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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
AAM
5226
Ascension Asset Management
New York
| $164M | – | – | 8.61% | – | 89 | – | 2 |
|
| 5227 |
5227
California First Leasing Corp
Newport Beach,
California
| $164M | +$14.1M | +9% | 7.75% | 377% | 37 | 8.11% | 1.1 |
|
| 5228 |
5228
GSI Capital Advisors
Newport Beach,
California
| $164M | +$1.38M | +0.9% | 1.09% | 39.7% | 29 | 13.79% | 1.6 |
|
| 5229 |
5229
Daily Journal Corp
Los Angeles,
California
| $164M | +$2.57M | +2% | 2.96% | 108% | 4 | 0% | 7.7 |
|
| 5230 |
5230
Palumbo Wealth Management
Great Neck,
New York
| $163M | +$13.1M | +9% | 3.79% | 115% | 111 | 22.52% | 1.6 |
|
| 5231 |
5231
Peoples Bank (Ohio)
Marietta,
Ohio
| $163M | +$6.91M | +4% | 5.79% | 71.7% | 124 | 10.48% | 4.3 |
|
| 5232 |
5232
DB Wealth Management Group
San Diego,
California
| $163M | +$4.78M | +3% | 3.91% | 19% | 366 | 3.28% | 1.8 |
|
| 5233 |
5233
Sterneck Capital Management
Kansas City,
Missouri
| $163M | +$4.53M | +3% | 5.04% | 61.5% | 101 | 4.95% | 4.5 |
|
| 5234 |
5234
Lindenwold Advisors
Reading,
Pennsylvania
| $163M | +$1.8M | +1% | 6.07% | 75% | 121 | 14.05% | 1.3 |
|
| 5235 |
LI
5235
Latigo Investments
Fort Lauderdale,
Florida
| $163M | +$23.9M | +17% | 4.01% | 56.6% | 18 | 11.11% | 1.2 |
|
| 5236 |
5236
Bain Capital Venture Investors
Boston,
Massachusetts
| $163M | -$342M | -68% | 26.8% | 34.2% | 3 | 33.33% | 1.5 |
|
| 5237 |
5237
Altus Wealth Group
Colorado Springs,
Colorado
| $163M | +$14.4M | +10% | 7.34% | 76.7% | 141 | 9.22% | 1.6 |
|
| 5238 |
5238
Ardent Capital Management
Cincinnati,
Ohio
| $163M | +$23.7M | +17% | 11.2% | 87.2% | 32 | 15.63% | 0.8 |
|
| 5239 |
5239
Prosperity Consulting Group
Owings Mills,
Maryland
| $163M | +$4.58M | +3% | 6.59% | 66.8% | 111 | 11.71% | 1.2 |
|
| 5240 |
5240
Convergence Financial
Columbia,
Missouri
| $163M | +$27M | +20% | 4.83% | 62.3% | 30 | 10% | 1 |
|
| 5241 |
5241
Burns Matteson Capital Management
Corning,
New York
| $163M | +$5.29M | +3% | 3.02% | 137% | 191 | 53.93% | 1 |
|
| 5242 |
5242
QVIDTVM Management
The Woodlands,
Texas
| $163M | -$280K | -0.2% | 4.13% | 19.5% | 13 | 15.38% | 1 |
|
| 5243 |
APSI
5243
Asset Planning Services Inc
Covington,
Louisiana
| $162M | +$4.56M | +3% | 7.89% | 138% | 38 | 5.26% | 4.1 |
|
| 5244 |
5244
AAF Wealth Management
Westborough,
Massachusetts
| $162M | +$9.15M | +6% | 5.48% | 65.8% | 51 | 21.57% | 1.4 |
|
| 5245 |
5245
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $162M | +$2M | +1% | 0.59% | 31.7% | 41 | 4.88% | 0.7 |
|
| 5246 |
5246
Blue Owl Capital Holdings
New York
| $162M | +$6.18M | +4% | 7.16% | 145% | 18 | 27.78% | 1 |
|
| 5247 |
5247
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $162M | +$8.79M | +6% | 8.22% | 83.9% | 127 | 18.9% | 1.2 |
|
| 5248 |
5248
Arch Venture Management
Chicago,
Illinois
| $162M | -$45.2M | -22% | 7.53% | 228% | 8 | 25% | 1.3 |
|
| 5249 |
5249
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $162M | +$10.3M | +7% | 0.12% | 53.1% | 17 | 5.88% | 2.3 |
|
| 5250 |
5250
Baron Financial Group
Fair Lawn,
New Jersey
| $162M | +$3.98M | +3% | 3.92% | 55.5% | 55 | 5.45% | 2.2 |
|