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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Bain Capital Venture Investors
Boston,
Massachusetts
| $255M | +$141M | +124% | 14.5% | 34.2% | 4 | 75% | 0.5 |
|
| 5502 |
5502
Spreng Capital Management
Bucyrus,
Ohio
| $255M | +$3.94M | +2% | 2.02% | 72.5% | 81 | 14.81% | 4.3 |
|
| 5503 |
UFAC
5503
Urban Financial Advisory Corp
Chicago,
Illinois
| $255M | +$40M | +19% | 1.24% | – | 54 | 3.7% | 1.4 |
|
| 5504 |
5504
SFG Wealth Management
Towson,
Maryland
| $255M | +$23.7M | +10% | 3.06% | 86.3% | 145 | 21.38% | 1.5 |
|
| 5505 |
5505
Cane Capital Partners
Saint Francisville,
Louisiana
| $254M | – | – | 3.01% | – | 144 | – | 0 |
|
| 5506 |
5506
Flagship Private Wealth
Woburn,
Massachusetts
| $254M | +$5.54M | +2% | 2.38% | 70.2% | 119 | 11.76% | 2.9 |
|
| 5507 |
5507
Aubrey Capital Management
Edinburgh,
United Kingdom
| $254M | -$63.1M | -20% | 2.2% | 319% | 67 | 43.28% | 1.1 |
|
| 5508 |
5508
Ruggaard & Associates
Hudson,
Ohio
| $254M | -$13.3M | -5% | 1.63% | 47.6% | 128 | 11.72% | 2.1 |
|
| 5509 |
RA
5509
Ransom Advisory
Providence,
Rhode Island
| $254M | +$31.9M | +14% | 4.92% | – | 442 | 33.94% | 1.1 |
|
| 5510 |
5510
Shrier Wealth Management
Los Angeles,
California
| $254M | – | – | 3.69% | – | 126 | – | 0 |
|
| 5511 |
5511
Howard Bailey Securities
Fort Wayne,
Indiana
| $254M | -$97.5M | -28% | 1.77% | – | 163 | 25.15% | 0.9 |
|
| 5512 |
5512
Evergreen Private Wealth
Greenwood Village,
Colorado
| $254M | +$7M | +3% | 2.58% | 80.2% | 238 | 61.76% | 1.9 |
|
| 5513 |
5513
ACT Advisors
Asheville,
North Carolina
| $254M | +$5.95M | +2% | 2.14% | 75.4% | 77 | 20.78% | 1.8 |
|
| 5514 |
5514
Mills Wealth Advisors
Southlake,
Texas
| $254M | +$7.76M | +3% | 2.29% | 37.9% | 75 | 12% | 1.7 |
|
| 5515 |
5515
FMB Wealth Management
Westlake Village,
California
| $253M | +$17.3M | +7% | 3.64% | 71.1% | 96 | 12.5% | 2 |
|
| 5516 |
5516
Luken Investment Analytics
Brentwood,
Tennessee
| $253M | -$2.53M | -1% | 1.23% | 51% | 401 | 64.34% | 1.2 |
|
| 5517 |
5517
VarCov Co
Darien,
Connecticut
| $253M | – | – | 0.45% | – | 436 | – | 0 |
|
| 5518 |
5518
Global Trust Asset Management
West Palm Beach,
Florida
| $253M | +$32.2M | +15% | 7.62% | 178% | 555 | 27.75% | 4.1 |
|
| 5519 |
5519
Greykasell Wealth Strategies
Danville,
California
| $253M | +$15.8M | +7% | 3.45% | – | 501 | 20.76% | 0.6 |
|
| 5520 |
5520
Choice Wealth Advisors
Waterville,
Maine
| $253M | +$19.6M | +8% | 1.64% | 60.3% | 34 | 8.82% | 2.3 |
|
| 5521 |
5521
S.A. Mason
Holland,
Michigan
| $253M | +$26.3M | +12% | 2.64% | 116% | 273 | 10.99% | 4.5 |
|
| 5522 |
5522
Meridian Financial Partners
Warrenton,
Virginia
| $253M | +$12.1M | +5% | 3.22% | 80.8% | 122 | 10.66% | 2.2 |
|
| 5523 |
5523
Integrity Wealth Solutions
Denver,
Colorado
| $253M | +$28.6M | +13% | 2.41% | – | 131 | 12.21% | 1.4 |
|
| 5524 |
5524
Ardent Capital Management
Cincinnati,
Ohio
| $253M | +$16.8M | +7% | 5.31% | 87.2% | 51 | 1.96% | 2.4 |
|
| 5525 |
5525
Towerpoint Wealth
Sacramento,
California
| $253M | +$8.14M | +3% | 2.6% | 67.7% | 94 | 9.57% | 4.1 |
|