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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
VU
5051
Valence8 US
Cambridge,
Massachusetts
| $286M | -$51.4M | -15% | 0.75% | 76.6% | 15 | 6.67% | 1.9 |
|
| 5052 |
5052
Argentarii
Cincinnati,
Ohio
| $286M | -$21.2M | -7% | 1.04% | – | 217 | 17.05% | 0.9 |
|
| 5053 |
5053
Muzinich & Co
New York
| $286M | -$32.1M | -10% | 11.8% | 13.5% | 38 | 0% | 8 |
|
| 5054 |
5054
44 Wealth Management
Eugene,
Oregon
| $286M | -$12.1M | -4% | 0.05% | – | 210 | 19.52% | 2.7 |
|
| 5055 |
5055
HS Management Partners
New York
| $286M | -$183M | -39% | 8.84% | 36.2% | 27 | 22.22% | 3.5 |
|
| 5056 |
SIIL
5056
Sinvest Investments II Ltd
Nassau, New Providence,
| $286M | -$105M | -27% | 26.8% | – | 1 | 0% | 0.3 |
|
| 5057 |
5057
Leisure Capital Management
Costa Mesa,
California
| $286M | -$16.2M | -5% | 0.03% | 111% | 161 | 11.18% | 5.2 |
|
| 5058 |
5058
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $286M | -$75.4M | -21% | 1.35% | 105% | 18 | 55.56% | 1.9 |
|
| 5059 |
5059
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $286M | -$11.8M | -4% | 1.35% | 122% | 137 | 9.49% | 2.2 |
|
| 5060 |
WFI
5060
West Family Investments
Carlsbad,
California
| $285M | -$141M | -33% | 2.24% | 116% | 366 | 33.33% | 2.6 |
|
| 5061 |
5061
Vantage Point Financial
Lisle,
Illinois
| $285M | +$5.51M | +2% | 0.3% | – | 188 | 16.49% | 0.9 |
|
| 5062 |
5062
Westshore Wealth
Newport Beach,
California
| $285M | -$17.2M | -6% | 2.66% | 58.8% | 115 | 21.74% | 3.1 |
|
| 5063 |
5063
Theory Financial
Fort Collins,
Colorado
| $285M | -$11.9M | -4% | 0.14% | 54.5% | 106 | 16.04% | 2 |
|
| 5064 |
5064
Bennett Selby Investments
Falmouth,
Maine
| $285M | -$25.8M | -8% | 8.78% | 82.1% | 87 | 10.34% | 3.3 |
|
| 5065 |
5065
G&S Capital
Denver,
Colorado
| $285M | +$1.52M | +0.5% | 3.62% | 85.6% | 143 | 14.69% | 3 |
|
| 5066 |
5066
Providence First Trust
Scottsdale,
Arizona
| $284M | -$4.36M | -2% | 2.19% | 68.4% | 196 | 21.94% | 2.1 |
|
| 5067 |
5067
Future Fund LLC
Chicago,
Illinois
| $284M | -$31.5M | -10% | 0.43% | 93.1% | 150 | 20% | 0.9 |
|
| 5068 |
5068
Axiom Financial Strategies
New Albany,
Indiana
| $284M | +$46.4M | +20% | 0.81% | 54.5% | 53 | 47.17% | 0.9 |
|
| 5069 |
5069
MMA Asset Management
Conshohocken,
Pennsylvania
| $284M | +$3.55M | +1% | 0.6% | 61.2% | 200 | 19.5% | 2 |
|
| 5070 |
5070
Mach-1 Financial Group
Rogers,
Arkansas
| $284M | -$203M | -42% | 0% | 85.3% | 309 | 52.1% | 0.7 |
|
| 5071 |
5071
Wealthspan Partners
Davenport,
Iowa
| $284M | +$8.53M | +3% | 1.25% | 65% | 131 | 9.92% | 2.7 |
|
| 5072 |
5072
Rise Advisors
Rochester,
New York
| $284M | +$3.4M | +1% | 1.72% | 62.8% | 102 | 11.76% | 3.7 |
|
| 5073 |
5073
Chaney Capital Management
Lynnwood,
Washington
| $284M | -$6.11M | -2% | 3.74% | – | 42 | 9.52% | 1.7 |
|
| 5074 |
5074
Powers Advisory Group
Highland,
Illinois
| $284M | +$18.1M | +7% | 1.24% | 49.8% | 129 | 5.43% | 2.9 |
|
| 5075 |
5075
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $284M | -$7.66M | -3% | 2.51% | 47% | 26 | 7.69% | 2.9 |
|