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