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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
KWMG
2876
King Wealth Management Group
Florida
$539M +$50.5M +10% 10.5% 86% 191 18.85%
DAC
2877
Dividend Assets Capital
South Carolina
$539M +$42M +8% 9.57% 67.4% 532 8.27%
AMCA
2878
Arthur M. Cohen & Associates
Illinois
$538M +$45.7M +9% 11.1% 110% 147 8.84%
HA
2879
Harbor Advisors
Florida
$538M +$37.8M +8% 8.21% 125% 199 15.08%
JWM
2880
JGP Wealth Management
Oregon
$537M +$74.3M +16% 14.3% 78.2% 163 6.75%
SC
2881
Saltoro Capital
Texas
$537M +$253M +89% 2.2% 130% 124 60.48%
PS
2882
Portfolio Strategies
New York
$536M +$37M +7% 12% 120% 55 23.64%
FFWA
2883
FRG Family Wealth Advisors
Washington
$536M +$26.9M +5% 9.53% 76.4% 147 10.2%
CL
2884
CIM LLC
New York
$536M -$107M -17% 6.94% 108% 165 13.33%
AIA
2885
Arbor Investment Advisors
North Carolina
$535M +$38.6M +8% 5.05% 44.3% 113 10.62%
IWP
2886
Insight Wealth Partners
Texas
$535M +$348M +187% 1.69% 63.2% 85 35.29%
CICI
2887
Capital Investment Counsel Inc
North Carolina
$535M +$79.7M +18% 15.9% 153% 217 26.73%
LOPW
2888
Live Oak Private Wealth
North Carolina
$535M +$42M +9% 9.7% 65% 179 5.59%
SPC
2889
Stony Point Capital
New York
$534M +$169M +46% 0.71% 208% 46 50%
LPAM
2890
Legion Partners Asset Management
California
$534M +$48.2M +10% 12.8% 206% 20 45%
TIM
2891
Tortoise Investment Management
New York
$534M +$39.3M +8% 4.6% 40.2% 693 14.29%
PCS
2892
Personal CFO Solutions
New Jersey
$534M +$46.2M +9% 6.19% 91.4% 530 24.72%
PS
2893
Pensionfund Sabic
Netherlands
$534M +$60.3M +13% 14.2% 67.7% 221 12.67%
HPCM
2894
Hunter Perkins Capital Management
Illinois
$533M +$41.6M +8% 7.87% 58% 92 23.91%
HCM
2895
Hahn Capital Management
California
$533M +$21.3M +4% 10.9% 53.6% 33 0%
5VM
2896
5AM Venture Management
California
$533M +$40.3M +8% 25% 546% 18 16.67%
MCM
2897
Mengis Capital Management
Oregon
$533M +$56.5M +12% 11% 91.8% 188 6.91%
LF
2898
Lee Financial
Texas
$532M +$49M +10% 6.78% 69.7% 978 30.37%
DCM
2899
Dimension Capital Management
Florida
$532M +$46.8M +10% 5.43% 65.5% 111 9.91%
RBC
2900
Roble Belko & Company
Pennsylvania
$532M +$46.2M +10% 5.72% 53.3% 380 14.21%