67% | 0.2 |
|