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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
EP
8126
Elkhorn Partners
Omaha,
Nebraska
| $117M | -$40.4M | -26% | 3.73% | 32.2% | 58 | 31.03% | 16.3 |
|
| 8127 |
WWA
8127
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| $117M | +$15M | +15% | 20.8% | – | 92 | 10.87% | 4.7 |
|
| 8128 |
VMMC
8128
V.M. Manning & Co
Greenville,
South Carolina
| $117M | – | – | 17.7% | – | 53 | – | 3.1 |
|
| 8129 |
AA
8129
Advisory Advocates
Grand Rapids,
Michigan
| $117M | +$18.7M | +19% | 16.7% | – | 199 | 25.13% | 1.5 |
|
| 8130 |
MDA
8130
Minot DeBlois Advisors
Boston,
Massachusetts
| $116M | +$6.24M | +6% | 8.13% | – | 261 | 21.46% | 4.6 |
|
| 8131 |
MCAI
8131
Members Capital Advisors Inc
Madison,
Wisconsin
| $116M | – | – | 1.09% | – | 7 | – | 9.1 |
|
| 8132 |
KP
8132
Kitching Partners
Conshohocken,
Pennsylvania
| $116M | +$7.69M | +7% | 6.97% | – | 46 | 26.09% | 5.8 |
|
| 8133 |
WP
8133
WealthSpring Partners
Long Beach,
California
| $116M | +$7.38M | +7% | 8.8% | – | 75 | 9.33% | 10.8 |
|
| 8134 |
TP
8134
Teca Partners
Austin,
Texas
| $116M | -$28.7M | -20% | 3.4% | 66% | 11 | 36.36% | 6.6 |
|
| 8135 |
PCMN
8135
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $116M | +$7.11M | +7% | 7.28% | – | 67 | 14.93% | 11.4 |
|
| 8136 |
AGA
8136
Accuvest Global Advisors
Provo,
Utah
| $116M | +$8.98M | +8% | 9.21% | 130% | 92 | 53.26% | 3.6 |
|
| 8137 |
MS
8137
Monetary Solutions
Dayton,
Ohio
| $116M | +$12.6M | +12% | 11.9% | – | 403 | 22.58% | 1.6 |
|
| 8138 |
CFCS
8138
CDM Financial Counseling Services
Norwich,
Connecticut
| $116M | +$11.5M | +11% | 19.4% | – | 82 | 8.54% | 1.9 |
|
| 8139 |
JMA
8139
J.M. Arbour
Gardiner,
Maine
| $116M | +$11.9M | +11% | 13% | – | 143 | 24.48% | 1.5 |
|
| 8140 |
OWA
8140
OakTrust Wealth Advisors
Wilton,
Connecticut
| $116M | +$6.18M | +6% | 3.39% | – | 74 | 14.86% | 1.8 |
|
| 8141 |
SA
8141
SFI Advisors
Montclair,
New Jersey
| $116M | +$20.7M | +22% | 24.4% | 82.9% | 56 | 16.07% | 10.5 |
|
| 8142 |
ACA
8142
Alpha Capital Advisors
Bangor,
Maine
| $116M | +$10.8M | +10% | 12.4% | – | 34 | 5.88% | 1.9 |
|
| 8143 |
SAM
8143
Stembrook Asset Management
Red Bank,
New Jersey
| $116M | +$13.7M | +13% | 14.1% | – | 52 | 9.62% | 1.8 |
|
| 8144 |
VWA
8144
Vistica Wealth Advisors
Carlsbad,
California
| $116M | +$15.2M | +15% | 12.5% | – | 55 | 12.73% | 1.7 |
|
| 8145 |
PCP
8145
Pacific Capital Partners
London,
| $116M | +$14.2M | +14% | 24.6% | 49.8% | 48 | 37.5% | 1.1 |
|
| 8146 |
JBC
8146
Jefferson Bridge Capital
Nashville,
Tennessee
| $115M | +$14.7M | +15% | 22.4% | – | 54 | 3.7% | 1.9 |
|
| 8147 |
IIWM
8147
Investment Insight Wealth Management
North Massapequa,
New York
| $115M | +$22.7M | +24% | 26.9% | – | 44 | 18.18% | 1.6 |
|
| 8148 |
JBI
8148
John Boyer Inc
Tampa,
Florida
| $115M | +$15.3M | +15% | 15.8% | – | 42 | 9.52% | 2.8 |
|
| 8149 |
BWM
8149
Bluebird Wealth Management
Medfield,
Massachusetts
| $115M | +$17.7M | +18% | 30.6% | – | 97 | 28.87% | 1.4 |
|
| 8150 |
VFM
8150
Vision Financial Markets
Stamford,
Connecticut
| $115M | +$12.8M | +12% | 11.3% | – | 439 | 9.11% | 5 |
|