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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
FWM
4901
Filbrandt Wealth Management
Middleton,
Wisconsin
| $176M | +$10.9M | +7% | 6.2% | – | 208 | 22.6% | 1.1 |
|
| 4902 |
KFS
4902
Kelly Financial Services
Braintree,
Massachusetts
| $176M | +$15.4M | +10% | 5.49% | 58.4% | 678 | 11.36% | 1.7 |
|
| 4903 |
DA
4903
DCM Advisors
New York
| $176M | +$4.41M | +3% | 8.88% | 99.3% | 278 | 28.06% | 0.4 |
|
| 4904 |
PCM
4904
Perkins Capital Management
Wayzata,
Minnesota
| $176M | +$3.3M | +2% | 7.42% | 303% | 113 | 13.27% | 3.2 |
|
| 4905 |
KCM
4905
Kempner Capital Management
Galveston,
Texas
| $176M | +$2.23M | +1% | 3.04% | 60.9% | 52 | 9.62% | 4.1 |
|
| 4906 |
WMA
4906
Wealth Management Associates
Cherry Hill,
New Jersey
| $176M | +$18.7M | +12% | 7.21% | 111% | 211 | 18.48% | 1.4 |
|
| 4907 |
ECM
4907
EMC Capital Management
Houston,
Texas
| $176M | +$35.7M | +25% | 9.51% | – | 136 | 25.74% | 0.4 |
|
| 4908 |
SAMT
4908
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $176M | +$25.7M | +17% | 6.93% | 68.4% | 70 | 11.43% | 2.8 |
|
| 4909 |
TCM
4909
TORQ Capital Management
Hong Kong
| $176M | +$33.3M | +23% | 9.55% | – | 9 | 66.67% | 0.2 |
|
| 4910 |
BCP
4910
Bluegrass Capital Partners
Palm Beach,
Florida
| $176M | +$27.2M | +18% | 15.9% | 60.1% | 18 | 11.11% | 0.4 |
|
| 4911 |
ACM
4911
Axel Capital Management
New York
| $176M | -$50M | -22% | 6.04% | 194% | 45 | 40% | 0.5 |
|
| 4912 |
CFG
4912
CMC Financial Group
Atlanta,
Georgia
| $176M | +$9M | +5% | 4.83% | 102% | 36 | 41.67% | 1 |
|
| 4913 |
KM
4913
Kabouter Management
Chicago,
Illinois
| $176M | +$61.6M | +54% | 4.68% | 12.9% | 6 | 16.67% | 0.4 |
|
| 4914 |
DA
4914
Dash Acquisitions
Woodland Hills,
California
| $176M | +$23.3M | +15% | 9.95% | 52% | 40 | 17.5% | 0.4 |
|
| 4915 |
CT
4915
Columbia Trust
Portland,
Oregon
| $176M | +$14.3M | +9% | 6.99% | 36% | 143 | 7.69% | 1.2 |
|
| 4916 |
SCM
4916
Symons Capital Management
Pittsburgh,
Pennsylvania
| $175M | -$15.7M | -8% | 3.63% | 25.4% | 97 | 37.11% | 1.2 |
|
| 4917 |
MFG
4917
Monte Financial Group
Guilford,
Connecticut
| $175M | +$12.3M | +8% | 5.61% | 57.9% | 64 | 9.38% | 2.4 |
|
| 4918 |
LCC
4918
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $175M | +$15M | +9% | 7.4% | 82% | 69 | 28.99% | 1.8 |
|
| 4919 |
FCC
4919
Florin Court Capital
London,
United Kingdom
| $175M | +$80.5M | +85% | 5.94% | 108% | 41 | 31.71% | 0.5 |
|
| 4920 |
SIM
4920
SummerHaven Investment Management
Stamford,
Connecticut
| $175M | +$11.5M | +7% | 8.4% | 143% | 199 | 2.01% | 0.5 |
|
| 4921 |
WDC
4921
Woodward Diversified Capital
Bakersfield,
California
| $175M | +$5.21M | +3% | 6.97% | 107% | 242 | 26.03% | 0.4 |
|
| 4922 |
SFC
4922
SYM Financial Corp
Winona Lake,
Indiana
| $175M | +$1.32M | +0.8% | 3.92% | 56% | 91 | 17.58% | 1.8 |
|
| 4923 |
HFG
4923
Heron Financial Group
New York
| $175M | +$10.2M | +6% | 6.3% | 47.5% | 148 | 7.43% | 1.2 |
|
| 4924 |
4924
CTC (Chicago Trading Company)
Chicago,
Illinois
| $175M | +$11M | +7% | 13.7% | 192% | 133 | 32.33% | 1.3 |
|
| 4925 |
VBFP
4925
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $175M | +$5.22M | +3% | 4.32% | 36.2% | 95 | 23.16% | 1.2 |
|