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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
William Allan Corp
Fort Collins,
Colorado
| $126M | +$7.05M | +6% | 7.28% | 94.2% | 51 | 3.92% | 1.1 |
|
| 5802 |
5802
First National Bank of Hutchinson
Hutchinson,
Kansas
| $126M | +$7.88M | +7% | 9.55% | 121% | 113 | 13.27% | 3.7 |
|
| 5803 |
5803
Chicago Wealth Management
Chicago,
Illinois
| $126M | +$9.9M | +8% | 3.3% | 134% | 51 | 37.25% | 1.3 |
|
| 5804 |
5804
PACK Private Wealth
Wayzata,
Minnesota
| $126M | +$9.26M | +8% | 5.04% | 52.8% | 37 | 8.11% | 1.1 |
|
| 5805 |
5805
Fairbanks Capital Management
Rancho Santa Fe,
California
| $126M | +$13.3M | +12% | 9.8% | 81.3% | 54 | 5.56% | 3.8 |
|
| 5806 |
5806
Retirement Financial Solutions
Knoxville,
Tennessee
| $126M | +$8.09M | +7% | 4.94% | 52.5% | 279 | 89.61% | 0.2 |
|
| 5807 |
GBI
5807
GP Brinson Investments
Chicago,
Illinois
| $126M | -$2.15M | -2% | 6.71% | 51.2% | 16 | 6.25% | 1.8 |
|
| 5808 |
5808
RFG Holdings
Argyle,
Texas
| $126M | +$29.8M | +31% | 3.79% | 74.2% | 18 | 33.33% | 1.3 |
|
| 5809 |
5809
Straight Path Wealth Management
Jenison,
Michigan
| $126M | +$21.4M | +20% | 17.7% | 70.4% | 86 | 32.56% | 0.8 |
|
| 5810 |
TCM
5810
Tao Capital Management
San Francisco,
California
| $126M | -$7.25M | -5% | 16.5% | 314% | 16 | 6.25% | 1.9 |
|
| 5811 |
5811
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $126M | +$23.3M | +23% | 5.02% | 38.4% | 7 | 0% | 2.8 |
|
| 5812 |
5812
Sterling Investment Management
Tucson,
Arizona
| $126M | +$1.11M | +0.9% | 1.21% | 45.3% | 62 | 4.84% | 4.5 |
|
| 5813 |
5813
First National Bank of South Miami
South Miami,
Florida
| $126M | -$8.12M | -6% | 4.66% | 35.2% | 277 | 5.78% | 3.5 |
|
| 5814 |
MG
5814
Meditor Group
Hamilton,
Bermuda
| $126M | -$22.4M | -15% | 13% | 41.1% | 4 | 0% | 7.3 |
|
| 5815 |
5815
Wells Financial Advisors
Framingham,
Massachusetts
| $126M | +$4.69M | +4% | 4.35% | 58.9% | 66 | 4.55% | 1.8 |
|
| 5816 |
5816
BCR Wealth Strategies
Vestavia,
Alabama
| $125M | +$9.47M | +8% | 4.15% | 45.1% | 18 | 5.56% | 1.1 |
|
| 5817 |
5817
XXEC Inc
Tulsa,
Oklahoma
| $125M | +$518K | +0.4% | 8.58% | 30.1% | 29 | 31.03% | 1.5 |
|
| 5818 |
5818
Silver Rock Financial
Los Angeles,
California
| $125M | -$191M | -60% | 2.99% | 2.58% | 186 | 44.62% | 1.1 |
|
| 5819 |
5819
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $125M | +$5.57M | +5% | 3.58% | 94% | 48 | 14.58% | 1.5 |
|
| 5820 |
5820
Cooper/Haims Advisors
Victor,
New York
| $125M | -$16M | -11% | 7% | 58.8% | 75 | 8% | 3.2 |
|
| 5821 |
5821
Palo Alto Wealth Advisors
Palo Alto,
California
| $125M | +$7.5M | +6% | 11.3% | 108% | 44 | 9.09% | 0.2 |
|
| 5822 |
5822
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $125M | +$13.9M | +12% | 11.9% | 62.3% | 55 | 9.09% | 1.4 |
|
| 5823 |
5823
Cassia Capital Partners
Winston Salem,
North Carolina
| $125M | +$2.89M | +2% | 0.99% | 59.9% | 75 | 4% | 0.8 |
|
| 5824 |
5824
Dentgroup
Baton Rouge,
Louisiana
| $125M | +$8.65M | +7% | 5.53% | 53.6% | 111 | 12.61% | 0.9 |
|
| 5825 |
5825
Asset Planning Corporation
Knoxville,
Tennessee
| $124M | +$4.35M | +4% | 2.48% | 44.5% | 39 | 7.69% | 1.7 |
|