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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
MCA
5476
Morris Capital Advisors
Malvern,
Pennsylvania
| $127M | -$5.44M | -4% | 0.23% | 72.9% | 61 | 6.56% | 3.7 |
|
| 5477 |
DC
5477
Diametric Capital
Boston,
Massachusetts
| $127M | -$11.6M | -8% | 1.6% | 175% | 184 | 59.78% | 0.5 |
|
| 5478 |
HPCM
5478
High Pointe Capital Management
Chicago,
Illinois
| $126M | -$574K | -0.5% | 0.57% | 92.4% | 94 | 3.19% | 1.9 |
|
| 5479 |
ZR
5479
Zeno Research
New York
| $126M | +$552K | +0.4% | 2.12% | 25.2% | 37 | 78.38% | 0.2 |
|
| 5480 |
MAM
5480
Marketfield Asset Management
New York
| $126M | -$8.84M | -7% | 4.34% | 61.5% | 36 | 2.78% | 3.8 |
|
| 5481 |
IWP
5481
Innova Wealth Partners
Newtown,
Pennsylvania
| $126M | -$732K | -0.6% | 0.46% | 68% | 69 | 10.14% | 0.7 |
|
| 5482 |
LIG
5482
Lokken Investment Group
Lewes,
Delaware
| $126M | +$3.03M | +2% | 0.7% | 65.3% | 125 | 11.2% | 0.6 |
|
| 5483 |
RB
5483
Renasant Bank
Tupelo,
Mississippi
| $126M | -$5.96M | -5% | 0.4% | 65% | 195 | 12.82% | 0.7 |
|
| 5484 |
GWA
5484
GGM Wealth Advisors
Baltimore,
Maryland
| $126M | +$8.26M | +7% | 1.1% | 25.9% | 103 | 18.45% | 0.6 |
|
| 5485 |
KM
5485
Kylin Management
New York
| $126M | -$120M | -49% | 23.9% | 126% | 9 | 33.33% | 1.2 |
|
| 5486 |
SW
5486
Signify Wealth
Saint Louis,
Missouri
| $126M | -$4.14M | -3% | 0.96% | 36.7% | 19 | 47.37% | 0.5 |
|
| 5487 |
SSC
5487
Syverson Strege & Co
West Des Moines,
Iowa
| $125M | +$13.2M | +12% | 0.96% | 66.8% | 484 | 40.91% | 0.4 |
|
| 5488 |
SPL
5488
Smart Portfolios LLC
Seattle,
Washington
| $125M | -$4.61M | -4% | 3.16% | 41.3% | 57 | 26.32% | 1.2 |
|
| 5489 |
EW
5489
Element Wealth
Ridgeland,
Mississippi
| $125M | -$2.72M | -2% | 1.75% | 59.6% | 187 | 6.95% | 1.3 |
|
| 5490 |
FMC
5490
Financial Management Concepts
Winter Springs,
Florida
| $125M | +$2.34M | +2% | 0.04% | – | 28 | 3.57% | 0.6 |
|
| 5491 |
WWMSC
5491
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $125M | -$14.1M | -10% | 1.45% | 36.9% | 742 | 16.98% | 1.1 |
|
| 5492 |
PCMM
5492
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $125M | +$4.97M | +4% | 0.2% | 94% | 47 | 27.66% | 0.6 |
|
| 5493 |
ACMH
5493
Andar Capital Management (HK)
Hong Kong
| $125M | -$21.3M | -15% | 9.55% | 983% | 19 | 42.11% | 0.4 |
|
| 5494 |
FCFC
5494
First Citizens Financial Corp
Mason City,
Iowa
| $125M | -$6.91M | -5% | 0.67% | 72.9% | 115 | 13.91% | 1.4 |
|
| 5495 |
CPSC
5495
Carl P. Sherr & Co
Worcester,
Massachusetts
| $125M | -$20.1M | -14% | 0.97% | 68.8% | 120 | 18.33% | 1.4 |
|
| 5496 |
PFWA
5496
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $125M | -$5.58M | -4% | 0.11% | 72% | 127 | 11.81% | 0.9 |
|
| 5497 |
BG
5497
BRX Global
New York
| $125M | -$16.6M | -12% | 2.37% | 65.8% | 9 | 0% | 0.6 |
|
| 5498 |
MFG
5498
Monumental Financial Group
Rockville,
Maryland
| $125M | +$8.28M | +7% | 0.29% | 18.2% | 101 | 78.22% | 0.5 |
|
| 5499 |
FPW
5499
Flagship Private Wealth
Woburn,
Massachusetts
| $125M | -$6.28M | -5% | 0.3% | 62.7% | 337 | 80.12% | 0.7 |
|
| 5500 |
CCA
5500
Covey Capital Advisors
Atlanta,
Georgia
| $125M | -$7.64M | -6% | 0.62% | 118% | 36 | 100% | 2.9 |
|