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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
JCFM
5601
JBR Co Financial Management
Ardmore,
Oklahoma
| $239M | $0 | 0% | 0.6% | 126% | 120 | 0% | 1.7 |
|
| 5602 |
5602
Wealth Watch Advisors
Englewood,
Colorado
| $239M | -$30.9M | -11% | 3.81% | – | 959 | 87.07% | 0.8 |
|
| 5603 |
5603
Pfizer
New York
| $239M | +$2.31M | +1% | 29.2% | – | 19 | 10.53% | 1.2 |
|
| 5604 |
5604
Dow Chemical Company
Midland,
Michigan
| $239M | +$33.7M | +16% | 4.48% | 29.4% | 5 | 0% | 2.1 |
|
| 5605 |
5605
Orange County Employees Retirement System
Santa Ana,
California
| $239M | +$46.8M | +24% | 15.1% | – | 3 | 33.33% | 0.3 |
|
| 5606 |
CWMGP
5606
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $239M | +$164K | +0.1% | 0.41% | 85.4% | 101 | 20.79% | 1.6 |
|
| 5607 |
MFC
5607
Mechanics Financial Corp
Mansfield,
Ohio
| $239M | -$32.2M | -12% | 1.27% | 82.7% | 241 | 7.05% | 3.3 |
|
| 5608 |
5608
Torrey Growth & Income Advisors
Del Mar,
California
| $239M | -$48.9M | -17% | 13.8% | – | 117 | 11.97% | 0.4 |
|
| 5609 |
5609
Genesee Capital Advisors
Auburn,
New York
| $239M | -$9.8M | -4% | 2.01% | 107% | 140 | 9.29% | 2.3 |
|
| 5610 |
5610
LTS One Management
New York
| $239M | -$20.4M | -8% | 9.93% | 67.9% | 22 | 40.91% | 0.7 |
|
| 5611 |
5611
Cascades Capital Asset Management
Greensboro,
North Carolina
| $239M | -$311K | -0.1% | 2.46% | – | 182 | 22.53% | 1.1 |
|
| 5612 |
5612
Wealth Advisors Northwest
Portland,
Oregon
| $238M | +$12.9M | +6% | 0.19% | – | 58 | 5.17% | 1.2 |
|
| 5613 |
5613
Verity Asset Management
Durham,
North Carolina
| $238M | +$5.44M | +2% | 3.87% | 87% | 264 | 32.58% | 2.9 |
|
| 5614 |
5614
Mine & Arao Wealth Creation & Management
Campbell,
California
| $238M | -$17.2M | -7% | 4.59% | 105% | 76 | 1.32% | 5.5 |
|
| 5615 |
5615
SimpliFi Inc
San Diego,
California
| $238M | +$1.79M | +0.8% | 0.02% | 27.9% | 43 | 0% | 3.1 |
|
| 5616 |
5616
Gallatin Point Capital
Greenwich,
Connecticut
| $238M | -$55.1M | -19% | 18.2% | – | 2 | 0% | 1.3 |
|
| 5617 |
5617
InvesTrust
Oklahoma City,
Oklahoma
| $238M | -$20.6M | -8% | 1.97% | – | 94 | 3.19% | 1.2 |
|
| 5618 |
5618
Keener Financial Planning
Keller,
Texas
| $238M | +$6.52M | +3% | 0.01% | 70.5% | 60 | 6.67% | 2 |
|
| 5619 |
5619
GPM Growth Investors
Bloomfield Hills,
Michigan
| $238M | -$18.7M | -7% | 5.8% | – | 46 | 17.39% | 3.4 |
|
| 5620 |
5620
Vawter Financial
Columbus,
Ohio
| $238M | +$853K | +0.4% | 0.48% | 48% | 128 | 12.5% | 0.9 |
|
| 5621 |
5621
Archer Investment Management
Austin,
Texas
| $238M | +$51.8M | +28% | 2.35% | – | 143 | 42.66% | 0.5 |
|
| 5622 |
5622
St. Johns Investment Management
Jacksonville,
Florida
| $238M | -$2.1M | -0.9% | 0.18% | 91.9% | 196 | 4.08% | 6.7 |
|
| 5623 |
5623
CNB Bank
Clearfield,
Pennsylvania
| $238M | -$6.68M | -3% | 0.77% | 91.6% | 533 | 6.94% | 4.6 |
|
| 5624 |
5624
Values Added Financial
Washington,
District of Columbia
| $238M | +$789K | +0.3% | 1.18% | 65.9% | 144 | 13.19% | 1.9 |
|
| 5625 |
5625
Howard Wealth Management
Madison,
Connecticut
| $238M | +$8.57M | +4% | 2.29% | 69.9% | 146 | 10.96% | 2.8 |
|