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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
WSC
3276
Wellington Shields & Co
New York
| $151M | +$18.4M | +14% | 10.2% | 109% | 116 | 21.55% | 1.8 |
|
| 3277 |
FA
3277
Fagan Associates
Troy,
New York
| $150M | +$14M | +10% | 5.98% | 127% | 98 | 18.37% | 1.3 |
|
| 3278 |
IR
3278
IAT Reinsurance
New York
| $150M | -$371M | -71% | 3.64% | 60.2% | 134 | 26.12% | 0.8 |
|
| 3279 |
LSC
3279
Lyon Street Capital
Sausalito,
California
| $150M | +$12.1M | +9% | 3.7% | – | 46 | 30.43% | 1.1 |
|
| 3280 |
CZPM
3280
Capital Z Partners Management
New York
| $150M | +$33.7M | +29% | 5.65% | 48.2% | 5 | 40% | 1.3 |
|
| 3281 |
KAS
3281
Kemnay Advisory Services
New York
| $150M | +$17.3M | +13% | 11.7% | 167% | 45 | 6.67% | 1.6 |
|
| 3282 |
MHS
3282
M Holdings Securities
Portland,
Oregon
| $149M | +$8.95M | +6% | 4.98% | 83.9% | 211 | 17.06% | 1.3 |
|
| 3283 |
PFM
3283
PacWest Financial Management
Phoenix,
Arizona
| $149M | +$14.1M | +10% | 5.62% | 19.2% | 89 | 12.36% | 2.1 |
|
| 3284 |
NLVP
3284
New Leaf Venture Partners
New York
| $149M | +$34.1M | +30% | 0.31% | 17.1% | 16 | 56.25% | 0.7 |
|
| 3285 |
WA
3285
Winfield Associates
Cleveland,
Ohio
| $149M | +$15.5M | +12% | 6.96% | 77.8% | 334 | 14.97% | 1.5 |
|
| 3286 |
SCM
3286
Stonehearth Capital Management
Danvers,
Massachusetts
| $149M | +$10.1M | +7% | 2.98% | 87.5% | 49 | 34.69% | 0.7 |
|
| 3287 |
SAM
3287
Selway Asset Management
| $149M | -$8.98M | -6% | 1.93% | 36.5% | 70 | 10% | 1.7 |
|
| 3288 |
TSWM
3288
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $149M | +$17M | +13% | 6.26% | 83.6% | 144 | 25.69% | 1.9 |
|
| 3289 |
ICM
3289
ISZO Capital Management
New York
| $149M | -$27M | -15% | 12.5% | 68.2% | 17 | 64.71% | 0.4 |
|
| 3290 |
LC
3290
Lightyear Capital
New York
| $149M | +$24.5M | +20% | 21.7% | – | 3 | 0% | 1 |
|
| 3291 |
PCC
3291
Park Circle Company
Baltimore,
Maryland
| $149M | -$2.12M | -1% | 5.05% | 70.5% | 102 | 22.55% | 1.1 |
|
| 3292 |
KSA
3292
Ken Stern & Associates
San Diego,
California
| $149M | +$20.2M | +16% | 4.52% | 39.4% | 91 | 39.56% | 0.5 |
|
| 3293 |
3293
Mariner Independent Advisor Network
Overland Park,
Kansas
| $149M | -$112M | -43% | 4.43% | 39.5% | 149 | 65.1% | 0.7 |
|
| 3294 |
FCCM
3294
First City Capital Management
Savannah,
Georgia
| $149M | +$12.9M | +9% | 6.69% | 76.5% | 705 | 15.18% | 1.4 |
|
| 3295 |
SM
3295
Sunriver Management
Greenwich,
Connecticut
| $149M | – | – | 8.27% | 9.27% | 20 | – | 0 |
|
| 3296 |
SIM
3296
Summitview Investment Management
Grand Cayman,
Cayman Islands
| $149M | – | – | 18.1% | – | 12 | – | 0 |
|
| 3297 |
AIM
3297
Ada Investment Management
New York
| $148M | -$46.8M | -24% | 2.43% | – | 659 | 73.14% | 0.1 |
|
| 3298 |
TCAM
3298
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $148M | +$10.6M | +8% | 5.15% | 2.37% | 8 | 0% | 1.2 |
|
| 3299 |
RCM
3299
Riverloft Capital Management
Miami Beach,
Florida
| $148M | -$115M | -44% | 0.6% | – | 65 | 52.31% | 0.5 |
|
| 3300 |
PCM
3300
Pyrrho Capital Management
New York
| $148M | +$32.4M | +28% | 7.85% | – | 47 | 85.11% | 0.2 |
|