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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Blue Fin Capital
Warren,
Rhode Island
| $212M | +$21.2M | +11% | 10.2% | 147% | 129 | 6.2% | 4.4 |
|
| 3677 |
3677
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $212M | +$12M | +6% | 7.94% | 104% | 364 | 7.42% | 4.6 |
|
| 3678 |
3678
Heard Capital LLC
Chicago,
Illinois
| $212M | – | – | 8.75% | 161% | 29 | – | 0 |
|
| 3679 |
3679
Prentice Capital Management
Greenwich,
Connecticut
| $212M | – | – | 6.2% | 128% | 20 | – | 0 |
|
| 3680 |
3680
Bourgeon Capital Management
Darien,
Connecticut
| $212M | +$27.2M | +15% | 30.8% | 121% | 250 | 10.4% | 1 |
|
| 3681 |
3681
First Command Bank
Fort Worth,
Texas
| $211M | +$13.3M | +7% | 3.53% | 34.1% | 403 | 13.9% | 2.3 |
|
| 3682 |
3682
First Command Financial Services
Fort Worth,
Texas
| $211M | +$13.3M | +7% | 3.53% | 34.4% | 402 | 13.68% | 2.3 |
|
| 3683 |
SVC
3683
Strycker View Capital
New York
| $211M | -$40.5M | -16% | 8.54% | 114% | 23 | 65.22% | 0.3 |
|
| 3684 |
3684
Benefit Street Partners
New York
| $211M | -$191M | -48% | 6.28% | – | 25 | 24% | 1.3 |
|
| 3685 |
SSI
3685
Scott & Selber Inc
Houston,
Texas
| $211M | +$15.5M | +8% | 11% | 202% | 87 | 28.74% | 2.5 |
|
| 3686 |
3686
Frisch Financial Group
Melville,
New York
| $211M | +$45.7M | +28% | 7.77% | 66.6% | 119 | 19.33% | 0.7 |
|
| 3687 |
3687
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $211M | +$13.5M | +7% | 5.92% | 38.2% | 65 | 10.77% | 2.9 |
|
| 3688 |
3688
RenaissanceRe Holdings
Pembroke,
Bermuda
| $211M | – | – | 26.2% | 40.8% | 5 | – | 0 |
|
| 3689 |
3689
Winch Advisory Services
Appleton,
Wisconsin
| $211M | +$18.8M | +10% | 9.18% | 80.8% | 401 | 13.47% | 2.6 |
|
| 3690 |
3690
WESPAC Advisors SoCal
Pasadena,
California
| $211M | +$8.19M | +4% | 10% | 135% | 86 | 9.3% | 2.3 |
|
| 3691 |
3691
Retirement Capital Strategies
San Jose,
California
| $210M | +$11.4M | +6% | 4.48% | 59% | 54 | 1.85% | 1.9 |
|
| 3692 |
3692
Ostrum Asset Management
Paris,
France
| $210M | +$10.5M | +5% | 7.84% | 107% | 83 | 15.66% | 0.7 |
|
| 3693 |
3693
Sycomore Asset Management
Paris,
France
| $210M | +$21.4M | +11% | 7.57% | 163% | 42 | 35.71% | 0.7 |
|
| 3694 |
3694
IRON Financial
Northbrook,
Illinois
| $210M | +$75.6M | +56% | 3.45% | 60.6% | 127 | 28.35% | 1.7 |
|
| 3695 |
LCM
3695
Lionstone Capital Management
New York
| $210M | -$4.99M | -2% | 8.18% | 74.1% | 19 | 26.32% | 2.5 |
|
| 3696 |
3696
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $210M | – | – | 7.42% | – | 128 | – | 0 |
|
| 3697 |
SHCM
3697
Shelter Haven Capital Management
Summit,
New Jersey
| $209M | – | – | 19.9% | – | 9 | – | 0 |
|
| 3698 |
3698
Ecofin Advisors
London,
United Kingdom
| $209M | -$11.4M | -5% | 1.22% | 77% | 35 | 8.57% | 2 |
|
| 3699 |
3699
Biltmore Wealth Management
Tempe,
Arizona
| $209M | +$4.27M | +2% | 4.52% | 59.8% | 51 | 7.84% | 1.5 |
|
| 3700 |
3700
Certuity
North Palm Beach,
Florida
| $209M | – | – | 9.37% | 190% | 194 | – | 0 |
|