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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
MCWS
3051
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $175M | +$14M | +9% | 6.06% | 57.4% | 120 | 12.5% | 1.6 |
|
| 3052 |
IIC
3052
Ironwood Investment Counsel
Scottsdale,
Arizona
| $174M | -$10.3M | -6% | 6% | 64% | 138 | 10.87% | 2.1 |
|
| 3053 |
BOS
3053
Bank of Stockton
Stockton,
California
| $174M | +$10.7M | +7% | 4.42% | 92.3% | 101 | 4.95% | 2 |
|
| 3054 |
3054
Advisory Alpha
Holland,
Michigan
| $174M | +$27.9M | +19% | 0.7% | 50.3% | 55 | 7.27% | 1.3 |
|
| 3055 |
VW
3055
Vantage Wealth
Pasadena,
California
| $174M | +$9.99M | +6% | 4.36% | 56.1% | 26 | 0% | 2.2 |
|
| 3056 |
P
3056
PhaseCapital
New York
| $174M | +$54.5M | +46% | 0.62% | 25.1% | 11 | 36.36% | 0.7 |
|
| 3057 |
CFA
3057
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $174M | +$14.5M | +9% | 4.26% | – | 680 | 8.09% | 1.4 |
|
| 3058 |
FWM
3058
Focused Wealth Management
Newburgh,
New York
| $174M | +$16.4M | +10% | 5.82% | 73.9% | 792 | 12.88% | 1.8 |
|
| 3059 |
IP
3059
InvenTrust Properties
Downers Grove,
Illinois
| $174M | -$3.39M | -2% | 2.63% | 7.56% | 22 | 9.09% | 0.7 |
|
| 3060 |
BC
3060
Birchview Capital
Burlington,
Vermont
| $174M | +$18.3M | +12% | 15.5% | 327% | 46 | 21.74% | 0.8 |
|
| 3061 |
LWM
3061
LBA Wealth Management
Jacksonville,
Florida
| $174M | +$15M | +9% | 2.48% | 19.2% | 431 | 22.97% | 1.2 |
|
| 3062 |
3062
VY Capital Management Company
Dubai,
United Arab Emirates
| $173M | – | – | 9.23% | – | 10 | – | 0 |
|
| 3063 |
COC
3063
Commonwealth Opportunity Capital
Los Angeles,
California
| $173M | -$48.7M | -22% | 3.19% | – | 14 | 85.71% | 0.3 |
|
| 3064 |
SXM
3064
SC XII Management
Menlo Park,
California
| $173M | -$82M | -32% | 16% | 73.4% | 3 | 0% | 1.3 |
|
| 3065 |
BPCA
3065
Bank Pictet & Cie (Asia)
Singapore
| $173M | +$37.4M | +28% | 8.65% | 30.4% | 59 | 44.07% | 0.3 |
|
| 3066 |
CGL
3066
Clarius Group LLC
Seattle,
Washington
| $173M | – | – | 4.31% | 92.1% | 79 | – | 0 |
|
| 3067 |
NI
3067
Nepsis Inc
Minneapolis,
Minnesota
| $172M | +$4.44M | +3% | 7.62% | 131% | 35 | 20% | 1.2 |
|
| 3068 |
IFA
3068
Interactive Financial Advisors
New Lenox,
Illinois
| $172M | -$4.03M | -2% | 1.86% | 47.6% | 124 | 14.52% | 1.5 |
|
| 3069 |
GAAM
3069
Guinness Atkinson Asset Management
Pasadena,
California
| $172M | +$15.3M | +10% | 10.1% | 132% | 72 | 13.89% | 2 |
|
| 3070 |
FC
3070
FCA Corp
Houston,
Texas
| $172M | +$89K | +0.1% | 2.7% | 57.4% | 144 | 29.86% | 1.6 |
|
| 3071 |
KCM
3071
Karp Capital Management
Sausalito,
California
| $172M | +$25.6M | +18% | 5.44% | 21.3% | 368 | 76.9% | 0.9 |
|
| 3072 |
ACM
3072
ADI Capital Management
New York
| $172M | -$9.26M | -5% | 7.13% | 113% | 17 | 47.06% | 0.5 |
|
| 3073 |
CPA
3073
Capital Planning Advisors
Roseville,
California
| $172M | +$19.4M | +13% | 8.56% | 64.2% | 112 | 16.96% | 0.8 |
|
| 3074 |
FWC
3074
First Washington Corp
Seattle,
Washington
| $172M | +$5.96M | +4% | 6.62% | 142% | 96 | 13.54% | 1.9 |
|
| 3075 |
WKWM
3075
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $172M | +$9.79M | +6% | 6.88% | 92% | 147 | 14.29% | 1.4 |
|