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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Cable Hill Partners
Portland,
Oregon
| $141M | +$12.4M | +10% | 5.58% | 20.3% | 735 | 14.56% | 0.9 |
|
| 3377 |
3377
Norman Fields Gottscho Capital Management
New York
| $141M | -$5.23M | -4% | 5.03% | 96.9% | 76 | 19.74% | 1.5 |
|
| 3378 |
3378
Malaga Cove Capital
Pv Estates,
California
| $141M | +$15.7M | +13% | 8.27% | 88.1% | 123 | 30.08% | 0.7 |
|
| 3379 |
LFG
3379
LifePlan Financial Group
Dayton,
Ohio
| $141M | +$3.13M | +2% | 3.09% | 20.2% | 90 | 3.33% | 1.7 |
|
| 3380 |
3380
Archon Capital Management
Seattle,
Washington
| $141M | +$26.9M | +24% | 5.28% | 222% | 31 | 32.26% | 0.7 |
|
| 3381 |
3381
Crossvault Capital Management
San Antonio,
Texas
| $141M | +$12.7M | +10% | 5.33% | 56.4% | 74 | 17.57% | 1.4 |
|
| 3382 |
3382
Financial Consulate
Hunt Valley,
Maryland
| $141M | +$25.7M | +22% | 4.38% | 53.3% | 73 | 30.14% | 0.7 |
|
| 3383 |
3383
Knightsbridge Asset Management
Newport Beach,
California
| $141M | -$1.68M | -1% | 4.01% | 150% | 42 | 23.81% | 1.4 |
|
| 3384 |
TWS
3384
Thomas W. Smith
| $140M | +$21.8M | +18% | 18.8% | – | 15 | 13.33% | 2.2 |
|
| 3385 |
3385
Sand Grove Capital Management
London,
United Kingdom
| $140M | – | – | 14.5% | 410% | 12 | – | 0 |
|
| 3386 |
3386
Highland Private Wealth Management
Bellevue,
Washington
| $140M | – | – | 6% | 19% | 42 | – | 0 |
|
| 3387 |
NME
3387
Notis-McConarty Edward
| $139M | +$5.66M | +4% | 7.12% | 91.2% | 110 | 11.82% | 1.9 |
|
| 3388 |
3388
Bell Bank
Fargo,
North Dakota
| $139M | +$13.4M | +11% | 6.59% | 71% | 166 | 40.96% | 1.8 |
|
| 3389 |
3389
Mountain Lake Investment Management
Boca Raton,
Florida
| $139M | +$15.2M | +12% | 0.48% | 64% | 33 | 39.39% | 0.8 |
|
| 3390 |
KCP
3390
Kenmare Capital Partners
New York
| $139M | -$15.8M | -10% | 8.56% | 48.8% | 20 | 35% | 1.5 |
|
| 3391 |
3391
Traynor Capital Management
Malvern,
Pennsylvania
| $139M | +$23.3M | +20% | 7.59% | 225% | 146 | 19.86% | 0.7 |
|
| 3392 |
3392
Bocage Capital
San Francisco,
California
| $139M | -$29.2M | -17% | 0.55% | 25.3% | 22 | 40.91% | 0.8 |
|
| 3393 |
3393
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $139M | +$5.54M | +4% | 2.85% | 39.1% | 20 | 10% | 1.9 |
|
| 3394 |
LJHT
3394
Laurie J. Hall Trustee
| $139M | +$13.6M | +11% | 8.46% | 105% | 211 | 59.24% | 0.9 |
|
| 3395 |
3395
Litman Gregory Wealth Management
Larkspur,
California
| $139M | – | – | 1.2% | 55.5% | 24 | – | 0.9 |
|
| 3396 |
3396
B. Riley Financial
Los Angeles,
California
| $139M | – | – | 0.8% | 682% | 133 | – | 0 |
|
| 3397 |
3397
Wilsey Asset Management
San Diego,
California
| $139M | +$9.34M | +7% | 4.42% | 66.9% | 20 | 5% | 1.6 |
|
| 3398 |
3398
Arcus Capital Partners
Atlanta,
Georgia
| $139M | – | – | 2.82% | 69.2% | 88 | – | 0 |
|
| 3399 |
3399
Tradewinds Capital Management
Bellingham,
Washington
| $138M | +$10.5M | +8% | 8.48% | 85.2% | 731 | 13.13% | 1.5 |
|
| 3400 |
3400
Point View Wealth Management
Summit,
New Jersey
| $138M | +$13.2M | +11% | 4.47% | 27% | 228 | 16.23% | 1.5 |
|