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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Salem Capital Management
Woburn,
Massachusetts
| $140M | +$18.6M | +15% | 21.5% | 32.3% | 63 | 6.35% | 5.5 |
|
| 4327 |
4327
Seascape Capital Management
Portsmouth,
New Hampshire
| $140M | +$29.4M | +27% | 16.6% | 111% | 77 | 28.57% | 0.4 |
|
| 4328 |
4328
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $140M | +$20.4M | +17% | 17.5% | 98.6% | 132 | 6.82% | 2.3 |
|
| 4329 |
4329
Aspen Investment Management
Grand Rapids,
Michigan
| $140M | +$24.1M | +21% | 19.4% | 84.9% | 119 | 13.45% | 4.9 |
|
| 4330 |
4330
Merk Investments
Menlo Park,
California
| $140M | +$42M | +43% | 62.6% | 303% | 18 | 11.11% | 0.4 |
|
| 4331 |
4331
Black Swift Group
Boulder,
Colorado
| $140M | +$39M | +39% | 38.7% | 139% | 120 | 63.33% | 0.5 |
|
| 4332 |
4332
Curtis Advisory Group
Santa Barbara,
California
| $139M | -$12.1M | -8% | 23.9% | 67.6% | 61 | 24.59% | 0.4 |
|
| 4333 |
IGYL
4333
I.G.Y. Ltd
London,
United Kingdom
| $139M | +$13.7M | +11% | 23.8% | 80.5% | 3 | 0% | 0.3 |
|
| 4334 |
4334
Mountain Lake Investment Management
Boca Raton,
Florida
| $139M | +$36M | +35% | 48.2% | 64% | 36 | 52.78% | 1.3 |
|
| 4335 |
GA
4335
Gagnon Advisors
New York
| $139M | +$31.8M | +30% | 46.8% | 129% | 28 | 10.71% | 3.5 |
|
| 4336 |
4336
Lantz Financial
Naperville,
Illinois
| $139M | +$11.3M | +9% | 16.3% | 74.3% | 116 | 9.48% | 1.1 |
|
| 4337 |
4337
CWS Financial Advisors
Kalamazoo,
Michigan
| $139M | +$3.62M | +3% | 14.2% | 55.7% | 138 | 23.91% | 0.4 |
|
| 4338 |
4338
Bay Colony Advisors
Concord,
Massachusetts
| $139M | +$28.4M | +26% | 17.3% | 91.8% | 223 | 31.39% | 1.1 |
|
| 4339 |
APSI
4339
Asset Planning Services Inc
Covington,
Louisiana
| $139M | +$17.4M | +14% | 13.5% | 138% | 37 | 10.81% | 2.6 |
|
| 4340 |
4340
Keeler Thomas Management
Orem,
Utah
| $138M | +$53M | +62% | 16% | 46.1% | 67 | 23.88% | 1.8 |
|
| 4341 |
TWS
4341
Thomas W. Smith
| $138M | +$63.3M | +84% | 133% | – | 9 | 11.11% | 6.1 |
|
| 4342 |
PC
4342
PA Capital
Richmond,
Virginia
| $138M | +$25.1M | +22% | 47% | – | 213 | 45.07% | 0.6 |
|
| 4343 |
4343
GYL Financial Synergies
West Hartford,
Connecticut
| $138M | -$18.3M | -12% | 22.9% | 36% | 166 | 24.1% | 1.1 |
|
| 4344 |
CCP
4344
Camelot Capital Partners
Laguna Beach,
California
| $138M | – | – | 66.8% | – | 2 | – | 0 |
|
| 4345 |
4345
Diker Management
New York
| $138M | -$99M | -42% | 33.9% | 210% | 55 | 69.09% | 1.7 |
|
| 4346 |
4346
Lipe & Dalton
Syracuse,
New York
| $138M | +$19.5M | +17% | 21% | 101% | 107 | 20.56% | 3.3 |
|
| 4347 |
4347
Colton Groome Financial Advisors
Asheville,
North Carolina
| $138M | +$16.7M | +14% | 14.2% | 65.8% | 65 | 23.08% | 0.8 |
|
| 4348 |
4348
Dalton Investments
Las Vegas,
Nevada
| $137M | +$8.36M | +6% | 26.8% | 95.1% | 44 | 6.82% | 2.8 |
|
| 4349 |
4349
RBA Wealth Management
Newport Beach,
California
| $137M | +$21.8M | +19% | 18.5% | 77.7% | 103 | 12.62% | 0.9 |
|
| 4350 |
4350
Aquamarine Capital Management
New York
| $137M | -$9.36M | -6% | 13.1% | 23% | 13 | 15.38% | 4 |
|