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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Spreng Capital Management
Bucyrus,
Ohio
| $215M | +$22M | +11% | 5.5% | 72.5% | 96 | 31.25% | 3.7 |
|
| 5252 |
5252
Rainwater Charitable Foundation
Fort Worth,
Texas
| $215M | +$13.5M | +7% | 6.42% | 44% | 4 | 0% | 2.6 |
|
| 5253 |
5253
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $215M | +$25.3M | +13% | 9.84% | 82.3% | 148 | 6.08% | 3.4 |
|
| 5254 |
5254
Bardin Hill Management Partners
New York
| $215M | +$419K | +0.2% | 2.35% | 214% | 49 | 59.18% | 0.9 |
|
| 5255 |
5255
Pavion Blue Capital
Newport Beach,
California
| $215M | +$11.5M | +6% | 6.7% | 77.6% | 105 | 6.67% | 3.5 |
|
| 5256 |
5256
Caldwell Sutter Capital
Sausalito,
California
| $215M | +$12.5M | +6% | 10.4% | 79.5% | 940 | 5% | 1.4 |
|
| 5257 |
5257
Aspen Investment Management
Grand Rapids,
Michigan
| $214M | +$14M | +7% | 7.36% | 84.9% | 155 | 9.68% | 6.3 |
|
| 5258 |
5258
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $214M | +$15.1M | +8% | 5.2% | 58.3% | 54 | 9.26% | 2.3 |
|
| 5259 |
5259
Ascension Capital Advisors
Houston,
Texas
| $214M | +$26.1M | +14% | 7.05% | 59.3% | 37 | 16.22% | 2.4 |
|
| 5260 |
5260
Bluestem Financial Advisors
Champaign,
Illinois
| $214M | +$16.4M | +8% | 6.56% | 42.2% | 27 | 0% | 4 |
|
| 5261 |
5261
Powell Investment Advisors
Miami,
Florida
| $214M | +$21.1M | +11% | 7.24% | 82.4% | 162 | 14.81% | 2.9 |
|
| 5262 |
RA
5262
Ransom Advisory
Providence,
Rhode Island
| $214M | +$14.5M | +7% | 6.48% | – | 414 | 3.14% | 0.4 |
|
| 5263 |
5263
Virtus ETF Advisers
New York
| $214M | +$9.7M | +5% | 8.21% | 177% | 490 | 15.92% | 2.4 |
|
| 5264 |
5264
Lunt Capital Management
Holladay,
Utah
| $214M | +$11M | +5% | 4.69% | 36.9% | 102 | 24.51% | 0.9 |
|
| 5265 |
5265
Midwest Heritage Bank
West Des Moines,
Iowa
| $214M | +$15.8M | +8% | 6.12% | 52.2% | 61 | 14.75% | 2 |
|
| 5266 |
5266
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $214M | +$14.5M | +7% | 7.14% | 64.8% | 83 | 9.64% | 3.4 |
|
| 5267 |
5267
Eastover Investment Advisors
Charlotte,
North Carolina
| $214M | +$4.45M | +2% | 7.37% | 105% | 48 | 8.33% | 2.7 |
|
| 5268 |
WAM
5268
Westport Asset Management
Southport,
Connecticut
| $213M | +$13.7M | +7% | 8.56% | 64.2% | 76 | 3.95% | 6.6 |
|
| 5269 |
5269
MKT Advisors
Escondido,
California
| $213M | +$12.2M | +6% | 4.83% | 55.5% | 160 | 8.13% | 2.1 |
|
| 5270 |
5270
Altus Wealth Management
Ft Mitchell,
Kentucky
| $213M | +$5.11M | +2% | 4.77% | 73% | 44 | 13.64% | 3 |
|
| 5271 |
5271
Searcy Financial Services
Overland Park,
Kansas
| $213M | +$12.7M | +6% | 6.52% | 60.2% | 26 | 3.85% | 2.6 |
|
| 5272 |
WA
5272
Win Advisors
Palm Beach Gardens,
Florida
| $213M | -$10.9M | -5% | 6.51% | 226% | 87 | 80.46% | 0.2 |
|
| 5273 |
PL
5273
Polianta Ltd
St Helier,
Jersey
| $213M | +$15.4M | +8% | 6.94% | 31.6% | 100 | 56% | 0.7 |
|
| 5274 |
NERM
5274
New England Research & Management
Chicago,
Illinois
| $213M | +$4.84M | +2% | 7.45% | 65% | 183 | 24.04% | 3.8 |
|
| 5275 |
5275
Weitzel Financial Services
Dubuque,
Iowa
| $213M | +$12.6M | +6% | 5.7% | 46.3% | 43 | 6.98% | 2.5 |
|