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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Eads & Heald Wealth Management
Atlanta,
Georgia
| $203M | -$7.82M | -4% | 0.03% | 93.3% | 145 | 7.59% | 8 |
|
| 5602 |
5602
TAGStone Capital
Charlotte,
North Carolina
| $203M | +$7.44M | +4% | 1.02% | 58.3% | 94 | 4.26% | 2.2 |
|
| 5603 |
5603
Avaii Wealth Management
Appleton,
Wisconsin
| $203M | +$5.14M | +3% | 1.24% | 100% | 150 | 28.67% | 1.5 |
|
| 5604 |
5604
Benchmark Wealth Management
Old Lyme,
Connecticut
| $203M | +$697K | +0.3% | 0.1% | 42.7% | 54 | 3.7% | 3.7 |
|
| 5605 |
5605
Sequent Asset Management
Houston,
Texas
| $203M | +$574K | +0.3% | 0.94% | 51.3% | 95 | 12.63% | 2.9 |
|
| 5606 |
5606
Adapt Wealth Advisors
Atlanta,
Georgia
| $203M | +$16.3M | +9% | 1% | – | 81 | 32.1% | 0.5 |
|
| 5607 |
5607
Mendon Capital Advisors
Key Largo,
Florida
| $203M | +$48.1M | +31% | 3.82% | – | 52 | 38.46% | 2.5 |
|
| 5608 |
5608
Trueblood Wealth Management
Lima,
Ohio
| $203M | +$3.72M | +2% | 1.09% | 89.9% | 241 | 10.79% | 0.9 |
|
| 5609 |
5609
Boyd Wealth Management
Sacramento,
California
| $203M | +$5.41M | +3% | 1.33% | 56.8% | 51 | 11.76% | 2.1 |
|
| 5610 |
DI
5610
Disciplined Investments
Tulsa,
Oklahoma
| $203M | +$182K | +0.1% | 2.42% | 51.4% | 127 | 10.24% | 3.3 |
|
| 5611 |
5611
Painted Porch Advisors
Santa Barbara,
California
| $203M | +$5.11M | +3% | 0.6% | – | 534 | 28.09% | 0.4 |
|
| 5612 |
5612
Standard General
New York
| $203M | -$29.2M | -13% | 0.9% | 259% | 3 | 0% | 6.3 |
|
| 5613 |
5613
TenCore Partners
New York
| $203M | -$8.73M | -4% | 4.38% | 78.4% | 12 | 8.33% | 3.1 |
|
| 5614 |
5614
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $203M | -$1.41M | -0.7% | 0.94% | 38.1% | 23 | 8.7% | 3.1 |
|
| 5615 |
5615
Harbourvest Partners
Boston,
Massachusetts
| $203M | +$10.3M | +5% | 5.71% | 8.96% | 39 | 56.41% | 2.8 |
|
| 5616 |
5616
Plum Street Advisors
New Orleans,
Louisiana
| $203M | +$5.06M | +3% | 1.81% | – | 90 | 16.67% | 0.8 |
|
| 5617 |
5617
Starr Indemnity & Liability Company
New York
| $203M | – | – | 2.03% | – | 5 | – | 0 |
|
| 5618 |
5618
Integrated Quantitative Investments
Bellevue,
Washington
| $202M | – | – | 5.79% | – | 287 | – | 0 |
|
| 5619 |
5619
Ergawealth Advisors
Oak Brook,
Illinois
| $202M | +$679K | +0.3% | 0.25% | 50% | 65 | 10.77% | 1.4 |
|
| 5620 |
WA1
5620
Wimmer Associates 1
Pasadena,
California
| $202M | -$1.99M | -1% | 0.86% | 78.9% | 114 | 6.14% | 6.7 |
|
| 5621 |
5621
Bernzott Capital Advisors
Camarillo,
California
| $202M | -$30.1M | -13% | 4.65% | 46.2% | 42 | 16.67% | 2.7 |
|
| 5622 |
5622
Heights Capital Management
San Francisco,
California
| $202M | +$67.4M | +50% | 33.6% | – | 191 | 50.79% | 0.2 |
|
| 5623 |
5623
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $202M | +$2.67M | +1% | 1.57% | 55% | 58 | 8.62% | 2.2 |
|
| 5624 |
5624
Pennington Partners & Co
Bethesda,
Maryland
| $202M | – | – | 2.91% | – | 91 | – | 0 |
|
| 5625 |
5625
Ballast Asset Management
Dallas,
Texas
| $202M | +$6.01M | +3% | 11.3% | 123% | 54 | 11.11% | 1 |
|