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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
AGA
6151
Arch Global Advisors
New York
| $226M | +$34.4M | +18% | 15.2% | – | 65 | 27.69% | 0.8 |
|
| 6152 |
LWP
6152
Laurel Wealth Planning
Edina,
Minnesota
| $226M | +$36.4M | +19% | 12.2% | 53.1% | 67 | 11.94% | 13.5 |
|
| 6153 |
CCM
6153
Charter Capital Management
Brookfield,
Wisconsin
| $226M | +$26.2M | +13% | 13.6% | – | 81 | 20.99% | 3.1 |
|
| 6154 |
JIG
6154
Junk Investment Group
Hunt Valley,
Maryland
| $226M | +$35.3M | +18% | 18.2% | – | 97 | 9.28% | 0.9 |
|
| 6155 |
TWCM
6155
True Wind Capital Management
San Francisco,
California
| $226M | +$25.4M | +13% | 20.8% | 119% | 2 | 0% | 18 |
|
| 6156 |
DEM
6156
Disciplined Equity Management
Neptune Beach,
Florida
| $226M | +$26.8M | +13% | 12.1% | 67.6% | 46 | 6.52% | 13.2 |
|
| 6157 |
SCM
6157
Sitrin Capital Management
Century City,
California
| $226M | +$26.1M | +13% | 27.9% | 128% | 41 | 9.76% | 18.9 |
|
| 6158 |
PWM
6158
Pacific Wealth Management
San Diego,
California
| $226M | +$39.6M | +21% | 24.5% | 72.8% | 22 | 22.73% | 8.2 |
|
| 6159 |
SCPM
6159
Sea Cliff Partners Management
San Francisco,
California
| $226M | +$31.8M | +16% | 36.3% | – | 17 | 41.18% | 3.4 |
|
| 6160 |
HCC
6160
Hatch Cove Capital
Chicago,
Illinois
| $225M | -$36.7M | -14% | 11.1% | – | 31 | 61.29% | 0.8 |
|
| 6161 |
CWM
6161
Chronos Wealth Management
Clearwater,
Florida
| $225M | +$18.6M | +9% | 13.3% | 86.4% | 39 | 5.13% | 17.9 |
|
| 6162 |
CFAM
6162
Center For Asset Management
Palm Beach Gardens,
Florida
| $225M | +$24M | +12% | 12.8% | 60.7% | 158 | 13.29% | 9.3 |
|
| 6163 |
CA
6163
CWC Advisors
Lake Oswego,
Oregon
| $225M | +$15.1M | +7% | 12.9% | – | 157 | 8.28% | 5.5 |
|
| 6164 |
CH
6164
CVS Health
Woonsocket,
Rhode Island
| $225M | +$12.9M | +6% | 0.58% | 48.7% | 37 | 54.05% | 1.9 |
|
| 6165 |
BF
6165
Brucke Financial
Indianapolis,
Indiana
| $225M | +$27.9M | +14% | 13.7% | – | 188 | 18.62% | 3.8 |
|
| 6166 |
PS
6166
Pennant Select
Summit,
New Jersey
| $225M | +$26.2M | +13% | 18.6% | – | 16 | 12.5% | 5.9 |
|
| 6167 |
WSA
6167
Wealth Science Advisors
Alpharetta,
Georgia
| $225M | +$47.2M | +27% | 19.2% | – | 215 | 60.47% | 1.5 |
|
| 6168 |
CLIP
6168
Colter Lewis Investment Partners
Greenwich,
Connecticut
| $225M | +$119M | +112% | 14.6% | – | 146 | 45.89% | 1.3 |
|
| 6169 |
CCM
6169
Ciovacco Capital Management
Atlanta,
Georgia
| $225M | +$53.2M | +31% | 21.5% | 88.5% | 36 | 25% | 6.6 |
|
| 6170 |
CCM
6170
Conway Capital Management
Burbank,
California
| $225M | +$10.9M | +5% | 12.2% | 139% | 50 | 32% | 14.4 |
|
| 6171 |
LCM
6171
LuminArx Capital Management
New York
| $224M | +$88.2M | +65% | 19.2% | – | 134 | 73.13% | 0.3 |
|
| 6172 |
LI
6172
Latigo Investments
Fort Lauderdale,
Florida
| $224M | +$23.7M | +12% | 12.2% | 56.6% | 14 | 0% | 16.4 |
|
| 6173 |
MCM
6173
Moerus Capital Management
New York
| $224M | -$46.4M | -17% | 2.08% | 220% | 16 | 18.75% | 16.9 |
|
| 6174 |
WC
6174
Wynn Capital
Augusta,
Georgia
| $224M | +$29.3M | +15% | 18.4% | 115% | 118 | 11.02% | 8.3 |
|
| 6175 |
SE
6175
Spice Expeditions
Westport,
Connecticut
| $224M | – | – | 17% | – | 1 | – | 0 |
|