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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
AWA
3901
Artemis Wealth Advisors
New York
| $114M | +$6.23M | +6% | 5.44% | 174% | 27 | 11.11% | 2.3 |
|
| 3902 |
CA
3902
Continuum Advisory
Eagle,
Idaho
| $114M | +$13.3M | +13% | 3.23% | 77% | 158 | 15.19% | 1.6 |
|
| 3903 |
LCM
3903
Leisure Capital Management
Costa Mesa,
California
| $114M | +$1.72M | +2% | 2.5% | 98% | 121 | 18.18% | 7.9 |
|
| 3904 |
AC
3904
Addison Capital
Conshohocken,
Pennsylvania
| $114M | -$11.3M | -9% | 2.97% | 59.7% | 104 | 7.69% | 9 |
|
| 3905 |
LC
3905
Landaas & Company
Milwaukee,
Wisconsin
| $114M | – | – | 3.19% | 60.3% | 362 | – | 0 |
|
| 3906 |
ABP
3906
Arthur B. Page
| $114M | -$878K | -0.8% | 4.69% | 40.4% | 69 | 14.49% | 12.1 |
|
| 3907 |
HW
3907
Hedeker Wealth
Lincolnshire,
Illinois
| $114M | +$9.59M | +9% | 4.54% | 141% | 86 | 20.93% | 5.9 |
|
| 3908 |
NFP
3908
Narus Financial Partners
Salt Lake City,
Utah
| $114M | +$5.75M | +5% | 3.52% | 88.9% | 83 | 10.84% | 2.6 |
|
| 3909 |
SSW
3909
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $114M | +$17.2M | +18% | 2.48% | 90.2% | 159 | 38.99% | 2.3 |
|
| 3910 |
PI
3910
Pachira Investments
Dana Point,
California
| $113M | +$2.33M | +2% | 3.36% | 72.6% | 8 | 0% | 2.8 |
|
| 3911 |
DE
3911
Day & Ennis
Macon,
Georgia
| $113M | -$2.61M | -2% | 2.6% | 15.2% | 97 | 25.77% | 5.4 |
|
| 3912 |
GCM
3912
Gibraltar Capital Management
Tulsa,
Oklahoma
| $113M | +$13.4M | +13% | 6.65% | 56.6% | 28 | 10.71% | 7.2 |
|
| 3913 |
GS
3913
Girard Securities
San Diego,
California
| $113M | -$20.2M | -15% | 4.15% | – | 167 | 24.55% | 5.1 |
|
| 3914 |
1CM
3914
1492 Capital Management
Milwaukee,
Wisconsin
| $113M | -$317K | -0.3% | 10.7% | 332% | 109 | 24.77% | 5.5 |
|
| 3915 |
CF
3915
Corrigan Financial
Middletown,
Rhode Island
| $113M | +$5.21M | +5% | 4.57% | 9.54% | 49 | 14.29% | 5.7 |
|
| 3916 |
DE
3916
DFT Energy
Locust Valley,
New York
| $113M | -$5.94M | -5% | 3.99% | – | 17 | 5.88% | 3 |
|
| 3917 |
HCM
3917
HM Capital Management
Clayton,
Missouri
| $113M | +$4.9M | +5% | 3.63% | 29.6% | 39 | 10.26% | 11 |
|
| 3918 |
WA
3918
Wilshire Advisors
Santa Monica,
California
| $113M | -$2.44M | -2% | 2.8% | 118% | 25 | 16% | 4.4 |
|
| 3919 |
OIM
3919
Orca Investment Management
Roseburg,
Oregon
| $113M | +$5.78M | +5% | 5.25% | 122% | 79 | 20.25% | 8.2 |
|
| 3920 |
BCFS
3920
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $113M | +$1.73M | +2% | 3.81% | 72.2% | 136 | 47.06% | 10.2 |
|
| 3921 |
FCM
3921
Firsthand Capital Management
San Jose,
California
| $113M | +$13.5M | +14% | 12.3% | 265% | 50 | 10% | 8.7 |
|
| 3922 |
MCIA
3922
Mountain Capital Investment Advisors
Westminster,
Colorado
| $113M | +$10.5M | +10% | 3.95% | 63.3% | 573 | 15.18% | 0.9 |
|
| 3923 |
AO
3923
Allen Operations
New York
| $113M | +$8.83M | +9% | 8.99% | 218% | 18 | 0% | 13.1 |
|
| 3924 |
LI
3924
Longer Investments
Fayetteville,
Arkansas
| $112M | -$2.06M | -2% | 3.06% | 20.4% | 41 | 24.39% | 8.8 |
|
| 3925 |
GAMC
3925
Garner Asset Management Corp
Plano,
Texas
| $112M | +$5.77M | +5% | 3.17% | 95.3% | 151 | 6.62% | 1 |
|