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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Hillman Capital Management
Bethesda,
Maryland
| $283M | +$19M | +7% | 4.99% | 20.2% | 55 | 5.45% | 2.7 |
|
| 3927 |
3927
Wealth Alliance Advisory Group
Wichita,
Kansas
| $283M | +$16M | +6% | 5.99% | 72.7% | 186 | 18.28% | 3.1 |
|
| 3928 |
3928
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $283M | +$21.3M | +8% | 5.62% | 63.2% | 86 | 10.47% | 2.9 |
|
| 3929 |
3929
Fortis Capital Management
Bellevue,
Washington
| $283M | +$36M | +15% | 11.1% | 82% | 117 | 21.37% | 1.5 |
|
| 3930 |
3930
Evergreen Advisors
Chattanooga,
Tennessee
| $283M | +$13.6M | +5% | 3.36% | – | 17 | 5.88% | 2.4 |
|
| 3931 |
3931
Uncommon Cents Investing
Janesville,
Wisconsin
| $283M | +$9.06M | +3% | 3.25% | 91.4% | 164 | 3.66% | 3.5 |
|
| 3932 |
3932
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $283M | +$14.1M | +5% | 6.83% | 74% | 69 | 4.35% | 6.1 |
|
| 3933 |
3933
JSF Financial
Los Angeles,
California
| $283M | +$15M | +6% | 8% | 91% | 124 | 24.19% | 2.2 |
|
| 3934 |
3934
Integris Wealth Management
Monterey,
California
| $283M | +$10.4M | +4% | 2.9% | 60.3% | 83 | 3.61% | 0.5 |
|
| 3935 |
3935
BWCP LP
Dallas,
Texas
| $282M | +$26.9M | +11% | 12.5% | 198% | 28 | 32.14% | 0.8 |
|
| 3936 |
3936
Berkeley Capital Partners
Milton,
Georgia
| $282M | +$12.5M | +5% | 3.57% | 62.8% | 148 | 8.11% | 3.6 |
|
| 3937 |
3937
Arjuna Capital
Durham,
North Carolina
| $282M | +$27.4M | +11% | 7.24% | 105% | 106 | 16.98% | 2.3 |
|
| 3938 |
3938
Muhlenkamp & Co
Wexford,
Pennsylvania
| $282M | – | – | 9.54% | 107% | 31 | – | 3.6 |
|
| 3939 |
3939
Fernwood Investment Management
Quincy,
Massachusetts
| $282M | +$21.5M | +8% | 11.4% | 83.4% | 197 | 9.64% | 4.6 |
|
| 3940 |
3940
IFG Advisors
St. Louis,
Missouri
| $282M | +$27.9M | +11% | 5.67% | 78.7% | 122 | 6.56% | 2.5 |
|
| 3941 |
3941
Pinnbrook Capital Management
New York
| $282M | +$89.8M | +47% | 18.4% | 913% | 74 | 74.32% | 0.2 |
|
| 3942 |
3942
Fountainhead AM
Warren,
New Jersey
| $282M | +$25.9M | +10% | 5.57% | 65.6% | 88 | 12.5% | 1.6 |
|
| 3943 |
3943
Marion Wealth Management
Monroeville,
Pennsylvania
| $282M | +$13.5M | +5% | 3.58% | 51.7% | 111 | 9.91% | 1.2 |
|
| 3944 |
3944
Siena Capital Partners
Chicago,
Illinois
| $282M | +$4.63M | +2% | 0.63% | 44.2% | 109 | 11.01% | 3.2 |
|
| 3945 |
3945
Untitled Investments
New York
| $281M | +$20.3M | +8% | 10.8% | 79.6% | 17 | 17.65% | 1.3 |
|
| 3946 |
3946
Wambolt & Associates
Littleton,
Colorado
| $281M | -$773K | -0.3% | 4.52% | 62.2% | 270 | 11.48% | 3 |
|
| 3947 |
3947
Peak Financial Management
Wellesley,
Massachusetts
| $281M | +$11.9M | +4% | 3.28% | 58.2% | 80 | 16.25% | 3.8 |
|
| 3948 |
3948
Archer Investment Corporation
Carmel,
Indiana
| $281M | +$10.1M | +4% | 5.13% | 68.2% | 1,055 | 22.09% | 2.1 |
|
| 3949 |
QCI
3949
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $281M | +$29.5M | +12% | 14.7% | 107% | 22 | 13.64% | 3.2 |
|
| 3950 |
3950
Meridian Investment Counsel
Lafayette,
California
| $281M | +$17.4M | +7% | 7.17% | 116% | 213 | 5.16% | 6.1 |
|