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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
EnCap Energy Capital Fund VIII
Houston,
Texas
| $136M | -$15.8M | -10% | 10.3% | 6.16% | 3 | 0% | 1 |
|
| 5577 |
LAI
5577
Legal Advantage Investments
Los Altos Hills,
California
| $136M | +$14.6M | +12% | 11.4% | 116% | 96 | 12.5% | 1.4 |
|
| 5578 |
5578
AJ Advisors
Nashville,
Tennessee
| $136M | +$11.5M | +9% | 5.96% | 64.6% | 41 | 21.95% | 0.2 |
|
| 5579 |
5579
Investmark Advisory Group
Shelton,
Connecticut
| $136M | +$1.28M | +1% | 4.9% | 73.8% | 112 | 16.07% | 1 |
|
| 5580 |
5580
Trellis Wealth Advisors
San Luis Obispo,
California
| $136M | +$20M | +17% | 9.04% | 62.2% | 32 | 15.63% | 0.2 |
|
| 5581 |
5581
Heronetta Management
New York
| $136M | -$22.4M | -14% | 1.55% | 59.7% | 27 | 11.11% | 5.9 |
|
| 5582 |
5582
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $136M | +$1.69M | +1% | 4.24% | 81.5% | 135 | 4.44% | 7 |
|
| 5583 |
5583
ARQ Wealth Advisors
Scottsdale,
Arizona
| $136M | -$17.2M | -11% | 4.56% | 59.3% | 55 | 16.36% | 2.2 |
|
| 5584 |
5584
New Vernon Capital Holdings II
Morristown,
New Jersey
| $136M | +$11.8M | +10% | 4.6% | 114% | 85 | 7.06% | 0.9 |
|
| 5585 |
5585
Acuta Capital Partners
Redwood City,
California
| $136M | -$26.8M | -16% | 1.06% | 7,269% | 41 | 31.71% | 1.2 |
|
| 5586 |
5586
Convergence Financial
Columbia,
Missouri
| $136M | +$22.8M | +20% | 5.25% | 70.6% | 31 | 22.58% | 0.8 |
|
| 5587 |
FIM
5587
FWL Investment Management
Dallas,
Texas
| $136M | +$3.73M | +3% | 6.4% | 165% | 197 | 65.99% | 0.9 |
|
| 5588 |
5588
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $136M | +$31.5M | +30% | 6.72% | 71.1% | 70 | 4.29% | 0.2 |
|
| 5589 |
5589
Orleans Capital Management
Mandeville,
Louisiana
| $136M | +$4.93M | +4% | 4.69% | 94.6% | 82 | 7.32% | 2.5 |
|
| 5590 |
5590
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $136M | +$5.05M | +4% | 4.38% | 58.8% | 172 | 11.63% | 2.9 |
|
| 5591 |
5591
Hiddenite Capital Partners
New York
| $135M | +$2.6M | +2% | 6.23% | 466% | 54 | 48.15% | 0.5 |
|
| 5592 |
5592
Cahill Wealth Management
Portage,
Michigan
| $135M | -$2.19M | -2% | 5.64% | 24.7% | 48 | 2.08% | 0.8 |
|
| 5593 |
5593
Providence Wealth Advisors
Frankfort,
Illinois
| $135M | +$772K | +0.6% | 2.47% | 121% | 96 | 4.17% | 3.7 |
|
| 5594 |
5594
Kabouter Management
Chicago,
Illinois
| $135M | -$151M | -53% | 11.9% | 12.9% | 13 | 38.46% | 1.1 |
|
| 5595 |
5595
Patron Partners
Houston,
Texas
| $135M | +$2.12M | +2% | 4.56% | 90.2% | 177 | 10.73% | 1.7 |
|
| 5596 |
5596
Foresite Capital Management V
Larkspur,
California
| $135M | +$6.52M | +5% | 24.3% | 401% | 11 | 0% | 1.8 |
|
| 5597 |
5597
Independent Order of Foresters
Toronto,
Ontario, Canada
| $135M | +$10.5M | +8% | 6.52% | 75.1% | 17 | 23.53% | 2 |
|
| 5598 |
5598
Tilt Investment Management Holdings
New York
| $135M | +$17.3M | +15% | 9.16% | – | 151 | 9.27% | 0.2 |
|
| 5599 |
5599
Brendel Financial Advisors
Hanover,
New Hampshire
| $135M | +$85.3M | +171% | 3.47% | 126% | 87 | 63.22% | 0.8 |
|
| 5600 |
5600
Affinia Financial Group
Burlington,
Massachusetts
| $135M | +$17.5M | +15% | 6.52% | 37.5% | 35 | 17.14% | 1.8 |
|