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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
BSWA
5851
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $162M | +$14.1M | +10% | 5.89% | – | 104 | 4.81% | 1.8 |
|
| 5852 |
5852
Albert D. Mason Inc
Boston,
Massachusetts
| $162M | +$10.7M | +7% | 7.42% | 83.4% | 162 | 6.79% | 5.5 |
|
| 5853 |
5853
Onyx Financial Advisors
Idaho Falls,
Idaho
| $162M | +$24.8M | +18% | 7.09% | 57.8% | 15 | 13.33% | 0.8 |
|
| 5854 |
5854
MN Wealth Advisors
Overland Park,
Kansas
| $162M | +$16.5M | +11% | 7.45% | 68.3% | 101 | 13.86% | 0.2 |
|
| 5855 |
5855
Herbst Group
Westport,
Connecticut
| $162M | +$5.66M | +4% | 13.6% | 142% | 68 | 17.65% | 1.7 |
|
| 5856 |
5856
Boulder Wealth Advisors
Boulder,
Colorado
| $161M | – | – | 10.4% | – | 23 | – | 0.8 |
|
| 5857 |
5857
HighMark Wealth Management
St. Paul,
Minnesota
| $161M | +$25.8M | +19% | 7.62% | 110% | 623 | 16.37% | 2.6 |
|
| 5858 |
5858
Family CFO
Los Altos,
California
| $161M | +$6.37M | +4% | 5.5% | 89.6% | 66 | 3.03% | 1.9 |
|
| 5859 |
5859
Penbrook Management
New York
| $161M | +$12.5M | +8% | 12.6% | 107% | 107 | 8.41% | 5.5 |
|
| 5860 |
5860
Kessler Investment Group
Columbus,
Indiana
| $161M | -$2.07M | -1% | 11.2% | 251% | 213 | 32.39% | 2.3 |
|
| 5861 |
IFS
5861
Intelligent Financial Strategies
Excelsior,
Minnesota
| $161M | +$18.3M | +13% | 12.3% | 63.5% | 86 | 11.63% | 1.9 |
|
| 5862 |
5862
Maryland Capital Advisors
Chester,
Maryland
| $161M | +$9.8M | +6% | 3.62% | – | 237 | 10.97% | 1.9 |
|
| 5863 |
5863
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $161M | +$14.3M | +10% | 8.59% | 95.5% | 70 | 7.14% | 1.7 |
|
| 5864 |
5864
Eight 31 Financial
Midland,
Texas
| $161M | -$2.18M | -1% | 6.57% | – | 88 | 18.18% | 0.2 |
|
| 5865 |
5865
Econ Financial Services
Harrisburg,
Pennsylvania
| $161M | +$19M | +13% | 3.74% | 16.9% | 102 | 51.96% | 0.5 |
|
| 5866 |
5866
Woodward Diversified Capital
Bakersfield,
California
| $161M | +$1.83M | +1% | 7.37% | 118% | 166 | 14.46% | 2 |
|
| 5867 |
5867
Indus Capital Partners
New York
| $161M | +$10M | +7% | 8.99% | 117% | 6 | 16.67% | 2.3 |
|
| 5868 |
KCM
5868
Knoll Capital Management
Miami,
Florida
| $161M | +$40M | +33% | 34.2% | 258% | 37 | 21.62% | 1.6 |
|
| 5869 |
5869
Column Group
San Francisco,
California
| $161M | +$9.16M | +6% | 43.6% | 95.1% | 7 | 14.29% | 2.6 |
|
| 5870 |
5870
Emory University
Atlanta,
Georgia
| $160M | -$1.25M | -0.8% | 1.27% | – | 9 | 33.33% | 0.9 |
|
| 5871 |
CAS
5871
CTC Alternative Strategies
Chicago,
Illinois
| $160M | +$112M | +233% | 13.6% | 111% | 196 | 96.94% | 0 |
|
| 5872 |
5872
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $160M | +$12.8M | +9% | 8.16% | 87.2% | 109 | 27.52% | 1.4 |
|
| 5873 |
5873
Aryeh Capital Management
Toronto,
Ontario, Canada
| $160M | -$5.09M | -3% | 10.9% | 87.7% | 10 | 20% | 1.2 |
|
| 5874 |
5874
Family Asset Management
Charleston,
South Carolina
| $160M | +$10.3M | +7% | 6.18% | – | 197 | 9.64% | 1 |
|
| 5875 |
5875
Shared Vision Wealth Group
Carlsbad,
United States
| $160M | +$10.5M | +7% | 2.87% | – | 84 | 19.05% | 0.2 |
|