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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 |
3276
Lisanti Capital Growth
New York
| $207M | +$32.9M | +19% | 15.7% | 1,490% | 152 | 54.61% | 0.5 |
|
| 3277 |
3277
Moon Capital Management
New York
| $207M | -$117M | -36% | 9.27% | 76.3% | 35 | 48.57% | 1.8 |
|
| 3278 |
3278
Consolidated Investment Group
Englewood,
Colorado
| $207M | +$12.6M | +6% | 1.1% | 140% | 49 | 14.29% | 3.4 |
|
| 3279 |
3279
HughesLittle Investment Management
Vancouver,
| $207M | -$193K | -0.1% | 0.74% | 106% | 19 | 0% | 3 |
|
| 3280 |
3280
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $207M | +$68.6M | +50% | 0.91% | 90.5% | 6 | 33.33% | 0.2 |
|
| 3281 |
UIM
3281
Underhill Investment Management
Greenbrae,
California
| $207M | -$3.37M | -2% | 6.6% | 59.8% | 26 | 34.62% | 2.1 |
|
| 3282 |
3282
Financial Sense Advisors
San Diego,
California
| $206M | -$10.1M | -5% | 1.93% | 152% | 98 | 37.76% | 1 |
|
| 3283 |
HIH
3283
HRS Investment Holdings
New York
| $206M | +$15.3M | +8% | 3.06% | 21.5% | 90 | 17.78% | 1.4 |
|
| 3284 |
3284
SkyBridge Capital II
New York
| $206M | -$95M | -32% | 0.13% | – | 33 | 18.18% | 1.3 |
|
| 3285 |
MP
3285
Meghalaya Partners
Greenwich,
Connecticut
| $206M | -$78.5M | -28% | 8.66% | – | 28 | 46.43% | 0.2 |
|
| 3286 |
3286
Gladstone Capital Management
London,
United Kingdom
| $206M | +$32.4M | +19% | 16.3% | 304% | 13 | 30.77% | 1.3 |
|
| 3287 |
3287
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $206M | -$18.7M | -8% | 3.87% | 282% | 39 | 43.59% | 0.6 |
|
| 3288 |
3288
DAFNA Capital Management
Los Angeles,
California
| $206M | +$19.9M | +11% | 10% | 313% | 85 | 25.88% | 1.5 |
|
| 3289 |
3289
Iowa State Bank
Urbandale,
Iowa
| $206M | -$16.4M | -7% | 3.38% | 85.7% | 98 | 2.04% | 3.1 |
|
| 3290 |
FA
3290
FMA Advisory
Harrisburg,
Pennsylvania
| $205M | -$7.49M | -4% | 2.46% | 46.7% | 152 | 7.24% | 0.8 |
|
| 3291 |
DLG
3291
Daniel L. Goodwin
| $205M | -$24M | -10% | 9.6% | 72.6% | 96 | 10.42% | 2.7 |
|
| 3292 |
3292
Geller Advisors
New York
| $205M | +$6.53M | +3% | 2.86% | 20.4% | 39 | 35.9% | 2.5 |
|
| 3293 |
DCCA
3293
D.C. Capital Advisors
New York
| $205M | +$18.1M | +10% | 1.23% | 59.9% | 28 | 21.43% | 1.7 |
|
| 3294 |
UAM
3294
UAS Asset Management
New York
| $205M | -$11.1M | -5% | 2.72% | 98% | 34 | 44.12% | 1.5 |
|
| 3295 |
3295
White Pine Investment Company
Livonia,
Michigan
| $205M | +$2.1M | +1% | 0.01% | 73.3% | 61 | 21.31% | 3.4 |
|
| 3296 |
3296
Inspirion Wealth Advisors
Libertyville,
Illinois
| $205M | -$1.32M | -0.6% | 1.1% | 52.5% | 77 | 11.69% | 2.3 |
|
| 3297 |
3297
Stansberry Asset Management
Westlake,
Texas
| $204M | -$28.7M | -12% | 3.76% | 79.6% | 106 | 55.66% | 0.2 |
|
| 3298 |
3298
Cribstone Capital Management
Augusta,
Maine
| $203M | -$8.44M | -4% | 1.31% | 22.4% | 1,000 | 31.1% | 1.2 |
|
| 3299 |
ACM
3299
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $203M | -$47M | -19% | 11.6% | 1,745% | 13 | 76.92% | 0.4 |
|
| 3300 |
3300
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $203M | -$4.24M | -2% | 1.26% | 75% | 162 | 11.73% | 2.7 |
|