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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
IFO
7776
Intrepid Family Office
Sarasota,
Florida
| $135M | +$11.6M | +9% | 7.3% | – | 46 | 39.13% | 1.6 |
|
| 7777 |
7777
RD Lewis Holdings
Maitland,
Florida
| $135M | +$19.7M | +17% | 17.8% | – | 91 | 7.69% | 1.3 |
|
| 7778 |
7778
Granite Islands Private Wealth
Guilford,
Connecticut
| $135M | +$26.7M | +25% | 21.2% | – | 82 | 19.51% | 0.4 |
|
| 7779 |
7779
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $135M | +$12.6M | +10% | 13.3% | – | 79 | 10.13% | 1.3 |
|
| 7780 |
7780
Barnett & Company
Chattanooga,
Tennessee
| $135M | +$6.39M | +5% | 14.2% | 65.9% | 95 | 16.84% | 3.9 |
|
| 7781 |
7781
Titan Investment Management
Indianapolis,
Indiana
| $135M | +$21.7M | +19% | 30.8% | – | 41 | 17.07% | 0.4 |
|
| 7782 |
7782
BFI Wealth Solutions
Dallas,
Texas
| $135M | +$30.8M | +30% | 7.68% | – | 83 | 10.84% | 0.4 |
|
| 7783 |
7783
Benningfield Financial Advisors
San Francisco,
California
| $135M | +$8.28M | +7% | 6.51% | – | 19 | 5.26% | 1.2 |
|
| 7784 |
7784
Paragon Capital Management (Utah)
Provo,
Utah
| $135M | +$16.9M | +14% | 27.6% | 72.3% | 90 | 33.33% | 1.6 |
|
| 7785 |
7785
Western Reserve Capital Management
Hudson,
Ohio
| $135M | +$13.1M | +11% | 9.61% | – | 56 | 16.07% | 0.4 |
|
| 7786 |
7786
Piper Sandler & Co
Minneapolis,
Minnesota
| $135M | +$32.9M | +32% | 0.01% | 0.05% | 21 | 14.29% | 0.3 |
|
| 7787 |
7787
Stirlingshire Investments
New York
| $135M | +$20.8M | +18% | 15% | – | 255 | 36.47% | 0.3 |
|
| 7788 |
7788
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $135M | +$8.06M | +6% | 16.6% | – | 143 | 30.07% | 1 |
|
| 7789 |
7789
Andrew Hill Investment Advisors
Naples,
Florida
| $135M | +$22.5M | +20% | 16.3% | 269% | 68 | 36.76% | 1.2 |
|
| 7790 |
7790
Oath Planning
Tulsa,
Oklahoma
| $135M | +$22.2M | +20% | 9.22% | – | 73 | 8.22% | 0.5 |
|
| 7791 |
7791
RM Financial Services
Falmouth,
Maine
| $135M | +$18.6M | +16% | 11.3% | – | 81 | 9.88% | 0.5 |
|
| 7792 |
7792
VanWeelden Wealth Management
West Chester Township,
Ohio
| $135M | +$9.17M | +7% | 6.4% | – | 34 | 52.94% | 1.3 |
|
| 7793 |
7793
BLVD Private Wealth
Prospect,
Kentucky
| $135M | +$19.5M | +17% | 23.8% | – | 79 | 29.11% | 0.7 |
|
| 7794 |
SIM
7794
Summitas Investment Management
Mckinney,
Texas
| $135M | +$7.03M | +6% | 11.6% | – | 10 | 0% | 0.5 |
|
| 7795 |
7795
Life Planning Partners
Jacksonville,
Florida
| $135M | +$3.53M | +3% | 9.67% | 50.3% | 74 | 12.16% | 3.4 |
|
| 7796 |
7796
Fountainhead AM
Warren,
New Jersey
| $135M | +$23.1M | +21% | 16.6% | 65.6% | 250 | 25.6% | 1.8 |
|
| 7797 |
7797
Cook & Bynum Capital Management
Birmingham,
Alabama
| $135M | +$10.3M | +8% | 10.1% | 46.8% | 6 | 0% | 7.7 |
|
| 7798 |
7798
Tenet Wealth Partners
Champaign,
Illinois
| $134M | – | – | 11.1% | – | 101 | – | 0 |
|
| 7799 |
7799
Athena Wealth Management
Reno,
Nevada
| $134M | +$12.2M | +10% | 8.93% | – | 126 | 33.33% | 0.4 |
|
| 7800 |
7800
Talisman Wealth Advisors
Mountainside,
New Jersey
| $134M | +$10.3M | +8% | 13% | 70.8% | 151 | 60.26% | 1.6 |
|