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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 |
WA
5226
Wealthstar Advisors
Plano,
Texas
| $230M | – | – | 0.59% | – | 130 | – | 0.3 |
|
| 5227 |
5227
Spreng Capital Management
Bucyrus,
Ohio
| $230M | +$15.1M | +7% | 2.11% | 72.5% | 78 | 10.26% | 3.7 |
|
| 5228 |
5228
Unique Wealth Strategies
Burr Ridge,
Illinois
| $230M | -$7.11M | -3% | 4.24% | 96.9% | 242 | 39.67% | 0.6 |
|
| 5229 |
5229
TPG Financial Advisors
Portland,
Oregon
| $230M | +$7.76M | +3% | 1.8% | – | 70 | 14.29% | 3.1 |
|
| 5230 |
5230
BWM Planning
The Woodlands,
Texas
| $230M | +$4.47M | +2% | 1.65% | – | 78 | 5.13% | 0.2 |
|
| 5231 |
5231
Pines Wealth Management
Southern Pines,
North Carolina
| $230M | – | – | 1.96% | – | 205 | – | 0 |
|
| 5232 |
5232
14B Capital Management
La Jolla,
California
| $230M | +$6.69M | +3% | 6.19% | – | 10 | 0% | 0.9 |
|
| 5233 |
5233
Peak XV Partners Operations
Trianon,
Mauritius
| $230M | +$51.4M | +29% | 38.9% | – | 4 | 50% | 0.6 |
|
| 5234 |
BAM
5234
Bosun Asset Management
Chicago,
Illinois
| $230M | +$19.7M | +9% | 21% | 278% | 226 | 34.51% | 1 |
|
| 5235 |
5235
Laidlaw Wealth Management
New York City,
New York
| $230M | +$27.3M | +14% | 14.9% | 150% | 205 | 21.95% | 2.6 |
|
| 5236 |
5236
MKT Advisors
Escondido,
California
| $230M | +$16.3M | +8% | 0.84% | 55.5% | 161 | 10.56% | 2.3 |
|
| 5237 |
5237
Ascension Capital Advisors
Houston,
Texas
| $229M | +$15.1M | +7% | 1.68% | 59.3% | 42 | 21.43% | 2.6 |
|
| 5238 |
5238
Freemont Management
Vaud,
Switzerland
| $229M | +$25.1M | +12% | 4.61% | 102% | 88 | 18.18% | 1.8 |
|
| 5239 |
CCM
5239
Consolidated Capital Management
Burbank,
California
| $229M | +$209K | +0.1% | 1.93% | 166% | 36 | 2.78% | 4.1 |
|
| 5240 |
5240
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $229M | +$1.1M | +0.5% | 0.46% | 67.6% | 150 | 9.33% | 2 |
|
| 5241 |
5241
FACT Capital
New York
| $229M | -$28.6M | -11% | 4.95% | 227% | 22 | 27.27% | 1 |
|
| 5242 |
5242
Investment Management Associates
Greenwood Village,
Colorado
| $229M | -$26.7M | -10% | 3.54% | 50.4% | 35 | 22.86% | 2.6 |
|
| 5243 |
IPA
5243
Investment Planning Advisors
Cumming,
Georgia
| $229M | +$33M | +17% | 0.08% | – | 66 | 15.15% | 0.4 |
|
| 5244 |
5244
MMA Asset Management
Conshohocken,
Pennsylvania
| $229M | -$146M | -39% | 0.97% | 61.2% | 151 | 33.11% | 2.1 |
|
| 5245 |
5245
Alta Wealth Advisors
Woburn,
Massachusetts
| $229M | +$9.7M | +4% | 3.61% | 120% | 145 | 17.24% | 2.5 |
|
| 5246 |
5246
Hi-Line Capital Management
Watertown,
South Dakota
| $229M | +$24.9M | +12% | 3.84% | 57.5% | 42 | 40.48% | 2 |
|
| 5247 |
5247
Sustainable Insight Capital Management
New York
| $229M | +$7.9M | +4% | 5.81% | 168% | 93 | 44.09% | 1.7 |
|
| 5248 |
5248
Demars Financial Group
Spokane Valley,
Washington
| $228M | +$9.23M | +4% | 0.75% | 69.1% | 79 | 26.58% | 2.4 |
|
| 5249 |
5249
Solitude Financial Services
Charlottesville,
Virginia
| $228M | -$5.82M | -2% | 1.25% | 62.4% | 37 | 16.22% | 2.6 |
|
| 5250 |
5250
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $228M | +$1.39M | +0.6% | 0.92% | 62.3% | 67 | 1.49% | 1.6 |
|