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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
CC
6451
Copperleaf Capital
North Carolina
$86.9M -$5.56M -6% 6.27% 102% 84 39.29%
CNWM
6452
Clay Northam Wealth Management
California
$86.8M +$6.71M +8% 1.95% 107% 85 15.29%
HFW
6453
Horizon Family Wealth
Illinois
$86.8M +$4.93M +6% 7.87% 68.6% 62 24.19%
AAM
6454
American Asset Management
Florida
$86.8M +$4.33M +5% 5.41% 42.5% 13 53.85%
MFS
6455
Monetta Financial Services
Illinois
$86.8M -$1.07M -1% 7.66% 275% 68 36.76%
IAG
6456
Ipsen Advisor Group
Arkansas
$86.8M 9.04% 100
DM
6457
Diker Management
New York
$86.7M +$9.11M +12% 5.94% 210% 39 25.64%
DU
6458
Delphia (USA)
Ontario, Canada
$86.6M -$935K -1% 10.5% 387 57.36%
KGAMU
6459
KPS Global Asset Management (UK)
United Kingdom
$86.5M -$54M -38% 15.3% 523% 5 0%
Vanguard Capital Wealth Advisors
6460
Vanguard Capital Wealth Advisors
Colorado
$86.3M +$4.03M +5% 6.83% 225% 133 26.32%
MCM
6461
McDonough Capital Management
Florida
$86.3M -$1.05M -1% 1.27% 98.1% 43 13.95%
ACA
6462
Apis Capital Advisors
New York
$86.3M +$19.7M +30% 21.3% 1,532% 32 37.5%
DAM
6463
Doheny Asset Management
California
$86.2M -$13.6M -14% 11.1% 135% 76 15.79%
4WM
6464
4J Wealth Management
Virginia
$86.1M +$7.96M +10% 4.04% 68.2% 78 14.1%
WFAG
6465
Worth Financial Advisory Group
North Carolina
$86.1M 8.15% 82.9% 106
LM
6466
Lansing Management
New York
$86M +$5.51M +7% 10.4% 76.9% 10 40%
FCT
6467
First Community Trust
Iowa
$85.9M +$12.6M +17% 10.7% 111% 318 8.18%
CCM
6468
CTC Capital Management
Illinois
$85.9M -$39.1M -31% 9.94% 188 86.17%
FCC
6469
Flower City Capital
New York
$85.9M +$17.9M +26% 7.48% 60.7% 30 23.33%
VF
6470
Vawter Financial
Ohio
$85.8M 6.62% 48% 48
KAM
6471
Karani Asset Management
New York
$85.8M -$12.8M -13% 7.26% 42 14.29%
PCM
6472
Potomac Capital Management
New York
$85.8M -$1.57M -2% 13.9% 80 36.25%
KC
6473
Kellner Capital
New York
$85.7M -$90.9M -51% 22.8% 390% 58 72.41%
SWM
6474
Sanctuary Wealth Management
Idaho
$85.7M +$8.61M +11% 4.51% 272 89.34%
RVM
6475
RiverVest Venture Management
Missouri
$85.7M -$403K -0.5% 13.4% 16.5% 6 0%