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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
GWM
4826
Gray Wealth Management
Bangor,
Maine
| $264M | +$10.3M | +4% | 1.2% | 22.1% | 143 | 9.09% | 3.3 |
|
| 4827 |
4827
Horan Securities
Cincinnati,
United States
| $264M | +$4.26M | +2% | 0.71% | 50.1% | 143 | 11.89% | 3.4 |
|
| 4828 |
4828
Vista Investment Management
Pittsburgh,
Pennsylvania
| $264M | -$1.76M | -0.7% | 0.23% | 54.4% | 180 | 5% | 4.5 |
|
| 4829 |
4829
Gainplan
Bloomfield Hills,
Michigan
| $263M | +$51.9M | +25% | 3.86% | 103% | 76 | 43.42% | 1.8 |
|
| 4830 |
4830
Trinity Financial Advisors
Columbus,
Ohio
| $263M | +$39.9M | +18% | 0.27% | 74.5% | 89 | 10.11% | 1.8 |
|
| 4831 |
4831
Transatlantique Private Wealth
New York
| $263M | +$1.53M | +0.6% | 2.65% | 88.6% | 222 | 15.32% | 1.8 |
|
| 4832 |
4832
Cabot-Wellington
Boston,
Massachusetts
| $263M | -$2.91M | -1% | 0.23% | 73.1% | 4 | 0% | 5.4 |
|
| 4833 |
4833
Seafarer Capital Partners
Larkspur,
California
| $263M | -$86.6M | -25% | 20.9% | 61.3% | 7 | 0% | 3 |
|
| 4834 |
4834
ARQ Wealth Advisors
Scottsdale,
Arizona
| $263M | -$1.59M | -0.6% | 1.12% | 59.3% | 106 | 17.92% | 1.9 |
|
| 4835 |
4835
OnyxPoint Global Management
New York
| $263M | +$20.7M | +9% | 9.06% | 162% | 29 | 37.93% | 0.6 |
|
| 4836 |
4836
Greenfield Seitz Capital Management
Dallas,
Texas
| $263M | -$10.3M | -4% | 0.99% | 88.5% | 107 | 13.08% | 0.9 |
|
| 4837 |
4837
Alpha DNA Investment Management
Columbia,
Maryland
| $263M | -$4.42M | -2% | 7% | 134% | 265 | 55.85% | 0.8 |
|
| 4838 |
4838
Bandera Partners
New York
| $263M | -$2.26M | -0.9% | 1.36% | 55.4% | 19 | 10.53% | 3.4 |
|
| 4839 |
4839
RBA Wealth Management
Newport Beach,
California
| $263M | +$3.17M | +1% | 1.68% | 91% | 94 | 11.7% | 2.4 |
|
| 4840 |
4840
Enzi Wealth
Austin,
Texas
| $263M | +$6.84M | +3% | 0.31% | 77% | 74 | 9.46% | 1.5 |
|
| 4841 |
4841
Empower Annuity Insurance Company
Hartford,
Connecticut
| $262M | -$15.1M | -5% | 5.43% | 0.86% | 1 | 0% | 2 |
|
| 4842 |
4842
Bayberry Capital Partners
New York
| $262M | -$34M | -11% | 4.03% | 99.7% | 25 | 64% | 0.5 |
|
| 4843 |
4843
Oldfather Financial Services
Kearney,
Nebraska
| $262M | +$2.58M | +1% | 1.03% | 60.8% | 78 | 2.56% | 3.4 |
|
| 4844 |
4844
Bourne Lent Asset Management
Pawling,
New York
| $262M | -$1.19M | -0.5% | 2.63% | 95.1% | 62 | 1.61% | 6.8 |
|
| 4845 |
4845
Walnut Level Capital
Denver,
Colorado
| $262M | +$23.4M | +10% | 6.44% | – | 53 | 49.06% | 0.5 |
|
| 4846 |
4846
Bishop & Co Investment Management
Erie,
Pennsylvania
| $262M | -$454K | -0.2% | 1.36% | 53.7% | 25 | 0% | 5.8 |
|
| 4847 |
4847
Miller Equity Capital Advisors
Irving,
Texas
| $262M | +$5.84M | +2% | 3.28% | 23.7% | 56 | 0% | 4 |
|
| 4848 |
FC
4848
Fore Capital
New York
| $262M | +$23.3M | +10% | 1.8% | 25.4% | 61 | 39.34% | 0.6 |
|
| 4849 |
4849
Canopy Partners
Cincinnati,
Ohio
| $262M | +$29.6M | +13% | 2.18% | 108% | 228 | 14.47% | 0.8 |
|
| 4850 |
4850
Aster Capital Management
Dubai,
United Arab Emirates
| $262M | -$200M | -43% | 2.68% | – | 1,620 | 67.22% | 0.1 |
|