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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
Independent Solutions Wealth Management
Williamsville,
New York
| $234M | +$52.9M | +29% | 24.7% | 125% | 153 | 18.3% | 0.4 |
|
| 3377 |
3377
Southport Capital Management
Chattanooga,
Tennessee
| $233M | +$44.3M | +23% | 17.7% | 80% | 223 | 22.87% | 3.2 |
|
| 3378 |
3378
Selkirk Management
Chatham,
New Jersey
| $233M | +$55.9M | +32% | 48.1% | 245% | 23 | 17.39% | 3.7 |
|
| 3379 |
3379
Capco Asset Management
Tampa,
Florida
| $233M | +$22.1M | +10% | 24.5% | 46.1% | 22 | 0% | 2.8 |
|
| 3380 |
3380
GFG Capital
Miami,
Florida
| $233M | +$36.4M | +18% | 22.9% | 152% | 101 | 38.61% | 0.3 |
|
| 3381 |
3381
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $233M | +$23.1M | +11% | 8.82% | 24.5% | 36 | 5.56% | 3.9 |
|
| 3382 |
3382
Prosight Management
Dallas,
Texas
| $233M | +$19M | +9% | 26.9% | 39.5% | 65 | 52.31% | 0.6 |
|
| 3383 |
LCP
3383
Legacy Capital Partners
Milwaukee,
Wisconsin
| $233M | +$31M | +15% | 21.9% | 85.6% | 156 | 18.59% | 4 |
|
| 3384 |
AGC
3384
Alden Global Capital
Brandon,
Florida
| $233M | -$84.1M | -27% | 26.8% | 99.8% | 41 | 75.61% | 0.2 |
|
| 3385 |
3385
Harfst & Associates
Sheridan,
Wyoming
| $233M | +$36M | +18% | 17.4% | 88.1% | 111 | 19.82% | 2.6 |
|
| 3386 |
3386
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $233M | +$56.1M | +32% | 28.1% | 70.3% | 45 | 20% | 2.5 |
|
| 3387 |
3387
Patten Group
Chattanooga,
Tennessee
| $232M | +$39M | +20% | 17.7% | 99% | 204 | 12.25% | 3.8 |
|
| 3388 |
3388
Stansberry Asset Management
Westlake,
Texas
| $232M | +$42.1M | +22% | 36.4% | 79.6% | 42 | 38.1% | 0.9 |
|
| 3389 |
3389
Robotti Robert
| $232M | +$61.9M | +36% | 43.4% | 107% | 65 | 16.92% | 3.1 |
|
| 3390 |
3390
Windsor Capital Management
Phoenix,
Arizona
| $232M | +$34.5M | +17% | 14.6% | 49.1% | 120 | 12.5% | 4.7 |
|
| 3391 |
3391
Harbourvest Partners
Boston,
Massachusetts
| $232M | +$24.8M | +12% | 23.4% | 8.96% | 39 | 35.9% | 1.5 |
|
| 3392 |
3392
Forest Hill Capital
Little Rock,
Arkansas
| $232M | +$44.3M | +24% | 19.2% | 112% | 48 | 12.5% | 4 |
|
| 3393 |
3393
AlphaMark Advisors
Ft. Wright,
Kentucky
| $232M | +$51.3M | +28% | 14.6% | 26.4% | 695 | 27.77% | 3.1 |
|
| 3394 |
3394
Bank Pictet & Cie (Asia)
Singapore
| $232M | +$24.8M | +12% | 22.2% | 30.4% | 91 | 16.48% | 2.2 |
|
| 3395 |
3395
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $232M | +$40.6M | +21% | 17.1% | 82.6% | 154 | 19.48% | 4.3 |
|
| 3396 |
3396
Bourne Lent Asset Management
Pawling,
New York
| $232M | +$45.2M | +24% | 26.3% | 76.1% | 56 | 10.71% | 4.1 |
|
| 3397 |
APSP
3397
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $232M | +$29.5M | +15% | 15.6% | 62.1% | 81 | 9.88% | 4.1 |
|
| 3398 |
3398
Clean Yield Group
Norwich,
Vermont
| $231M | +$20.9M | +10% | 18.5% | 80.7% | 399 | 21.55% | 2.5 |
|
| 3399 |
3399
Rainier Group Investment Advisory
Bellevue,
Washington
| $231M | +$216M | +1,405% | 19.3% | 41.4% | 61 | 72.13% | 0.7 |
|
| 3400 |
3400
Paragon Capital Management (Colorado)
Denver,
Colorado
| $231M | +$54.7M | +31% | 12% | 109% | 132 | 50.76% | 1.7 |
|