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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
LCM
3526
Lucha Capital Management
San Francisco,
California
| $143M | – | – | 1.08% | 84.3% | 21 | – | 0 |
|
| 3527 |
WA
3527
WP Advisors
San Francisco,
California
| $143M | – | – | 1.41% | 113% | 61 | – | 0 |
|
| 3528 |
3528
Institutional Venture Management XIII
Menlo Park,
California
| $143M | -$2.98M | -2% | 0.42% | – | 6 | 0% | 2.3 |
|
| 3529 |
3529
Ironwood Financial
Tucson,
Arizona
| $143M | +$3M | +2% | 1.6% | 54.1% | 298 | 7.72% | 1.8 |
|
| 3530 |
3530
Symmetry Partners
Glastonbury,
Connecticut
| $143M | – | – | 0.01% | 58.5% | 31 | – | 0 |
|
| 3531 |
3531
Vector Wealth Management
Minneapolis,
Minnesota
| $142M | -$3.52M | -2% | 0.08% | 2.13% | 84 | 9.52% | 2.5 |
|
| 3532 |
3532
Weybosset Research & Management
Province,
Rhode Island
| $142M | +$4.43M | +3% | 7.56% | 74.8% | 59 | 6.78% | 2.5 |
|
| 3533 |
3533
Trafelet Capital Management
New York
| $142M | +$10.2M | +8% | 9.29% | 101% | 22 | 50% | 1.4 |
|
| 3534 |
3534
Mork Capital Management
Healdsburg,
California
| $142M | +$37.5M | +36% | 9.02% | 61.9% | 150 | 32% | 1 |
|
| 3535 |
LFG
3535
LifePlan Financial Group
Dayton,
Ohio
| $142M | -$3.51M | -2% | 0.8% | 20.2% | 117 | 8.55% | 2.1 |
|
| 3536 |
3536
Osmium Partners
Greenbrae,
California
| $142M | +$20.9M | +17% | 20.8% | 28.4% | 23 | 17.39% | 1.6 |
|
| 3537 |
LBS
3537
Lawrence B. Seidman
| $142M | -$715K | -0.5% | 18.5% | 12.3% | 26 | 3.85% | 1.7 |
|
| 3538 |
3538
CAMG Solamere Management
Charlotte,
North Carolina
| $142M | – | – | 3.08% | 51.7% | 126 | – | 0 |
|
| 3539 |
3539
Torch Wealth Management
Cincinnati,
Ohio
| $142M | +$4.4M | +3% | 2.99% | 48.8% | 103 | 14.56% | 2 |
|
| 3540 |
RHFI
3540
Reilly Herbert Faulkner III
| $142M | +$7.09M | +5% | 2.77% | 80.6% | 45 | 13.33% | 2.4 |
|
| 3541 |
3541
Genesee Valley Trust
Pittsford,
New York
| $142M | -$21.5M | -13% | 3.59% | 30.2% | 286 | 30.42% | 1.8 |
|
| 3542 |
PCA
3542
Prospect Capital Advisors
Sausalito,
California
| $142M | +$4.07M | +3% | 15% | 202% | 25 | 8% | 0.8 |
|
| 3543 |
3543
Wilsey Asset Management
San Diego,
California
| $141M | +$11.4M | +9% | 6.4% | 66.9% | 20 | 10% | 2.4 |
|
| 3544 |
HH
3544
H7 Holdings
Charlottesville,
Virginia
| $141M | – | – | 8.32% | – | 5 | – | 0 |
|
| 3545 |
TA
3545
Tamarack Advisers
Carlsbad,
California
| $141M | -$177M | -56% | 8.03% | 46.5% | 47 | 61.7% | 0.4 |
|
| 3546 |
3546
Cougar Global Investments
Toronto,
Ontario, Canada
| $141M | +$128K | +0.1% | 1.75% | 17.4% | 10 | 10% | 0.6 |
|
| 3547 |
3547
Glassman Wealth Services
Vienna,
Virginia
| $141M | +$21.5M | +18% | 3.58% | 62.6% | 762 | 38.98% | 1 |
|
| 3548 |
3548
Bender Robert & Associates
Pasadena,
California
| $141M | -$10.2M | -7% | 2.15% | 146% | 48 | 0% | 3.2 |
|
| 3549 |
3549
Engle Capital Management
Greenwich,
Connecticut
| $141M | – | – | 8.18% | 398% | 23 | – | 0 |
|
| 3550 |
3550
Blue Granite Capital
Charleston,
South Carolina
| $141M | – | – | 4.49% | – | 105 | – | 0 |
|