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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
6851
Prentiss Smith & Co
Brattleboro,
Vermont
| $182M | +$10M | +6% | 13% | 67.4% | 69 | 8.7% | 6.3 |
|
| 6852 |
6852
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| $182M | +$32.1M | +21% | 10.2% | – | 166 | 27.11% | 0.9 |
|
| 6853 |
6853
Shotwell Rutter Baer
Lansing,
Michigan
| $182M | +$11.9M | +7% | 8.2% | 45.5% | 38 | 0% | 2.1 |
|
| 6854 |
6854
Brewster Financial Planning
Brooklyn,
New York
| $182M | +$16.8M | +10% | 9.26% | 44.3% | 30 | 13.33% | 2.6 |
|
| 6855 |
6855
First National Bank of Hutchinson
Hutchinson,
Kansas
| $182M | +$25.5M | +16% | 23.4% | 121% | 98 | 22.45% | 4.3 |
|
| 6856 |
CAM
6856
Crown Advisors Management
Larkspur,
California
| $182M | +$31.5M | +21% | 38.7% | 284% | 45 | 15.56% | 2.4 |
|
| 6857 |
6857
PUREfi Wealth
Boston,
Massachusetts
| $182M | +$29.4M | +19% | 16.1% | – | 222 | 21.62% | 0.9 |
|
| 6858 |
6858
EQ Wealth Advisors
Dallas,
Texas
| $182M | +$11M | +6% | 5.54% | – | 57 | 5.26% | 1.3 |
|
| 6859 |
FCP
6859
Fosse Capital Partners
London,
United Kingdom
| $182M | +$46.6M | +34% | 11.8% | 80% | 3 | 33.33% | 3.7 |
|
| 6860 |
6860
Taylor Financial Group
Roanoke,
Virginia
| $182M | +$16.9M | +10% | 13.8% | – | 105 | 7.62% | 2.2 |
|
| 6861 |
6861
Elevate Capital Advisors
Eagle,
Colorado
| $182M | +$27.3M | +18% | 8.14% | – | 93 | 39.78% | 0.8 |
|
| 6862 |
6862
Lagoda Investment Management
New York
| $182M | +$19.7M | +12% | 27.2% | 250% | 25 | 0% | 6.6 |
|
| 6863 |
6863
Wilkins Miller Wealth Management
Mobile,
Alabama
| $182M | +$16.5M | +10% | 9.49% | – | 96 | 8.33% | 1.3 |
|
| 6864 |
6864
Perspective Wealth Advisors
Loveland,
Colorado
| $182M | +$27.6M | +18% | 13% | – | 76 | 35.53% | 0.3 |
|
| 6865 |
6865
Ames National Corp
Ames,
Iowa
| $182M | +$15.1M | +9% | 10.2% | – | 70 | 5.71% | 1.3 |
|
| 6866 |
6866
Charter Oak Advisors
New York City,
New York
| $182M | +$16.8M | +10% | 12.3% | – | 15 | 20% | 1.1 |
|
| 6867 |
6867
Dean Jacobson Financial Services
Fort Worth,
Texas
| $182M | +$19M | +12% | 11.9% | 59.6% | 22 | 4.55% | 1.4 |
|
| 6868 |
BF
6868
Baring Financial
Bellingham,
Washington
| $182M | +$18.2M | +11% | 13.2% | – | 87 | 18.39% | 1.1 |
|
| 6869 |
6869
Fiduciary Wealth Partners
Boston,
Massachusetts
| $182M | +$28.9M | +19% | 13.3% | – | 70 | 15.71% | 1.6 |
|
| 6870 |
6870
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| $182M | +$25.9M | +17% | 15.5% | – | 143 | 30.77% | 0.8 |
|
| 6871 |
6871
Scalar Gauge Management
Dallas,
Texas
| $182M | +$77.9M | +75% | 66.7% | – | 40 | 67.5% | 0.3 |
|
| 6872 |
6872
Security Benefit Life Insurance Company
Topeka,
Kansas
| $182M | -$8.81M | -5% | 2.74% | 60.6% | 20 | 10% | 3.3 |
|
| 6873 |
6873
Fort Henry Capital
Wheeling,
West Virginia
| $182M | +$16.2M | +10% | 9.57% | 39.3% | 17 | 0% | 4.4 |
|
| 6874 |
6874
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $181M | +$22.9M | +14% | 13% | – | 852 | 8.69% | 0.9 |
|
| 6875 |
6875
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $181M | +$16.5M | +10% | 11.3% | 59.7% | 76 | 13.16% | 2.7 |
|