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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
CRIG
3876
Charter Research & Investment Group
Southport,
Connecticut
| $87.3M | +$1.13M | +1% | 2.23% | 82.3% | 72 | 5.56% | 4.3 |
|
| 3877 |
GIM
3877
Guardian Investment Management
Tiburon,
California
| $87.3M | -$5.93M | -6% | 1.07% | 89.7% | 58 | 13.79% | 8.2 |
|
| 3878 |
SCM
3878
SeaStone Capital Management
New York
| $87.2M | -$202M | -70% | 1.54% | 17.6% | 22 | 68.18% | 2.2 |
|
| 3879 |
CC
3879
Casdin Capital
New York
| $87.1M | -$26.1M | -23% | 23.1% | 370% | 37 | 45.95% | 0.8 |
|
| 3880 |
NFG
3880
Nations Financial Group
Cedar Rapids,
Iowa
| $87M | +$10.1M | +13% | 3.25% | 105% | 147 | 17.69% | 0.9 |
|
| 3881 |
PP
3881
Pension Partners
New York
| $87M | -$21.9M | -20% | 7.27% | – | 15 | 60% | 2 |
|
| 3882 |
RCA
3882
Restructuring Capital Associates
Stamford,
Connecticut
| $86.9M | -$4.29M | -5% | 1.42% | 71.2% | 7 | 0% | 8.4 |
|
| 3883 |
CAM
3883
Concorde Asset Management
Ann Arbor,
Michigan
| $86.9M | -$2.96M | -3% | 1.01% | – | 142 | 42.25% | 2.4 |
|
| 3884 |
NIS
3884
National Investment Services
Milwaukee,
Wisconsin
| $86.6M | -$1.58M | -2% | 0.8% | 47.2% | 42 | 19.05% | 6 |
|
| 3885 |
LFWA
3885
LBJ Family Wealth Advisors
Austin,
Texas
| $86.5M | +$10.3M | +13% | 1.16% | 64.9% | 16 | 6.25% | 7.9 |
|
| 3886 |
CWM
3886
Catamount Wealth Management
Westport,
Connecticut
| $86.4M | -$24.1M | -22% | 3.7% | 70.7% | 147 | 17.69% | 3.6 |
|
| 3887 |
JC
3887
JCSD Capital
Walnut Creek,
California
| $86.1M | +$3.56M | +4% | 6.73% | – | 37 | 18.92% | 2.8 |
|
| 3888 |
GBA
3888
Garrison Bradford & Associates
New York
| $86M | -$3.3M | -4% | 0.7% | 63.5% | 85 | 17.65% | 8.4 |
|
| 3889 |
MPA
3889
Marvin & Palmer Associates
Wilmington,
Delaware
| $85.8M | -$11.8M | -12% | 2.86% | 392% | 59 | 33.9% | 4.2 |
|
| 3890 |
RA
3890
Raffles Associates
New York
| $85.6M | +$3.23M | +4% | 5.28% | 50% | 52 | 23.08% | 7.2 |
|
| 3891 |
TNAM
3891
Terra Nova Asset Management
New York
| $85.5M | -$4.48M | -5% | 0.3% | 158% | 116 | 17.24% | 3.3 |
|
| 3892 |
SNBOSCI
3892
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $85.5M | -$15.5M | -15% | 5.4% | 61% | 76 | 9.21% | 9.3 |
|
| 3893 |
DMC
3893
Drexel Morgan & Co
Radnor,
Pennsylvania
| $85.3M | -$4.9M | -5% | 3.02% | 50.1% | 104 | 18.27% | 8.1 |
|
| 3894 |
QCM
3894
QFR Capital Management
New York
| $85.2M | – | – | 27.2% | – | 2 | – | 0 |
|
| 3895 |
RHDIC
3895
R.H. Dinel Investment Counsel
Los Angeles,
California
| $85.1M | -$3.22M | -4% | 1.8% | 34.1% | 53 | 1.89% | 8.4 |
|
| 3896 |
SCM
3896
Stonepine Capital Management
Bend,
Oregon
| $84.8M | -$567K | -0.7% | 9.46% | 231% | 21 | 42.86% | 0.6 |
|
| 3897 |
VV
3897
Valentine Ventures
Bend,
Oregon
| $84.6M | -$2.91M | -3% | 0.12% | – | 35 | 25.71% | 4.4 |
|
| 3898 |
CNFG
3898
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $84.5M | -$3.43M | -4% | 3.28% | 52.6% | 80 | 13.75% | 4.5 |
|
| 3899 |
PCA
3899
Prospect Capital Advisors
Sausalito,
California
| $84.4M | -$33.2M | -28% | 1% | 202% | 26 | 38.46% | 0.8 |
|
| 3900 |
LCG
3900
Lisanti Capital Growth
New York
| $84.4M | -$10.8M | -11% | 10.5% | 1,490% | 133 | 60.15% | 1.5 |
|