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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Invera Wealth Advisors
Bend,
Oregon
| $186M | +$30.6M | +20% | 21% | 102% | 136 | 30.88% | 1 |
|
| 6777 |
6777
Forbes Financial Planning
East Greenwich,
Rhode Island
| $186M | +$13.3M | +8% | 9.17% | 52.3% | 40 | 10% | 2.5 |
|
| 6778 |
6778
Brookmont Capital Management
Dallas,
Texas
| $186M | +$7.81M | +4% | 4.92% | 32.2% | 63 | 9.52% | 6.5 |
|
| 6779 |
6779
Affinity Wealth
Canton,
Ohio
| $186M | +$29.5M | +19% | 13.3% | – | 28 | 14.29% | 0.9 |
|
| 6780 |
6780
South Plains Financial
Lubbock,
Texas
| $186M | +$14.2M | +8% | 15% | – | 228 | 10.09% | 1.3 |
|
| 6781 |
6781
Optimus Capital Advisors
Coppel,
Texas
| $186M | +$17.1M | +10% | 7.92% | – | 43 | 23.26% | 0.4 |
|
| 6782 |
6782
Columbia River Financial Group
Vancouver,
Washington
| $186M | +$13.9M | +8% | 8.26% | – | 59 | 3.39% | 1.4 |
|
| 6783 |
MBWA
6783
Marin Bay Wealth Advisors
San Anselmo,
California
| $186M | +$19.8M | +12% | 18.6% | – | 141 | 18.44% | 0.4 |
|
| 6784 |
6784
Palliser Capital (UK)
London,
United Kingdom
| $186M | +$57.2M | +44% | 2.04% | 57% | 24 | 83.33% | 0.2 |
|
| 6785 |
6785
TI-Trust
Quincy,
Illinois
| $186M | +$17.8M | +11% | 21.3% | 88.8% | 134 | 5.97% | 4.7 |
|
| 6786 |
6786
General Partner Inc
Pittsburgh,
Pennsylvania
| $186M | +$21.7M | +13% | 13.2% | 83.1% | 169 | 3.55% | 2.9 |
|
| 6787 |
6787
Tranquilli Financial Advisor
Clinton,
New Jersey
| $186M | +$14.6M | +9% | 8.82% | 55.1% | 150 | 22% | 2.3 |
|
| 6788 |
6788
Live Oak Investment Partners
Austin,
Texas
| $186M | +$16.4M | +10% | 8.83% | – | 99 | 12.12% | 2.1 |
|
| 6789 |
6789
Fingerlakes Wealth Management
Ithaca,
New York
| $186M | +$35M | +23% | 20.7% | 80.2% | 105 | 11.43% | 3.4 |
|
| 6790 |
6790
Omega Fund Management
Boston,
Massachusetts
| $186M | +$22.5M | +14% | 31.5% | 106% | 11 | 18.18% | 2.5 |
|
| 6791 |
6791
Leigh Baldwin & Co
Cazenovia,
New York
| $186M | +$31.2M | +20% | 23.9% | – | 184 | 12.5% | 1.1 |
|
| 6792 |
6792
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $186M | +$13.1M | +8% | 9.36% | 61.1% | 139 | 8.63% | 6.5 |
|
| 6793 |
6793
Northland Capital Management
Virginia,
Minnesota
| $186M | +$2.64M | +1% | 6.9% | 37.5% | 32 | 9.38% | 3.2 |
|
| 6794 |
6794
Melfa Wealth Management
Westborough,
Massachusetts
| $185M | +$11.3M | +7% | 10.1% | 42.9% | 202 | 6.44% | 2.6 |
|
| 6795 |
SMP
6795
Santa Monica Partners
Palm Beach Gardens,
Florida
| $185M | +$6.25M | +3% | 8.25% | 102% | 13 | 0% | 6.3 |
|
| 6796 |
6796
Anchor Bay Capital
Carlsbad,
California
| $185M | – | – | 9.21% | – | 341 | – | 0 |
|
| 6797 |
PVAMC
6797
PPS&V Asset Management Consultants
Portage,
Michigan
| $185M | +$21.5M | +13% | 16.9% | 80.7% | 43 | 13.95% | 3 |
|
| 6798 |
6798
WinCap Financial
Boston,
Massachusetts
| $185M | +$34.9M | +23% | 22.5% | – | 98 | 18.37% | 1.1 |
|
| 6799 |
IFS
6799
Integrated Financial Solutions
Reston,
Virginia
| $185M | +$41.1M | +29% | 46.5% | – | 39 | 25.64% | 0.7 |
|
| 6800 |
AAA
6800
American Alpha Advisors
New York
| $185M | -$3.04M | -2% | 14.7% | – | 103 | 14.56% | 1.1 |
|