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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
CCI
3076
Credit Capital Investments
Livingston,
New Jersey
| $173M | +$10.2M | +6% | 1.05% | 481% | 46 | 32.61% | 0.2 |
|
| 3077 |
KWMG
3077
King Wealth Management Group
Naples,
Florida
| $173M | -$14.9M | -8% | 2.42% | 86% | 120 | 20% | 1.2 |
|
| 3078 |
GCM
3078
Gladius Capital Management
Chicago,
Illinois
| $173M | +$1.64M | +1% | 0.95% | 78% | 2 | 0% | 1.3 |
|
| 3079 |
WCM
3079
Windsor Capital Management
Phoenix,
Arizona
| $173M | -$4.76M | -3% | 0.2% | 49.1% | 109 | 14.68% | 1.4 |
|
| 3080 |
LAM
3080
Lingohr Asset Management
Duesseldorf,
Germany
| $173M | -$230M | -57% | 1.53% | 141% | 133 | 41.35% | 1.2 |
|
| 3081 |
GA
3081
Geller Advisors
New York
| $173M | +$335K | +0.2% | 9.86% | 20.4% | 46 | 32.61% | 1 |
|
| 3082 |
AHC
3082
Anderson Hoagland & Co
St Louis,
Missouri
| $173M | +$8.17M | +5% | 1.36% | 95.1% | 108 | 8.33% | 1.3 |
|
| 3083 |
WCM
3083
Weik Capital Management
Wyomissing,
Pennsylvania
| $173M | +$407K | +0.2% | 2.7% | 66.9% | 114 | 10.53% | 1.5 |
|
| 3084 |
BCM
3084
Bienville Capital Management
New York
| $172M | +$51.1M | +42% | 25.6% | 36.3% | 113 | 65.49% | 0.2 |
|
| 3085 |
VW
3085
Vantage Wealth
Pasadena,
California
| $172M | +$1.4M | +0.8% | 1.67% | 56.1% | 27 | 3.7% | 1.5 |
|
| 3086 |
1CM
3086
1492 Capital Management
Milwaukee,
Wisconsin
| $172M | +$12.7M | +8% | 8.87% | 332% | 165 | 43.64% | 0.5 |
|
| 3087 |
FWC
3087
First Washington Corp
Seattle,
Washington
| $172M | +$3.58M | +2% | 2.31% | 142% | 98 | 7.14% | 1.3 |
|
| 3088 |
CWM
3088
Confluence Wealth Management
Portland,
Oregon
| $172M | +$12.5M | +8% | 3.19% | 31.9% | 111 | 28.83% | 0.7 |
|
| 3089 |
CA
3089
Cambridge Advisors
Omaha,
Nebraska
| $172M | +$8.71M | +5% | 1.13% | 52.9% | 122 | 0.82% | 0.3 |
|
| 3090 |
TCM
3090
TAM Capital Management
Stamford,
Connecticut
| $172M | +$26.2M | +18% | 2.74% | 4.15% | 23 | 52.17% | 0.2 |
|
| 3091 |
LI
3091
LVZ Inc
Holland,
Michigan
| $172M | +$36.9M | +27% | 2.95% | 47.1% | 44 | 47.73% | 0.6 |
|
| 3092 |
MA
3092
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $172M | -$5.4M | -3% | 3.83% | 166% | 78 | 10.26% | 1.5 |
|
| 3093 |
CP
3093
Camelot Portfolios
Maumee,
Ohio
| $172M | -$1.99M | -1% | 1.28% | 41.3% | 190 | 21.05% | 1.2 |
|
| 3094 |
PIM
3094
PCO Investment Management
Mill Valley,
California
| $172M | +$1.52M | +0.9% | 6.21% | – | 57 | 54.39% | 0.2 |
|
| 3095 |
WAS
3095
Winch Advisory Services
Appleton,
Wisconsin
| $172M | -$12M | -7% | 3.55% | 80.8% | 344 | 91.28% | 0.1 |
|
| 3096 |
PG
3096
Proffitt & Goodson
Knoxville,
Tennessee
| $172M | +$2.17M | +1% | 1.61% | 48.5% | 40 | 0% | 1.6 |
|
| 3097 |
BRA
3097
Bender Robert & Associates
Pasadena,
California
| $171M | +$18.8M | +12% | 13.2% | 116% | 60 | 13.33% | 1.5 |
|
| 3098 |
TCM
3098
Telos Capital Management
San Diego,
California
| $171M | +$7.3M | +4% | 0.99% | 71.1% | 149 | 12.75% | 1.5 |
|
| 3099 |
GCM
3099
Goldman Capital Management
New York
| $171M | -$9.92M | -5% | 8.54% | 24.3% | 36 | 11.11% | 1.3 |
|
| 3100 |
EPIM
3100
Equinox Partners Investment Management
Stamford,
Connecticut
| $171M | +$6.11M | +4% | 9.27% | 241% | 21 | 28.57% | 1 |
|