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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Sender Company & Partners
New York
| $191M | +$80.4M | +73% | 12.2% | 69.8% | 103 | 75.73% | 0.2 |
|
| 5677 |
5677
Master's Wealth Management
Lancaster,
Pennsylvania
| $191M | +$3.22M | +2% | 0.47% | – | 42 | 9.52% | 0.2 |
|
| 5678 |
5678
Compass Financial Services
West Des Moines,
Iowa
| $191M | +$13.9M | +8% | 2.18% | – | 306 | 37.91% | 0.2 |
|
| 5679 |
5679
Pelham Capital
London,
United Kingdom
| $190M | +$19.3M | +11% | 1.78% | 135% | 17 | 35.29% | 0.8 |
|
| 5680 |
5680
Victrix Investment Advisors
Stuart,
Florida
| $190M | +$51.7M | +37% | 1.91% | – | 97 | 36.08% | 0.2 |
|
| 5681 |
5681
IMPACTfolio
Denver,
Colorado
| $190M | -$2.41M | -1% | 1.14% | 58.8% | 52 | 46.15% | 2.1 |
|
| 5682 |
5682
TenCore Partners
New York
| $190M | -$12.4M | -6% | 5.78% | 78.4% | 14 | 28.57% | 3.3 |
|
| 5683 |
5683
Dogwood Wealth Management
Lenexa,
Kansas
| $190M | +$1.14M | +0.6% | 1.13% | – | 544 | 49.26% | 0.5 |
|
| 5684 |
5684
Cove Private Wealth
Oyster Bay Cove,
New York
| $190M | +$23.7M | +14% | 4.67% | 126% | 124 | 17.74% | 0.8 |
|
| 5685 |
5685
Independent Family Office
Albany,
New York
| $190M | -$2.36M | -1% | 0.88% | 68.4% | 72 | 4.17% | 3.4 |
|
| 5686 |
SCA
5686
Sander Capital Advisors
Seattle,
Washington
| $190M | -$27.2M | -13% | 10.7% | 113% | 16 | 12.5% | 4.2 |
|
| 5687 |
5687
Crossingbridge Advisors
Pleasantville,
New York
| $190M | -$116M | -38% | 0.66% | – | 111 | 51.35% | 0.3 |
|
| 5688 |
5688
Evolution Advisers
Richmond,
Virginia
| $190M | +$6.99M | +4% | 0.23% | 44.8% | 188 | 17.55% | 2.6 |
|
| 5689 |
5689
Strategic Financial Partners
Bend,
Oregon
| $190M | -$5.98M | -3% | 2.01% | 54.8% | 75 | 12% | 3.7 |
|
| 5690 |
5690
Oakcliff Capital Partners
New York
| $190M | -$5.79M | -3% | 2.04% | 133% | 10 | 10% | 4.7 |
|
| 5691 |
5691
Ballast Asset Management
Dallas,
Texas
| $190M | -$11.9M | -6% | 5.36% | 123% | 55 | 5.45% | 1.2 |
|
| 5692 |
5692
Sightline Wealth Advisors
Groton,
Connecticut
| $190M | +$4.39M | +2% | 1.19% | 48.5% | 89 | 10.11% | 2.4 |
|
| 5693 |
5693
Matisse Capital
Portland,
Oregon
| $190M | -$7.09M | -4% | 0.1% | 73.3% | 175 | 9.14% | 2.1 |
|
| 5694 |
WA1
5694
Wimmer Associates 1
Pasadena,
California
| $190M | -$12.7M | -6% | 1.63% | 78.9% | 112 | 7.14% | 7 |
|
| 5695 |
5695
EPIQ Partners
Minneapolis,
Minnesota
| $190M | +$4.7M | +3% | 2.73% | 49.6% | 78 | 7.69% | 3.2 |
|
| 5696 |
5696
RCS Financial Planning
Annapolis,
Maryland
| $189M | +$1.55M | +0.8% | 0.54% | 48.2% | 81 | 11.11% | 1.6 |
|
| 5697 |
5697
Waterfall Asset Management
New York
| $189M | -$473M | -71% | 9% | – | 6 | 0% | 0.7 |
|
| 5698 |
5698
Interactive Financial Advisors
New Lenox,
Illinois
| $189M | -$1.5M | -0.8% | 1.29% | 47.6% | 88 | 6.82% | 6.9 |
|
| 5699 |
5699
S.A. Mason
Holland,
Michigan
| $189M | -$1.11M | -0.6% | 0.83% | 116% | 359 | 7.8% | 3.8 |
|
| 5700 |
5700
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $189M | +$3M | +2% | 1.77% | 95.5% | 81 | 13.58% | 2.3 |
|