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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
Eidelman Virant Capital
Saint Louis,
Missouri
| $261M | +$1.44M | +0.6% | 1.83% | 46.2% | 208 | 19.23% | 1.6 |
|
| 4027 |
BCM
4027
Birmingham Capital Management
Birmingham,
Alabama
| $261M | -$11.8M | -4% | 3% | 103% | 106 | 0% | 6.1 |
|
| 4028 |
MWM
4028
MTC Wealth Management
Tampa,
Florida
| $261M | +$145M | +125% | 1.21% | 30.5% | 13 | 7.69% | 0.5 |
|
| 4029 |
4029
Jacobs Asset Management
New York
| $261M | -$7.14M | -3% | 10.2% | 114% | 55 | 29.09% | 1.3 |
|
| 4030 |
4030
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $261M | -$6.03M | -2% | 0.02% | 73.3% | 104 | 1.92% | 4.8 |
|
| 4031 |
4031
Retirement Capital Strategies
San Jose,
California
| $261M | -$1.73M | -0.7% | 0.22% | 59% | 88 | 30.68% | 2.1 |
|
| 4032 |
4032
Muhlenkamp & Co
Wexford,
Pennsylvania
| $260M | -$12.2M | -4% | 2.07% | 107% | 34 | 8.82% | 3.2 |
|
| 4033 |
4033
McLean Asset Management
Tysons,
Virginia
| $260M | +$36.2M | +16% | 0.66% | 64.3% | 136 | 16.18% | 0.6 |
|
| 4034 |
4034
Brookside Equity Partners
Stamford,
Connecticut
| $260M | -$120M | -32% | 29.4% | 87.4% | 7 | 14.29% | 0.8 |
|
| 4035 |
4035
Ovata Capital Management
Hong Kong
| $260M | +$52.3M | +25% | 4.23% | 69.1% | 80 | 58.75% | 0.3 |
|
| 4036 |
4036
Wittenberg Investment Management
Carlisle,
Massachusetts
| $260M | +$12M | +5% | 1.65% | 89.9% | 77 | 3.9% | 3.5 |
|
| 4037 |
4037
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $260M | +$683K | +0.3% | 0.65% | 55.5% | 79 | 10.13% | 2.2 |
|
| 4038 |
SP
4038
StackLine Partners
New York
| $260M | -$50.7M | -16% | 9.97% | 12.7% | 16 | 31.25% | 1.5 |
|
| 4039 |
4039
MilWealth Group
Milwaukee,
Wisconsin
| $260M | +$30.1M | +13% | 1.22% | 36.8% | 176 | 67.05% | 0.7 |
|
| 4040 |
4040
DCM Advisors
New York
| $260M | +$83.5M | +47% | 1.73% | 99.3% | 322 | 37.27% | 0.4 |
|
| 4041 |
4041
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $260M | -$54.4M | -17% | 0.64% | 84.3% | 176 | 17.05% | 1.7 |
|
| 4042 |
BDWCC
4042
B&D White Capital Company
Lakeway,
Texas
| $260M | +$34.9M | +16% | 1.82% | 44.2% | 79 | 54.43% | 0.3 |
|
| 4043 |
4043
Ford Financial Group
Fresno,
California
| $260M | -$8.67M | -3% | 0.54% | 47.7% | 622 | 83.28% | 2.1 |
|
| 4044 |
4044
WT Wealth Management
Scottsdale,
Arizona
| $259M | +$12.5M | +5% | 0.94% | 72% | 132 | 13.64% | 1.3 |
|
| 4045 |
LJHT
4045
Laurie J. Hall Trustee
| $259M | -$6.07M | -2% | 0.01% | 105% | 339 | 6.49% | 4.6 |
|
| 4046 |
4046
Frank Rimerman Advisors
Palo Alto,
California
| $259M | +$2.93M | +1% | 1.04% | 149% | 113 | 31.86% | 0.5 |
|
| 4047 |
4047
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $259M | -$274M | -51% | 51.4% | 121% | 1 | 0% | 1.8 |
|
| 4048 |
4048
Horiko Capital Management
New York
| $258M | -$8.15M | -3% | 0.69% | 275% | 27 | 7.41% | 2 |
|
| 4049 |
4049
Cannon Financial Strategists
Athens,
Georgia
| $258M | +$6.42M | +3% | 1.04% | 56.7% | 65 | 7.69% | 1.9 |
|
| 4050 |
4050
Whalerock Point Partners
Providence,
Rhode Island
| $258M | -$2.03M | -0.8% | 0.54% | 103% | 159 | 14.47% | 3.9 |
|