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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
PrairieView Wealth Partners
Orland Park,
Illinois
| $117M | +$7.15M | +6% | 0.76% | – | 20 | 25% | 0.4 |
|
| 6702 |
6702
Vesey Street Capital Partners
New York
| $117M | -$62.8M | -35% | 34.9% | 47.8% | 1 | 0% | 2.5 |
|
| 6703 |
6703
Naples Money Management
Naples,
Florida
| $117M | +$16.9M | +17% | 9.44% | – | 447 | 23.49% | 0.4 |
|
| 6704 |
6704
22NW LP
Seattle,
Washington
| $117M | +$1.14M | +1% | 7.56% | 138% | 14 | 14.29% | 2.9 |
|
| 6705 |
6705
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $117M | +$3.67M | +3% | 4.7% | 92.3% | 112 | 1.79% | 2.3 |
|
| 6706 |
6706
First Community Trust
Dubuque,
Iowa
| $117M | +$10.7M | +10% | 5.66% | 128% | 314 | 14.33% | 2 |
|
| 6707 |
6707
Brooktree Capital Management
Gand Rapids,
Michigan
| $117M | -$12.7M | -10% | 1.64% | 82.9% | 24 | 4.17% | 3.5 |
|
| 6708 |
6708
Coordinated Financial Services
Denver,
Colorado
| $117M | +$2.27M | +2% | 2.37% | – | 136 | 8.09% | 0.2 |
|
| 6709 |
6709
DMC Group
Birmingham,
Alabama
| $117M | +$938K | +0.8% | 3.14% | 99.2% | 127 | 8.66% | 1.9 |
|
| 6710 |
6710
VanWeelden Wealth Management
West Chester Township,
Ohio
| $117M | – | – | 0.29% | – | 20 | – | 0 |
|
| 6711 |
6711
Sharp Financial Services
Horsham,
Pennsylvania
| $117M | +$9.01M | +8% | 2.45% | – | 105 | 26.67% | 0.4 |
|
| 6712 |
6712
Cape Ann Asset Management
London,
United Kingdom
| $117M | +$4.17M | +4% | 4.29% | 199% | 6 | 16.67% | 2.8 |
|
| 6713 |
6713
Bush Investment Group
Valdosta,
Georgia
| $116M | +$3.26M | +3% | 3.01% | – | 33 | 18.18% | 0.4 |
|
| 6714 |
6714
Symphony Financial Services
Akron,
Ohio
| $116M | – | – | 4.08% | – | 85 | – | 0 |
|
| 6715 |
6715
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $116M | -$1.56M | -1% | 2% | 54.4% | 4 | 25% | 1.1 |
|
| 6716 |
6716
Dynamic Wealth Strategies
Granite Bay,
California
| $116M | -$652K | -0.6% | 1.29% | 52.2% | 249 | 4.02% | 0.5 |
|
| 6717 |
6717
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $116M | +$2.67M | +2% | 3.51% | 72.1% | 110 | 6.36% | 2.1 |
|
| 6718 |
6718
Michelson Medical Research Foundation
Los Angeles,
California
| $116M | -$48.7M | -30% | 0.65% | 52.2% | 32 | 34.38% | 1 |
|
| 6719 |
SLFPAM
6719
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $116M | +$5.15M | +5% | 4.96% | 139% | 44 | 38.64% | 0.6 |
|
| 6720 |
6720
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $116M | +$40.7M | +54% | 0.68% | 26.9% | 13 | 0% | 3.1 |
|
| 6721 |
6721
Bank of Marin
Novato,
California
| $116M | +$2.35M | +2% | 4.28% | 80.3% | 126 | 13.49% | 3.1 |
|
| 6722 |
6722
Waterfall Asset Management
New York
| $116M | -$29.4M | -20% | 2.86% | – | 6 | 16.67% | 0.4 |
|
| 6723 |
6723
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $116M | +$510K | +0.4% | 1.83% | 79.7% | 100 | 10% | 1.9 |
|
| 6724 |
6724
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $116M | +$8.37M | +8% | 2.76% | 42.8% | 63 | 7.94% | 0.5 |
|
| 6725 |
6725
CVI Holdings
Wilmington,
Delaware
| $116M | +$9.8M | +9% | 7.91% | 25.8% | 189 | 40.21% | 1.3 |
|