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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CWA
4101
Clarus Wealth Advisors
Arizona
$134M +$70.1M +110% 13.2% 752 17.95%
UTC
4102
Unified Trust Company
Kentucky
$134M +$23.6M +21% 12.3% 69.7% 53 11.32%
OCM
4103
Ogborne Capital Management
California
$133M +$63.1M +90% 49.9% 223% 17 58.82%
LHC
4104
Little House Capital
Massachusetts
$133M +$29.9M +29% 12.4% 85.8% 297 67.34%
SWM
4105
Shakespeare Wealth Management
Wisconsin
$133M +$3.59M +3% 10.7% 49.6% 45 11.11%
GAAM
4106
Guinness Atkinson Asset Management
California
$133M +$16.2M +14% 23% 97% 66 13.64%
CAM
4107
Crown Advisors Management
California
$133M +$36.9M +38% 25% 216% 50 24%
AGA
4108
Arkos Global Advisors
Texas
$133M +$10.7M +9% 8.68% 37.2% 55 5.45%
LC
4109
Lodbrok Capital
United Kingdom
$133M +$28.2M +27% 0% 25.9% 1 0%
CCM
4110
Colorado Capital Management
Colorado
$133M +$13.4M +11% 10.7% 53.4% 87 9.2%
MWM
4111
MinichMacGregor Wealth Management
New York
$133M -$13.1M -9% 11.5% 119% 126 91.27%
AWM
4112
AllSquare Wealth Management
New York
$133M +$12.1M +10% 9.86% 62.4% 502 10.76%
BAM
4113
Boyar Asset Management
New York
$133M +$11.6M +10% 10.7% 58.4% 74 6.76%
LWM
4114
Liberty Wealth Management
California
$133M -$1.3M -1% 10.9% 55.5% 897 19.51%
AIA
4115
Arcadia Investment Advisors
Idaho
$133M +$19M +17% 11.6% 51.4% 72 12.5%
MA
4116
Mangham Associates
Virginia
$133M +$21.4M +19% 12.5% 24.4% 6 33.33%
NWM
4117
Northwest Wealth Management
Iowa
$133M +$14.5M +12% 10.3% 63.4% 566 9.01%
DC
4118
DeDora Capital
California
$133M +$19.6M +17% 14% 81.7% 90 17.78%
HW
4119
Hedeker Wealth
Illinois
$133M +$7.89M +6% 12.4% 120% 69 5.8%
AAM
4120
American Asset Management
Florida
$132M -$3.98M -3% 9.79% 42.5% 113 15.04%
TC
4121
TAP Consulting
Missouri
$132M 12.5% 3.08% 93
RTC
4122
Riverview Trust Company
Washington
$132M +$4.44M +3% 11.6% 67.6% 449 46.1%
NEGWA
4123
New England Guild Wealth Advisors
Connecticut
$132M +$13M +11% 9.5% 6.04% 51 3.92%
ACM
4124
Adalta Capital Management
New York
$132M +$25.1M +23% 17.8% 66.3% 78 16.67%
TGI
4125
TRV GP IV
Massachusetts
$132M +$86.2M +189% 189% 686% 1 0%