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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 |
GAMC
3926
Garner Asset Management Corp
Plano,
Texas
| $112M | +$5.77M | +5% | 3.17% | 95.3% | 151 | 6.62% | 0.2 |
|
| 3927 |
3927
American Trust Investment Advisors
Lebanon,
New Hampshire
| $112M | -$2.26M | -2% | 7.76% | 91% | 85 | 24.71% | 1.5 |
|
| 3928 |
3928
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $112M | +$15.9M | +17% | 2.9% | 97.3% | 972 | 12.86% | 0.6 |
|
| 3929 |
3929
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $112M | -$1.19M | -1% | 4.53% | 82% | 53 | 22.64% | 0.6 |
|
| 3930 |
3930
Brandywine Trust
Hockessin,
Delaware
| $112M | +$16.7M | +18% | 3.95% | 32.7% | 34 | 32.35% | 2.5 |
|
| 3931 |
ACM
3931
AidennLair Capital Management
New York
| $112M | -$63.3M | -36% | 1.53% | – | 32 | 59.38% | 0.3 |
|
| 3932 |
3932
Lucas Capital Management
Red Bank,
New Jersey
| $112M | -$26.5M | -19% | 3.23% | 44.5% | 133 | 26.32% | 2.9 |
|
| 3933 |
3933
Opus Point Partners Management
New York
| $111M | +$2.3M | +2% | 10% | 85.2% | 70 | 14.29% | 1.4 |
|
| 3934 |
LA
3934
LFL Advisers
Evanston,
Illinois
| $111M | +$4.62M | +4% | 6.79% | 83% | 12 | 8.33% | 0.8 |
|
| 3935 |
3935
Friedenthal Financial
Marlton,
New Jersey
| $111M | +$3.4M | +3% | 3.63% | 111% | 59 | 22.03% | 1.3 |
|
| 3936 |
3936
Bishop & Co Investment Management
Erie,
Pennsylvania
| $111M | +$937K | +0.9% | 3.27% | 47.6% | 16 | 12.5% | 1.6 |
|
| 3937 |
3937
Rotation Capital Management
New York
| $111M | +$36.9M | +50% | 12.1% | – | 45 | 42.22% | 0.3 |
|
| 3938 |
3938
EDMP Inc
Lutz,
Florida
| $111M | +$2.98M | +3% | 2.9% | 78% | 66 | 10.61% | 2.6 |
|
| 3939 |
3939
Pathstone Family Office
Englewood,
New Jersey
| $111M | -$126M | -53% | 5.68% | 38.9% | 398 | 59.55% | 1 |
|
| 3940 |
3940
Chesapeake Asset Management
New York
| $111M | +$5.85M | +6% | 4.17% | 153% | 66 | 12.12% | 2.9 |
|
| 3941 |
3941
Invictus RG
Hamilton,
Bermuda
| $111M | -$26.4M | -19% | 14.3% | 289% | 818 | 67.97% | 0.4 |
|
| 3942 |
3942
Paragon Wealth Strategies
Jacksonville,
Florida
| $111M | -$811K | -0.7% | 4.17% | 59.8% | 30 | 10% | 0.6 |
|
| 3943 |
ASA
3943
Armstrong Shaw Associates
New Canaan,
Connecticut
| $111M | -$155M | -58% | 4.28% | 51.2% | 42 | 2.38% | 2.5 |
|
| 3944 |
3944
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $111M | +$779K | +0.7% | 3.74% | 67.8% | 140 | 7.86% | 3 |
|
| 3945 |
3945
Capital Asset Advisory Services
Williamston,
Michigan
| $110M | -$45.4M | -29% | 3.47% | 51% | 130 | 19.23% | 1 |
|
| 3946 |
SM
3946
Saya Management
New York
| $110M | – | – | 11.9% | 34.8% | 11 | – | 0 |
|
| 3947 |
HIM
3947
Hutchens Investment Management
Concord,
New Hampshire
| $110M | -$5.36M | -5% | 6.64% | 56.8% | 87 | 32.18% | 1.1 |
|
| 3948 |
3948
Nixon Peabody Trust
Boston,
Massachusetts
| $110M | +$2.06M | +2% | 3.9% | 85.3% | 69 | 7.25% | 1.5 |
|
| 3949 |
3949
Donald L. Hagan LLC
Sarasota,
Florida
| $110M | +$4.31M | +4% | 4.11% | 47.9% | 84 | 27.38% | 1.6 |
|
| 3950 |
3950
Steginsky Capital
Port Washington,
New York
| $110M | +$8.18M | +8% | 8.16% | 99.4% | 10 | 10% | 0.7 |
|