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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Sterneck Capital Management
Kansas City,
Missouri
| $114M | +$11.6M | +11% | 11.4% | 61.5% | 87 | 19.54% | 3.4 |
|
| 4452 |
4452
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $114M | +$14.4M | +14% | 11.4% | 65.5% | 324 | 20.68% | 1.7 |
|
| 4453 |
4453
Delta Investment Management
San Francisco,
California
| $114M | +$8.53M | +8% | 24.1% | 65.8% | 67 | 67.16% | 0.1 |
|
| 4454 |
4454
USA Mutuals Advisors
Dallas,
Texas
| $114M | +$9.8M | +9% | 16.2% | 14.1% | 23 | 8.7% | 4.9 |
|
| 4455 |
4455
GVO Asset Management
Zug,
Switzerland
| $114M | -$13M | -10% | 11.3% | 71.2% | 12 | 41.67% | 0.8 |
|
| 4456 |
4456
Amtrust Financial Services
New York
| $114M | +$40M | +54% | 8.46% | 61.9% | 59 | 74.58% | 0.4 |
|
| 4457 |
4457
Monte Financial Group
Guilford,
Connecticut
| $114M | +$19.6M | +21% | 13.7% | 57.9% | 74 | 16.22% | 1 |
|
| 4458 |
4458
MBM Wealth Consultants
Chesterfield,
Missouri
| $114M | +$11.5M | +11% | 9.78% | 57.1% | 249 | 15.66% | 0.2 |
|
| 4459 |
4459
Vista Investment Management
Pittsburgh,
Pennsylvania
| $114M | +$16.9M | +17% | 11.2% | 54.4% | 142 | 7.75% | 1.1 |
|
| 4460 |
4460
Loudon Investment Management
West Lebanon,
New Hampshire
| $114M | +$8.68M | +8% | 11.1% | 61.6% | 83 | 3.61% | 4 |
|
| 4461 |
4461
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $114M | +$6.29M | +6% | 12.2% | 58.7% | 43 | 6.98% | 0.2 |
|
| 4462 |
4462
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $114M | +$8.77M | +8% | 13.8% | – | 368 | 9.24% | 3 |
|
| 4463 |
4463
Bennicas & Associates
Portola Valley,
California
| $114M | +$5.23M | +5% | 10.1% | 40.3% | 88 | 7.95% | 4.5 |
|
| 4464 |
4464
OmniStar Financial Group
Wilmington,
North Carolina
| $114M | +$15.7M | +16% | 12.9% | 75.6% | 117 | 23.08% | 0.9 |
|
| 4465 |
KMWM
4465
Keudell/Morrison Wealth Management
Salem,
Oregon
| $114M | – | – | 13.3% | – | 139 | – | 0 |
|
| 4466 |
4466
Brandywine Trust
Hockessin,
Delaware
| $114M | +$10.5M | +10% | 10.8% | 32.7% | 38 | 7.89% | 3.5 |
|
| 4467 |
4467
Norway Savings Bank
Portland,
Maine
| $114M | +$11.6M | +11% | 11.4% | 117% | 253 | 4.35% | 2 |
|
| 4468 |
SCM
4468
Shoals Capital Management
Arlington,
Virginia
| $114M | -$75.4M | -40% | 18.8% | – | 24 | 66.67% | 0.1 |
|
| 4469 |
A
4469
Apoletto
Road Town, Tortola,
British Virgin Islands
| $113M | +$38.3M | +51% | 60.1% | 192% | 5 | 20% | 0.5 |
|
| 4470 |
4470
Titus Wealth Management
Larskpur,
California
| $113M | -$3.72M | -3% | 9.45% | 26.6% | 100 | 10% | 0.9 |
|
| 4471 |
4471
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $113M | +$18.2M | +19% | 12.7% | 71.4% | 161 | 15.53% | 0.2 |
|
| 4472 |
HAM
4472
Hammer Asset Management
Auburn,
California
| $113M | +$10.7M | +10% | 10.9% | – | 47 | 2.13% | 0.7 |
|
| 4473 |
4473
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $113M | +$11.6M | +11% | 11.8% | 67.8% | 129 | 5.43% | 4.4 |
|
| 4474 |
4474
Mad River Investors
Boston,
Massachusetts
| $113M | +$22.4M | +25% | 26.8% | 169% | 29 | 3.45% | 3 |
|
| 4475 |
4475
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $113M | +$11.5M | +11% | 10.2% | 83.3% | 89 | 13.48% | 3.3 |
|