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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Periscope Capital
Toronto,
Ontario, Canada
| $629M | +$175M | +38% | 2.25% | 28.8% | 330 | 42.42% | 0.6 |
|
| 3102 |
3102
Allied Investment Advisors
Billings,
Montana
| $628M | +$56.4M | +10% | 6.81% | 68.4% | 100 | 16% | 3.8 |
|
| 3103 |
LFC
3103
LCC Family Corp
Toronto,
| $628M | -$185M | -23% | 22.8% | – | 1 | 0% | 0.3 |
|
| 3104 |
3104
Virtue Capital Management
Brentwood,
Tennessee
| $628M | +$84.3M | +16% | 7.75% | 97.9% | 327 | 29.36% | 2.1 |
|
| 3105 |
3105
DSG Capital Advisors
Edina,
Minnesota
| $628M | +$65M | +12% | 10.3% | – | 133 | 15.04% | 0.6 |
|
| 3106 |
WAM
3106
Warberg Asset Management
Winnetka,
Illinois
| $627M | -$16.3M | -3% | 10.5% | 65.3% | 243 | 48.56% | 0.8 |
|
| 3107 |
3107
Principal Street Partners
Memphis,
Tennessee
| $627M | -$393M | -39% | 8.4% | 91% | 387 | 32.82% | 2.8 |
|
| 3108 |
3108
Integrity Advisory Solutions
Dallas,
Texas
| $626M | – | – | 5.55% | – | 246 | – | 0 |
|
| 3109 |
3109
Mach-1 Financial Group
Rogers,
Arkansas
| $626M | +$284M | +83% | 5.55% | 83.4% | 418 | 89.47% | 0.3 |
|
| 3110 |
3110
SFE Investment Counsel
Los Angeles,
California
| $626M | +$58.4M | +10% | 10.4% | 114% | 152 | 10.53% | 5 |
|
| 3111 |
3111
Westside Investment Management
Santa Monica,
California
| $626M | +$86.7M | +16% | 10.8% | 114% | 1,438 | 14.39% | 3.3 |
|
| 3112 |
3112
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $625M | +$31.4M | +5% | 6.18% | 46.5% | 127 | 7.09% | 2.9 |
|
| 3113 |
3113
Crawford Fund Management
Boston,
Massachusetts
| $625M | +$88.3M | +16% | 6.81% | – | 215 | 20.93% | 1 |
|
| 3114 |
3114
Heritage Investment Group
Pompano Beach,
Florida
| $625M | +$44.4M | +8% | 6.31% | 51.2% | 115 | 6.09% | 2.6 |
|
| 3115 |
3115
Cornerstone Planning Group
Fairfield,
New Jersey
| $624M | +$134M | +27% | 6.96% | 60% | 1,781 | 19.03% | 1.4 |
|
| 3116 |
3116
Elk River Wealth Management
Denver,
Colorado
| $624M | +$42.7M | +7% | 8.15% | 81.8% | 102 | 4.9% | 3.4 |
|
| 3117 |
VHMC
3117
Value Holdings Management Company
Hampton Bays,
New York
| $624M | +$57.6M | +10% | 13.2% | 125% | 33 | 6.06% | 7 |
|
| 3118 |
3118
Gabelli & Co Investment Advisers
Rye,
New York
| $624M | -$27.5M | -4% | 12.9% | 248% | 347 | 44.96% | 1.4 |
|
| 3119 |
3119
Soundwatch Capital
Rowayton,
Connecticut
| $624M | +$35.2M | +6% | 8.19% | 68.6% | 152 | 77.63% | 1.4 |
|
| 3120 |
3120
Towercrest Capital Management
Newtown,
Pennsylvania
| $623M | +$63.2M | +11% | 5.26% | 42.6% | 99 | 10.1% | 5.7 |
|
| 3121 |
HCP
3121
Holt Capital Partners
Fort Worth,
Texas
| $623M | +$42.6M | +7% | 6.99% | 69.5% | 148 | 2.7% | 7.7 |
|
| 3122 |
3122
Affinity Partners
Sunny Isles Beach,
Florida
| $623M | -$81M | -12% | 11.5% | – | 1 | 0% | 0.8 |
|
| 3123 |
SA
3123
Strategic Advisors
New York
| $623M | +$114M | +22% | 8.44% | 106% | 190 | 10% | 4.9 |
|
| 3124 |
3124
Nicolet Bankshares
Green Bay,
Wisconsin
| $622M | +$43.5M | +8% | 7.65% | 75.5% | 224 | 10.27% | 5.7 |
|
| 3125 |
3125
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $622M | +$85M | +16% | 9.02% | 90.7% | 295 | 12.54% | 6.1 |
|