Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
UTC
4051
Unified Trust Company
Kentucky
$134M +$23.6M +21% 53
LHC
4052
Little House Capital
Massachusetts
$133M +$29.9M +29% 297
SWM
4053
Shakespeare Wealth Management
Wisconsin
$133M +$3.59M +3% 45
GAAM
4054
Guinness Atkinson Asset Management
California
$133M +$16.2M +14% 66
CAM
4055
Crown Advisors Management
California
$133M +$36.9M +38% 50
AGA
4056
Arkos Global Advisors
Texas
$133M +$10.7M +9% 55
LC
4057
Lodbrok Capital
United Kingdom
$133M +$28.2M +27% 1
LCM
4058
Lonestar Capital Management
California
$133M +$22.1M +20% 29
CCM
4059
Colorado Capital Management
Colorado
$133M +$13.4M +11% 87
MWM
4060
MinichMacGregor Wealth Management
New York
$133M -$13.1M -9% 126
AWM
4061
AllSquare Wealth Management
New York
$133M +$12.1M +10% 505
AFNAS
4062
American Financial Network Advisory Services
California
$133M -$7.02M -5% 176
BAM
4063
Boyar Asset Management
New York
$133M +$11.6M +10% 74
LWM
4064
Liberty Wealth Management
California
$133M -$1.3M -1% 901
AIA
4065
Arcadia Investment Advisors
Idaho
$133M +$19M +17% 72
MA
4066
Mangham Associates
Virginia
$133M +$21.4M +19% 6
NWM
4067
Northwest Wealth Management
Iowa
$133M +$14.5M +12% 566
DC
4068
DeDora Capital
California
$133M +$19.6M +17% 90
HW
4069
Hedeker Wealth
Illinois
$133M +$7.89M +6% 69
AAM
4070
American Asset Management
Florida
$132M -$3.98M -3% 113
TC
4071
TAP Consulting
Missouri
$132M 93
RTC
4072
Riverview Trust Company
Washington
$132M +$4.44M +3% 449
NEGWA
4073
New England Guild Wealth Advisors
Connecticut
$132M +$13M +11% 51
ACM
4074
Adalta Capital Management
New York
$132M +$25.1M +23% 78
TGI
4075
TRV GP IV
Massachusetts
$132M +$86.2M +189% 1