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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

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