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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Firestone Capital Management
Coral Gables,
Florida
| $305M | -$11.8M | -4% | 4.2% | 51.6% | 131 | 13.74% | 1.9 |
|
| 3852 |
3852
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $305M | +$29.5M | +11% | 4.6% | 95.9% | 155 | 9.03% | 1.6 |
|
| 3853 |
3853
Paradiem
Covington,
Louisiana
| $305M | -$1.54M | -0.5% | 6.76% | 107% | 101 | 1.98% | 1 |
|
| 3854 |
3854
ValueWorks
New York
| $305M | +$52.4M | +21% | 12.4% | 190% | 39 | 17.95% | 3.2 |
|
| 3855 |
3855
Brandywine Trust
Hockessin,
Delaware
| $305M | +$7.34M | +2% | 4.16% | 32.7% | 29 | 0% | 6.4 |
|
| 3856 |
3856
Corbyn Investment Management
Lutherville,
Maryland
| $305M | -$26.5M | -8% | 1.83% | 71% | 97 | 17.53% | 2.5 |
|
| 3857 |
3857
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $305M | +$13.7M | +5% | 3.37% | 73.9% | 251 | 13.94% | 0.2 |
|
| 3858 |
AA
3858
Ashford Advisors
Pittsford,
New York
| $304M | +$5.44M | +2% | 4.66% | 66.5% | 14 | 14.29% | 1 |
|
| 3859 |
3859
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $304M | -$22.9M | -7% | 2.19% | 147% | 227 | 3.08% | 4.5 |
|
| 3860 |
3860
Wellington Shields & Co
New York
| $304M | -$197M | -39% | 2.79% | 109% | 256 | 22.66% | 2.2 |
|
| 3861 |
LCP
3861
Legacy Capital Partners
Milwaukee,
Wisconsin
| $304M | -$5.29M | -2% | 1.1% | 85.6% | 149 | 10.07% | 5.2 |
|
| 3862 |
3862
Washington State Investment Board
Olympia,
Washington
| $303M | -$37.4M | -11% | 11% | 567% | 1 | 0% | 1.8 |
|
| 3863 |
3863
Studio Investment Management
Chicago,
Illinois
| $303M | +$25.7M | +9% | 1.17% | 51.3% | 106 | 4.72% | 0.5 |
|
| 3864 |
3864
Maniyar Capital Advisors (UK)
London,
United Kingdom
| $303M | +$236M | +354% | 0% | – | 4 | 100% | 0 |
|
| 3865 |
3865
Blume Capital Management
Berkeley,
California
| $303M | +$252K | +0.1% | 0.61% | 102% | 342 | 17.84% | 3.6 |
|
| 3866 |
AFA
3866
Alta Fundamental Advisers
New York
| $303M | +$11M | +4% | 40.4% | 340% | 25 | 28% | 1.2 |
|
| 3867 |
3867
O'Brien Greene & Co
Media,
Pennsylvania
| $303M | -$1.53M | -0.5% | 2.19% | 81.4% | 145 | 13.79% | 2.1 |
|
| 3868 |
3868
Day & Ennis
Macon,
Georgia
| $302M | -$1.59M | -0.5% | 2.75% | 15.2% | 129 | 12.4% | 3 |
|
| 3869 |
3869
Essex Savings Bank
Essex,
Connecticut
| $302M | +$7.34M | +2% | 2.04% | 95.2% | 238 | 13.03% | 2.3 |
|
| 3870 |
3870
Sio Capital Management
New York
| $302M | -$29.4M | -9% | 3.76% | 564% | 86 | 41.86% | 0.8 |
|
| 3871 |
3871
Mendon Capital Advisors
Key Largo,
Florida
| $302M | -$46M | -13% | 6.91% | – | 67 | 16.42% | 2.1 |
|
| 3872 |
3872
Elevated Capital Advisors
Sandy,
Utah
| $302M | – | – | 5.05% | 46% | 177 | – | 1.8 |
|
| 3873 |
3873
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $302M | -$26.8M | -8% | 4.81% | – | 115 | 18.26% | 4.4 |
|
| 3874 |
3874
Finepoint Capital
Boston,
Massachusetts
| $301M | -$89.3M | -23% | 0.64% | 27.4% | 75 | 21.33% | 0.5 |
|
| 3875 |
3875
Kelman-Lazarov Inc
Memphis,
Tennessee
| $301M | -$10.2M | -3% | 3.59% | 46.6% | 85 | 4.71% | 4 |
|