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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $101M | -$7.32M | -7% | 3.98% | 70.3% | 36 | 2.78% | 0.7 |
|
| 3577 |
3577
L.J. Altfest & Co
New York
| $101M | -$7.81M | -7% | 6.38% | 90.3% | 126 | 23.81% | 0.8 |
|
| 3578 |
ACP
3578
Aquiline Capital Partners
New York
| $101M | +$3.15M | +3% | 3.78% | 14.7% | 2 | 0% | 2.3 |
|
| 3579 |
DCM
3579
DAFNA Capital Management
Los Angeles,
California
| $101M | -$17.5M | -15% | 11.5% | 313% | 99 | 34.34% | 0.8 |
|
| 3580 |
LEP
3580
Lee Equity Partners
New York
| $101M | -$43.9M | -30% | 30.3% | – | 2 | 0% | 0.8 |
|
| 3581 |
IMS
3581
Index Management Solutions
Philadelphia,
Pennsylvania
| $101M | -$6.07M | -6% | 19.8% | – | 846 | 25.65% | 1.4 |
|
| 3582 |
BCM
3582
Bodri Capital Management
San Francisco,
California
| $101M | -$80M | -44% | 14.6% | – | 47 | 76.6% | 0.5 |
|
| 3583 |
3583
Boston Standard Wealth Management
Winchester,
Massachusetts
| $100M | -$6.54M | -6% | 6.31% | 47.1% | 26 | 11.54% | 0.7 |
|
| 3584 |
YCM
3584
Yorkville Capital Management
New York
| $100M | -$43.6M | -30% | 27.4% | – | 51 | 15.69% | 1.6 |
|
| 3585 |
SPC
3585
Standard Pacific Capital
San Francisco,
California
| $100M | -$2.49M | -2% | 8.01% | – | 30 | 40% | 0.7 |
|
| 3586 |
EM
3586
Excalibur Management
Waltham,
Massachusetts
| $100M | -$6.89M | -6% | 7.8% | 81.7% | 73 | 21.92% | 1.8 |
|
| 3587 |
CWM
3587
Catamount Wealth Management
Westport,
Connecticut
| $100M | -$29.2M | -23% | 1.04% | 70.7% | 224 | 43.75% | 0.6 |
|
| 3588 |
VAM
3588
Verity Asset Management
Durham,
North Carolina
| $100M | -$10.4M | -9% | 7.98% | 79.7% | 130 | 57.69% | 0.5 |
|
| 3589 |
3589
Affinity Wealth Management
Wilmington,
Delaware
| $100M | -$54.4M | -35% | 5.2% | 116% | 55 | 36.36% | 1.3 |
|
| 3590 |
WIA
3590
Westbourne Investment Advisors
Annapolis,
Maryland
| $100M | -$10.3M | -9% | 10.1% | 89.4% | 110 | 8.18% | 0.2 |
|
| 3591 |
TWA
3591
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $100M | -$10.9M | -10% | 7.26% | 27.4% | 44 | 25% | 1 |
|
| 3592 |
3592
Canal Capital Management
Richmond,
Virginia
| $99.5M | -$7.48M | -7% | 6.7% | 67.8% | 74 | 18.92% | 0.6 |
|
| 3593 |
PIA
3593
Phoenix Investment Adviser
New York
| $99.4M | -$3.34M | -3% | 13.4% | 25% | 47 | 42.55% | 0.8 |
|
| 3594 |
APSP
3594
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $99.1M | -$4.6M | -4% | 7.6% | 62.1% | 268 | 15.67% | 0.2 |
|
| 3595 |
CCPM
3595
Cooper Creek Partners Management
New York
| $99.1M | +$6.64M | +7% | 11.2% | 86.4% | 42 | 54.76% | 0.7 |
|
| 3596 |
BOCM
3596
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $99.1M | -$4.14M | -4% | 6.13% | 49.6% | 28 | 3.57% | 0.7 |
|
| 3597 |
LMAM
3597
Legg Mason Asset Management
Tokyo,
Japan
| $99M | -$11.3M | -10% | 5.77% | – | 135 | 20% | 1.2 |
|
| 3598 |
JAM
3598
Jolley Asset Management
Rocky Mount,
North Carolina
| $98.7M | -$11.3M | -10% | 9.37% | 3.47% | 123 | 11.38% | 2 |
|
| 3599 |
AGI
3599
Athena Global Investors
Reston,
Virginia
| $98.5M | -$12.4M | -11% | 10.6% | 13.4% | 35 | 8.57% | 1.3 |
|
| 3600 |
3600
MML Investors Services
Springfield,
Massachusetts
| $98.5M | +$1.02M | +1% | 8.23% | 74.5% | 46 | 6.52% | 0.2 |
|