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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
J. Arnold Wealth Management
Youngstown,
Ohio
| $178M | +$46.4M | +35% | 3.4% | 46.2% | 54 | 33.33% | 1.5 |
|
| 4502 |
4502
Affiance Financial
St. Louis Park,
Minnesota
| $177M | -$8.01M | -4% | 4.85% | 57.8% | 143 | 18.18% | 3.8 |
|
| 4503 |
EE
4503
EWG Elevate
Roseville,
California
| $177M | -$28.2M | -14% | 4.94% | 76% | 83 | 18.07% | 1.5 |
|
| 4504 |
4504
Holowesko Partners
Nassau,
Bahamas
| $177M | -$13.4M | -7% | 8.67% | 51.1% | 31 | 16.13% | 3.1 |
|
| 4505 |
4505
Columbia Trust
Portland,
Oregon
| $177M | -$8.98M | -5% | 4.27% | 36% | 144 | 9.72% | 2.3 |
|
| 4506 |
4506
Beaconlight Capital
New York
| $177M | -$38.6M | -18% | 4.85% | 282% | 44 | 36.36% | 1 |
|
| 4507 |
KLCM
4507
KG&L Capital Management
Saint Francisville,
Louisiana
| $177M | -$8.16M | -4% | 5.02% | 91.9% | 138 | 16.67% | 2.2 |
|
| 4508 |
4508
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $177M | -$1.66M | -0.9% | 1.23% | 21% | 2 | 50% | 1.9 |
|
| 4509 |
PCM
4509
Prime Capital Management
Hong Kong
| $177M | +$65M | +58% | 10.2% | 579% | 7 | 14.29% | 0.9 |
|
| 4510 |
4510
AMI Investment Management
Kendallville,
Indiana
| $177M | -$21.3M | -11% | 4.73% | 47.9% | 72 | 15.28% | 5.2 |
|
| 4511 |
PAM
4511
Pegasus Asset Management
Montebello,
New York
| $177M | -$7.01M | -4% | 3.9% | 89% | 74 | 5.41% | 3.7 |
|
| 4512 |
MWM
4512
MTC Wealth Management
Tampa,
Florida
| $177M | -$10.6M | -6% | 5.86% | 30.5% | 14 | 14.29% | 1.4 |
|
| 4513 |
4513
22NW LP
Seattle,
Washington
| $177M | -$11.6M | -6% | 7.9% | 138% | 20 | 0% | 2.2 |
|
| 4514 |
4514
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $177M | +$1.66M | +0.9% | 4.96% | 56.9% | 91 | 14.29% | 2.5 |
|
| 4515 |
4515
Kellner Capital
New York
| $177M | +$28.3M | +19% | 20.9% | 390% | 55 | 65.45% | 0.3 |
|
| 4516 |
4516
Capital Planning
Bellevue,
Washington
| $177M | -$8.81M | -5% | 5.5% | 81.2% | 65 | 7.69% | 1.4 |
|
| 4517 |
4517
AH Equity Partners LSV III
Menlo Park,
California
| $176M | -$24.5M | -12% | 10.5% | – | 3 | 0% | 0.6 |
|
| 4518 |
4518
VELA Investment Management
New Albany,
Ohio
| $176M | +$1.74M | +1% | 4.09% | 56.8% | 146 | 14.38% | 0.6 |
|
| 4519 |
4519
Eads & Heald Wealth Management
Atlanta,
Georgia
| $176M | -$9.43M | -5% | 3.72% | 84.4% | 152 | 8.55% | 6.2 |
|
| 4520 |
4520
Hollow Brook Wealth Management
Katonah,
New York
| $176M | -$5.69M | -3% | 5.02% | 92.8% | 80 | 18.75% | 3.1 |
|
| 4521 |
4521
MTM Investment Management
Spartanburg,
South Carolina
| $176M | -$9M | -5% | 3.84% | 80.5% | 279 | 9.32% | 1.4 |
|
| 4522 |
4522
Oracle Investment Management
Greenwich,
Connecticut
| $176M | -$153M | -47% | 8.98% | 865% | 34 | 50% | 2.8 |
|
| 4523 |
4523
Intrepid Financial Planning Group
Carmel,
Indiana
| $176M | -$5.93M | -3% | 3.49% | 92.5% | 109 | 6.42% | 0.2 |
|
| 4524 |
4524
Palouse Capital Management
Spokane,
Washington
| $176M | -$25.8M | -13% | 7.88% | 67.8% | 88 | 19.32% | 2.8 |
|
| 4525 |
4525
WC Walker & Associates
Fullerton,
California
| $176M | +$5.73M | +3% | 5.17% | – | 77 | 12.99% | 1.4 |
|