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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
SST
3851
S Squared Technology
New York
| $117M | +$10.1M | +9% | 18.8% | 223% | 43 | 20.93% | 7.4 |
|
| 3852 |
NQWM
3852
Northwest Quadrant Wealth Management
Bend,
Oregon
| $117M | +$12.2M | +12% | 2.12% | 45.6% | 60 | 8.33% | 1.9 |
|
| 3853 |
SCP
3853
Steamboat Capital Partners
Rye,
New York
| $117M | +$23.1M | +25% | 7.18% | 280% | 23 | 26.09% | 2.6 |
|
| 3854 |
MC
3854
Marcus Capital
Northbrook,
Illinois
| $117M | +$9.64M | +9% | 9.57% | 101% | 53 | 13.21% | 5.2 |
|
| 3855 |
PIA
3855
Peachtree Investment Advisors
Atlanta,
Georgia
| $117M | +$7.52M | +7% | 1.71% | 24.2% | 84 | 4.76% | 12.1 |
|
| 3856 |
AFA
3856
Alta Fundamental Advisers
New York
| $117M | +$24.1M | +26% | 3.06% | 340% | 28 | 57.14% | 1.3 |
|
| 3857 |
BKA
3857
Brick & Kyle Associates
Newtown,
Pennsylvania
| $116M | -$12.6M | -10% | 2.42% | 97.4% | 431 | 77.49% | 9.2 |
|
| 3858 |
WAM
3858
Westport Asset Management
Southport,
Connecticut
| $116M | +$6.54M | +6% | 6.23% | 63.9% | 61 | 1.64% | 6.4 |
|
| 3859 |
WI
3859
Wedgewood Investors
Erie,
Pennsylvania
| $116M | +$2M | +2% | 1.32% | – | 132 | 3.03% | 13.2 |
|
| 3860 |
RCA
3860
Restructuring Capital Associates
Stamford,
Connecticut
| $116M | +$7.89M | +7% | 3.89% | 71.2% | 9 | 11.11% | 9.2 |
|
| 3861 |
EWMCB
3861
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $116M | +$883K | +0.8% | 2.07% | 13% | 31 | 3.23% | 7.8 |
|
| 3862 |
MCM
3862
Mork Capital Management
Healdsburg,
California
| $116M | +$3.88M | +3% | 2.67% | 61.9% | 115 | 6.96% | 5.3 |
|
| 3863 |
SIM
3863
Sigma Investment Management
Portland,
Oregon
| $116M | +$3.31M | +3% | 2.27% | 8.4% | 16 | 0% | 11.8 |
|
| 3864 |
MS
3864
Marshall & Sullivan
Seattle,
Washington
| $116M | +$702K | +0.6% | 4.3% | 82% | 42 | 2.38% | 12.4 |
|
| 3865 |
LFPWM
3865
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $116M | +$6.04M | +5% | 1.92% | 46.3% | 27 | 18.52% | 1.9 |
|
| 3866 |
DE
3866
Day & Ennis
Macon,
Georgia
| $116M | +$10.5M | +10% | 1.58% | 15.2% | 101 | 17.82% | 4.1 |
|
| 3867 |
7A
3867
734 Agriculture
New York
| $116M | +$18.2M | +19% | 18.6% | 23.8% | 1 | 0% | 13 |
|
| 3868 |
GA
3868
Gagnon Advisors
New York
| $116M | +$6.1M | +6% | 6.71% | 129% | 31 | 25.81% | 8.6 |
|
| 3869 |
SC
3869
Scholtz & Company
Stamford,
Connecticut
| $116M | -$1.81M | -2% | 4.43% | 89.2% | 57 | 38.6% | 3.3 |
|
| 3870 |
WVP
3870
Worth Venture Partners
Fort Lee,
New Jersey
| $116M | +$2.62M | +2% | 0.87% | 105% | 174 | 51.15% | 1 |
|
| 3871 |
RCM
3871
RB Capital Management
Reno,
Nevada
| $116M | +$10.3M | +10% | 4.13% | 79.4% | 124 | 12.9% | 1.7 |
|
| 3872 |
SV
3872
Sapphire Ventures
Austin,
Texas
| $116M | -$14.5M | -11% | 7.73% | 27.9% | 8 | 12.5% | 1.9 |
|
| 3873 |
FMTCOCP
3873
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $116M | +$3.36M | +3% | 2.09% | 60.9% | 296 | 7.09% | 1.9 |
|
| 3874 |
HIM
3874
Hutchens Investment Management
Concord,
New Hampshire
| $116M | +$3.35M | +3% | 4.87% | 56.8% | 66 | 6.06% | 5.1 |
|
| 3875 |
EECFVCI
3875
EnCap Energy Capital Fund VIII Co-Investors
Houston,
Texas
| $116M | +$12.9M | +13% | 12.6% | 64.7% | 1 | 0% | 2 |
|