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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Beck Capital Management
Austin,
Texas
| $348M | +$56.3M | +19% | 24.5% | 291% | 115 | 17.39% | 1.6 |
|
| 3852 |
3852
NFC Investments
Memphis,
Tennessee
| $348M | +$24.4M | +8% | 10.1% | – | 32 | 3.13% | 6 |
|
| 3853 |
3853
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $348M | +$37.6M | +12% | 7.57% | 63.5% | 182 | 8.79% | 2 |
|
| 3854 |
3854
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $348M | +$5.11M | +1% | 4.84% | 58.6% | 162 | 11.73% | 3.2 |
|
| 3855 |
3855
Morton Community Bank
East Peoria,
Illinois
| $348M | +$41.6M | +14% | 8.46% | – | 115 | 10.43% | 0.2 |
|
| 3856 |
3856
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $347M | +$24.2M | +7% | 8.16% | 86.1% | 212 | 11.32% | 6.3 |
|
| 3857 |
3857
Haverford Financial Services
Radnor,
Pennsylvania
| $347M | +$13.6M | +4% | 6.26% | 57.9% | 42 | 7.14% | 6.2 |
|
| 3858 |
3858
Hedeker Wealth
Lincolnshire,
Illinois
| $347M | +$30.5M | +10% | 10.8% | 161% | 94 | 11.7% | 2.9 |
|
| 3859 |
3859
Monument Capital Management
Alexandria,
Virginia
| $347M | +$36.3M | +12% | 16.7% | 170% | 201 | 18.91% | 1.8 |
|
| 3860 |
3860
Genworth Financial
Glen Allen,
Virginia
| $346M | +$30.2M | +10% | 9.64% | 73.6% | 4 | 50% | 2.9 |
|
| 3861 |
GDS
3861
Gimbel Daniel Scott
| $346M | +$2.52M | +0.7% | 0.74% | 57.1% | 2 | 0% | 3.3 |
|
| 3862 |
MHR
3862
Matthew Hamilton Rosenberg
| $346M | +$21M | +6% | 5.96% | 52% | 939 | 11.5% | 2.8 |
|
| 3863 |
MCG
3863
McCollum Christoferson Group
Amherst,
New York
| $346M | +$15.2M | +5% | 7.74% | 59.4% | 68 | 10.29% | 4 |
|
| 3864 |
3864
Rezny Wealth Management
Fort Myers,
Florida
| $346M | +$31.7M | +10% | 9.75% | 99.6% | 25 | 32% | 2.4 |
|
| 3865 |
3865
Apeiron RIA
Dallas,
Texas
| $345M | +$24.7M | +8% | 7.04% | 68.5% | 218 | 13.76% | 1.4 |
|
| 3866 |
3866
WESCAP Management Group
Glendale,
California
| $345M | +$34.8M | +11% | 5.91% | 45.7% | 94 | 5.32% | 4.6 |
|
| 3867 |
3867
Sage Capital Advisors
Sioux Falls,
South Dakota
| $345M | +$35.5M | +11% | 9.33% | 105% | 141 | 15.6% | 3.3 |
|
| 3868 |
3868
Werba Rubin Papier Wealth Management
San Jose,
California
| $345M | +$50.3M | +17% | 6.69% | 73.5% | 157 | 25.48% | 0.8 |
|
| 3869 |
3869
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $345M | +$21.5M | +7% | 5.62% | 55.5% | 89 | 8.99% | 3.6 |
|
| 3870 |
3870
Essex Woodlands Management
The Woodlands,
Texas
| $345M | -$59.3M | -15% | 10.3% | 119% | 7 | 0% | 5.5 |
|
| 3871 |
3871
King Street Capital Management
New York
| $345M | +$274M | +386% | 1.41% | 140% | 10 | 40% | 0.7 |
|
| 3872 |
HF
3872
Halpern Financial
Ashburn,
Virginia
| $344M | +$22.4M | +7% | 7.58% | 26.3% | 251 | 16.73% | 2.7 |
|
| 3873 |
3873
Muhlenkamp & Co
Wexford,
Pennsylvania
| $344M | +$38.6M | +13% | 8.73% | 107% | 29 | 0% | 4.4 |
|
| 3874 |
3874
Childress Capital Advisors
Houston,
Texas
| $344M | +$8.98M | +3% | 11.9% | 107% | 219 | 14.16% | 1 |
|
| 3875 |
3875
Rothschild Capital Partners
New York
| $344M | +$26.8M | +8% | 8.53% | 90.8% | 45 | 17.78% | 3.5 |
|