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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $129M | +$6.55M | +5% | 3.42% | 13% | 39 | 20.51% | 2.4 |
|
| 4102 |
EOCM
4102
Energy Opportunities Capital Management
Austin,
Texas
| $129M | -$34.8M | -21% | 1.41% | 211% | 52 | 21.15% | 3 |
|
| 4103 |
4103
Lattice Strategies
Wayne,
Pennsylvania
| $129M | +$1.21M | +0.9% | 1.86% | 19.9% | 62 | 1.61% | 4.3 |
|
| 4104 |
4104
Steginsky Capital
Port Washington,
New York
| $129M | +$17.9M | +16% | 8.63% | 99.4% | 8 | 0% | 1.7 |
|
| 4105 |
4105
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $129M | +$15.4M | +14% | 6.66% | 88% | 52 | 21.15% | 0.6 |
|
| 4106 |
4106
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $129M | +$46.3M | +56% | 5.68% | 53.1% | 23 | 69.57% | 0.3 |
|
| 4107 |
4107
PFG Advisors
Phoenix,
Arizona
| $129M | +$15.5M | +14% | 3.6% | 82.7% | 166 | 18.67% | 0.6 |
|
| 4108 |
4108
Landaas & Company
Milwaukee,
Wisconsin
| $129M | +$3.64M | +3% | 5.16% | 60.3% | 355 | 83.66% | 0.9 |
|
| 4109 |
4109
Lubar & Co
Milwaukee,
Wisconsin
| $129M | +$46.1M | +56% | 1.38% | – | 14 | 21.43% | 3.1 |
|
| 4110 |
AIA
4110
Arcadia Investment Advisors
Eagle,
Idaho
| $129M | +$2.35M | +2% | 4.54% | 56.4% | 77 | 25.97% | 0.7 |
|
| 4111 |
4111
Donald L. Hagan LLC
Sarasota,
Florida
| $128M | +$4.63M | +4% | 5.08% | 47.9% | 94 | 23.4% | 1.7 |
|
| 4112 |
4112
Caprin Asset Management
Henrico,
Virginia
| $128M | +$2.08M | +2% | 0.66% | 7.87% | 18 | 0% | 1.9 |
|
| 4113 |
4113
American Trust Investment Advisors
Lebanon,
New Hampshire
| $128M | +$6.25M | +5% | 8.22% | 91% | 82 | 13.41% | 2.1 |
|
| 4114 |
4114
Koch Industries
Wichita,
Kansas
| $128M | -$15.3M | -11% | 5% | 56.9% | 3 | 0% | 1.6 |
|
| 4115 |
4115
Millrace Asset Group
Berwyn,
Pennsylvania
| $128M | -$2.71M | -2% | 19.7% | 113% | 80 | 35% | 0.8 |
|
| 4116 |
4116
Resource Planning Group
Atlanta,
Georgia
| $128M | – | – | 0.56% | 1.9% | 42 | – | 0 |
|
| 4117 |
4117
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $128M | -$7.16M | -5% | 4.69% | 91.9% | 65 | 4.62% | 1.3 |
|
| 4118 |
4118
Hollow Brook Wealth Management
Katonah,
New York
| $128M | +$1.41M | +1% | 5.12% | 92.8% | 60 | 21.67% | 2.8 |
|
| 4119 |
WA
4119
Wintergreen Advisers
Mount Olive,
New Jersey
| $128M | -$6M | -4% | 2.58% | 25.4% | 6 | 0% | 3.3 |
|
| 4120 |
4120
ASA Gold & Precious Metals
Portland,
Maine
| $128M | -$27.9M | -18% | 16.4% | 7.34% | 17 | 0% | 4.2 |
|
| 4121 |
4121
Seneca House Advisors
Richmond,
Virginia
| $128M | +$4.67M | +4% | 4.16% | 58.2% | 104 | 13.46% | 0.6 |
|
| 4122 |
4122
Gibraltar Capital Management
Tulsa,
Oklahoma
| $128M | +$9.01M | +8% | 8.82% | 56.6% | 30 | 6.67% | 2.7 |
|
| 4123 |
SST
4123
S Squared Technology
New York
| $127M | +$1.52M | +1% | 8.67% | 223% | 44 | 13.64% | 2 |
|
| 4124 |
4124
Stringer Asset Management
Memphis,
Tennessee
| $127M | +$16.6M | +15% | 4.09% | 16.4% | 28 | 10.71% | 1.2 |
|
| 4125 |
IBOK
4125
Independence Bank of Kentucky
Owensboro,
Kentucky
| $127M | +$8.02M | +7% | 6.81% | 80.6% | 400 | 24.75% | 0.6 |
|