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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Harrington Investments
Napa,
California
| $104M | -$22M | -17% | 11.1% | 109% | 151 | 49.67% | 1.2 |
|
| 4427 |
4427
RK Asset Management
Grosse Pointe Farms,
Michigan
| $104M | -$9.7M | -9% | 8.29% | 47.6% | 19 | 21.05% | 2.5 |
|
| 4428 |
WFWM
4428
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $104M | -$59.7M | -36% | 9.98% | 53.8% | 38 | 28.95% | 1.5 |
|
| 4429 |
4429
Athyrium Capital Management
New York
| $104M | -$21.4M | -17% | 3.17% | 25.1% | 4 | 50% | 0.7 |
|
| 4430 |
4430
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $104M | -$9.46M | -8% | 9.61% | 31.1% | 60 | 11.67% | 1.1 |
|
| 4431 |
4431
Emerson Wealth
Bloomfield Hills,
Michigan
| $104M | – | – | 14.3% | 18.1% | 27 | – | 0 |
|
| 4432 |
4432
Poehling Capital Management
Madison,
Wisconsin
| $104M | -$37.4M | -27% | 15.8% | 83% | 108 | 16.67% | 0.9 |
|
| 4433 |
4433
StoneX Group
New York
| $104M | -$31.1M | -23% | 13.6% | 85.2% | 248 | 25% | 1.2 |
|
| 4434 |
4434
Freestate Advisors
Overland Park,
Kansas
| $104M | – | – | 5.63% | – | 4 | – | 0 |
|
| 4435 |
4435
Little House Capital
Braintree,
Massachusetts
| $104M | – | – | 9.92% | 108% | 97 | – | 0 |
|
| 4436 |
4436
9258 Wealth Management
Blue Ash,
Ohio
| $104M | – | – | 14.6% | 49.6% | 173 | – | 0 |
|
| 4437 |
4437
Elmwood Wealth Management
Berkeley,
California
| $104M | -$17M | -14% | 10.4% | 42.1% | 328 | 19.51% | 0.6 |
|
| 4438 |
4438
Scion Asset Management
Saratoga,
California
| $104M | – | – | 25% | 1.91% | 16 | – | 0 |
|
| 4439 |
4439
Florence Capital Advisors
New York
| $103M | – | – | 24.7% | – | 20 | – | 1.7 |
|
| 4440 |
ABP
4440
Arthur B. Page
| $103M | -$15M | -13% | 9.33% | 40.4% | 63 | 4.76% | 3.9 |
|
| 4441 |
4441
Trinity Legacy Partners
Houston,
Texas
| $103M | – | – | 11.8% | 63.3% | 47 | – | 0 |
|
| 4442 |
4442
Stringer Asset Management
Memphis,
Tennessee
| $103M | -$24.1M | -19% | 10.5% | 16.4% | 37 | 48.65% | 0.9 |
|
| 4443 |
4443
MilWealth Group
Milwaukee,
Wisconsin
| $103M | – | – | 9.83% | 36.8% | 75 | – | 0 |
|
| 4444 |
4444
WESPAC Advisors
Orinda,
California
| $103M | -$68.3M | -40% | 10.6% | 112% | 180 | 63.33% | 1 |
|
| 4445 |
4445
Aquiline Capital Partners
New York
| $103M | -$31.4M | -23% | 23.4% | 14.7% | 1 | 0% | 1.5 |
|
| 4446 |
4446
Brandywine Trust
Hockessin,
Delaware
| $103M | -$14M | -12% | 11% | 32.7% | 39 | 12.82% | 3.4 |
|
| 4447 |
HWC
4447
Hill Winds Capital
High Falls,
New York
| $103M | – | – | 12.9% | 8.52% | 17 | – | 0 |
|
| 4448 |
4448
Red Cedar Capital
Omaha,
Nebraska
| $103M | -$10.7M | -9% | 12% | 43% | 156 | 5.13% | 0.9 |
|
| 4449 |
4449
Tegean Capital Management
New York
| $103M | -$110M | -52% | 21.7% | – | 25 | 48% | 1.6 |
|
| 4450 |
4450
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $103M | – | – | 13% | 84.1% | 103 | – | 0 |
|