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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Hillman Capital Management
Bethesda,
Maryland
| $137M | +$32.9M | +31% | 17.9% | 20.2% | 40 | 15% | 2.3 |
|
| 4352 |
CNBT
4352
Cornerstone National Bank & Trust
Palatine,
Illinois
| $137M | +$26.2M | +24% | 11% | 38.5% | 59 | 8.47% | 0.5 |
|
| 4353 |
4353
Reliant Investment Management
Memphis,
Tennessee
| $137M | +$37.2M | +37% | 25.9% | 129% | 57 | 45.61% | 2 |
|
| 4354 |
4354
Shilanski & Associates
Anchorage,
Alaska
| $137M | +$37.5M | +38% | 14.8% | 84.2% | 102 | 37.25% | 0.7 |
|
| 4355 |
4355
Deane Retirement Strategies
New Orleans,
Louisiana
| $137M | +$1.99M | +1% | 15.3% | 73.4% | 73 | 43.84% | 2.2 |
|
| 4356 |
LC
4356
LNZ Capital
New York
| $137M | +$54.9M | +67% | 0.32% | 58.8% | 18 | 66.67% | 0.2 |
|
| 4357 |
4357
Marshall & Sullivan
Seattle,
Washington
| $137M | +$24.1M | +21% | 23% | 82% | 45 | 24.44% | 3.8 |
|
| 4358 |
4358
NFP Retirement Inc
Aliso Viejo,
California
| $137M | +$34.5M | +34% | 13.8% | 46.7% | 106 | 26.42% | 0.4 |
|
| 4359 |
4359
Tower View Wealth Management
Shorewood,
Wisconsin
| $137M | +$25.9M | +23% | 22.7% | 135% | 164 | 31.71% | 1.5 |
|
| 4360 |
4360
Red Door Wealth Management
Memphis,
Tennessee
| $137M | +$31.3M | +30% | 20.2% | 100% | 506 | 14.03% | 0.3 |
|
| 4361 |
4361
Seven Eight Capital
New York
| $137M | -$252M | -65% | 32.9% | 13.6% | 642 | 85.05% | 0.2 |
|
| 4362 |
4362
Independent Order of Foresters
Toronto,
Ontario, Canada
| $137M | +$51.6M | +61% | 21.1% | 66.3% | 13 | 84.62% | 0.3 |
|
| 4363 |
4363
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $137M | +$9.12M | +7% | 11.9% | 30.7% | 20 | 25% | 0.7 |
|
| 4364 |
4364
St. Johns Investment Management
Jacksonville,
Florida
| $136M | +$24.6M | +22% | 21.5% | 80.9% | 169 | 12.43% | 4.3 |
|
| 4365 |
4365
Gibraltar Capital Management
Tulsa,
Oklahoma
| $136M | -$4.31M | -3% | 19.3% | 56.6% | 51 | 17.65% | 2.2 |
|
| 4366 |
NEGWA
4366
New England Guild Wealth Advisors
Avon,
Connecticut
| $136M | +$24.8M | +22% | 14.5% | 6.04% | 57 | 12.28% | 1.9 |
|
| 4367 |
CHA
4367
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $136M | +$21.8M | +19% | 19.6% | 39.7% | 753 | 12.75% | 0.7 |
|
| 4368 |
4368
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $136M | +$36.7M | +37% | 19.5% | 81.6% | 58 | 39.66% | 0.8 |
|
| 4369 |
4369
Algebris (UK)
London,
United Kingdom
| $136M | -$53.5M | -28% | 20.3% | 24.5% | 48 | 68.75% | 0.4 |
|
| 4370 |
4370
Graybill Wealth Management
Elmhurst,
Illinois
| $136M | +$22.8M | +20% | 20.1% | – | 56 | 14.29% | 3.5 |
|
| 4371 |
4371
Norway Savings Bank
Portland,
Maine
| $136M | +$21.1M | +18% | 17.1% | 117% | 273 | 8.42% | 2.8 |
|
| 4372 |
4372
Brown University
Providence,
Rhode Island
| $136M | +$21.2M | +19% | 17.5% | 37.9% | 9 | 77.78% | 0.1 |
|
| 4373 |
4373
Wynnefield Capital
New York
| $136M | +$30.3M | +29% | 36.2% | 52.1% | 27 | 14.81% | 4.2 |
|
| 4374 |
4374
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $136M | +$22.5M | +20% | 13.5% | 66.8% | 124 | 5.65% | 2.2 |
|
| 4375 |
4375
Bernicke Wealth Management
Altoona,
Wisconsin
| $135M | -$29.5M | -18% | 13.1% | – | 52 | 21.15% | 3 |
|