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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
WFA Asset Management
Whitefish Bay,
Wisconsin
| $177M | -$14.4M | -8% | 5.04% | 60% | 242 | 16.94% | 2.7 |
|
| 6177 |
6177
Capasso Planning Partners
Charleston,
South Carolina
| $177M | -$62.1M | -26% | 6.53% | 51.6% | 105 | 26.67% | 2 |
|
| 6178 |
6178
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| $177M | +$14.5M | +9% | 14.2% | – | 2 | 50% | 0.3 |
|
| 6179 |
6179
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $177M | -$6.26M | -3% | 1.43% | 31.7% | 43 | 9.3% | 2.4 |
|
| 6180 |
6180
Enavate Sciences
Menlo Park,
California
| $177M | +$43.8M | +33% | 44.7% | – | 6 | 0% | 0.5 |
|
| 6181 |
6181
Granite FO LLC
Bedford,
New Hampshire
| $177M | +$490K | +0.3% | 4.26% | 112% | 189 | 1.59% | 1.2 |
|
| 6182 |
6182
Lagoda Investment Management
New York
| $177M | +$19.5M | +12% | 20.4% | 250% | 34 | 32.35% | 7.4 |
|
| 6183 |
6183
Birchcreek Wealth Management
Miami Township,
Ohio
| $177M | +$18.1M | +11% | 9.05% | 80.7% | 121 | 9.92% | 2.9 |
|
| 6184 |
6184
Tudor Financial
Dayton,
Ohio
| $176M | +$10M | +6% | 8.02% | – | 144 | 13.19% | 0.7 |
|
| 6185 |
6185
Plan A Wealth
Lincoln,
Nebraska
| $176M | +$47.4M | +37% | 7.59% | – | 163 | 30.06% | 0.3 |
|
| 6186 |
6186
Grant Private Wealth Management
Pleasanton,
California
| $176M | +$83.7M | +90% | 7.34% | – | 151 | 76.16% | 0.3 |
|
| 6187 |
6187
Canerector Inc
Toronto,
Ontario, Canada
| $176M | +$47.4M | +37% | 11.9% | – | 10 | 0% | 0.5 |
|
| 6188 |
6188
Twin Securities
New York
| $176M | -$17.3M | -9% | 3.01% | 506% | 24 | 70.83% | 0.3 |
|
| 6189 |
6189
Bank of Jackson Hole Trust
Jackson,
Wyoming
| $176M | +$21.5M | +14% | 10.6% | – | 483 | 13.87% | 0.5 |
|
| 6190 |
6190
R.W. Roge & Company
Bohemia,
New York
| $176M | -$6.48M | -4% | 9.49% | 68.1% | 57 | 10.53% | 3 |
|
| 6191 |
6191
RHS Financial
San Francisco,
California
| $176M | -$2.27M | -1% | 7.89% | 65.6% | 152 | 30.26% | 2.2 |
|
| 6192 |
PWP
6192
Pursue Wealth Partners
Clayton,
California
| $176M | +$11.7M | +7% | 18.3% | 108% | 129 | 21.71% | 2 |
|
| 6193 |
6193
Equinox Partners Investment Management
Stamford,
Connecticut
| $176M | +$1.44M | +0.8% | 4.39% | 241% | 10 | 20% | 2.5 |
|
| 6194 |
6194
Laurel Wealth Planning
Edina,
Minnesota
| $176M | +$25.4M | +17% | 8.69% | 53.1% | 58 | 6.9% | 3.1 |
|
| 6195 |
6195
Sanofi
Paris,
France
| $176M | +$9.8M | +6% | 2.12% | – | 10 | 10% | 0.5 |
|
| 6196 |
6196
NBZ Investment Advisors
Knoxville,
Tennessee
| $176M | +$2.02M | +1% | 10.9% | – | 67 | 10.45% | 0.4 |
|
| 6197 |
6197
Foundry Financial Group
Laconia,
New Hampshire
| $176M | +$13.3M | +8% | 8.03% | – | 63 | 7.94% | 1.2 |
|
| 6198 |
6198
Rockbridge Capital Management
Alexandria,
Virginia
| $176M | +$12.2M | +7% | 4.63% | – | 27 | 11.11% | 0.4 |
|
| 6199 |
6199
Resolute Wealth Advisor
Findlay,
Ohio
| $176M | – | – | 9.28% | – | 78 | – | 0 |
|
| 6200 |
6200
Main Line Retirement Advisors
Whitefish,
Montana
| $176M | +$21.7M | +14% | 8.36% | 47.6% | 46 | 17.39% | 1.4 |
|