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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5801 |
WAOI
5801
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $164M | +$15.4M | +10% | 8.62% | 60.9% | 65 | 12.31% |
|
| 5802 |
MFG
5802
Marmo Financial Group
Johnson City,
Tennessee
| $164M | +$32.7M | +25% | 7.17% | 47.5% | 28 | 32.14% |
|
| 5803 |
SA
5803
Stonebridge Advisors
Wilton,
Connecticut
| $164M | -$3.22M | -2% | 1.14% | 3.35% | 5 | 20% |
|
| 5804 |
RA
5804
Regis Acquisition
Denver,
Colorado
| $164M | -$96.6M | -37% | 5.97% | – | 48 | 25% |
|
| 5805 |
HP
5805
HealthInvest Partners
Stockholm,
Sweden
| $164M | +$36.6M | +29% | 18.4% | – | 50 | 22% |
|
| 5806 |
PP
5806
Patron Partners
Houston,
Texas
| $164M | +$13.5M | +9% | 9.03% | 90.2% | 180 | 10.56% |
|
| 5807 |
PFA
5807
Peak Financial Advisors
Denver,
Colorado
| $164M | +$14.6M | +10% | 5.45% | 40.1% | 88 | 42.05% |
|
| 5808 |
EM
5808
ELCO Management
New York
| $164M | +$12.4M | +8% | 8.62% | 93% | 161 | 16.15% |
|
| 5809 |
WCM
5809
Whitefort Capital Management
New York
| $164M | +$7.31M | +5% | 4.47% | 243% | 21 | 9.52% |
|
| 5810 |
PWA
5810
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $164M | +$20.6M | +14% | 9.31% | 60.1% | 121 | 15.7% |
|
| 5811 |
EPM
5811
Equitec Proprietary Markets
Chicago,
Illinois
| $164M | +$28.8M | +21% | 22.8% | 527% | 130 | 51.54% |
|
| 5812 |
SM
5812
Sciencast Management
Princeton,
New Jersey
| $164M | -$19.2M | -10% | 9.34% | 72.5% | 342 | 78.95% |
|
| 5813 |
AA
5813
Armor Advisors
New York
| $164M | +$60.4M | +58% | 17.9% | 78.5% | 15 | 26.67% |
|
| 5814 |
ACM
5814
Arthedge Capital Management
Jericho,
New York
| $164M | +$9.96M | +6% | 5.24% | 80.7% | 12 | 0% |
|
| 5815 |
GWM
5815
Glass Wealth Management
San Antonio,
Texas
| $164M | – | – | 10.6% | – | 62 | – |
|
| 5816 |
1M
5816
13D Management
New York
| $164M | -$6.14M | -4% | 3.85% | 157% | 33 | 27.27% |
|
| 5817 |
PPA
5817
Painted Porch Advisors
Santa Barbara,
California
| $164M | +$33.9M | +26% | 7.19% | – | 66 | 28.79% |
|
| 5818 |
SP
5818
Saranac Partners
London,
| $164M | +$12M | +8% | 11.8% | 69% | 90 | 16.67% |
|
| 5819 |
IWM
5819
Iams Wealth Management
Omaha,
Nebraska
| $164M | +$8.96M | +6% | 5.25% | 51.3% | 130 | 29.23% |
|
| 5820 |
PCM
5820
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $163M | +$19.6M | +14% | 8.18% | 62.6% | 164 | 8.54% |
|
| 5821 |
ILCM
5821
Ivy Lane Capital Management
Winter Park,
Florida
| $163M | +$6.3M | +4% | 4.16% | 101% | 15 | 40% |
|
| 5822 |
BMCM
5822
Black Maple Capital Management
Milwaukee,
Wisconsin
| $163M | +$42.9M | +36% | 4.53% | 35.7% | 123 | 41.46% |
|
| 5823 |
MA
5823
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $163M | +$3.31M | +2% | 6.26% | 166% | 60 | 3.33% |
|
| 5824 |
DCM
5824
DG Capital Management
New York
| $163M | +$1.49M | +0.9% | 5.02% | 76.7% | 28 | 25% |
|
| 5825 |
CCM
5825
Candelo Capital Management
New York
| $163M | +$35.7M | +28% | 21.9% | – | 39 | 51.28% |
|