We are live on ! Find out more

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