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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
CFSG
6451
Clark Financial Services Group
Chesterfield,
Missouri
| $87M | -$8.02M | -8% | 8.03% | 102% | 69 | 31.88% | 1.7 |
|
| 6452 |
RCM
6452
Regency Capital Management
Honolulu,
Hawaii
| $87M | +$5.45M | +7% | 5.05% | 92.1% | 37 | 16.22% | 1.2 |
|
| 6453 |
KOMWMG
6453
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $87M | +$20.5M | +31% | 7.84% | 64.9% | 129 | 61.24% | 0.7 |
|
| 6454 |
AIM
6454
Alerce Investment Management
Chicago,
Illinois
| $86.9M | -$16.9M | -16% | 7.11% | 25.1% | 7 | 14.29% | 2 |
|
| 6455 |
CC
6455
Copperleaf Capital
Raleigh,
North Carolina
| $86.9M | -$5.56M | -6% | 6.27% | 102% | 84 | 39.29% | 1.4 |
|
| 6456 |
CNWM
6456
Clay Northam Wealth Management
Huntington Beach,
California
| $86.8M | +$6.71M | +8% | 1.95% | 125% | 85 | 15.29% | 0.9 |
|
| 6457 |
HFW
6457
Horizon Family Wealth
Chicago,
Illinois
| $86.8M | +$4.93M | +6% | 7.87% | 68.6% | 62 | 24.19% | 0.8 |
|
| 6458 |
AAM
6458
American Asset Management
Boca Raton,
Florida
| $86.8M | +$4.33M | +5% | 5.41% | 42.5% | 13 | 53.85% | 3 |
|
| 6459 |
MFS
6459
Monetta Financial Services
Wheaton,
Illinois
| $86.8M | -$1.07M | -1% | 7.66% | 275% | 68 | 36.76% | 1.9 |
|
| 6460 |
IAG
6460
Ipsen Advisor Group
Little Rock,
Arkansas
| $86.8M | – | – | 9.04% | – | 100 | – | 0 |
|
| 6461 |
DM
6461
Diker Management
New York
| $86.7M | +$9.11M | +12% | 5.94% | 210% | 39 | 25.64% | 1.9 |
|
| 6462 |
DU
6462
Delphia (USA)
Toronto,
Ontario, Canada
| $86.6M | -$935K | -1% | 10.5% | – | 387 | 57.36% | 0.4 |
|
| 6463 |
KGAMU
6463
KPS Global Asset Management (UK)
London,
United Kingdom
| $86.5M | -$54M | -38% | 15.3% | 523% | 5 | 0% | 2.6 |
|
| 6464 |
6464
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $86.3M | +$4.03M | +5% | 6.83% | 234% | 133 | 26.32% | 2.5 |
|
| 6465 |
MCM
6465
McDonough Capital Management
Orlando,
Florida
| $86.3M | -$1.05M | -1% | 1.27% | 98.1% | 43 | 13.95% | 0.9 |
|
| 6466 |
ACA
6466
Apis Capital Advisors
New York
| $86.3M | +$19.7M | +30% | 21.3% | 1,532% | 32 | 37.5% | 1.1 |
|
| 6467 |
DAM
6467
Doheny Asset Management
Los Angeles,
California
| $86.2M | -$13.6M | -14% | 11.1% | 135% | 76 | 15.79% | 6.1 |
|
| 6468 |
4WM
6468
4J Wealth Management
Alexandria,
Virginia
| $86.1M | +$7.96M | +10% | 4.04% | 68.2% | 78 | 14.1% | 1.4 |
|
| 6469 |
WFAG
6469
Worth Financial Advisory Group
Charlotte,
North Carolina
| $86.1M | – | – | 8.15% | 82.9% | 106 | – | 0 |
|
| 6470 |
LM
6470
Lansing Management
New York
| $86M | +$5.51M | +7% | 10.4% | 76.9% | 10 | 40% | 2.6 |
|
| 6471 |
FCT
6471
First Community Trust
Dubuque,
Iowa
| $85.9M | +$12.6M | +17% | 10.7% | 128% | 318 | 8.18% | 0.9 |
|
| 6472 |
CCM
6472
CTC Capital Management
Chicago,
Illinois
| $85.9M | -$39.1M | -31% | 9.94% | – | 188 | 86.17% | 0.1 |
|
| 6473 |
FCC
6473
Flower City Capital
Pittsford,
New York
| $85.9M | +$17.9M | +26% | 7.48% | 69.5% | 30 | 23.33% | 0.8 |
|
| 6474 |
VF
6474
Vawter Financial
Columbus,
Ohio
| $85.8M | – | – | 6.62% | 48% | 48 | – | 0 |
|
| 6475 |
KAM
6475
Karani Asset Management
New York
| $85.8M | -$12.8M | -13% | 7.26% | – | 42 | 14.29% | 1.7 |
|