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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
EC
6176
Enhancing Capital
Harrisburg,
Pennsylvania
| $80.8M | -$2.95M | -4% | 4.04% | – | 79 | 8.86% | 0.7 |
|
| 6177 |
LCM
6177
Linker Capital Management
Prospect,
Kentucky
| $80.7M | +$212K | +0.3% | 3.04% | – | 39 | 7.69% | 0.7 |
|
| 6178 |
FC
6178
Fore Capital
New York
| $80.7M | -$14.9M | -16% | 1.03% | 25.4% | 33 | 42.42% | 0.6 |
|
| 6179 |
SMF
6179
Sterling Manor Financial
Saratoga Springs,
New York
| $80.7M | -$1.02M | -1% | 3.27% | 42.4% | 70 | 51.43% | 0.9 |
|
| 6180 |
CWM
6180
ClientFirst Wealth Management
Little Rock,
Arkansas
| $80.6M | +$14.9M | +23% | 13.2% | – | 29 | 20.69% | 0.7 |
|
| 6181 |
LM
6181
Lansing Management
New York
| $80.5M | -$17.3M | -18% | 11.8% | 76.9% | 8 | 0% | 3.1 |
|
| 6182 |
SHFP
6182
Second Half Financial Partners
Sebring,
Florida
| $80.4M | -$49.6M | -38% | 7.09% | 36.8% | 69 | 62.32% | 0.4 |
|
| 6183 |
NI
6183
Natural Investments
Windsor,
California
| $80.4M | -$19.7M | -20% | 13.9% | – | 1 | 0% | 2.5 |
|
| 6184 |
SAM
6184
Soditic Asset Management
Tonbridge,
United Kingdom
| $80.2M | -$49.9M | -38% | 5.66% | 23.4% | 15 | 26.67% | 1.5 |
|
| 6185 |
MCAU
6185
Maniyar Capital Advisors (UK)
London,
United Kingdom
| $80.2M | -$223M | -74% | – | – | 2 | 50% | 0.3 |
|
| 6186 |
CNWM
6186
Clay Northam Wealth Management
Huntington Beach,
California
| $80.1M | -$127K | -0.2% | 2.83% | 125% | 83 | 10.84% | 0.6 |
|
| 6187 |
FL
6187
Fort LP
Chevy Chase,
Maryland
| $80.1M | -$67.5M | -46% | 3.52% | 56.8% | 245 | 18.78% | 3 |
|
| 6188 |
ARMT
6188
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $80M | -$8.24M | -9% | 5.34% | – | 111 | 11.71% | 4.3 |
|
| 6189 |
WHC
6189
Wulff, Hansen & Co
San Rafael,
California
| $79.9M | -$8.32M | -9% | 6.66% | 85.8% | 90 | 11.11% | 0.7 |
|
| 6190 |
KWM
6190
Kolinsky Wealth Management
Ramsey,
New Jersey
| $79.8M | -$4.83M | -6% | 4.22% | 44.6% | 132 | 16.67% | 0.7 |
|
| 6191 |
POIA
6191
Pin Oak Investment Advisors
Houston,
Texas
| $79.7M | -$2.12M | -3% | 1.97% | 62.7% | 422 | 7.58% | 3.1 |
|
| 6192 |
MU
6192
Moneda USA
New York
| $79.6M | +$1.39M | +2% | 1.18% | – | 9 | 11.11% | 0.5 |
|
| 6193 |
SWAG
6193
Spectrum Wealth Advisory Group
Granite Bay,
California
| $79.6M | -$10.1M | -11% | 5.36% | 67.9% | 44 | 18.18% | 2.3 |
|
| 6194 |
6194
American Securities
New York
| $79.6M | – | – | 9.34% | – | 1 | – | 5.8 |
|
| 6195 |
CIA
6195
Caerus Investment Advisors
West Lake Hills,
Texas
| $79.3M | -$3.17M | -4% | 4.44% | 85% | 62 | 14.52% | 0.6 |
|
| 6196 |
SPWM
6196
Schrum Private Wealth Management
St. Augustine,
Florida
| $79.3M | -$9.24M | -10% | 6.06% | 60.9% | 113 | 5.31% | 0.7 |
|
| 6197 |
SM
6197
Sabby Management
Miami Beach,
Florida
| $79.3M | -$67.7M | -46% | 29% | 95.5% | 159 | 46.54% | 0.7 |
|
| 6198 |
MAG
6198
Millrace Asset Group
Berwyn,
Pennsylvania
| $79.2M | -$27.6M | -26% | 7.76% | 113% | 66 | 28.79% | 1.5 |
|
| 6199 |
AOG
6199
Alpha Omega Group
Reston,
Virginia
| $79.2M | -$5.96M | -7% | 3.81% | 16.1% | 31 | 12.9% | 1.3 |
|
| 6200 |
ACM
6200
Alethea Capital Management
Mercer Island,
Washington
| $79.2M | -$720K | -0.9% | 6.53% | 275% | 79 | 45.57% | 3.2 |
|