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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
ViaWealth
Leawood,
Kansas
| $134M | +$7.83M | +6% | 6.01% | 77.2% | 157 | 10.19% | 0.5 |
|
| 5777 |
5777
Firethorn Wealth Partners
Augusta,
Georgia
| $134M | +$6.06M | +5% | 5.85% | 75.1% | 131 | 12.21% | 1.7 |
|
| 5778 |
5778
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $134M | +$11.7M | +10% | 6.88% | 97.1% | 734 | 18.26% | 1 |
|
| 5779 |
5779
Cascade Investment Advisors
Oregon City,
Oregon
| $134M | +$7.67M | +6% | 6.33% | 71.4% | 247 | 60.32% | 3.8 |
|
| 5780 |
5780
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $134M | +$12.1M | +10% | 4.48% | 55% | 50 | 12% | 1.2 |
|
| 5781 |
5781
PACK Private Wealth
Wayzata,
Minnesota
| $134M | +$8.02M | +6% | 4.69% | 52.8% | 39 | 7.69% | 1.3 |
|
| 5782 |
5782
Altai Capital Management
West Hollywood,
California
| $134M | +$16.7M | +14% | 27% | 24.9% | 5 | 0% | 2.6 |
|
| 5783 |
5783
Berkshire Partners
Boston,
Massachusetts
| $133M | +$3.42M | +3% | 5.43% | 79% | 1 | 0% | 1.5 |
|
| 5784 |
5784
Birchview Capital
Burlington,
Vermont
| $133M | +$5.69M | +4% | 15.3% | 327% | 56 | 5.36% | 3.2 |
|
| 5785 |
5785
Bay Rivers Group
Williamsburg,
Virginia
| $133M | +$19M | +17% | 11.9% | 166% | 68 | 10.29% | 2.4 |
|
| 5786 |
CI
5786
Carroll Investors
Mt Pleasant,
South Carolina
| $133M | +$10.8M | +9% | 16.2% | 241% | 39 | 33.33% | 1.2 |
|
| 5787 |
5787
Prentiss Smith & Co
Brattleboro,
Vermont
| $133M | -$1.46M | -1% | 7.01% | 63.9% | 66 | 12.12% | 5.9 |
|
| 5788 |
5788
Fortune Financial Advisors
Overland Park,
Kansas
| $133M | – | – | 6.07% | 76.8% | 121 | – | 0 |
|
| 5789 |
5789
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $133M | +$9.22M | +7% | 10.1% | 72% | 115 | 9.57% | 2.1 |
|
| 5790 |
5790
Meritas Wealth Management
Larkspur,
California
| $133M | +$6.03M | +5% | 4.96% | 69.4% | 43 | 6.98% | 0.5 |
|
| 5791 |
5791
Growth Interface Management
Orlando,
Florida
| $133M | +$32.9M | +33% | 32% | 12% | 10 | 10% | 1.3 |
|
| 5792 |
5792
Capital Wealth Alliance
Scottsdale,
Arizona
| $133M | +$9.14M | +7% | 1.73% | 124% | 117 | 20.51% | 1.9 |
|
| 5793 |
5793
HighMark Wealth Management
St. Paul,
Minnesota
| $133M | +$4.83M | +4% | 6.98% | 110% | 636 | 16.67% | 2.3 |
|
| 5794 |
5794
D. Scott Neal
Lexington,
Kentucky
| $133M | -$46M | -26% | 3.02% | 105% | 71 | 22.54% | 2.8 |
|
| 5795 |
5795
MGO Private Wealth
Irvine,
California
| $133M | +$5.26M | +4% | 4.47% | 51.5% | 81 | 25.93% | 0.6 |
|
| 5796 |
5796
AFG Fiduciary Services
Hingham,
Massachusetts
| $133M | +$24.5M | +23% | 6.12% | 72.4% | 91 | 25.27% | 1 |
|
| 5797 |
EFH
5797
Eaton Financial Holdings
Coral Springs,
Florida
| $133M | +$4.84M | +4% | 5.36% | – | 56 | 14.29% | 0.5 |
|
| 5798 |
5798
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $133M | +$30.3M | +30% | 29% | – | 8 | 37.5% | 0.9 |
|
| 5799 |
5799
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $133M | – | – | 4.78% | 61% | 93 | – | 5.3 |
|
| 5800 |
5800
Woodward Diversified Capital
Bakersfield,
California
| $133M | +$5.29M | +4% | 6.7% | 118% | 160 | 20.63% | 1.7 |
|