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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Crescent Capital Group
Los Angeles,
California
| $143M | – | – | 13.6% | 7.88% | 16 | – | 0 |
|
| 3077 |
3077
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $143M | +$14M | +11% | 9% | 82.6% | 150 | 11.33% | 0.4 |
|
| 3078 |
NME
3078
Notis-McConarty Edward
| $143M | – | – | 9.98% | 91.2% | 111 | – | 0 |
|
| 3079 |
HA
3079
Hamel Associates
Chatham,
New Jersey
| $143M | – | – | 8.2% | 50.6% | 94 | – | 0 |
|
| 3080 |
3080
Managed Asset Portfolios
Rochester,
Michigan
| $143M | – | – | 5.95% | 99.2% | 49 | – | 0 |
|
| 3081 |
3081
Delta Capital Management
Red Bank,
New Jersey
| $142M | +$7.18M | +5% | 7.86% | 129% | 63 | 3.17% | 0.5 |
|
| 3082 |
3082
Lenox Wealth Advisors
New York
| $142M | +$35.3M | +33% | 7.73% | 35.7% | 437 | 54.69% | 0.2 |
|
| 3083 |
3083
Engaged Capital
Newport Beach,
California
| $142M | – | – | 2.16% | 26.2% | 12 | – | 0 |
|
| 3084 |
3084
Permit Capital
West Conshohocken,
Pennsylvania
| $142M | +$3.45M | +2% | 11.5% | 121% | 63 | 7.94% | 0.5 |
|
| 3085 |
3085
Southport Capital Management
Chattanooga,
Tennessee
| $142M | +$13.5M | +10% | 8.63% | 80% | 171 | 22.81% | 0.4 |
|
| 3086 |
3086
Bouchey Financial Group
Troy,
New York
| $142M | – | – | 11.7% | 66.7% | 57 | – | 0 |
|
| 3087 |
3087
Stone Run Capital
New York
| $142M | +$18.8M | +15% | 9.26% | 77.8% | 81 | 16.05% | 0.4 |
|
| 3088 |
3088
Teewinot Capital Advisers
New York
| $142M | – | – | 9.81% | 149% | 54 | – | 0 |
|
| 3089 |
3089
Great Point Partners
Greenwich,
Connecticut
| $142M | -$2.52M | -2% | 9.98% | 710% | 44 | 63.64% | 0.1 |
|
| 3090 |
3090
Vector Wealth Management
Minneapolis,
Minnesota
| $142M | +$4.62M | +3% | 5.9% | 2.13% | 67 | 26.87% | 0.4 |
|
| 3091 |
3091
Oakworth Capital
Birmingham,
Alabama
| $142M | – | – | 8.08% | 64.3% | 532 | – | 0 |
|
| 3092 |
COPM
3092
Charter Oak Partners Management
Westport,
Connecticut
| $141M | +$14.3M | +11% | 8.83% | – | 42 | 40.48% | 0.3 |
|
| 3093 |
3093
Tinicum
New York
| $141M | -$6.75M | -5% | 0.7% | 21.1% | 16 | 25% | 0.5 |
|
| 3094 |
PTB
3094
Pioneer Trust Bank
Salem,
Oregon
| $141M | +$10.9M | +8% | 9.38% | 61.4% | 63 | 6.35% | 0.5 |
|
| 3095 |
3095
Hendley & Co
Zanesville,
Ohio
| $141M | +$20.6M | +17% | 9.09% | 54.8% | 62 | 11.29% | 0.5 |
|
| 3096 |
3096
Financial Planning & Information Services
De Pere,
Wisconsin
| $141M | – | – | 7.09% | 13% | 32 | – | 0 |
|
| 3097 |
3097
Ascent Wealth Partners
New Hartford,
New York
| $141M | – | – | 9.26% | 105% | 98 | – | 0 |
|
| 3098 |
3098
Barings Real Estate Advisers
Hartford,
Connecticut
| $141M | -$19.2M | -12% | 2.19% | 44.2% | 57 | 29.82% | 0.4 |
|
| 3099 |
3099
Boussard & Gavaudan Asset Management
London,
United Kingdom
| $141M | – | – | 10.2% | – | 95 | – | 0 |
|
| 3100 |
LCP
3100
Legacy Capital Partners
Milwaukee,
Wisconsin
| $141M | +$6.5M | +5% | 6.98% | 85.6% | 111 | 6.31% | 0.5 |
|