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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
MCWS
3001
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $184M | +$29.2M | +19% | 0.3% | 57.4% | 123 | 13.01% | 1.1 |
|
| 3002 |
RWA
3002
Ropes Wealth Advisors
Boston,
Massachusetts
| $184M | -$8.63M | -4% | 1.55% | 71% | 338 | 6.51% | 0.2 |
|
| 3003 |
SCM
3003
Samson Capital Management
Leawood,
Kansas
| $184M | +$2.49M | +1% | 3.48% | 13.4% | 21 | 14.29% | 1.1 |
|
| 3004 |
AF
3004
Aegis Financial
Mc Lean,
Virginia
| $184M | +$9.53M | +5% | 18.9% | 266% | 45 | 11.11% | 1.5 |
|
| 3005 |
MKCM
3005
Mount Kellett Capital Management
New York
| $184M | -$29.2M | -14% | 3.84% | 20.1% | 7 | 0% | 1.5 |
|
| 3006 |
DW
3006
Domani Wealth
Lancaster,
Pennsylvania
| $184M | +$177M | +2,659% | 6.08% | 48.6% | 102 | 12.75% | 0.2 |
|
| 3007 |
CCM
3007
Courage Capital Management
Nashville,
Tennessee
| $184M | +$79.3M | +76% | 5.08% | 86.5% | 36 | 30.56% | 0.8 |
|
| 3008 |
HP
3008
HT Partners
Centerbrook,
Connecticut
| $183M | -$1.52M | -0.8% | 0.7% | 63.1% | 44 | 13.64% | 0.7 |
|
| 3009 |
WAS
3009
Winch Advisory Services
Appleton,
Wisconsin
| $183M | +$11.3M | +7% | 2.8% | 80.8% | 394 | 38.32% | 0.3 |
|
| 3010 |
KWMG
3010
King Wealth Management Group
Naples,
Florida
| $183M | +$9.6M | +6% | 0.3% | 86% | 122 | 18.03% | 1.3 |
|
| 3011 |
CWM
3011
Confluence Wealth Management
Portland,
Oregon
| $183M | +$10.5M | +6% | 0.87% | 31.9% | 107 | 7.48% | 0.9 |
|
| 3012 |
SM
3012
Selkirk Management
Chatham,
New Jersey
| $182M | +$2.24M | +1% | 0.9% | 245% | 21 | 9.52% | 1.6 |
|
| 3013 |
SAM
3013
Selway Asset Management
| $182M | -$6.97M | -4% | 0.67% | 36.5% | 77 | 19.48% | 1.3 |
|
| 3014 |
CCM
3014
Compton Capital Management
Providence,
Rhode Island
| $182M | +$2.29M | +1% | 1.14% | 75.6% | 141 | 2.84% | 1.8 |
|
| 3015 |
SCM
3015
Sterneck Capital Management
Kansas City,
Missouri
| $182M | -$3.93M | -2% | 1.98% | 61.5% | 154 | 20.13% | 1.2 |
|
| 3016 |
AWP
3016
Ascent Wealth Partners
New Hartford,
New York
| $182M | -$1.03M | -0.6% | 0.26% | 94.4% | 119 | 8.4% | 1.2 |
|
| 3017 |
3017
Algert Global
San Francisco,
California
| $181M | +$1.12M | +0.6% | 3.33% | 194% | 410 | 50.98% | 0.6 |
|
| 3018 |
VIA
3018
Vantage Investment Advisors
State College,
Pennsylvania
| $181M | -$171M | -49% | 0.73% | 56.3% | 880 | 11.7% | 1.2 |
|
| 3019 |
AC
3019
Adelphi Capital
London,
United Kingdom
| $181M | +$22.3M | +14% | 1.9% | – | 2 | 0% | 0.5 |
|
| 3020 |
TCM
3020
Telos Capital Management
San Diego,
California
| $181M | +$9.92M | +6% | 0.89% | 71.1% | 152 | 16.45% | 1.6 |
|
| 3021 |
FC
3021
FCA Corp
Houston,
Texas
| $181M | -$3.79M | -2% | 1.09% | 57.4% | 150 | 25.33% | 1.3 |
|
| 3022 |
BCM
3022
Bodri Capital Management
San Francisco,
California
| $181M | -$5.72M | -3% | 2.79% | – | 64 | 73.44% | 0.4 |
|
| 3023 |
RR
3023
Robotti Robert
| $180M | +$6.98M | +4% | 16.3% | 107% | 56 | 12.5% | 1.7 |
|
| 3024 |
GHA
3024
Garcia Hamilton & Associates
Houston,
Texas
| $180M | -$24.3M | -12% | 0.95% | 39.1% | 68 | 8.82% | 1.5 |
|
| 3025 |
BP
3025
Boston Provident
Englewood,
New Jersey
| $180M | -$30.8M | -15% | 22% | – | 43 | 46.51% | 0.8 |
|