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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

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