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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Farmers National Bank
Danville,
Kentucky
| $251M | – | – | 0.89% | – | 142 | – | 4.7 |
|
| 4102 |
4102
Miramar Capital
Northbrook,
Illinois
| $251M | +$2.99M | +1% | 1.32% | 47.3% | 54 | 9.26% | 1.9 |
|
| 4103 |
4103
Stordahl Capital Management
Greenwood Village,
Colorado
| $251M | +$4.01M | +2% | 0.7% | 54% | 49 | 8.16% | 3 |
|
| 4104 |
4104
Sovereign Investment Advisors
Phoenix,
Arizona
| $251M | -$14M | -5% | 1.74% | 43.7% | 31 | 6.45% | 1.4 |
|
| 4105 |
4105
Vickerman Investment Advisors
Spokane,
Washington
| $250M | – | – | 0.77% | 47.3% | 80 | – | 0 |
|
| 4106 |
4106
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $250M | +$3.77M | +2% | 1.5% | – | 133 | 11.28% | 2.5 |
|
| 4107 |
4107
Pinnacle Bancorp
Beatrice,
Nebraska
| $250M | +$30.9M | +14% | 0.63% | 72.9% | 770 | 13.9% | 2.9 |
|
| 4108 |
4108
Shaker Financial Services
Arlington,
Virginia
| $250M | -$19.9M | -7% | 2.92% | 12.9% | 176 | 31.25% | 1.4 |
|
| 4109 |
4109
Biltmore Wealth Management
Tempe,
Arizona
| $250M | +$4.5M | +2% | 0.37% | 59.8% | 58 | 29.31% | 1.8 |
|
| 4110 |
HCM
4110
Hudson Capital Management
Ramsey,
New Jersey
| $250M | +$8.4M | +3% | 1.22% | 66.8% | 69 | 13.04% | 2.5 |
|
| 4111 |
FVCM
4111
F&V Capital Management
Boca Raton,
Florida
| $250M | -$22.5M | -8% | 2.29% | 123% | 57 | 7.02% | 4.5 |
|
| 4112 |
4112
Alpha Paradigm Partners
Chicago,
Illinois
| $250M | -$15.6M | -6% | 2.93% | – | 727 | 56.4% | 0.3 |
|
| 4113 |
4113
ETF Portfolio Partners
Leawood,
Kansas
| $249M | +$2.3M | +0.9% | 0.64% | 50.2% | 55 | 9.09% | 3.2 |
|
| 4114 |
4114
Wambolt & Associates
Littleton,
Colorado
| $249M | +$14.2M | +6% | 0.13% | 62.2% | 252 | 7.94% | 1.8 |
|
| 4115 |
4115
EPG Wealth Management
Atlanta,
Georgia
| $249M | +$13.5M | +6% | 0.32% | 96% | 382 | 47.12% | 0.6 |
|
| 4116 |
4116
NovaPoint Capital
Atlanta,
Georgia
| $249M | +$7.63M | +3% | 0.33% | 94% | 132 | 12.12% | 1.2 |
|
| 4117 |
4117
Southport Capital Management
Chattanooga,
Tennessee
| $249M | -$154M | -38% | 0.33% | 80% | 327 | 32.11% | 3.2 |
|
| 4118 |
4118
SG Capital Management
Chicago,
Illinois
| $249M | -$113M | -31% | 0.73% | 250% | 87 | 67.82% | 0.3 |
|
| 4119 |
4119
LSP Investment Advisors
New York
| $249M | +$86.8M | +54% | 8.07% | 79.5% | 29 | 82.76% | 0.4 |
|
| 4120 |
4120
Courage Miller Partners
Norfolk,
Virginia
| $249M | +$4.19M | +2% | 1.42% | 43.5% | 84 | 0% | 5.5 |
|
| 4121 |
4121
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $249M | +$16.6M | +7% | 1.13% | 63.9% | 140 | 5.71% | 3.6 |
|
| 4122 |
4122
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $249M | +$3.17M | +1% | 0.42% | 115% | 38 | 0% | 5.4 |
|
| 4123 |
FC
4123
Full18 Capital
Westport,
Connecticut
| $248M | +$7.98M | +3% | 1.86% | – | 150 | 64.67% | 0.3 |
|
| 4124 |
4124
Highside Global Management
Dallas,
Texas
| $248M | +$2.69M | +1% | 4% | 11.1% | 17 | 23.53% | 0.7 |
|
| 4125 |
4125
Bandera Partners
New York
| $248M | -$7.25M | -3% | 0.71% | 55.4% | 20 | 10% | 3.3 |
|