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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Channing Global Advisors
6451
Channing Global Advisors
Florida
$87.1M +$8.57M +11% 11.4% 131% 49 20.41% 0.8
Clark Financial Services Group
6452
Clark Financial Services Group
Missouri
$87M -$8.02M -8% 8.03% 116% 69 31.88% 1.7
Regency Capital Management
6453
Regency Capital Management
Hawaii
$87M +$5.45M +7% 5.05% 92.1% 37 16.22% 1.2
Kerntke Otto McGlone Wealth Management Group
6454
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$87M +$20.5M +31% 7.84% 64.9% 129 61.24% 0.7
AIM
6455
Alerce Investment Management
Illinois
$86.9M -$16.9M -16% 7.11% 25.1% 7 14.29% 2
Copperleaf Capital
6456
Copperleaf Capital
North Carolina
$86.9M -$5.56M -6% 6.27% 102% 84 39.29% 1.4
Clay Northam Wealth Management
6457
Clay Northam Wealth Management
California
$86.8M +$6.71M +8% 1.95% 125% 85 15.29% 0.9
Horizon Family Wealth
6458
Horizon Family Wealth
Illinois
$86.8M +$4.93M +6% 7.87% 68.6% 62 24.19% 0.8
American Asset Management
6459
American Asset Management
Florida
$86.8M +$4.33M +5% 5.41% 42.5% 13 53.85% 3
Monetta Financial Services
6460
Monetta Financial Services
Illinois
$86.8M -$1.07M -1% 7.66% 275% 68 36.76% 1.9
Ipsen Advisor Group
6461
Ipsen Advisor Group
Arkansas
$86.8M – – 9.04% – 100 – 0
Diker Management
6462
Diker Management
New York
$86.7M +$9.11M +12% 5.94% 210% 39 25.64% 1.9
Delphia (USA)
6463
Delphia (USA)
Ontario, Canada
$86.6M -$935K -1% 10.5% – 387 57.36% 0.4
KPS Global Asset Management (UK)
6464
KPS Global Asset Management (UK)
United Kingdom
$86.5M -$54M -38% 15.3% 373% 5 0% 2.6
Vanguard Capital Wealth Advisors
6465
Vanguard Capital Wealth Advisors
Colorado
$86.3M +$4.03M +5% 6.83% 234% 133 26.32% 2.5
McDonough Capital Management
6466
McDonough Capital Management
Florida
$86.3M -$1.05M -1% 1.27% 98.1% 43 13.95% 0.9
Apis Capital Advisors
6467
Apis Capital Advisors
New York
$86.3M +$19.7M +30% 21.3% 1,532% 32 37.5% 1.1
Doheny Asset Management
6468
Doheny Asset Management
California
$86.2M -$13.6M -14% 11.1% 135% 76 15.79% 6.1
4J Wealth Management
6469
4J Wealth Management
Virginia
$86.1M +$7.96M +10% 4.04% 68.2% 78 14.1% 1.4
Worth Financial Advisory Group
6470
Worth Financial Advisory Group
North Carolina
$86.1M – – 8.15% 93.3% 106 – 0
Lansing Management
6471
Lansing Management
New York
$86M +$5.51M +7% 10.4% 76.9% 10 40% 2.6
First Community Trust
6472
First Community Trust
Iowa
$85.9M +$12.6M +17% 10.7% 128% 318 8.18% 0.9
CTC Capital Management
6473
CTC Capital Management
Illinois
$85.9M -$39.1M -31% 9.94% – 188 86.17% 0.1
Flower City Capital
6474
Flower City Capital
New York
$85.9M +$17.9M +26% 7.48% 69.5% 30 23.33% 0.8
Vawter Financial
6475
Vawter Financial
Ohio
$85.8M – – 6.62% 48% 48 – 0