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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
United Bank (Georgia)
Zebulon,
Georgia
| $98M | – | – | 3.39% | 81.2% | 68 | – | 0 |
|
| 4027 |
GIM
4027
Greenwich Investment Management
Norwalk,
Connecticut
| $98M | -$1.32M | -1% | 3.14% | – | 58 | 15.52% | 1.8 |
|
| 4028 |
4028
Cassaday & Co
Mclean,
Virginia
| $98M | +$16.7M | +20% | 4.91% | 62.7% | 28 | 17.86% | 1.5 |
|
| 4029 |
4029
Northern Right Capital Management
Darien,
Connecticut
| $98M | +$56M | +133% | 11.9% | 187% | 25 | 52% | 0.5 |
|
| 4030 |
4030
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $97.7M | +$905K | +0.9% | 4.47% | 61.1% | 138 | 7.97% | 1.7 |
|
| 4031 |
4031
Day & Ennis
Macon,
Georgia
| $97.7M | +$2.71M | +3% | 0.56% | 15.2% | 83 | 16.87% | 0.7 |
|
| 4032 |
4032
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $97.7M | +$2.68M | +3% | 5.87% | 73.7% | 265 | 4.53% | 2 |
|
| 4033 |
4033
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $97.6M | -$811K | -0.8% | 0.84% | 44.1% | 18 | 44.44% | 0.6 |
|
| 4034 |
SWM
4034
Strategic Wealth Management
Kirkland,
Washington
| $97.4M | +$63.6M | +188% | 2.33% | 52.8% | 25 | 76% | 0.3 |
|
| 4035 |
OA
4035
Opes Advisors
Cupertino,
California
| $97.3M | – | – | 0.54% | – | 38 | – | 0 |
|
| 4036 |
4036
Barington Capital Group
New York
| $97.2M | -$25M | -20% | 6.48% | 71.1% | 22 | 27.27% | 0.7 |
|
| 4037 |
4037
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $97.1M | -$591K | -0.6% | 1.16% | 37.8% | 26 | 7.69% | 1.8 |
|
| 4038 |
4038
Fairbanks Capital Management
Rancho Santa Fe,
California
| $96.9M | +$4.13M | +4% | 0.01% | 81.3% | 29 | 13.79% | 0.4 |
|
| 4039 |
4039
Armor Investment Advisors
Raleigh,
North Carolina
| $96.9M | – | – | 0.2% | 56.6% | 141 | – | 0 |
|
| 4040 |
4040
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $96.2M | +$6.72M | +8% | 3.22% | 61% | 76 | 2.63% | 2.7 |
|
| 4041 |
4041
Qualcomm Inc
San Diego,
California
| $96.2M | -$485M | -83% | 0.52% | – | 96 | 89.58% | 1.2 |
|
| 4042 |
4042
Forester Capital Management
Lake Forest,
Illinois
| $96M | -$10.7M | -10% | 3.17% | 33.2% | 63 | 17.46% | 2.4 |
|
| 4043 |
HIM
4043
Hutchens Investment Management
Concord,
New Hampshire
| $96M | -$10.3M | -10% | 4.07% | 56.8% | 69 | 36.23% | 1.1 |
|
| 4044 |
4044
HMS Capital Management
Nashville,
Tennessee
| $95.7M | -$4.51M | -4% | 2.62% | 140% | 131 | 33.59% | 0.2 |
|
| 4045 |
4045
Kissinger Financial Services
Hunt Valley,
Maryland
| $95.5M | +$3.99M | +4% | 0.53% | – | 84 | 17.86% | 0.2 |
|
| 4046 |
DIS
4046
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $95.5M | -$6.09M | -6% | 2.02% | 86% | 56 | 21.43% | 2.5 |
|
| 4047 |
4047
Sippican Capital Advisors
Boston,
Massachusetts
| $95.5M | +$7.84M | +9% | 15.6% | 81.1% | 105 | 11.43% | 1.8 |
|
| 4048 |
4048
Harvey Partners
Tarrytown,
New York
| $95.3M | +$11.9M | +14% | 14.8% | 174% | 43 | 51.16% | 1 |
|
| 4049 |
PIM
4049
Parasol Investment Management
Westmont,
Illinois
| $95.2M | -$965K | -1% | 3.1% | 20.9% | 167 | 12.57% | 2.1 |
|
| 4050 |
4050
Americafirst Capital Management
Roseville,
California
| $95.1M | -$25.2M | -21% | 4.14% | 32.9% | 281 | 60.14% | 0.3 |
|