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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Brown Financial Advisory
Fairhope,
Alabama
| $141M | -$561K | -0.4% | 0.63% | 73.2% | 40 | 20% | 2.6 |
|
| 6727 |
6727
Avid Wealth Partners
San Antonio,
Texas
| $141M | -$555K | -0.4% | 0.06% | 93.7% | 49 | 20.41% | 0.7 |
|
| 6728 |
6728
Ehrlich Financial Group
Laguna Niguel,
California
| $141M | +$463K | +0.3% | 0.83% | 56.2% | 123 | 26.02% | 0.7 |
|
| 6729 |
6729
MGO Private Wealth
Irvine,
California
| $141M | +$67K | +0% | 0.54% | 51.5% | 67 | 23.88% | 1.6 |
|
| 6730 |
6730
McAlister Sweet & Associates
Houston,
Texas
| $141M | +$19.5M | +16% | 1.35% | 83.6% | 32 | 43.75% | 1.9 |
|
| 6731 |
6731
Erickson Financial Group
Allentown,
Pennsylvania
| $140M | +$914K | +0.7% | 0.87% | 69.3% | 26 | 0% | 2.3 |
|
| 6732 |
6732
Meriwether Wealth & Planning
Minden,
Louisiana
| $140M | – | – | 0.48% | – | 117 | – | 0 |
|
| 6733 |
6733
Lee-Kelleher Wealth Management
Fulton,
Maryland
| $140M | – | – | 0.96% | – | 40 | – | 0 |
|
| 6734 |
AI
6734
Arrien Investments
Boise,
Idaho
| $140M | +$1.77M | +1% | 3.72% | 46% | 40 | 17.5% | 1.5 |
|
| 6735 |
6735
Turn8 Private Wealth
Pointe Claire,
| $140M | – | – | 2.11% | – | 45 | – | 0 |
|
| 6736 |
6736
LAM Group
Lake Oswego,
Oregon
| $140M | -$1.05M | -0.7% | 3.43% | 61.8% | 134 | 2.24% | 1.7 |
|
| 6737 |
6737
Guardian Investment Management
Tiburon,
California
| $140M | +$24M | +21% | 2.37% | 103% | 60 | 13.33% | 6.3 |
|
| 6738 |
6738
Norwood Investment Partners
Mill Valley,
California
| $140M | -$8.12M | -5% | 5.06% | 25.2% | 13 | 15.38% | 1.7 |
|
| 6739 |
6739
RiverGlades Family Offices
Naples,
Florida
| $140M | +$392K | +0.3% | 0.71% | – | 86 | 10.47% | 4 |
|
| 6740 |
6740
Tacita Capital
Toronto,
Ontario, Canada
| $140M | -$13.2M | -9% | 1.25% | 72.3% | 213 | 9.39% | 2.8 |
|
| 6741 |
6741
First Community Trust
Dubuque,
Iowa
| $140M | +$17.6M | +14% | 1.13% | 128% | 329 | 8.21% | 2.3 |
|
| 6742 |
6742
Farrell Financial
Orchard Park,
New York
| $140M | -$1.71M | -1% | 0.1% | 57.8% | 69 | 5.8% | 0.9 |
|
| 6743 |
6743
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $140M | – | – | 0.17% | – | 95 | – | 0 |
|
| 6744 |
6744
Shorepath Capital Management
Park City,
Utah
| $140M | +$3.31M | +2% | 2.91% | – | 24 | 8.33% | 0.9 |
|
| 6745 |
CIG
6745
Cascade Investment Group
Colorado Springs,
Colorado
| $140M | +$3.39M | +2% | 2.98% | 93.2% | 137 | 6.57% | 1.6 |
|
| 6746 |
6746
Broadview Financial Management
Wauwatosa,
Wisconsin
| $140M | -$7.93M | -5% | 2.39% | 52.4% | 42 | 2.38% | 5.3 |
|
| 6747 |
HB
6747
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $140M | +$9.6M | +7% | 17.7% | – | 10 | 0% | 0.9 |
|
| 6748 |
6748
Fort Henry Capital
Wheeling,
West Virginia
| $140M | -$7.15M | -5% | 2.4% | 39.3% | 16 | 12.5% | 3.7 |
|
| 6749 |
PWAM
6749
Pinnacle West Asset Management
Casper,
Wyoming
| $140M | +$184K | +0.1% | 0.96% | 100% | 116 | 4.31% | 1.5 |
|
| 6750 |
6750
M3 Advisory Group
Needham Heights,
Massachusetts
| $140M | +$3.51M | +3% | 3.66% | – | 158 | 12.03% | 0.8 |
|