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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $239M | -$17.2M | -7% | 5.97% | 74% | 69 | 4.35% | 5.6 |
|
| 3877 |
3877
WESPAC Advisors SoCal
Pasadena,
California
| $239M | -$22.4M | -9% | 4.25% | 135% | 84 | 29.76% | 3.2 |
|
| 3878 |
3878
Globe Life
Mckinney,
Texas
| $239M | -$12.5M | -5% | 5.36% | 60.1% | 1 | 0% | 5.8 |
|
| 3879 |
3879
Arcus Capital Partners
Atlanta,
Georgia
| $239M | +$10.4M | +5% | 3.14% | 69.2% | 114 | 17.54% | 2.4 |
|
| 3880 |
3880
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $239M | -$29.3M | -11% | 5.06% | 72.9% | 181 | 12.71% | 4 |
|
| 3881 |
3881
Ararat Capital Management
Westport,
Connecticut
| $239M | -$39.2M | -14% | 0.29% | 99.2% | 18 | 11.11% | 1.2 |
|
| 3882 |
3882
Paradigm Operations
San Francisco,
California
| $239M | +$64.7M | +37% | 37.2% | 230% | 1 | 0% | 0.8 |
|
| 3883 |
3883
Richard P. Slaughter Associates
Austin,
Texas
| $239M | +$11M | +5% | 8.21% | 55.7% | 134 | 16.42% | 1.7 |
|
| 3884 |
MKC
3884
M. Kraus & Co
Shelburne,
Vermont
| $239M | -$19.7M | -8% | 6.86% | 65.9% | 71 | 7.04% | 4.8 |
|
| 3885 |
3885
Poehling Capital Management
Madison,
Wisconsin
| $239M | -$27.2M | -10% | 7.06% | 83% | 131 | 19.85% | 2.7 |
|
| 3886 |
QCI
3886
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $239M | +$5.21M | +2% | 3.47% | 107% | 18 | 5.56% | 3.3 |
|
| 3887 |
3887
Bandera Partners
New York
| $239M | -$15.6M | -6% | 0.67% | 55.4% | 18 | 16.67% | 3.4 |
|
| 3888 |
3888
Uncommon Cents Investing
Janesville,
Wisconsin
| $238M | -$12.3M | -5% | 5.25% | 91.4% | 151 | 3.97% | 3.2 |
|
| 3889 |
3889
D. Scott Neal
Lexington,
Kentucky
| $238M | -$2.58M | -1% | 0.34% | 105% | 64 | 10.94% | 2.5 |
|
| 3890 |
3890
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $238M | -$17.5M | -7% | 4.91% | 75% | 162 | 7.41% | 5.4 |
|
| 3891 |
3891
O'Brien Wealth Partners
Waltham,
Massachusetts
| $238M | -$1.72M | -0.7% | 4.7% | 56.7% | 68 | 22.06% | 2.3 |
|
| 3892 |
DMKJ
3892
David M. Knott Jr
| $238M | -$511K | -0.2% | 3.86% | 169% | 204 | 17.16% | 0.5 |
|
| 3893 |
3893
Evergreen Advisors
Chattanooga,
Tennessee
| $238M | -$10.8M | -4% | 5.77% | – | 13 | 0% | 2.4 |
|
| 3894 |
3894
China Universal Asset Management Company
Shanghai,
China
| $238M | -$257K | -0.1% | 0.32% | 292% | 477 | 82.6% | 0.1 |
|
| 3895 |
3895
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $237M | -$9M | -4% | 6.31% | 55.5% | 73 | 13.7% | 3.2 |
|
| 3896 |
3896
Waypoint Wealth Partners
Mill Valley,
California
| $237M | -$23.7M | -9% | 6.22% | 52.1% | 68 | 13.24% | 1.1 |
|
| 3897 |
3897
Archer Investment Corporation
Carmel,
Indiana
| $237M | -$9.9M | -4% | 4.5% | 68.2% | 853 | 5.39% | 2 |
|
| 3898 |
3898
Fernwood Investment Management
Quincy,
Massachusetts
| $237M | +$5.04M | +2% | 7.86% | 83.4% | 188 | 4.26% | 4.4 |
|
| 3899 |
3899
Financial Consulate
Hunt Valley,
Maryland
| $237M | +$23.7M | +11% | 7.51% | 61.4% | 127 | 10.24% | 3.8 |
|
| 3900 |
3900
TSP Capital Management Group
Summit,
New Jersey
| $237M | -$16.9M | -7% | 5.14% | 186% | 51 | 0% | 2.9 |
|