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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
MAS
3701
Madden Advisory Services
Jacksonville,
Florida
| $166M | +$8.15M | +5% | 4.77% | 52.3% | 79 | 5.06% | 4.3 |
|
| 3702 |
RCM
3702
RVB Capital Management
Great Neck,
New York
| $165M | -$52.8M | -24% | 0.96% | 10.4% | 62 | 66.13% | 0.3 |
|
| 3703 |
OAM
3703
Oak Asset Management
Westlake Village,
California
| $165M | +$18.5M | +13% | 8.98% | 91.8% | 99 | 10.1% | 0.7 |
|
| 3704 |
CF
3704
Copperwynd Financial
Scottsdale,
Arizona
| $165M | +$22.6M | +16% | 6.38% | 90% | 104 | 22.12% | 0.6 |
|
| 3705 |
DCM
3705
Delta Capital Management
Red Bank,
New Jersey
| $165M | +$11M | +7% | 8.37% | 125% | 70 | 4.29% | 3.6 |
|
| 3706 |
GA
3706
GRS Advisors
Chicago,
Illinois
| $165M | -$2.35M | -1% | 1.7% | 54.3% | 29 | 51.72% | 0.9 |
|
| 3707 |
EPP
3707
ETF Portfolio Partners
Leawood,
Kansas
| $164M | +$9.49M | +6% | 3.11% | 44.3% | 29 | 17.24% | 2.3 |
|
| 3708 |
SLA
3708
Silver Lake Advisory
Cottonwood Heights,
Utah
| $164M | +$39M | +31% | 6.65% | 70.9% | 103 | 31.07% | 2.8 |
|
| 3709 |
EGPO
3709
EnTrust Global Partners Offshore
New York
| $164M | -$50.9M | -24% | 2.37% | – | 117 | 43.59% | 0.4 |
|
| 3710 |
MFS
3710
Monetta Financial Services
Wheaton,
Illinois
| $164M | -$28M | -15% | 12.3% | 275% | 64 | 62.5% | 1.4 |
|
| 3711 |
KC
3711
KHP Capital
Tulsa,
Oklahoma
| $164M | +$9.96M | +6% | 3.89% | – | 186 | 15.59% | 0.5 |
|
| 3712 |
SCP
3712
Silverleafe Capital Partners
Germantown,
Tennessee
| $164M | +$4.38M | +3% | 4.59% | 87.7% | 68 | 19.12% | 0.6 |
|
| 3713 |
SC
3713
Sawyer & Company
Boston,
Massachusetts
| $164M | +$10.9M | +7% | 7.98% | 97.4% | 201 | 4.48% | 0.7 |
|
| 3714 |
WFWM
3714
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $164M | +$18.3M | +13% | 5.75% | 53.8% | 39 | 20.51% | 1 |
|
| 3715 |
3715
Aristotle Atlantic Partners
Sarasota,
Florida
| $164M | -$125M | -43% | 9.7% | 144% | 89 | 46.07% | 0.6 |
|
| 3716 |
SCA
3716
Stokes Capital Advisors
Greenwood,
South Carolina
| $163M | +$10.5M | +7% | 7.46% | 61.3% | 91 | 6.59% | 0.7 |
|
| 3717 |
RWM
3717
Rezny Wealth Management
Fort Myers,
Florida
| $163M | +$15.5M | +11% | 4.76% | 91.9% | 16 | 31.25% | 1.8 |
|
| 3718 |
FCAG
3718
First Capital Advisors Group
Little Silver,
New Jersey
| $163M | +$12.2M | +8% | 4.58% | – | 183 | 18.58% | 1.2 |
|
| 3719 |
DE
3719
DFT Energy
Locust Valley,
New York
| $163M | +$72M | +79% | 1.02% | – | 14 | 14.29% | 1.8 |
|
| 3720 |
CHJWM
3720
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $163M | +$7.61M | +5% | 5.55% | 58.2% | 90 | 4.44% | 2.9 |
|
| 3721 |
PGC
3721
Pacific Grove Capital
San Francisco,
California
| $163M | -$108M | -40% | 10.4% | 9.9% | 118 | 66.1% | 0.4 |
|
| 3722 |
LB
3722
Landmark Bank
Columbia,
Missouri
| $163M | +$8.67M | +6% | 4.91% | – | 91 | 3.3% | 0.2 |
|
| 3723 |
AWMS
3723
Advocacy Wealth Management Services
Atlanta,
Georgia
| $163M | +$10.7M | +7% | 1.97% | 48.3% | 205 | 20.49% | 2.6 |
|
| 3724 |
AB
3724
Atlas Brown
Louisville,
Kentucky
| $163M | -$266M | -62% | 7.22% | 115% | 145 | 2.07% | 3.6 |
|
| 3725 |
SRSA
3725
S.R. Schill & Associates
Mercer Island,
Washington
| $163M | -$483K | -0.3% | 5.1% | 36.7% | 90 | 21.11% | 2.2 |
|