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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Shikiar Asset Management
New York
| $257M | +$17.8M | +7% | 6.82% | 117% | 97 | 26.8% | 2.3 |
|
| 3052 |
3052
Fulcrum Capital
Seattle,
Washington
| $256M | +$47M | +22% | 6.27% | 102% | 62 | 17.74% | 0.6 |
|
| 3053 |
3053
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $256M | +$18M | +8% | 6.39% | 78.3% | 200 | 12% | 3.6 |
|
| 3054 |
TC
3054
Tavio Capital
New York
| $256M | -$38.9M | -13% | 16.4% | 81.4% | 22 | 40.91% | 0.5 |
|
| 3055 |
3055
Wakefield Asset Management
Englewood,
Colorado
| $256M | – | – | 4.27% | 139% | 167 | – | 0 |
|
| 3056 |
3056
IMA Advisory Services
Denver,
Colorado
| $256M | +$15.7M | +7% | 6.22% | 74.5% | 494 | 31.38% | 1 |
|
| 3057 |
3057
Paradigm Financial Advisors
Des Peres,
Missouri
| $256M | +$21.2M | +9% | 7.41% | 114% | 133 | 11.28% | 2.7 |
|
| 3058 |
3058
Grace Capital
Quincy,
Massachusetts
| $256M | -$6.24M | -2% | 7.22% | 127% | 234 | 17.52% | 0.9 |
|
| 3059 |
3059
Steel Partners Holdings
New York
| $255M | -$22.2M | -8% | 1.37% | – | 9 | 11.11% | 2.4 |
|
| 3060 |
3060
Archon Capital Management
Seattle,
Washington
| $255M | -$66.6M | -21% | 17.2% | 222% | 28 | 17.86% | 0.7 |
|
| 3061 |
3061
Gilman Hill Asset Management
New Canaan,
Connecticut
| $255M | +$11.2M | +5% | 3.19% | 54.2% | 190 | 12.11% | 2.9 |
|
| 3062 |
3062
Redmond Asset Management
Henrico,
Virginia
| $255M | +$19.2M | +8% | 6.39% | 61.5% | 174 | 9.77% | 2.5 |
|
| 3063 |
3063
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $255M | +$108M | +74% | 2.7% | 98.1% | 62 | 74.19% | 0.3 |
|
| 3064 |
3064
Plancorp LLC
Saint Louis,
Missouri
| $254M | +$3.72M | +1% | 4.81% | 67.3% | 181 | 13.81% | 1.8 |
|
| 3065 |
3065
Greywolf Capital Management
Purchase,
New York
| $254M | +$71.1M | +39% | 3.86% | 174% | 9 | 22.22% | 1.7 |
|
| 3066 |
3066
Formidable Asset Management
Cincinnati,
Ohio
| $254M | +$21.6M | +9% | 5.3% | 52.2% | 194 | 48.97% | 1.7 |
|
| 3067 |
GPC
3067
Guardian Point Capital
Charlottesville,
Virginia
| $254M | +$6.62M | +3% | 0.45% | 142% | 16 | 25% | 1.4 |
|
| 3068 |
AAM
3068
Amerigo Asset Management
George Town,
Cayman Islands
| $254M | -$107M | -30% | 59.3% | 368% | 3 | 33.33% | 0.6 |
|
| 3069 |
3069
Carderock Capital Management
Chevy Chase,
Maryland
| $254M | +$21.7M | +9% | 10% | 97.6% | 82 | 3.66% | 3.4 |
|
| 3070 |
WC
3070
Whitnell & Co
Oak Brook,
Illinois
| $253M | +$13.3M | +6% | 5.97% | 36.6% | 380 | 35.79% | 3.8 |
|
| 3071 |
CCM
3071
Compton Capital Management
Providence,
Rhode Island
| $253M | +$16.8M | +7% | 9.1% | 75.6% | 151 | 8.61% | 3.9 |
|
| 3072 |
3072
Ferris Capital
Marlborough,
Massachusetts
| $253M | +$15.8M | +7% | 7.23% | 67% | 709 | 4.8% | 0.6 |
|
| 3073 |
3073
Gladstone Capital Management
London,
United Kingdom
| $253M | +$40.5M | +19% | 26.3% | 304% | 13 | 46.15% | 1.4 |
|
| 3074 |
BCM
3074
BlueMar Capital Management
Miami,
Florida
| $253M | -$15.1M | -6% | 0.39% | 27.4% | 67 | 38.81% | 1.1 |
|
| 3075 |
3075
HughesLittle Investment Management
Vancouver,
| $253M | +$28.2M | +13% | 6.09% | 106% | 21 | 4.76% | 3.2 |
|