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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 |
5226
Siemens Pension Trust
Munich Germany,
Germany
| $204M | $0 | 0% | 0% | 25.4% | 1 | 0% | 1.5 |
|
| 5227 |
5227
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $204M | +$19.4M | +11% | 2.38% | 62% | 240 | 13.33% | 3 |
|
| 5228 |
5228
Genesee Capital Advisors
Auburn,
New York
| $204M | +$21.1M | +12% | 3.18% | 107% | 135 | 16.3% | 1.3 |
|
| 5229 |
5229
Waterway Wealth Management
The Woodlands,
Texas
| $204M | -$23.7M | -10% | 0.88% | – | 76 | 28.95% | 0.4 |
|
| 5230 |
5230
FIDELIS iM
Medford,
Oregon
| $204M | +$4.57M | +2% | 0.1% | 44.8% | 19 | 10.53% | 2.5 |
|
| 5231 |
CNBT
5231
Cornerstone National Bank & Trust
Palatine,
Illinois
| $204M | +$5.37M | +3% | 0.15% | 38.5% | 63 | 4.76% | 3.6 |
|
| 5232 |
PWM
5232
Prosperity Wealth Management
San Ramon,
California
| $204M | -$7.48M | -4% | 4.71% | 175% | 217 | 42.86% | 0.6 |
|
| 5233 |
5233
EMG Holdings
Old Greenwich,
Connecticut
| $203M | -$334M | -62% | 6.04% | 4.17% | 48 | 50% | 1.1 |
|
| 5234 |
5234
Peak Planning Group
Centennial,
Colorado
| $203M | +$43.9M | +27% | 6.14% | 105% | 107 | 30.84% | 2 |
|
| 5235 |
5235
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $203M | +$20M | +11% | 0.67% | 62.3% | 78 | 24.36% | 1.4 |
|
| 5236 |
5236
Act Wealth Management
Plano,
Texas
| $203M | +$4.83M | +2% | 0.33% | 70% | 46 | 10.87% | 2.2 |
|
| 5237 |
5237
Pavion Blue Capital
Newport Beach,
California
| $203M | +$945K | +0.5% | 1.79% | 77.6% | 104 | 5.77% | 3.3 |
|
| 5238 |
5238
Sittner & Nelson
Eugene,
Oregon
| $203M | +$4.58M | +2% | 4.93% | 88.1% | 511 | 13.31% | 2.8 |
|
| 5239 |
5239
Evergreen Private Wealth
Greenwood Village,
Colorado
| $203M | +$3.36M | +2% | 1.63% | – | 225 | 12.44% | 0.5 |
|
| 5240 |
5240
Bridge Advisory
Pasadena,
California
| $203M | +$1.46M | +0.7% | 2.55% | 6.7% | 108 | 16.67% | 1.8 |
|
| 5241 |
5241
Game Plan Financial Advisors
Westlake,
Ohio
| $203M | +$5.33M | +3% | 4.73% | – | 462 | 25.54% | 0.9 |
|
| 5242 |
5242
Lunt Capital Management
Holladay,
Utah
| $203M | +$1.39M | +0.7% | 1.79% | 42% | 96 | 16.67% | 0.8 |
|
| 5243 |
5243
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $203M | +$24.5M | +14% | 15.6% | 76.8% | 15 | 13.33% | 2.6 |
|
| 5244 |
5244
Christensen King & Associates Investment Services
Richland,
Washington
| $203M | +$2.51M | +1% | 1.83% | 57.9% | 97 | 4.12% | 0.5 |
|
| 5245 |
5245
EHP Funds Inc
Toronto,
Canada
| $202M | -$41.6M | -17% | 4.54% | 173% | 200 | 71.5% | 0.7 |
|
| 5246 |
5246
GeoSphere Capital Management
Miami Beach,
Florida
| $202M | +$61.6M | +44% | 19% | 446% | 46 | 73.91% | 0.5 |
|
| 5247 |
5247
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $202M | +$10.7M | +6% | 0.52% | 58.8% | 213 | 9.39% | 3.2 |
|
| 5248 |
VWM
5248
VCI Wealth Management
St Louis,
Missouri
| $202M | +$54.4M | +37% | 2.12% | – | 116 | 33.62% | 0.4 |
|
| 5249 |
5249
TRV GP IV
Boston,
Massachusetts
| $202M | -$4.15M | -2% | 0.94% | 1,102% | 3 | 0% | 3.8 |
|
| 5250 |
5250
Matisse Capital
Portland,
Oregon
| $202M | -$5.78M | -3% | 2.07% | 66.9% | 201 | 15.42% | 1.5 |
|