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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
ADBIC
3676
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $109M | -$5.5M | -5% | 4.51% | 74.9% | 98 | 20.41% | 7.5 |
|
| 3677 |
DLHL
3677
Donald L. Hagan LLC
Sarasota,
Florida
| $109M | +$7.8M | +8% | 3.94% | 47.9% | 393 | 83.46% | 0.7 |
|
| 3678 |
SC
3678
Searle & Co
Greenwich,
Connecticut
| $109M | +$4.36M | +4% | 0.74% | 93.8% | 118 | 11.86% | 4.1 |
|
| 3679 |
RCA
3679
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $108M | – | – | 3.79% | 39% | 213 | – | 0 |
|
| 3680 |
MCM
3680
Mengis Capital Management
Portland,
Oregon
| $108M | -$6.4M | -6% | 1.18% | 91.8% | 111 | 12.61% | 4.4 |
|
| 3681 |
NCM
3681
Niemann Capital Management
Stateline,
Nevada
| $108M | +$28.9M | +37% | 13% | 103% | 21 | 85.71% | 0.3 |
|
| 3682 |
BWM
3682
Bernicke Wealth Management
Altoona,
Wisconsin
| $108M | +$4.65M | +5% | 1.91% | – | 39 | 5.13% | 4.4 |
|
| 3683 |
A
3683
Abingworth
London,
United Kingdom
| $108M | -$58.1M | -35% | 27.9% | 184% | 19 | 5.26% | 4.7 |
|
| 3684 |
MWM
3684
Merriman Wealth Management
Seattle,
Washington
| $107M | +$38.8M | +57% | 3.96% | 18.3% | 59 | 54.24% | 2.2 |
|
| 3685 |
SAM
3685
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $107M | -$1.26M | -1% | 2.76% | – | 55 | 7.27% | 9.1 |
|
| 3686 |
RC
3686
Raine Capital
New York
| $107M | -$12.6M | -10% | 1.92% | 119% | 15 | 26.67% | 0.9 |
|
| 3687 |
FCM
3687
Forester Capital Management
Lake Forest,
Illinois
| $107M | -$3.4M | -3% | 5.04% | 33.4% | 59 | 5.08% | 8.4 |
|
| 3688 |
SFG
3688
StrategIQ Financial Group
Merrillville,
Indiana
| $107M | +$9.44M | +10% | 1.98% | 12.6% | 55 | 3.64% | 1 |
|
| 3689 |
IC
3689
Investment Counsel
Petoskey,
Michigan
| $107M | -$5.22M | -5% | 2.86% | 50.1% | 65 | 7.69% | 1 |
|
| 3690 |
DSAM
3690
Dock Street Asset Management
Palm Beach,
Florida
| $107M | -$22M | -17% | 1.76% | 175% | 36 | 25% | 8.2 |
|
| 3691 |
DRS
3691
Deane Retirement Strategies
New Orleans,
Louisiana
| $107M | +$8.36M | +8% | 7.88% | 73.4% | 59 | 33.9% | 3.2 |
|
| 3692 |
HWP
3692
Hefty Wealth Partners
Auburn,
Indiana
| $107M | +$2M | +2% | 2.5% | – | 238 | 22.69% | 0.8 |
|
| 3693 |
HCM
3693
Highlander Capital Management
Short Hills,
New Jersey
| $107M | -$850K | -0.8% | 0.56% | 34.4% | 857 | 6.42% | 8.3 |
|
| 3694 |
HIH
3694
HRS Investment Holdings
New York
| $107M | +$2.81M | +3% | 2.17% | 21.5% | 89 | 22.47% | 0.9 |
|
| 3695 |
HW
3695
Hedeker Wealth
Lincolnshire,
Illinois
| $107M | -$6.46M | -6% | 0.28% | 141% | 189 | 61.9% | 3.8 |
|
| 3696 |
DSN
3696
D. Scott Neal
Lexington,
Kentucky
| $107M | -$19.4M | -15% | 2.23% | 105% | 181 | 19.34% | 2.1 |
|
| 3697 |
KHLMTHM
3697
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $106M | -$36.1M | -25% | 3.38% | 80.8% | 37 | 13.51% | 4.2 |
|
| 3698 |
HM
3698
Harvest Management
New York
| $106M | +$7.19M | +7% | 9.86% | 610% | 94 | 58.51% | 2.3 |
|
| 3699 |
SIC
3699
Shoker Investment Counsel
Oxford,
Ohio
| $106M | +$6.19M | +6% | 1.62% | 83.8% | 108 | 10.19% | 6.9 |
|
| 3700 |
BCM
3700
Bayesian Capital Management
Brooklyn,
New York
| $106M | +$36.4M | +52% | 8.37% | 107% | 512 | 87.3% | 0.2 |
|