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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3751 |
EA
3751
Ellsworth Advisors
Hudson,
Ohio
| $386M | +$27.5M | +8% | 9.66% | 123% | 202 | 25.74% |
|
| 3752 |
AC
3752
Arjuna Capital
Durham,
North Carolina
| $386M | +$14.4M | +4% | 6.57% | 105% | 119 | 28.57% |
|
| 3753 |
CC
3753
Cederberg Capital
London,
United Kingdom
| $386M | +$81.8M | +27% | 9.9% | 273% | 9 | 44.44% |
|
| 3754 |
BCM
3754
Boone Capital Management
Atlanta,
Georgia
| $386M | +$2.38M | +0.6% | 13% | 278% | 21 | 28.57% |
|
| 3755 |
PFA
3755
Professional Financial Advisors
North Platte,
Nebraska
| $386M | +$23.6M | +7% | 5.28% | 52.8% | 108 | 8.33% |
|
| 3756 |
FIM
3756
Fruth Investment Management
Houston,
Texas
| $385M | +$17.7M | +5% | 7.88% | 71% | 222 | 4.5% |
|
| 3757 |
KJWM
3757
Kiley Juergens Wealth Management
Olympia,
Washington
| $385M | +$25.2M | +7% | 4.96% | 106% | 74 | 9.46% |
|
| 3758 |
VARA
3758
Value Aligned Research Advisors
Princeton,
New Jersey
| $385M | -$71.7M | -16% | 4.05% | 1,641% | 35 | 51.43% |
|
| 3759 |
RIP
3759
RAM Investment Partners
Bellevue,
Washington
| $384M | +$39.6M | +11% | 5.03% | 53.4% | 92 | 10.87% |
|
| 3760 |
DWM
3760
Drive Wealth Management
Lehi,
Utah
| $384M | +$13.4M | +4% | 6.06% | 94.4% | 364 | 23.9% |
|
| 3761 |
WG
3761
Watchman Group
Plano,
Texas
| $384M | +$70.4M | +22% | 7.01% | 52.9% | 86 | 13.95% |
|
| 3762 |
SCA
3762
Sage Capital Advisors
Sioux Falls,
South Dakota
| $383M | +$34.9M | +10% | 6.85% | 89.4% | 153 | 22.22% |
|
| 3763 |
NWA
3763
New World Advisors
Hingham,
Massachusetts
| $383M | +$23.7M | +7% | 6.6% | 84.1% | 81 | 13.58% |
|
| 3764 |
MCB
3764
Morton Community Bank
East Peoria,
Illinois
| $383M | +$28.8M | +8% | 9.7% | – | 112 | 6.25% |
|
| 3765 |
MJP
3765
Michael J. Puzo
| $383M | +$22.3M | +6% | 6.41% | 90.3% | 78 | 8.97% |
|
| 3766 |
SWM
3766
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $383M | +$36.3M | +10% | 7.21% | 49.6% | 94 | 7.45% |
|
| 3767 |
TNA
3767
True North Advisors
Dallas,
Texas
| $382M | +$7.91M | +2% | 8.99% | 86.9% | 214 | 21.03% |
|
| 3768 |
MHR
3768
Matthew Hamilton Rosenberg
| $382M | +$43.6M | +13% | 4.98% | 48.3% | 855 | 8.07% |
|
| 3769 |
WIS
3769
Wright Investors Service
Shelton,
Connecticut
| $382M | +$2.41M | +0.6% | 8.67% | 146% | 158 | 25.32% |
|
| 3770 |
AW
3770
Avion Wealth
The Woodlands,
Texas
| $382M | +$19.6M | +5% | 6.15% | 45.4% | 1,405 | 19.5% |
|
| 3771 |
ACG
3771
Anchorage Capital Group
New York
| $382M | +$58M | +18% | 21.3% | 24.9% | 8 | 12.5% |
|
| 3772 |
KC
3772
Kadensa Capital
Central,
Hong Kong
| $382M | -$42.1M | -10% | 1.71% | 191% | 49 | 57.14% |
|
| 3773 |
PAM
3773
Paradigm Asset Management
New York
| $382M | +$23.7M | +7% | 5.19% | 73.8% | 493 | 0.61% |
|
| 3774 |
CMI
3774
Clare Market Investments
Dallas,
Texas
| $382M | +$23.5M | +7% | 5.91% | – | 168 | 25% |
|
| 3775 |
STB
3775
S&T Bank
Indiana,
Pennsylvania
| $381M | -$11.1M | -3% | 11% | 193% | 103 | 11.65% |
|