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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
ICMP
4426
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $116M | +$9.13M | +9% | 8.47% | 39.7% | 23 | 8.7% | 0.2 |
|
| 4427 |
4427
Congress Park Capital
Saratoga Springs,
New York
| $116M | +$24.9M | +27% | 15.9% | 99.9% | 91 | 10.99% | 1.1 |
|
| 4428 |
4428
Beaton Management Company
Haverhill,
Massachusetts
| $116M | +$13.8M | +14% | 12.7% | 95.9% | 116 | 6.03% | 1.6 |
|
| 4429 |
4429
Exeter Financial
Scottsdale,
Arizona
| $116M | +$9.5M | +9% | 13.3% | 59.1% | 69 | 7.25% | 1.1 |
|
| 4430 |
4430
Guardian Investment Management
Tiburon,
California
| $115M | +$7.28M | +7% | 11.4% | 103% | 58 | 6.9% | 3.6 |
|
| 4431 |
AFC
4431
AFT Forsyth & Company
West Palm Beach,
Florida
| $115M | +$15M | +15% | 15% | 135% | 144 | 9.72% | 3.9 |
|
| 4432 |
4432
Armor Investment Advisors
Raleigh,
North Carolina
| $115M | +$16.9M | +17% | 11.8% | 56.6% | 157 | 16.56% | 1.7 |
|
| 4433 |
4433
Julex Capital Management
Wellesley,
Massachusetts
| $115M | -$38.5M | -25% | 14.3% | – | 194 | 57.22% | 0.1 |
|
| 4434 |
4434
Harborview Advisors
Portland,
Maine
| $115M | +$30M | +35% | 10.3% | 27.1% | 84 | 39.29% | 0.7 |
|
| 4435 |
MC
4435
Miles Capital
West Des Moines,
Iowa
| $115M | +$14M | +14% | 13% | 15.4% | 185 | 28.11% | 1.7 |
|
| 4436 |
4436
Donald L. Hagan LLC
Sarasota,
Florida
| $115M | +$7.17M | +7% | 10.5% | 47.9% | 101 | 33.66% | 1.8 |
|
| 4437 |
4437
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $115M | +$1.46M | +1% | 13.5% | 60.2% | 39 | 23.08% | 2.1 |
|
| 4438 |
4438
Foresight Wealth Management
Draper,
Utah
| $115M | +$21M | +22% | 11.8% | 19.1% | 116 | 29.31% | 0.2 |
|
| 4439 |
4439
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $115M | +$92.2M | +401% | 24.7% | 961% | 67 | 91.04% | 0 |
|
| 4440 |
4440
Seneca House Advisors
Richmond,
Virginia
| $115M | +$8.91M | +8% | 12.1% | 58.2% | 97 | 12.37% | 1.1 |
|
| 4441 |
4441
Cerebellum
San Francisco,
California
| $115M | -$29.3M | -20% | 14.2% | – | 576 | 48.26% | 0.5 |
|
| 4442 |
RCA
4442
Restructuring Capital Associates
Stamford,
Connecticut
| $115M | -$25.2M | -18% | 8.31% | 71.2% | 18 | 44.44% | 1.5 |
|
| 4443 |
4443
Clare Market Investments
Dallas,
Texas
| $115M | +$38M | +49% | 19.6% | – | 89 | 29.21% | 0.2 |
|
| 4444 |
HCM
4444
Hall Capital Management
Barrington,
Rhode Island
| $115M | +$14.3M | +14% | 12.2% | – | 85 | 10.59% | 3.3 |
|
| 4445 |
4445
KCS Wealth Advisory
Los Angeles,
California
| $115M | +$19.9M | +21% | 12.5% | 45.3% | 158 | 12.66% | 1 |
|
| 4446 |
4446
Deane Retirement Strategies
New Orleans,
Louisiana
| $115M | +$4.68M | +4% | 5.25% | 73.4% | 57 | 14.04% | 2 |
|
| 4447 |
BI
4447
Bredin Investment
Wilmington,
Delaware
| $115M | +$8.44M | +8% | 9.86% | – | 77 | 6.49% | 1.2 |
|
| 4448 |
4448
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $115M | +$18.9M | +20% | 4.92% | 36.2% | 45 | 15.56% | 0.2 |
|
| 4449 |
4449
Northern Right Capital Management
Darien,
Connecticut
| $115M | +$25.8M | +29% | 26.8% | 187% | 23 | 56.52% | 1.2 |
|
| 4450 |
4450
Smart Money Group
Eastland,
Texas
| $114M | +$17.9M | +19% | 11.6% | 58.9% | 81 | 46.91% | 0.7 |
|