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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Lee Equity Partners
New York
| $86.6M | -$14.2M | -14% | 12.3% | – | 2 | 0% | 1 |
|
| 3952 |
3952
WESPAC Advisors
Orinda,
California
| $86.4M | +$29.4M | +52% | 7.47% | 112% | 101 | 50.5% | 0.9 |
|
| 3953 |
3953
Alethea Capital Management
Mercer Island,
Washington
| $86.4M | +$20.5M | +31% | 1.99% | 275% | 104 | 75% | 0.3 |
|
| 3954 |
3954
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $86.3M | – | – | 1.14% | 55% | 27 | – | 0 |
|
| 3955 |
3955
Charter Research & Investment Group
Southport,
Connecticut
| $86.1M | +$10.4M | +14% | 7.41% | 82.3% | 74 | 17.57% | 0.8 |
|
| 3956 |
3956
Yorkville Capital Management
New York
| $86M | -$14.1M | -14% | 2.52% | – | 52 | 19.23% | 1.7 |
|
| 3957 |
3957
Arlington Capital Management
Arlington Heights,
Illinois
| $85.6M | +$3.02M | +4% | 0.76% | 154% | 16 | 25% | 0.3 |
|
| 3958 |
3958
Glen Capital Partners
Waltham,
Massachusetts
| $85.6M | – | – | 1.3% | – | 6 | – | 0 |
|
| 3959 |
3959
Stonepine Capital Management
Bend,
Oregon
| $85.4M | – | – | 2.38% | 231% | 13 | – | 0 |
|
| 3960 |
3960
Tactical Allocation Group
Birmingham,
Michigan
| $85.3M | -$7.18M | -8% | 2.45% | 15.2% | 21 | 4.76% | 1.5 |
|
| 3961 |
3961
Dunvegan Associates
Santa Barbara,
California
| $85.1M | -$2.61M | -3% | 2.96% | – | 212 | 5.19% | 1.7 |
|
| 3962 |
GIM
3962
Greenwich Investment Management
Norwalk,
Connecticut
| $85M | -$9.02M | -10% | 1.02% | – | 52 | 9.62% | 1.2 |
|
| 3963 |
GOCM
3963
Green Owl Capital Management
New York
| $85M | -$44M | -34% | 4.2% | – | 141 | 80.14% | 0.2 |
|
| 3964 |
3964
Risk Paradigm Group
Austin,
Texas
| $84.6M | +$36.1M | +75% | 3.57% | – | 473 | 59.62% | 0.5 |
|
| 3965 |
3965
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $84.4M | +$4.43M | +6% | 5.88% | 72.9% | 90 | 6.67% | 1.9 |
|
| 3966 |
3966
JRM Investment Counsel
Omaha,
Nebraska
| $84.1M | -$907K | -1% | 3.56% | 65.5% | 37 | 21.62% | 0.8 |
|
| 3967 |
ACM
3967
Addison Clark Management
Stamford,
Connecticut
| $84.1M | -$27.8M | -25% | 0.22% | 14.3% | 29 | 65.52% | 0.5 |
|
| 3968 |
3968
Stringer Asset Management
Memphis,
Tennessee
| $83.9M | +$1.61M | +2% | 3.63% | 16.4% | 38 | 39.47% | 0.9 |
|
| 3969 |
3969
Newfound Research
Wellesley Hills,
Massachusetts
| $83.8M | – | – | 3.57% | 54.6% | 76 | – | 0 |
|
| 3970 |
3970
Plancorp LLC
Saint Louis,
Missouri
| $83.7M | -$26.6M | -24% | 6.45% | 67.3% | 102 | 32.35% | 1.1 |
|
| 3971 |
3971
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| $83.6M | +$8.17M | +11% | 13.2% | 41.3% | 58 | 29.31% | 1.3 |
|
| 3972 |
3972
Technology Crossover Management VI
Menlo Park,
California
| $83.5M | +$1.18M | +1% | 1.43% | 25.5% | 1 | 0% | 2.5 |
|
| 3973 |
3973
Two Sigma Securities
New York
| $83.3M | +$19.7M | +31% | 0.81% | 109% | 427 | 87.12% | 0.1 |
|
| 3974 |
LCP
3974
LeVasseur Capital Partners
Newport Beach,
California
| $83.1M | -$14.2M | -15% | 8.76% | 38.8% | 7 | 14.29% | 1.5 |
|
| 3975 |
IP
3975
Investment Partners
New Philadelphia,
Ohio
| $83.1M | +$6.69M | +9% | 4.89% | 74.1% | 104 | 16.35% | 0.9 |
|