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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Ledge Wealth Management
Sartell,
Minnesota
| $223M | +$13.5M | +6% | 2.74% | – | 63 | 6.35% | 1.4 |
|
| 4402 |
4402
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $223M | +$196K | +0.1% | 2.22% | 158% | 197 | 15.74% | 0.6 |
|
| 4403 |
4403
Zeno Research
New York
| $223M | +$42.4M | +24% | 1.75% | 25.2% | 37 | 59.46% | 0.4 |
|
| 4404 |
4404
AMI Investment Management
Kendallville,
Indiana
| $223M | -$2.78M | -1% | 2.09% | 52% | 63 | 14.29% | 5.4 |
|
| 4405 |
4405
LPWM LLC
Minneapolis,
Minnesota
| $222M | -$4.26M | -2% | 3.64% | 59.4% | 69 | 5.8% | 2.5 |
|
| 4406 |
4406
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $222M | -$5.94M | -3% | 2.98% | 136% | 130 | 8.46% | 3.1 |
|
| 4407 |
4407
Missouri Trust & Investment Company
Springfield,
Missouri
| $222M | +$44.6M | +25% | 5.34% | 65.1% | 474 | 13.71% | 1.4 |
|
| 4408 |
4408
Cloverfields Capital Group
Minneapolis,
Minnesota
| $222M | -$87.8M | -28% | 1.83% | 101% | 81 | 11.11% | 1.5 |
|
| 4409 |
4409
Delta Financial Advisors
New Orleans,
Louisiana
| $222M | -$4.44M | -2% | 2.75% | 107% | 121 | 2.48% | 3.5 |
|
| 4410 |
4410
Forest Avenue Capital Management
Miami,
Florida
| $222M | +$3.57M | +2% | 7.86% | 415% | 36 | 47.22% | 0.3 |
|
| 4411 |
4411
Cutler Capital Management
Worcester,
Massachusetts
| $222M | +$8.76M | +4% | 0.31% | 39.7% | 113 | 9.73% | 2.8 |
|
| 4412 |
4412
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $221M | -$18.7M | -8% | 2.6% | 87.3% | 269 | 69.52% | 6.9 |
|
| 4413 |
4413
Prentice Wealth Management
Rochester,
New York
| $221M | +$873K | +0.4% | 3.11% | 47.8% | 101 | 8.91% | 1.4 |
|
| 4414 |
4414
Weaver Consulting Group
Huntington Beach,
California
| $221M | -$5.21M | -2% | 3% | 56.4% | 193 | 7.77% | 2.7 |
|
| 4415 |
4415
Wakefield Asset Management
Englewood,
Colorado
| $221M | -$29.9M | -12% | 2.62% | 139% | 179 | 36.31% | 1.1 |
|
| 4416 |
4416
DCM Advisors
New York
| $221M | -$12.1M | -5% | 1.73% | 99.3% | 82 | 10.98% | 1.8 |
|
| 4417 |
EE
4417
EWG Elevate
Roseville,
California
| $221M | -$20.6M | -9% | 2.77% | 76% | 114 | 29.82% | 1.6 |
|
| 4418 |
4418
Stephens Group
Little Rock,
Arkansas
| $221M | -$21.9M | -9% | 6.52% | 45% | 4 | 0% | 1.6 |
|
| 4419 |
4419
Windward Private Wealth Management
Overland Park,
Kansas
| $221M | -$4.67M | -2% | 3.09% | 35.5% | 48 | 6.25% | 2.5 |
|
| 4420 |
4420
Brown, Lisle/Cummings
Providence,
Rhode Island
| $221M | -$2.53M | -1% | 2.39% | 82.3% | 569 | 5.62% | 1.5 |
|
| 4421 |
PFA
4421
Professional Financial Advisors
North Platte,
Nebraska
| $221M | +$27.5M | +14% | 3.31% | 59.2% | 96 | 26.04% | 1.8 |
|
| 4422 |
4422
Trustees of Dartmouth College
Hanover,
New Hampshire
| $221M | -$6.2M | -3% | 2.87% | 52.5% | 3 | 33.33% | 2.2 |
|
| 4423 |
MHP
4423
Manatuck Hill Partners
Westport,
Connecticut
| $221M | +$10M | +5% | 5.94% | 556% | 141 | 47.52% | 1 |
|
| 4424 |
4424
Drake & Associates
Waukesha,
Wisconsin
| $221M | -$2.9M | -1% | 3.01% | 47.9% | 78 | 12.82% | 1 |
|
| 4425 |
4425
MY.Alpha Management HK Advisors
Hong Kong
| $221M | $0 | 0% | 5.46% | 423% | 11 | 0% | 1 |
|