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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Wellington Shields & Co
New York
| $175M | -$9.8M | -5% | 11.5% | 109% | 177 | 31.07% | 3 |
|
| 3502 |
3502
Stanley Capital Management
Houston,
Texas
| $175M | -$38.6M | -18% | 19.5% | 158% | 35 | 11.43% | 2.7 |
|
| 3503 |
3503
New England Investment & Retirement Group
North Andover,
Massachusetts
| $174M | +$21.9M | +14% | 6.1% | 72.5% | 66 | 57.58% | 1.4 |
|
| 3504 |
3504
Fiducient Advisors
Chicago,
Illinois
| $174M | -$26.3M | -13% | 11.2% | 52.3% | 22 | 18.18% | 0.8 |
|
| 3505 |
BCM
3505
BlueMar Capital Management
Miami,
Florida
| $174M | -$78.7M | -31% | 19.9% | 27.4% | 56 | 42.86% | 1.6 |
|
| 3506 |
3506
Claar Advisors
New York
| $174M | -$43.9M | -20% | 12% | 65.5% | 37 | 43.24% | 1.1 |
|
| 3507 |
SAM
3507
Southpaw Asset Management
Stamford,
Connecticut
| $173M | +$1.64M | +1% | 8.28% | 0.05% | 20 | 15% | 0.6 |
|
| 3508 |
SXL
3508
Summit X LLC
Chesterfield,
Missouri
| $173M | -$30.3M | -15% | 10.6% | 62.9% | 246 | 23.58% | 1.1 |
|
| 3509 |
3509
Taylor Wealth Management Partners
Boston,
Massachusetts
| $173M | -$61.9M | -26% | 12.1% | 62% | 144 | 8.33% | 2.3 |
|
| 3510 |
3510
Bender Robert & Associates
Pasadena,
California
| $173M | -$46.7M | -21% | 18.3% | 146% | 48 | 4.17% | 4.6 |
|
| 3511 |
3511
Aspire Private Capital
Cornelius,
North Carolina
| $173M | – | – | 9.23% | 49.6% | 573 | – | 0 |
|
| 3512 |
3512
U.S. Global Investors (USGI)
San Antonio,
Texas
| $173M | -$34.2M | -16% | 6.73% | 151% | 178 | 43.26% | 0.9 |
|
| 3513 |
TF
3513
TimeScale Financial
Danvers,
Massachusetts
| $173M | – | – | 11.2% | 31.3% | 91 | – | 0 |
|
| 3514 |
3514
Bard Associates
Chicago,
Illinois
| $173M | -$43.9M | -20% | 13.5% | 241% | 177 | 7.34% | 3.6 |
|
| 3515 |
3515
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $173M | -$112M | -39% | 14.4% | 282% | 27 | 44.44% | 1.4 |
|
| 3516 |
3516
Mudrick Capital Management
New York
| $173M | +$80M | +86% | 1.67% | 212% | 4 | 25% | 0.4 |
|
| 3517 |
AFA
3517
Alta Fundamental Advisers
New York
| $173M | -$742K | -0.4% | 18.5% | 340% | 25 | 24% | 1.1 |
|
| 3518 |
QCMC
3518
Quantum Capital Management (California)
San Francisco,
California
| $172M | -$107M | -38% | 11.7% | 53.7% | 225 | 34.22% | 2.3 |
|
| 3519 |
3519
General Equity Holdings
Brooklyn,
New York
| $172M | +$52.9M | +44% | 18.1% | 775% | 13 | 38.46% | 0.4 |
|
| 3520 |
3520
Anson Funds Management
Dallas,
Texas
| $172M | -$108M | -39% | 47.2% | 2,010% | 64 | 90.63% | 0.1 |
|
| 3521 |
3521
Premier Fund Managers
Guildford,
United Kingdom
| $172M | -$2.75M | -2% | 13.8% | 56.6% | 50 | 22% | 1.6 |
|
| 3522 |
3522
Somerset Trust
Somerset,
Pennsylvania
| $172M | -$30.3M | -15% | 12.4% | 80.5% | 175 | 4.57% | 2.9 |
|
| 3523 |
3523
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $172M | – | – | 9.88% | 67.5% | 735 | – | 0 |
|
| 3524 |
3524
WealthTrust-Arizona
Scottsdale,
Arizona
| $172M | -$37.2M | -18% | 13.3% | 20.2% | 748 | 10.43% | 3 |
|
| 3525 |
3525
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $172M | – | – | 11.9% | 85.6% | 168 | – | 0 |
|