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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 |
HCM
4426
Hall Capital Management
Barrington,
Rhode Island
| $117M | +$2.29M | +2% | 4.46% | – | 85 | 3.53% | 3.5 |
|
| 4427 |
4427
Deane Retirement Strategies
New Orleans,
Louisiana
| $117M | +$2.49M | +2% | 4.49% | 73.4% | 55 | 10.91% | 2.2 |
|
| 4428 |
SCM
4428
Stumpf Capital Management
Scottsdale,
Arizona
| $117M | +$20.3M | +21% | 1.16% | 44.5% | 15 | 33.33% | 1.2 |
|
| 4429 |
LFGH
4429
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $117M | +$9.6M | +9% | 5.06% | 12.9% | 36 | 22.22% | 1 |
|
| 4430 |
4430
Laffer Tengler Investments
Nashville,
Tennessee
| $117M | -$255M | -69% | 1.21% | 96.5% | 195 | 52.82% | 1.7 |
|
| 4431 |
MI
4431
M3F Inc
Salt Lake City,
Utah
| $117M | +$4.14M | +4% | 4.66% | 139% | 41 | 41.46% | 1.6 |
|
| 4432 |
4432
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $117M | +$7.83M | +7% | 2.04% | 58.2% | 29 | 3.45% | 0.5 |
|
| 4433 |
4433
Friedenthal Financial
Marlton,
New Jersey
| $117M | -$260K | -0.2% | 2.35% | 111% | 71 | 35.21% | 1.7 |
|
| 4434 |
4434
MACRO Consulting Group
Parsippany,
New Jersey
| $116M | +$12M | +11% | 3.93% | – | 62 | 25.81% | 0.4 |
|
| 4435 |
4435
Brooks Moore & Associates
Chattanooga,
Tennessee
| $116M | +$6.83M | +6% | 2.7% | 63.7% | 96 | 6.25% | 0.5 |
|
| 4436 |
AMAL
4436
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $116M | -$3.02M | -3% | 5.16% | 124% | 28 | 21.43% | 3.2 |
|
| 4437 |
AM
4437
Account Management
Boxford,
Massachusetts
| $116M | +$5.58M | +5% | 6.02% | 87.4% | 23 | 4.35% | 3.8 |
|
| 4438 |
4438
Sanchez Wealth Management Group
Jacksonville,
Florida
| $116M | +$4M | +4% | 3.73% | 56.9% | 25 | 4% | 1.1 |
|
| 4439 |
4439
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $116M | +$3.17M | +3% | 3.97% | 83.3% | 86 | 6.98% | 3.3 |
|
| 4440 |
4440
Palmer Knight Company
Jacksonville,
Florida
| $116M | +$7.72M | +7% | 5.87% | 78.9% | 25 | 8% | 0.5 |
|
| 4441 |
4441
Red Mountain Capital Partners
Los Angeles,
California
| $116M | -$22.5M | -16% | 7.56% | 37.4% | 6 | 0% | 5.4 |
|
| 4442 |
4442
Newfound Research
Wellesley Hills,
Massachusetts
| $116M | -$21.8M | -16% | 3.14% | 54.6% | 236 | 11.44% | 1.7 |
|
| 4443 |
4443
Donald L. Hagan LLC
Sarasota,
Florida
| $116M | +$338K | +0.3% | 0.42% | 47.9% | 110 | 30% | 1.7 |
|
| 4444 |
DCCA
4444
D.C. Capital Advisors
New York
| $116M | -$21.2M | -15% | 4.29% | 59.9% | 20 | 10% | 2.6 |
|
| 4445 |
4445
Sterneck Capital Management
Kansas City,
Missouri
| $115M | +$978K | +0.9% | 2.9% | 61.5% | 84 | 10.71% | 3.5 |
|
| 4446 |
4446
Capital Insight Partners
Scottsdale,
Arizona
| $115M | +$4.4M | +4% | 4.67% | 51.7% | 80 | 10% | 2.4 |
|
| 4447 |
EAM
4447
Eukles Asset Management
Cincinnati,
Ohio
| $115M | +$5.39M | +5% | 6.15% | 77.2% | 173 | 10.98% | 0.4 |
|
| 4448 |
4448
Guardian Investment Management
Tiburon,
California
| $115M | -$518K | -0.4% | 2.03% | 89.7% | 58 | 5.17% | 3.9 |
|
| 4449 |
SBA
4449
Secrest Blakey & Associates
Raleigh,
North Carolina
| $115M | +$11.8M | +11% | 2.59% | 19.4% | 137 | 14.6% | 1 |
|
| 4450 |
4450
Global Strategic Management
San Juan,
Puerto Rico
| $115M | +$8.54M | +8% | 8.36% | – | 36 | 27.78% | 0.4 |
|