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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
WFA Asset Management
Whitefish Bay,
Wisconsin
| $152M | +$11.9M | +8% | 9.73% | 60% | 247 | 11.74% | 0.9 |
|
| 5177 |
5177
Collaborative Wealth Management
Lake Mary,
Florida
| $152M | +$10.9M | +8% | 6.49% | 41.6% | 181 | 11.05% | 1.5 |
|
| 5178 |
5178
Trinity Financial Advisors
Columbus,
Ohio
| $152M | +$14.1M | +10% | 11.2% | 74.5% | 72 | 18.06% | 0.7 |
|
| 5179 |
5179
Old North State Trust
Greensboro,
North Carolina
| $152M | +$36.4M | +31% | 8.75% | – | 456 | 27.41% | 1 |
|
| 5180 |
5180
Bluestem Financial Advisors
Champaign,
Illinois
| $152M | +$10.7M | +8% | 5.72% | 42.2% | 27 | 3.7% | 2.4 |
|
| 5181 |
5181
EnCap Energy Capital Fund VIII
Houston,
Texas
| $152M | -$10.8M | -7% | 1.26% | 6.16% | 3 | 0% | 0.8 |
|
| 5182 |
5182
AM Squared
Hong Kong
| $152M | – | – | 0.52% | – | 131 | – | 0 |
|
| 5183 |
5183
Blue Barn Wealth
Orem,
Utah
| $152M | +$11.4M | +8% | 5.53% | 46.4% | 141 | 29.79% | 1 |
|
| 5184 |
5184
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $152M | +$7.53M | +5% | 6.15% | 90.8% | 73 | 6.85% | 2.1 |
|
| 5185 |
5185
TKG Advisors
Valparaiso,
Indiana
| $152M | +$25.7M | +20% | 9.27% | 104% | 102 | 47.06% | 0.5 |
|
| 5186 |
5186
Family Capital Management
Grand Rapids,
Michigan
| $152M | – | – | 4.91% | 70.5% | 73 | – | 0 |
|
| 5187 |
5187
Ironwood Investment Management
Boston,
Massachusetts
| $152M | +$8.71M | +6% | 12.4% | 164% | 173 | 9.83% | 5.7 |
|
| 5188 |
NCM
5188
NCM Capital Management
Ramsey,
New Jersey
| $152M | +$19.4M | +15% | 11.6% | 105% | 179 | 13.41% | 0.8 |
|
| 5189 |
5189
Stone House Capital Management
Bay Harbor Islands,
Florida
| $152M | +$39M | +35% | 35.1% | 151% | 2 | 0% | 0.9 |
|
| 5190 |
WA1
5190
Wimmer Associates 1
Pasadena,
California
| $152M | +$427K | +0.3% | 9.7% | 78.9% | 111 | 2.7% | 5.1 |
|
| 5191 |
5191
Fairfield, Bush & Co
Darien,
Connecticut
| $151M | +$9.9M | +7% | 10.4% | 112% | 127 | 12.6% | 5.5 |
|
| 5192 |
5192
Grey Fox Wealth Advisors
Rockland,
Delaware
| $151M | – | – | 7.1% | 41.9% | 392 | – | 0 |
|
| 5193 |
5193
Aisling Capital Management
New York
| $151M | +$879K | +0.6% | 28.6% | 793% | 17 | 5.88% | 2.7 |
|
| 5194 |
5194
Silverleafe Capital Partners
Germantown,
Tennessee
| $151M | -$4.73M | -3% | 7.34% | 87.7% | 69 | 27.54% | 2 |
|
| 5195 |
5195
Tieton Capital Management
Yakima,
Washington
| $151M | +$9.3M | +7% | 11% | 172% | 33 | 6.06% | 4.2 |
|
| 5196 |
5196
Addition One General Partner
New York
| $151M | -$44.9M | -23% | 22.8% | – | 2 | 0% | 1 |
|
| 5197 |
5197
Barrett & Company
Providence,
Rhode Island
| $151M | $0 | 0% | 7.91% | 83.6% | 590 | 0% | 0.3 |
|
| 5198 |
5198
Seaside Wealth Management
Carlsbad,
California
| $151M | +$6.46M | +4% | 7.92% | 53.4% | 50 | 10% | 0.4 |
|
| 5199 |
PCR
5199
Potrero Capital Research
San Francisco,
California
| $151M | +$4.86M | +3% | 2.92% | 226% | 56 | 64.29% | 1 |
|
| 5200 |
5200
Greenfield Savings Bank
Greenfield,
Massachusetts
| $151M | +$12.8M | +9% | 11.8% | 108% | 146 | 15.75% | 0.5 |
|