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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
BC
8276
Bayforest Capital
London,
United Kingdom
| $108M | +$18.9M | +21% | 20.5% | – | 1,251 | 56.43% | 0.4 |
|
| 8277 |
8277
Schuylkill Financial
Wyomissing,
Pennsylvania
| $108M | – | – | 11.6% | – | 66 | – | 0 |
|
| 8278 |
8278
Yorktown Energy Partners XI
New York
| $108M | -$33.4M | -24% | 12.3% | 105% | 4 | 0% | 4.5 |
|
| 8279 |
YF
8279
Yu Fan
| $108M | +$10.9M | +11% | 21.6% | 42.7% | 8 | 0% | 0.9 |
|
| 8280 |
8280
Walsky Investment Management
Wyomissing,
Pennsylvania
| $108M | +$9.7M | +10% | 13.2% | – | 54 | 11.11% | 0.5 |
|
| 8281 |
8281
Aspirean Wealth
Mill Valley,
California
| $108M | +$15.5M | +17% | 10.2% | – | 20 | 10% | 0.5 |
|
| 8282 |
8282
Retireful LLC
Haslett,
Michigan
| $107M | +$36.5M | +51% | 76.8% | 437% | 121 | 63.64% | 0.4 |
|
| 8283 |
MPEM
8283
Marathon Partners Equity Management
New York
| $107M | +$18.9M | +21% | 31.7% | – | 21 | 38.1% | 2 |
|
| 8284 |
8284
Gainline Financial Partners
Louisville,
Colorado
| $107M | – | – | 11.8% | – | 56 | – | 0 |
|
| 8285 |
8285
Burkett Asset Management
Victoria,
| $107M | +$5.53M | +5% | 14.1% | – | 66 | 18.18% | 0.4 |
|
| 8286 |
8286
Fullerton Advisors
Danville,
California
| $107M | +$10.4M | +11% | 12.2% | – | 56 | 8.93% | 0.5 |
|
| 8287 |
8287
Intentional Wealth Strategies
Colorado Springs,
Colorado
| $107M | -$727K | -0.7% | 17.3% | – | 945 | 93.12% | 0.2 |
|
| 8288 |
8288
Oregon Pacific Wealth Management
Medford,
Oregon
| $107M | +$10.7M | +11% | 11.5% | – | 122 | 19.67% | 0.9 |
|
| 8289 |
8289
American Wealth Advisors
Johns Creek,
Georgia
| $107M | +$10.6M | +11% | 12.3% | – | 42 | 2.38% | 0.7 |
|
| 8290 |
8290
Ebert Capital Management
Eureka,
California
| $107M | +$8.65M | +9% | 12.8% | – | 29 | 13.79% | 0.4 |
|
| 8291 |
8291
CFG Wealth Management Services
Indianapolis,
Indiana
| $107M | -$3.63M | -3% | 6.04% | – | 152 | 47.37% | 0.5 |
|
| 8292 |
8292
October Effect
Virginia Beach,
Virginia
| $106M | +$19.5M | +22% | 64.6% | – | 76 | 31.58% | 0.7 |
|
| 8293 |
8293
Plus Group Wealth Advisors
Belgium,
Wisconsin
| $106M | +$15.4M | +17% | 12% | – | 48 | 14.58% | 0.4 |
|
| 8294 |
8294
Wallace Advisory Group
Lafayette,
California
| $106M | +$12.7M | +14% | 9.69% | 50.9% | 146 | 23.97% | 2.1 |
|
| 8295 |
CF
8295
Calder Financial
Downingtown,
Pennsylvania
| $106M | +$5.41M | +5% | 12.2% | – | 45 | 15.56% | 0.4 |
|
| 8296 |
8296
Expressive Wealth
Chicago,
Illinois
| $106M | +$984K | +0.9% | 17.1% | – | 147 | 21.09% | 0.4 |
|
| 8297 |
8297
Regatta Research & Money Management
Metairie,
Louisiana
| $106M | – | – | 14.7% | – | 495 | – | 0 |
|
| 8298 |
8298
Elevated Private Wealth
Brookfield,
Wisconsin
| $106M | – | – | 28.8% | – | 76 | – | 0.5 |
|
| 8299 |
8299
OneAscent Investment Solutions
Birmingham,
Alabama
| $106M | +$5.65M | +6% | 17.5% | – | 178 | 47.19% | 0.7 |
|
| 8300 |
8300
Hyposwiss Advisors
Geneva,
| $106M | +$4.39M | +4% | 14.4% | – | 114 | 10.53% | 0.5 |
|