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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Sentry Investment Management
Stevens Point,
Wisconsin
| $168M | +$22.2M | +15% | 14.9% | 103% | 1 | 0% | 0.5 |
|
| 7102 |
7102
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $168M | +$9.15M | +6% | 17.8% | – | 108 | 12.96% | 1.6 |
|
| 7103 |
VFS
7103
Valpey Financial Services
Concord,
New Hampshire
| $168M | +$14.2M | +9% | 9.77% | – | 77 | 3.9% | 0.9 |
|
| 7104 |
7104
Karl Kapital
San Francisco,
California
| $168M | +$23.6M | +16% | 26.9% | – | 33 | 57.58% | 0.2 |
|
| 7105 |
7105
Runnymede Capital Advisors
Dublin,
Ohio
| $168M | +$51.4M | +44% | 70.2% | – | 81 | 12.35% | 0.5 |
|
| 7106 |
7106
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $168M | +$5.42M | +3% | 2.25% | – | 148 | 8.78% | 1.1 |
|
| 7107 |
7107
Income Insurance Ltd
Singapore,
| $168M | +$20.7M | +14% | 28.9% | – | 189 | 15.87% | 0.4 |
|
| 7108 |
7108
Pincus Capital Management
New York
| $168M | +$24.1M | +17% | 23% | – | 53 | 7.55% | 0.5 |
|
| 7109 |
7109
Evansbrook
Bolingbrook,
Illinois
| $168M | +$17.9M | +12% | 17.8% | – | 129 | 10.85% | 0.4 |
|
| 7110 |
BV
7110
Boxwood Ventures
Chicago,
Illinois
| $168M | +$73.2M | +78% | 14.4% | 88% | 38 | 15.79% | 2.6 |
|
| 7111 |
7111
General Equity Holdings
Brooklyn,
New York
| $167M | +$32.8M | +24% | 15.9% | 775% | 14 | 28.57% | 1.5 |
|
| 7112 |
7112
Index Venture Growth Associates IV
St. Helier,
Jersey
| $167M | +$4.59M | +3% | 4.26% | – | 2 | 0% | 1.1 |
|
| 7113 |
MWS
7113
MFA Wealth Services
Thousand Oaks,
California
| $167M | +$16.4M | +11% | 10.8% | – | 136 | 11.76% | 1.2 |
|
| 7114 |
7114
Fairscale Capital
Nashua,
New Hampshire
| $167M | +$22.8M | +16% | 18.5% | – | 444 | 2.25% | 1.7 |
|
| 7115 |
7115
Eddie Patel Inc
Chicago,
Illinois
| $167M | +$37.2M | +29% | 60.3% | – | 156 | 57.69% | 0.2 |
|
| 7116 |
7116
Genesis Wealth Advisors
Braintree,
Massachusetts
| $167M | +$17.5M | +12% | 9.31% | – | 75 | 18.67% | 5.6 |
|
| 7117 |
7117
Thompson Davis & Co
Richmond,
Virginia
| $167M | +$17.3M | +12% | 14.7% | 188% | 193 | 39.9% | 2 |
|
| 7118 |
7118
Lummis Asset Management
Fort Worth,
Texas
| $167M | -$96.9K | -0.1% | 3.72% | – | 232 | 22.84% | 1.5 |
|
| 7119 |
7119
GEN Financial Management
Plymouth,
Minnesota
| $167M | +$5.6M | +3% | 9.15% | – | 57 | 35.09% | 1 |
|
| 7120 |
7120
Amara Financial
San Francisco,
California
| $167M | +$22M | +15% | 12.3% | – | 48 | 6.25% | 1.4 |
|
| 7121 |
7121
Silver Oak Wealth Advisors Services
Los Angeles,
California
| $167M | +$13.1M | +8% | 9.18% | – | 42 | 11.9% | 1.2 |
|
| 7122 |
7122
U.S. Wealth Group
Woodbury,
New York
| $167M | +$19.1M | +13% | 6.73% | – | 49 | 20.41% | 1.2 |
|
| 7123 |
7123
Robinson Smith Wealth Advisors
South Portland,
Maine
| $167M | +$19.1M | +13% | 11.1% | 62.6% | 101 | 19.8% | 1.8 |
|
| 7124 |
7124
Custos Family Office
Austin,
Texas
| $167M | +$22.3M | +15% | 13.8% | 57.4% | 72 | 15.28% | 2.1 |
|
| 7125 |
7125
Strong Retirement Solutions
Silverdale,
Washington
| $167M | +$24.1M | +17% | 18.8% | – | 89 | 11.24% | 0.5 |
|