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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
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $135M | +$2.51M | +2% | 2.27% | 55.7% | 228 | 22.37% | 1.1 |
|
| 6727 |
6727
Stance Capital
Boston,
Massachusetts
| $135M | -$26.2M | -16% | 0.34% | – | 281 | 88.26% | 0.2 |
|
| 6728 |
6728
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $135M | +$6.25M | +5% | 3.16% | 76.1% | 111 | 2.7% | 5.1 |
|
| 6729 |
6729
Stanich Group
Montauk,
New York
| $135M | +$1.38M | +1% | 2.66% | – | 52 | 7.69% | 0.2 |
|
| 6730 |
6730
NRI Wealth Management
Santa Clara,
California
| $135M | -$9.7M | -7% | 6.83% | – | 28 | 17.86% | 1.2 |
|
| 6731 |
6731
Oak Wealth Advisors
Northbrook,
Illinois
| $135M | +$5.16M | +4% | 0.59% | – | 59 | 11.86% | 0.3 |
|
| 6732 |
6732
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $135M | -$3.62M | -3% | 0.75% | 64.5% | 118 | 14.41% | 1.4 |
|
| 6733 |
JKSF
6733
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $135M | -$37M | -22% | 16.3% | 30.8% | 7 | 42.86% | 2.3 |
|
| 6734 |
6734
Forbes Financial Planning
East Greenwich,
Rhode Island
| $135M | -$71.4M | -35% | 1.31% | 52.3% | 33 | 12.12% | 2.3 |
|
| 6735 |
6735
VERITY Wealth Advisors
Sausalito,
United States
| $135M | -$3.62M | -3% | 0.98% | 59.9% | 73 | 2.74% | 4.3 |
|
| 6736 |
PCP
6736
Perbak Capital Partners
London,
United Kingdom
| $135M | -$52.3M | -28% | 2.04% | – | 227 | 85.9% | 0.1 |
|
| 6737 |
6737
WealthTrust Asset Management
Destin,
Florida
| $135M | -$4.35M | -3% | 1.98% | 102% | 103 | 29.13% | 1.7 |
|
| 6738 |
6738
Lancaster Investment Management
London,
United Kingdom
| $135M | +$21.9M | +19% | 7.13% | 0.78% | 6 | 16.67% | 1.2 |
|
| 6739 |
6739
Clark Wealth Partners
O'fallon,
Illinois
| $135M | +$6M | +5% | 0.48% | – | 620 | 29.84% | 0.2 |
|
| 6740 |
6740
Vannoy Advisory Group
Austin,
Texas
| $135M | +$368K | +0.3% | 0.54% | 52.5% | 27 | 3.7% | 1.3 |
|
| 6741 |
6741
Caldwell Investment Management
Toronto,
Ontario, Canada
| $135M | -$13.5M | -9% | 5.1% | 162% | 39 | 33.33% | 1.5 |
|
| 6742 |
PP
6742
Pingora Partners
Wilson,
Wyoming
| $135M | -$17.8M | -12% | 8.4% | – | 233 | 15.02% | 1.1 |
|
| 6743 |
6743
Tevis Investment Management
Plano,
Texas
| $135M | $0 | 0% | 3.12% | 58.7% | 96 | 0% | 2.3 |
|
| 6744 |
6744
Palacios Wealth Management
Ormond Beach,
Florida
| $135M | +$42.1M | +45% | 6.09% | – | 67 | 10.45% | 0.2 |
|
| 6745 |
6745
Capital & Planning LLC
Jonesboro,
Georgia
| $135M | -$2.09M | -2% | 0.35% | – | 192 | 82.29% | 0.3 |
|
| 6746 |
BG
6746
BRX Global
New York
| $135M | -$6.82M | -5% | 2.98% | 65.8% | 4 | 0% | 3.4 |
|
| 6747 |
6747
Pacific Wealth Strategies Group
Santa Barbara,
California
| $135M | -$9.27M | -6% | 4.93% | 85.3% | 58 | 13.79% | 4.2 |
|
| 6748 |
6748
MSD Partners
New York
| $134M | -$7.76M | -5% | 6.26% | 3.5% | 9 | 0% | 1.6 |
|
| 6749 |
6749
Caitong International Asset Management
Hong Kong
| $134M | +$32.4M | +32% | 30% | – | 2,616 | 55.28% | 0.1 |
|
| 6750 |
6750
Horizons Wealth Management
Asheville,
North Carolina
| $134M | +$3.2M | +2% | 0.15% | – | 180 | 5% | 2.3 |
|