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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Muhlenkamp & Co
3976
Muhlenkamp & Co
Pennsylvania
$287M +$207K +0.1% 15.6% 107% 37 8.11% 3.1
BCM
3977
Birmingham Capital Management
Alabama
$287M +$10.3M +4% 5.59% 103% 108 6.48% 6.4
TLWM Financial
3978
TLWM Financial
Texas
$287M -$11.7M -4% 4.79% 53.9% 71 11.27% 2.2
FCA Corp
3979
FCA Corp
Texas
$287M -$7.24M -2% 3.6% 57.4% 207 16.43% 3.2
LeJeune Puetz Investment Counsel
3980
LeJeune Puetz Investment Counsel
Michigan
$286M -$10.3M -3% 3.91% 64.1% 200 6.5% 3.9
McElhenny Sheffield Capital Management
3981
McElhenny Sheffield Capital Management
Texas
$286M +$19.7M +7% 4.02% 86.3% 133 27.07% 0.4
Long Run Wealth Advisors
3982
Long Run Wealth Advisors
New York
$286M -$1.46M -0.5% 4.02% 50.5% 102 9.8% 0.2
SMI Advisory Services
3983
SMI Advisory Services
Indiana
$286M +$23M +9% 2.79% 80.7% 44 43.18% 0.6
MHR
3984
Matthew Hamilton Rosenberg
$286M +$4.96M +2% 2.51% 52% 776 11.21% 1.4
SimplyRich
3985
SimplyRich
California
$286M -$15.4M -5% 2.42% 98.3% 177 7.34% 2.3
Delphi Financial Group
3986
Delphi Financial Group
Delaware
$286M -$41.6M -13% 3.73% 66.3% 31 19.35% 2.9
Childress Capital Advisors
3987
Childress Capital Advisors
Texas
$286M +$43.5M +18% 7.18% 107% 200 25% 0.9
Rothschild Capital Partners
3988
Rothschild Capital Partners
New York
$285M -$50.1M -15% 1.78% 90.8% 36 16.67% 4.1
SIM
3989
SW Investment Management
Colorado
$285M -$8.96M -3% 7.66% 143% 10 10% 1.2
HBW Advisory Services
3990
HBW Advisory Services
California
$285M -$147M -34% 4.31% 68.6% 283 30.04% 1.3
Fernwood Investment Management
3991
Fernwood Investment Management
Massachusetts
$285M -$20.8M -7% 3.04% 83.4% 216 9.72% 3.7
DCM International VI
3992
DCM International VI
California
$285M -$324M -53% 50.3% – 3 0% 0.3
SevenBridge Financial Group
3993
SevenBridge Financial Group
Pennsylvania
$285M -$45.9M -14% 2.3% 93.2% 176 15.91% 4
First Sabrepoint Capital Management
3994
First Sabrepoint Capital Management
Texas
$285M -$89.2M -24% 9.47% 218% 33 27.27% 1.4
Butensky & Cohen Financial Security
3995
Butensky & Cohen Financial Security
Florida
$285M +$4.43M +2% 1.8% 81% 98 3.06% 4.7
Coulter & Justus Financial Services
3996
Coulter & Justus Financial Services
Tennessee
$285M +$157M +124% 5.61% – 62 98.39% 0
Evergreen Advisors
3997
Evergreen Advisors
Tennessee
$285M -$8.47M -3% 5.61% – 14 21.43% 1.9
First Wilshire Securities Management
3998
First Wilshire Securities Management
California
$285M -$36.1M -11% 6.96% 135% 93 12.9% 3.7
CWM
3999
Cordatus Wealth Management
Pennsylvania
$285M -$56.9M -17% 0.39% 108% 209 53.11% 0.7
Compass Group
4000
Compass Group
New York
$284M +$25.6M +10% 12.2% 64.6% 22 22.73% 1.7