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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
Engle Capital Management
Greenwich,
Connecticut
| $195M | -$13.4M | -6% | 13.6% | 398% | 32 | 40.63% | 0.6 |
|
| 3377 |
3377
Lumbard & Kellner
Hollis,
New Hampshire
| $195M | +$11.2M | +6% | 4.91% | 137% | 91 | 10.99% | 2.5 |
|
| 3378 |
3378
Stone Run Capital
New York
| $195M | +$128K | +0.1% | 5.48% | 77.8% | 73 | 8.22% | 3.5 |
|
| 3379 |
GA
3379
Greytown Advisors
Miami,
Florida
| $195M | +$21.3M | +12% | 3.64% | 14.1% | 73 | 12.33% | 0.9 |
|
| 3380 |
3380
Stewardship Financial Advisors
Stockbridge,
Georgia
| $195M | +$20.6M | +12% | 5.27% | 39.1% | 47 | 10.64% | 1.5 |
|
| 3381 |
3381
Piershale Financial Group
Barrington,
Illinois
| $194M | +$17.8M | +10% | 6.67% | 82% | 30 | 56.67% | 1.3 |
|
| 3382 |
3382
Patriot Financial Partners
Radnor,
Pennsylvania
| $194M | -$28.1M | -13% | 2.12% | 16.6% | 8 | 12.5% | 3.1 |
|
| 3383 |
3383
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $194M | +$13.7M | +8% | 4.55% | 39% | 335 | 17.31% | 1.2 |
|
| 3384 |
3384
GFI Investment Counsel
Toronto,
Ontario, Canada
| $194M | +$28.4M | +17% | 14.7% | 41.8% | 29 | 17.24% | 0.8 |
|
| 3385 |
3385
Consolidated Investment Group
Englewood,
Colorado
| $194M | -$3.81M | -2% | 4.48% | 140% | 47 | 0% | 3.2 |
|
| 3386 |
APSP
3386
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $194M | +$12.6M | +7% | 2.98% | 62.1% | 322 | 14.91% | 1.9 |
|
| 3387 |
3387
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $194M | +$48M | +33% | 6.44% | 167% | 71 | 50.7% | 0.7 |
|
| 3388 |
3388
Clearline Capital
New York
| $194M | +$56.2M | +41% | 2.5% | 57.4% | 80 | 80% | 0.2 |
|
| 3389 |
3389
Monetta Financial Services
Wheaton,
Illinois
| $193M | +$9.2M | +5% | 8.97% | 275% | 57 | 50.88% | 1.8 |
|
| 3390 |
LGC
3390
Laurel Grove Capital
Los Angeles,
California
| $193M | +$990K | +0.5% | 7.43% | 59.2% | 103 | 7.77% | 3.1 |
|
| 3391 |
3391
Cheviot Value Management
Beverly Hills,
California
| $193M | +$9.09M | +5% | 5.27% | 77.8% | 60 | 10% | 2.5 |
|
| 3392 |
3392
Rational Advisors
Huntington,
New York
| $193M | +$6.14M | +3% | 3.8% | 37.7% | 423 | 60.28% | 0.6 |
|
| 3393 |
3393
Slow Capital
Greenbrae,
California
| $193M | – | – | 8.18% | 156% | 190 | – | 0 |
|
| 3394 |
3394
Retirement Capital Strategies
San Jose,
California
| $193M | +$7.37M | +4% | 3.33% | 59% | 21 | 28.57% | 2.2 |
|
| 3395 |
3395
Occidental Asset Management
Burlingame,
California
| $193M | +$11.6M | +6% | 3.57% | 82.5% | 153 | 16.34% | 1.8 |
|
| 3396 |
LFR
3396
Lehman Financial Resources
Media,
Pennsylvania
| $193M | -$4.14M | -2% | 4.46% | 58.2% | 82 | 19.51% | 2.3 |
|
| 3397 |
FVCM
3397
F&V Capital Management
Boca Raton,
Florida
| $193M | +$21.5M | +13% | 6.88% | 123% | 65 | 10.77% | 2.7 |
|
| 3398 |
3398
Catalus Capital Management
Greenwich,
Connecticut
| $192M | – | – | 8.38% | – | 1 | – | 0 |
|
| 3399 |
3399
Blue Sky Asset Management
Greenwood Village,
Colorado
| $192M | +$18.3M | +11% | 3.37% | – | 132 | 78.03% | 0.2 |
|
| 3400 |
BI
3400
Boulegeris Investments
Sandy Springs,
Georgia
| $192M | +$12.3M | +7% | 6.17% | 39.1% | 53 | 5.66% | 2.2 |
|