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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
WPEP
4176
Walnut Private Equity Partners
Omaha,
Nebraska
| $134M | +$21.3M | +19% | 16.2% | 48% | 20 | 0% | 3.8 |
|
| 4177 |
FFC
4177
First Financial Corp
Terre Haute,
Indiana
| $134M | +$9.75M | +8% | 11.2% | 95.3% | 334 | 9.58% | 4.5 |
|
| 4178 |
EWMCB
4178
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $134M | +$17.9M | +15% | 10.5% | 13% | 39 | 12.82% | 2.5 |
|
| 4179 |
CA
4179
Continuum Advisory
Eagle,
Idaho
| $134M | -$2.31M | -2% | 9.7% | 77% | 166 | 30.12% | 1.1 |
|
| 4180 |
4180
Nishkama Capital LLC
Dorado,
Puerto Rico
| $134M | +$55.8M | +72% | 31.8% | 723% | 54 | 77.78% | 0.1 |
|
| 4181 |
AWM
4181
Aries Wealth Management
Portland,
Maine
| $134M | +$39.4M | +42% | 12.8% | 75% | 158 | 29.75% | 0.8 |
|
| 4182 |
CWA
4182
Clarus Wealth Advisors
Peoria,
Arizona
| $134M | +$70.1M | +110% | 13.2% | 89.7% | 752 | 17.95% | 0.7 |
|
| 4183 |
UTC
4183
Unified Trust Company
Lexington,
Kentucky
| $134M | +$23.6M | +21% | 12.3% | 69.7% | 53 | 11.32% | 0.2 |
|
| 4184 |
OCM
4184
Ogborne Capital Management
San Francisco,
California
| $133M | +$63.1M | +90% | 49.9% | 251% | 17 | 58.82% | 0.1 |
|
| 4185 |
LHC
4185
Little House Capital
Braintree,
Massachusetts
| $133M | +$29.9M | +29% | 12.4% | 108% | 297 | 67.34% | 0.1 |
|
| 4186 |
SWM
4186
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $133M | +$3.59M | +3% | 10.7% | 49.6% | 45 | 11.11% | 1 |
|
| 4187 |
GAAM
4187
Guinness Atkinson Asset Management
Pasadena,
California
| $133M | +$16.2M | +14% | 23% | 132% | 66 | 13.64% | 3.6 |
|
| 4188 |
CAM
4188
Crown Advisors Management
Larkspur,
California
| $133M | +$36.9M | +38% | 25% | 284% | 50 | 24% | 0.7 |
|
| 4189 |
AGA
4189
Arkos Global Advisors
Houston,
Texas
| $133M | +$10.7M | +9% | 8.68% | 43.6% | 55 | 5.45% | 0.2 |
|
| 4190 |
LC
4190
Lodbrok Capital
London,
United Kingdom
| $133M | +$28.2M | +27% | 0% | 25.9% | 1 | 0% | 0.3 |
|
| 4191 |
CCM
4191
Colorado Capital Management
Boulder,
Colorado
| $133M | +$13.4M | +11% | 10.7% | 60.4% | 87 | 9.2% | 2.4 |
|
| 4192 |
MWM
4192
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $133M | -$13.1M | -9% | 11.5% | 130% | 126 | 91.27% | 0.7 |
|
| 4193 |
AWM
4193
AllSquare Wealth Management
Albany,
New York
| $133M | +$12.1M | +10% | 9.86% | 62.4% | 502 | 10.76% | 1.8 |
|
| 4194 |
BAM
4194
Boyar Asset Management
New York
| $133M | +$11.6M | +10% | 10.7% | 75.5% | 74 | 6.76% | 4 |
|
| 4195 |
LWM
4195
Liberty Wealth Management
Oakland,
California
| $133M | -$1.3M | -1% | 10.9% | 64.2% | 897 | 19.51% | 0.2 |
|
| 4196 |
AIA
4196
Arcadia Investment Advisors
Eagle,
Idaho
| $133M | +$19M | +17% | 11.6% | 56.4% | 72 | 12.5% | 1 |
|
| 4197 |
MA
4197
Mangham Associates
Charlottesville,
Virginia
| $133M | +$21.4M | +19% | 12.5% | 24.4% | 6 | 33.33% | 0.8 |
|
| 4198 |
NWM
4198
Northwest Wealth Management
Spencer,
Iowa
| $133M | +$14.5M | +12% | 10.3% | 63.4% | 566 | 9.01% | 1.1 |
|
| 4199 |
DC
4199
DeDora Capital
Napa,
California
| $133M | +$19.6M | +17% | 14% | 81.7% | 90 | 17.78% | 1 |
|
| 4200 |
HW
4200
Hedeker Wealth
Lincolnshire,
Illinois
| $133M | +$7.89M | +6% | 12.4% | 141% | 69 | 5.8% | 2.7 |
|