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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $114M | – | – | 7.2% | 55.5% | 59 | – | 0 |
|
| 5927 |
5927
Clarus Group
Houston,
Texas
| $114M | +$4.23M | +4% | 8.85% | 67.5% | 100 | 15% | 1.6 |
|
| 5928 |
5928
Innova Wealth Partners
Newtown,
Pennsylvania
| $114M | +$4.22M | +4% | 6.84% | 72.5% | 68 | 41.18% | 1.3 |
|
| 5929 |
5929
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $114M | +$10.5M | +10% | 10.2% | 97.1% | 657 | 7.15% | 0.7 |
|
| 5930 |
5930
Peak Planning Group
Centennial,
Colorado
| $114M | +$5.61M | +5% | 7.11% | 105% | 83 | 10.84% | 1.6 |
|
| 5931 |
5931
Western Standard LLC
Los Angeles,
California
| $114M | +$26.2M | +30% | 48.4% | 83.7% | 36 | 52.78% | 0.9 |
|
| 5932 |
5932
Dopkins Wealth Management
Williamsville,
New York
| $114M | +$24.4M | +27% | 10.5% | 64.4% | 48 | 29.17% | 0.7 |
|
| 5933 |
5933
Aegis Financial
Mc Lean,
Virginia
| $114M | – | – | 33.6% | 266% | 28 | – | 1.5 |
|
| 5934 |
5934
Altus Wealth Management
Ft Mitchell,
Kentucky
| $114M | -$3.28M | -3% | 7.04% | 73% | 35 | 25.71% | 2.2 |
|
| 5935 |
5935
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $113M | +$13.8M | +14% | 15% | 52.2% | 65 | 7.69% | 4.6 |
|
| 5936 |
5936
Somerset Group
Wayzata,
Minnesota
| $113M | +$3.95M | +4% | 4.34% | 84.6% | 70 | 12.86% | 5.3 |
|
| 5937 |
5937
Caldwell Sutter Capital
Sausalito,
California
| $113M | – | – | 7.8% | 79.5% | 315 | – | 0 |
|
| 5938 |
5938
Silverhawk Asset Management
Scottsdale,
Arizona
| $113M | +$13.6M | +14% | 8.12% | – | 35 | 20% | 0.7 |
|
| 5939 |
5939
Simplicity Wealth
Summit,
New Jersey
| $113M | +$38.8M | +52% | 6.11% | 82.2% | 102 | 69.61% | 0.3 |
|
| 5940 |
5940
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $113M | -$25.7M | -18% | 10% | 60.5% | 8 | 0% | 2.2 |
|
| 5941 |
5941
Velan Capital Investment Management
Alpharetta,
Georgia
| $113M | +$12.4M | +12% | 15.8% | 2,395% | 35 | 51.43% | 0.4 |
|
| 5942 |
ASFA
5942
All Season Financial Advisors
Denver,
Colorado
| $113M | +$21M | +23% | 7.94% | 33.8% | 143 | 54.55% | 0.5 |
|
| 5943 |
5943
Davidson Trust Company
Seattle,
Washington
| $113M | +$9.06M | +9% | 10.5% | 77% | 110 | 6.36% | 2.6 |
|
| 5944 |
5944
Disciplined Equity Management
Neptune Beach,
Florida
| $113M | +$11.7M | +12% | 12.4% | 72.3% | 57 | 19.3% | 0.7 |
|
| 5945 |
5945
Stevens Capital Partners
Omaha,
Nebraska
| $113M | – | – | 7.31% | 76.3% | 50 | – | 0 |
|
| 5946 |
5946
Basepoint Wealth
Cedar Rapids,
Iowa
| $113M | +$19.3M | +21% | 14.7% | 113% | 91 | 7.69% | 0.8 |
|
| 5947 |
5947
Porter White Investment Advisors
Birmingham,
Alabama
| $113M | – | – | 10.7% | 58% | 20 | – | 0 |
|
| 5948 |
5948
Convergence Financial
Columbia,
Missouri
| $113M | +$21.7M | +24% | 5.93% | 70.6% | 30 | 36.67% | 0.6 |
|
| 5949 |
5949
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $113M | -$610K | -0.5% | 7.24% | 64.3% | 111 | 10.81% | 1.2 |
|
| 5950 |
5950
Institutional Venture Management XIII
Menlo Park,
California
| $113M | -$25M | -18% | 15.2% | – | 4 | 0% | 0.9 |
|