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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Mainsail Asset Management
Birmingham,
Alabama
| $255M | +$32.4M | +15% | 13.8% | 90.4% | 208 | 51.44% | 0.7 |
|
| 5777 |
5777
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $255M | +$15M | +6% | 14.7% | 62% | 297 | 12.46% | 2.6 |
|
| 5778 |
5778
Politan Capital Management
New York
| $255M | -$730M | -74% | 61.2% | 75.4% | 3 | 33.33% | 3.8 |
|
| 5779 |
5779
Vista Investment Partners II
Richmond,
Indiana
| $255M | +$32.2M | +14% | 21.9% | – | 184 | 27.72% | 1 |
|
| 5780 |
5780
Shelton Wealth Management
Fort Worth,
Texas
| $255M | +$26.4M | +12% | 19.6% | 89.4% | 168 | 32.74% | 1.9 |
|
| 5781 |
SFC
5781
Sprinkle Financial Consultants
Littleton,
Colorado
| $255M | +$38.1M | +18% | 11.7% | 64.1% | 108 | 12.96% | 1.7 |
|
| 5782 |
5782
State Insurance Fund
New York
| $255M | +$38.9M | +18% | 18% | 77.9% | 1 | 0% | 2.5 |
|
| 5783 |
FA
5783
FAI Advisors
Farmington Hills,
Michigan
| $255M | +$30.2M | +13% | 15.8% | – | 190 | 15.79% | 1.2 |
|
| 5784 |
5784
Flatrock Wealth Partners
Newport Beach,
California
| $255M | +$32.3M | +15% | 17% | – | 193 | 24.35% | 0.4 |
|
| 5785 |
HM
5785
Harvest Management
New York
| $254M | +$48.1M | +23% | 14.6% | 610% | 95 | 74.74% | 0.3 |
|
| 5786 |
5786
Millington Financial Advisors
Naperville,
Illinois
| $254M | +$16.9M | +7% | 17.7% | 77.5% | 130 | 10% | 1.8 |
|
| 5787 |
5787
Essex Woodlands Management
The Woodlands,
Texas
| $254M | +$3.69M | +1% | 1.68% | 55% | 5 | 0% | 7.1 |
|
| 5788 |
5788
Cherry Creek Investment Advisors
Englewood,
Colorado
| $254M | +$24M | +10% | 19.9% | 151% | 136 | 14.71% | 2.8 |
|
| 5789 |
5789
Eastover Investment Advisors
Charlotte,
North Carolina
| $254M | +$20.5M | +9% | 14.7% | 105% | 50 | 2% | 3.4 |
|
| 5790 |
5790
Aurelius Family Office
Bedford,
New Hampshire
| $254M | +$23.9M | +10% | 9.09% | – | 49 | 4.08% | 1.4 |
|
| 5791 |
5791
GEM Asset Management
Plymouth,
Michigan
| $254M | +$27.2M | +12% | 15.1% | 62.9% | 118 | 11.02% | 2.3 |
|
| 5792 |
5792
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $254M | -$36.4M | -13% | 26.1% | – | 89 | 44.94% | 2.4 |
|
| 5793 |
5793
Gainplan
Bloomfield Hills,
Michigan
| $254M | +$120M | +90% | 14% | 103% | 71 | 30.99% | 2 |
|
| 5794 |
5794
McKinney Capital Management
Houston,
Texas
| $254M | +$137M | +118% | 25.2% | – | 87 | 47.13% | 0.1 |
|
| 5795 |
5795
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $254M | +$34.9M | +16% | 19.8% | 91.4% | 160 | 16.25% | 2.6 |
|
| 5796 |
5796
TRV GP IV
Boston,
Massachusetts
| $254M | -$13.2M | -5% | 23.4% | 1,102% | 2 | 0% | 3 |
|
| 5797 |
5797
Signature Resources Capital Management
Newport Beach,
California
| $254M | +$42.6M | +20% | 15.5% | 67.8% | 746 | 16.89% | 1.4 |
|
| 5798 |
5798
Silver Oak Advisory Group
Portland,
Oregon
| $254M | +$21.8M | +9% | 7.02% | 27% | 87 | 9.2% | 2.8 |
|
| 5799 |
5799
First Bancorp
Damariscotta,
Maine
| $253M | +$52.2M | +26% | 15.3% | 80.3% | 531 | 75.14% | 1 |
|
| 5800 |
5800
WJ Wealth Management
Glendale,
Arizona
| $253M | +$39.9M | +19% | 18.3% | 90.6% | 88 | 29.55% | 2.3 |
|