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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Invenio Wealth Partners
Coral Gables,
Florida
| $269M | -$5.62M | -2% | 1.85% | 55.5% | 97 | 7.22% | 1.7 |
|
| 5327 |
5327
Agate Pass Investment Management
Bainbridge Island,
Washington
| $269M | +$6.35M | +2% | 2.83% | 76% | 107 | 4.67% | 3.1 |
|
| 5328 |
BVC
5328
Bright Valley Capital
Hong Kong
| $269M | +$100M | +59% | 3.26% | – | 19 | 52.63% | 0.5 |
|
| 5329 |
5329
Thomas Story & Son
Culver,
Indiana
| $269M | -$2.9M | -1% | 2% | 101% | 52 | 3.85% | 7.4 |
|
| 5330 |
EOFM
5330
Eschaton Opportunities Fund Management
Miami,
Florida
| $269M | – | – | 35.8% | – | 11 | – | 0 |
|
| 5331 |
LI
5331
LHM Inc
Sandy,
Utah
| $269M | -$33.5M | -11% | 3.11% | – | 25 | 24% | 1.1 |
|
| 5332 |
5332
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $269M | +$16.7M | +7% | 1.66% | 55.5% | 64 | 6.25% | 2 |
|
| 5333 |
5333
Crux Wealth Advisors
Long Beach,
California
| $269M | +$16.5M | +7% | 2.1% | – | 190 | 19.47% | 0.8 |
|
| 5334 |
5334
First Dallas Securities
Dallas,
Texas
| $269M | +$1.81M | +0.7% | 3.7% | 163% | 119 | 15.13% | 3.3 |
|
| 5335 |
5335
Quartz Partners
Saratoga Springs,
New York
| $269M | -$7.4M | -3% | 3.09% | – | 193 | 20.73% | 0.8 |
|
| 5336 |
5336
DLK Investment Management
Solana Beach,
California
| $269M | +$3.25M | +1% | 3.74% | 80.4% | 95 | 12.63% | 1.5 |
|
| 5337 |
5337
Strait & Sound Wealth Management
San Francisco,
California
| $269M | +$8.1M | +3% | 3.4% | 74% | 154 | 7.14% | 2 |
|
| 5338 |
5338
Alexis Investment Partners
Montgomery,
Texas
| $269M | -$902M | -77% | 2.98% | – | 103 | 10.68% | 0.5 |
|
| 5339 |
5339
TAGStone Capital
Charlotte,
North Carolina
| $268M | +$16.1M | +6% | 2.12% | 58.3% | 120 | 5.83% | 2.5 |
|
| 5340 |
5340
OMC Financial Services
Dewitt,
New York
| $268M | -$1.13M | -0.4% | 3.72% | – | 69 | 7.25% | 1.5 |
|
| 5341 |
5341
Monte Financial Group
Guilford,
Connecticut
| $268M | -$3.59M | -1% | 1.77% | 66.7% | 95 | 5.26% | 3.8 |
|
| 5342 |
5342
Wind River Trust Company
Jackson,
Wyoming
| $268M | -$2.64M | -1% | 2.56% | 62.1% | 10 | 0% | 9.4 |
|
| 5343 |
5343
Visualize Group
New York
| $268M | -$30.9M | -10% | 5.38% | – | 13 | 38.46% | 0.5 |
|
| 5344 |
5344
All-Stars Investment
Hong Kong
| $268M | -$59.6M | -18% | 18.1% | 30.1% | 4 | 0% | 2.2 |
|
| 5345 |
5345
Firethorn Wealth Partners
Augusta,
Georgia
| $267M | +$13.5M | +5% | 2.54% | 75.1% | 199 | 11.06% | 2.4 |
|
| 5346 |
5346
Seneca House Advisors
Richmond,
Virginia
| $267M | +$19.7M | +8% | 2.4% | 58.2% | 104 | 15.38% | 3.9 |
|
| 5347 |
5347
GKV Capital Management
Walnut Creek,
California
| $267M | +$14M | +6% | 5.3% | – | 90 | 6.67% | 0.9 |
|
| 5348 |
5348
Monolith Management
Hong Kong
| $267M | +$40.2M | +18% | 19.2% | – | 31 | 74.19% | 0.3 |
|
| 5349 |
5349
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $267M | +$4.74M | +2% | 1.86% | 55% | 62 | 4.84% | 2.9 |
|
| 5350 |
5350
Lunt Capital Management
Holladay,
Utah
| $267M | +$5.48M | +2% | 1.03% | 36.9% | 107 | 21.5% | 1.7 |
|