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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
LK
3351
Lumbard & Kellner
Hollis,
New Hampshire
| $126M | -$14.1M | -10% | 8.38% | 137% | 87 | 19.54% | 1.3 |
|
| 3352 |
SAM
3352
Solaris Asset Management
New York
| $126M | -$35.8M | -22% | 8.37% | 74% | 237 | 32.07% | 1.5 |
|
| 3353 |
SRC
3353
Stone Run Capital
New York
| $126M | -$26.9M | -18% | 8.64% | 77.8% | 76 | 14.47% | 2.1 |
|
| 3354 |
LSC
3354
Lesa Sroufe & Co
Seattle,
Washington
| $126M | -$20M | -14% | 9.9% | – | 45 | 20% | 1.7 |
|
| 3355 |
BCCM
3355
Blue Clay Capital Management
Minneapolis,
Minnesota
| $126M | -$51.1M | -29% | 14.3% | – | 96 | 19.79% | 0.5 |
|
| 3356 |
3356
Capital Wealth Planning
Naples,
Florida
| $125M | -$42M | -25% | 5.41% | 73.9% | 136 | 35.29% | 1.1 |
|
| 3357 |
MCC
3357
Malaga Cove Capital
Pv Estates,
California
| $125M | -$13.4M | -10% | 8.44% | 88.1% | 129 | 35.66% | 0.5 |
|
| 3358 |
LJHT
3358
Laurie J. Hall Trustee
| $125M | -$12.1M | -9% | 7.4% | 105% | 90 | 6.67% | 2 |
|
| 3359 |
SFPIA
3359
Stevens First Principles Investment Advisors
Newport Beach,
California
| $125M | -$29.4M | -19% | 9.75% | 44% | 258 | 41.86% | 1.4 |
|
| 3360 |
TC
3360
Talkot Capital
Sausalito,
California
| $125M | +$3.55M | +3% | 6.39% | 13.2% | 21 | 28.57% | 0.8 |
|
| 3361 |
PVWM
3361
Point View Wealth Management
Summit,
New Jersey
| $125M | -$3.69M | -3% | 9.02% | 27% | 212 | 10.38% | 1.4 |
|
| 3362 |
GACM
3362
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $125M | +$1.33M | +1% | 14.3% | 80.4% | 35 | 17.14% | 1.3 |
|
| 3363 |
FCM
3363
Firsthand Capital Management
San Jose,
California
| $125M | -$33.4M | -21% | 11.3% | 265% | 56 | 10.71% | 1.8 |
|
| 3364 |
CD
3364
Carl Domino
West Palm Beach,
Florida
| $125M | -$21.9M | -15% | 10.1% | 38.3% | 157 | 12.74% | 1.7 |
|
| 3365 |
LC
3365
Lightyear Capital
New York
| $125M | -$2.93M | -2% | 0.37% | – | 3 | 0% | 0.8 |
|
| 3366 |
CI
3366
CAZ Investments
Houston,
Texas
| $125M | -$67.2M | -35% | 7.82% | 263% | 122 | 73.77% | 0.4 |
|
| 3367 |
WGCA
3367
Wolf Group Capital Advisors
Fairfax,
Virginia
| $125M | -$25.7M | -17% | 12.2% | 28.2% | 105 | 14.29% | 1.2 |
|
| 3368 |
BAM
3368
Broadmark Asset Management
San Francisco,
California
| $124M | -$231M | -65% | 6.91% | 39.6% | 2 | 50% | 2.3 |
|
| 3369 |
HIM
3369
Harbour Investment Management
Edmonds,
Washington
| $124M | -$8.77M | -7% | 5.68% | 58.8% | 80 | 10% | 2 |
|
| 3370 |
NFG
3370
Noven Financial Group
Denver,
Colorado
| $124M | -$13.3M | -10% | 4.6% | 45.1% | 45 | 35.56% | 0.9 |
|
| 3371 |
PCTC
3371
Perkins Coie Trust Company
Seattle,
Washington
| $124M | -$8.39M | -6% | 6.37% | 83.2% | 263 | 6.46% | 1.4 |
|
| 3372 |
WCBA
3372
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $124M | -$12M | -9% | 2.27% | 52.2% | 573 | 8.2% | 1.7 |
|
| 3373 |
AAM
3373
American Asset Management
Boca Raton,
Florida
| $124M | +$122M | +7,185% | 2.36% | 42.5% | 121 | 95.87% | 0 |
|
| 3374 |
MLIM
3374
Mountain Lake Investment Management
Boca Raton,
Florida
| $124M | +$9.65M | +8% | 15.1% | 64% | 31 | 41.94% | 0.8 |
|
| 3375 |
ATC
3375
Adirondack Trust Company
Saratoga Springs,
New York
| $124M | -$10.1M | -8% | 6.39% | 96.8% | 367 | 5.45% | 1.8 |
|