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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
STAR Financial Bank
Fort Wayne,
Indiana
| $245M | +$33.5M | +16% | 9.82% | 53.4% | 116 | 16.38% | 2.1 |
|
| 5902 |
5902
Avondale Wealth Management
West Lake Hills,
Texas
| $245M | +$41.8M | +21% | 15.4% | 83.8% | 74 | 14.86% | 3.8 |
|
| 5903 |
5903
Westbourne Investments
Alexandria,
Virginia
| $245M | +$34.9M | +17% | 31.2% | – | 169 | 28.4% | 0.9 |
|
| 5904 |
IGYL
5904
I.G.Y. Ltd
London,
United Kingdom
| $245M | +$9.9M | +4% | 5.02% | 80.5% | 3 | 0% | 6.3 |
|
| 5905 |
GBI
5905
GP Brinson Investments
Chicago,
Illinois
| $245M | +$24.6M | +11% | 10.9% | 51.2% | 14 | 0% | 4.3 |
|
| 5906 |
5906
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $245M | +$47.6M | +24% | 25.6% | 100% | 197 | 21.83% | 6.5 |
|
| 5907 |
5907
Sentinel Advisory Group
Middleton,
Wisconsin
| $245M | +$39.7M | +19% | 12.9% | – | 61 | 14.75% | 0.2 |
|
| 5908 |
5908
AmeriFlex Group
Las Vegas,
Nevada
| $245M | +$47.1M | +24% | 20.7% | – | 1,624 | 34.85% | 0.8 |
|
| 5909 |
5909
Forte Asset Management
Bedford,
New York
| $245M | +$16.8M | +7% | 10.2% | 57.7% | 79 | 6.33% | 2.4 |
|
| 5910 |
5910
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $245M | +$30.5M | +14% | 13.6% | 70.6% | 554 | 23.65% | 3.5 |
|
| 5911 |
5911
Spectrum Investment Advisors
Mequon,
Wisconsin
| $245M | +$43.3M | +22% | 10.5% | – | 77 | 41.56% | 0.8 |
|
| 5912 |
5912
P. Schoenfeld Asset Management (PSAM)
New York
| $244M | +$60.4M | +33% | 24.3% | 367% | 46 | 50% | 0.7 |
|
| 5913 |
5913
Ravenstone Capital Management
Toronto,
| $244M | +$44.2M | +22% | 15.2% | 63% | 68 | 38.24% | 2.4 |
|
| 5914 |
5914
HRC Wealth Management
Moscow,
Idaho
| $244M | +$32.8M | +15% | 15.5% | 82.2% | 66 | 12.12% | 1.7 |
|
| 5915 |
5915
Aspect Management
Palo Alto,
California
| $244M | +$20.9M | +9% | 9.34% | – | 1 | 0% | 0.5 |
|
| 5916 |
5916
Innova Wealth Partners
Newtown,
Pennsylvania
| $244M | +$33.1M | +16% | 10% | 72.5% | 193 | 20.73% | 1 |
|
| 5917 |
5917
Potentia Wealth
San Jose,
California
| $244M | -$14.8M | -6% | 14% | – | 97 | 46.39% | 1 |
|
| 5918 |
5918
Dover Advisors
Richmond,
Virginia
| $244M | +$2.51M | +1% | 10.1% | 65% | 167 | 13.17% | 2.2 |
|
| 5919 |
5919
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $244M | -$47.4M | -16% | 4.96% | 34.1% | 7 | 42.86% | 3 |
|
| 5920 |
5920
8VC AI Fund I MM
Austin,
Texas
| $244M | – | – | 6.16% | – | 1 | – | 0 |
|
| 5921 |
5921
Trademark Financial Management
Bloomington,
Minnesota
| $244M | +$40M | +20% | 13.1% | 67.5% | 116 | 19.83% | 1.5 |
|
| 5922 |
5922
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $244M | +$23.6M | +11% | 10.5% | 46.3% | 17 | 17.65% | 3.5 |
|
| 5923 |
5923
Georgetown University
Washington,
District of Columbia
| $244M | +$23.1M | +10% | 13.3% | 79.9% | 11 | 0% | 4.2 |
|
| 5924 |
SHFP
5924
Second Half Financial Partners
Sebring,
Florida
| $244M | +$21.8M | +10% | 10.1% | 36.8% | 122 | 31.97% | 1.3 |
|
| 5925 |
5925
Sterling Group Wealth Management
Pasadena,
California
| $244M | +$32.3M | +15% | 14.9% | 67.7% | 68 | 23.53% | 1.5 |
|