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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
Perkins Capital Management
Wayzata,
Minnesota
| $152M | +$22.9M | +18% | 34.8% | 303% | 141 | 21.99% | 2.1 |
|
| 3952 |
SAM
3952
Security Asset Management
New York
| $152M | +$20.2M | +15% | 16.6% | 67.4% | 86 | 8.14% | 3.2 |
|
| 3953 |
3953
Bay Colony Advisors
Concord,
Massachusetts
| $152M | +$34.2M | +29% | 11.1% | 91.8% | 254 | 43.7% | 0.5 |
|
| 3954 |
3954
Elevated Capital Advisors
Sandy,
Utah
| $152M | – | – | 9.24% | 46% | 133 | – | 0 |
|
| 3955 |
KCM
3955
Kempner Capital Management
Galveston,
Texas
| $151M | +$6.02M | +4% | 11.1% | 60.9% | 50 | 6% | 3.7 |
|
| 3956 |
3956
Minot Capital
Broomfield,
Colorado
| $151M | +$14.5M | +11% | 10.7% | 19.6% | 8 | 0% | 0.3 |
|
| 3957 |
3957
Sage Rhino Capital
Menlo Park,
California
| $151M | – | – | 13.9% | 93.9% | 127 | – | 0 |
|
| 3958 |
3958
Resource Planning Group
Atlanta,
Georgia
| $151M | +$17.3M | +13% | 6.1% | 1.9% | 50 | 14% | 0.4 |
|
| 3959 |
3959
Lucerne Capital Management
Greenwich,
Connecticut
| $151M | +$33M | +28% | 30% | – | 2 | 0% | 0.8 |
|
| 3960 |
3960
LexAurum Advisors
Overland Park,
Kansas
| $151M | +$21.9M | +17% | 9.67% | – | 180 | 24.44% | 0.8 |
|
| 3961 |
3961
Oak Asset Management
Westlake Village,
California
| $151M | +$15.8M | +12% | 12.4% | 91.8% | 91 | 9.89% | 1.1 |
|
| 3962 |
3962
NVWM LLC
Yardley,
Pennsylvania
| $151M | +$17.5M | +13% | 15.7% | 119% | 402 | 16.42% | 0.9 |
|
| 3963 |
3963
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $151M | +$14.2M | +10% | 10.1% | 88.9% | 39 | 5.13% | 2.4 |
|
| 3964 |
3964
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $151M | +$11.4M | +8% | 13.1% | 80% | 78 | 16.67% | 1.4 |
|
| 3965 |
3965
Ogorek Anthony Joseph
Williamsville,
New York
| $151M | +$25.2M | +20% | 11.1% | 61.1% | 165 | 5.45% | 1.6 |
|
| 3966 |
HRC
3966
Hoertkorn Richard Charles
| $151M | +$8.75M | +6% | 14.9% | 172% | 88 | 5.68% | 4.1 |
|
| 3967 |
SV
3967
Stilwell Value
New York
| $151M | +$17.6M | +13% | 15.1% | 87.9% | 44 | 18.18% | 2.3 |
|
| 3968 |
3968
Augustine Asset Management
Jacksonville,
Florida
| $151M | +$4.44M | +3% | 12.5% | 316% | 80 | 16.25% | 2.6 |
|
| 3969 |
3969
Tree Line Advisors
Central,
Hong Kong
| $151M | +$88.4M | +142% | 44.3% | 670% | 6 | 33.33% | 0.2 |
|
| 3970 |
3970
Jackson Financial Management
Costa Mesa,
California
| $151M | +$60M | +66% | 10.4% | – | 42 | 28.57% | 0.9 |
|
| 3971 |
3971
Hillswick Asset Management
Stamford,
Connecticut
| $150M | +$15.3M | +11% | 11.7% | 40.2% | 13 | 0% | 4.1 |
|
| 3972 |
3972
Wela Strategies
Atlanta,
Georgia
| $150M | +$17.5M | +13% | 9.57% | 51.3% | 39 | 33.33% | 1.3 |
|
| 3973 |
3973
Scholtz & Company
Stamford,
Connecticut
| $150M | +$34.9M | +30% | 17.1% | 89.2% | 60 | 33.33% | 1.1 |
|
| 3974 |
AW
3974
Alpha Windward
Westwood,
Massachusetts
| $150M | +$13.8M | +10% | 12.7% | 33.6% | 435 | 16.78% | 2.8 |
|
| 3975 |
3975
Selway Asset Management
| $150M | +$13.6M | +10% | 11.8% | 36.5% | 80 | 16.25% | 2.9 |
|