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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Lederer & Associates Investment Counsel
Long Beach,
California
| $133M | +$2.89M | +2% | 9.02% | 92.7% | 88 | 3.41% | 5.3 |
|
| 5802 |
5802
SMART Wealth
Omaha,
Nebraska
| $132M | +$19.1M | +17% | 1.87% | 77.7% | 85 | 22.35% | 0.4 |
|
| 5803 |
GIM
5803
Greenwich Investment Management
Norwalk,
Connecticut
| $132M | +$2.34M | +2% | 2.29% | – | 49 | 10.2% | 3.2 |
|
| 5804 |
5804
Wells Financial Advisors
Framingham,
Massachusetts
| $132M | +$6.91M | +6% | 4.1% | 54% | 71 | 16.9% | 1.9 |
|
| 5805 |
5805
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $132M | -$6.65M | -5% | 5.4% | 62.6% | 411 | 64.48% | 4.3 |
|
| 5806 |
GBI
5806
GP Brinson Investments
Chicago,
Illinois
| $132M | +$6.61M | +5% | 5.52% | 51.2% | 15 | 0% | 2 |
|
| 5807 |
5807
Aspire Wealth Management
Waltham,
Massachusetts
| $132M | +$9.06M | +7% | 6.1% | 26% | 196 | 6.63% | 1.2 |
|
| 5808 |
5808
Caldwell Investment Management
Toronto,
Ontario, Canada
| $132M | +$31.4M | +31% | 9.42% | 162% | 31 | 32.26% | 0.8 |
|
| 5809 |
5809
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $132M | +$1.99M | +2% | 5.32% | 68.7% | 257 | 36.96% | 0.5 |
|
| 5810 |
5810
Essex Woodlands Management
The Woodlands,
Texas
| $132M | -$40.7M | -24% | 98.6% | 55% | 7 | 14.29% | 5.6 |
|
| 5811 |
ACM
5811
Altium Capital Management
New York
| $132M | -$48M | -27% | 45.5% | – | 110 | 55.45% | 0.8 |
|
| 5812 |
5812
Arrowroot Family Office
Marina Del Rey,
California
| $132M | +$15M | +13% | 4.87% | – | 137 | 25.55% | 0.2 |
|
| 5813 |
BC
5813
Bowman & Company
Oshkosh,
Wisconsin
| $132M | -$4.28M | -3% | 5.21% | 59.7% | 93 | 9.68% | 1.2 |
|
| 5814 |
5814
Western Pacific Wealth Management
Lake Forest,
Illinois
| $132M | +$1.21M | +0.9% | 1.13% | 91.4% | 316 | 16.14% | 1.1 |
|
| 5815 |
5815
Nebula Research & Development
New York
| $132M | +$75.3M | +133% | 3.43% | – | 478 | 86.19% | 0.1 |
|
| 5816 |
5816
Norwood Investment Partners
Mill Valley,
California
| $132M | -$13.2M | -9% | 11.4% | 25.2% | 11 | 0% | 1.2 |
|
| 5817 |
5817
Beaumont Asset Management
Beaumont,
Texas
| $132M | -$4.47M | -3% | 7.55% | 73.1% | 78 | 21.79% | 2 |
|
| 5818 |
5818
Midwest Heritage Bank
West Des Moines,
Iowa
| $132M | +$7.58M | +6% | 3.81% | 50% | 55 | 9.09% | 1.3 |
|
| 5819 |
5819
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $132M | +$6.86M | +5% | 3.77% | 94% | 52 | 28.85% | 1.6 |
|
| 5820 |
5820
Lightspeed Opportunity Fund
Menlo Park,
California
| $132M | -$47.7M | -27% | 22% | – | 2 | 0% | 0.3 |
|
| 5821 |
5821
Aspen Wealth Strategies
Arvada,
Colorado
| $132M | +$2.72M | +2% | 5.18% | 65.8% | 92 | 33.7% | 0.4 |
|
| 5822 |
5822
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $132M | +$17.9M | +16% | 25.5% | – | 74 | 32.43% | 1.1 |
|
| 5823 |
5823
Mills Wealth Advisors
Southlake,
Texas
| $132M | +$7.43M | +6% | 1.64% | 37.9% | 50 | 16% | 0.4 |
|
| 5824 |
5824
Brooktree Capital Management
Gand Rapids,
Michigan
| $132M | +$3.11M | +2% | 8.23% | 82.9% | 32 | 3.13% | 2.7 |
|
| 5825 |
5825
Asset Planning Corporation
Knoxville,
Tennessee
| $132M | +$7.07M | +6% | 2.33% | 44.5% | 41 | 9.76% | 1.8 |
|