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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
CWA Asset Management Group
Naples,
Florida
| $88.9M | – | – | 3.04% | – | 137 | – | 0 |
|
| 3927 |
3927
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $88.9M | -$1.08M | -1% | 2.27% | 131% | 95 | 21.05% | 0.8 |
|
| 3928 |
3928
Richmond Hill Investment Company
New York
| $88.8M | -$4.76M | -5% | 6.1% | 7.84% | 13 | 46.15% | 0.7 |
|
| 3929 |
3929
Princeton Capital Management
Red Bank,
New Jersey
| $88.8M | +$701K | +0.8% | 6.59% | 180% | 88 | 23.86% | 1.4 |
|
| 3930 |
3930
American Trust Investment Advisors
Lebanon,
New Hampshire
| $88.7M | +$2.69M | +3% | 4.58% | 91% | 78 | 16.67% | 0.7 |
|
| 3931 |
DI
3931
Diligent Investors
Redlands,
California
| $88.6M | -$4.6M | -5% | 6.26% | 82.2% | 150 | 9.33% | 0.9 |
|
| 3932 |
SSCM
3932
Summit Street Capital Management
New York
| $88.5M | +$4.31M | +5% | 1.65% | 217% | 37 | 18.92% | 0.7 |
|
| 3933 |
3933
Osmium Partners
Greenbrae,
California
| $88.5M | +$1.66M | +2% | 10.3% | 28.4% | 22 | 27.27% | 1.6 |
|
| 3934 |
TSBJ
3934
Trevor, Stewart, Burton & Jacobsen
New York
| $88.4M | +$2.32M | +3% | 6.55% | – | 64 | 18.75% | 1.1 |
|
| 3935 |
3935
Advocacy Wealth Management Services
Atlanta,
Georgia
| $88.4M | – | – | 0.34% | 48.3% | 571 | – | 0.7 |
|
| 3936 |
3936
P.A.W. Capital
Greenwich,
Connecticut
| $88.4M | +$1.18M | +1% | 5.26% | 54.6% | 68 | 13.24% | 1.7 |
|
| 3937 |
RHDIC
3937
R.H. Dinel Investment Counsel
Los Angeles,
California
| $88.3M | -$7.45M | -8% | 8.51% | 55.9% | 59 | 13.56% | 1.8 |
|
| 3938 |
AM
3938
Account Management
Boxford,
Massachusetts
| $88.2M | -$16.4M | -16% | 3.29% | 87.4% | 31 | 19.35% | 1.9 |
|
| 3939 |
3939
Winch Advisory Services
Appleton,
Wisconsin
| $88.2M | +$19.8M | +29% | 8.26% | 80.8% | 318 | 30.82% | 0.6 |
|
| 3940 |
3940
National Investment Services
Milwaukee,
Wisconsin
| $88.1M | +$3.53M | +4% | 8.82% | 47.2% | 44 | 22.73% | 1.2 |
|
| 3941 |
3941
Spectrum Asset Management (California)
Newport Beach,
California
| $88.1M | +$2.76M | +3% | 4.8% | 68.3% | 65 | 27.69% | 0.7 |
|
| 3942 |
3942
Farley Capital
New York
| $88M | -$38.1M | -30% | 9.54% | 105% | 14 | 14.29% | 1.4 |
|
| 3943 |
CNFG
3943
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $88M | +$229K | +0.3% | 3.81% | 52.6% | 80 | 7.5% | 0.9 |
|
| 3944 |
DIS
3944
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $87.8M | +$4.19M | +5% | 5.63% | 86% | 73 | 24.66% | 1.7 |
|
| 3945 |
GECH
3945
Garnet Equity Capital Holdings
New York
| $87.6M | -$118M | -57% | 0.4% | 302% | 28 | 17.86% | 1.6 |
|
| 3946 |
VV
3946
Valentine Ventures
Bend,
Oregon
| $87.6M | -$1.38M | -2% | 2.52% | – | 35 | 31.43% | 0.7 |
|
| 3947 |
3947
Weatherstone Capital Management
Denver,
Colorado
| $87.4M | -$20.9M | -19% | 2.68% | 32% | 81 | 35.8% | 1.1 |
|
| 3948 |
3948
Central Square Management
Naperville,
Illinois
| $87.2M | -$6.24M | -7% | 2.84% | 8.22% | 47 | 46.81% | 0.7 |
|
| 3949 |
3949
Verity Asset Management
Durham,
North Carolina
| $87M | -$13M | -13% | 4.65% | 79.7% | 119 | 60.5% | 0.5 |
|
| 3950 |
SH
3950
Scepter Holdings
Fort Worth,
Texas
| $86.7M | -$75.9M | -47% | 0.51% | – | 18 | 44.44% | 0.5 |
|