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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Whalerock Point Partners
Providence,
Rhode Island
| $107M | -$30.3M | -22% | 11.6% | 103% | 119 | 21.85% | 3.8 |
|
| 4377 |
4377
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $107M | -$22.3M | -17% | 17.1% | 36.7% | 4 | 0% | 0.8 |
|
| 4378 |
4378
Western Standard LLC
Los Angeles,
California
| $107M | -$5.83M | -5% | 9.3% | 83.7% | 62 | 58.06% | 0.8 |
|
| 4379 |
4379
Lubar & Co
Milwaukee,
Wisconsin
| $107M | -$21.4M | -17% | 12.7% | – | 13 | 0% | 3.3 |
|
| 4380 |
4380
Schooner Capital
Vero Beach,
Florida
| $107M | -$6.98M | -6% | 6.11% | 31.1% | 1 | 0% | 5.5 |
|
| 4381 |
ALS
4381
Andrew L. Share
| $107M | -$114M | -51% | 21.6% | 14.8% | 1 | 0% | 1 |
|
| 4382 |
4382
Mork Capital Management
Healdsburg,
California
| $107M | -$17M | -14% | 16.5% | 61.9% | 140 | 47.14% | 1.6 |
|
| 4383 |
4383
Orleans Capital Management
Mandeville,
Louisiana
| $107M | -$38.6M | -26% | 9.38% | 94.6% | 84 | 11.9% | 3.3 |
|
| 4384 |
4384
Winthrop Partners - WNY
Buffalo,
New York
| $107M | -$16.6M | -13% | 10.5% | – | 306 | 27.12% | 0.8 |
|
| 4385 |
4385
Adalta Capital Management
New York
| $107M | -$33M | -24% | 14.5% | 80.4% | 87 | 27.59% | 1.4 |
|
| 4386 |
4386
Friedenthal Financial
Marlton,
New Jersey
| $107M | -$14.2M | -12% | 3.89% | 111% | 69 | 44.93% | 1.9 |
|
| 4387 |
4387
IMS Capital Management
Portland,
Oregon
| $107M | -$40.7M | -28% | 20.2% | 119% | 406 | 73.4% | 3 |
|
| 4388 |
ICMP
4388
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $107M | – | – | 8.87% | 39.7% | 21 | – | 0 |
|
| 4389 |
4389
Ballew Advisors
Jackson,
Mississippi
| $106M | -$3.31M | -3% | 5.43% | 68% | 525 | 82.29% | 0.9 |
|
| 4390 |
4390
Leisure Capital Management
Costa Mesa,
California
| $106M | -$16.9M | -14% | 13.5% | 98% | 139 | 15.83% | 2.1 |
|
| 4391 |
4391
Seneca House Advisors
Richmond,
Virginia
| $106M | -$21.5M | -17% | 11.2% | 58.2% | 100 | 13% | 0.9 |
|
| 4392 |
BI
4392
Bredin Investment
Wilmington,
Delaware
| $106M | -$16.6M | -14% | 12.5% | – | 78 | 5.13% | 1 |
|
| 4393 |
4393
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $106M | – | – | 12.1% | 78.2% | 85 | – | 0 |
|
| 4394 |
4394
Altai Capital Management
West Hollywood,
California
| $106M | – | – | 15.3% | 24.9% | 5 | – | 0 |
|
| 4395 |
4395
Exeter Financial
Scottsdale,
Arizona
| $106M | -$15.7M | -13% | 10.6% | 59.1% | 70 | 10% | 1 |
|
| 4396 |
4396
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $106M | -$22M | -17% | 15.1% | 91.9% | 67 | 5.97% | 1.5 |
|
| 4397 |
EWG
4397
Executive Wealth Group
Kirkland,
Washington
| $106M | -$14.7M | -12% | 11.8% | 14.9% | 36 | 11.11% | 1 |
|
| 4398 |
NFG
4398
Noven Financial Group
Denver,
Colorado
| $106M | -$94.4M | -47% | 2.6% | 45.1% | 41 | 51.22% | 2.3 |
|
| 4399 |
4399
Toscafund Asset Management
London,
United Kingdom
| $106M | -$25.6M | -19% | 22% | 80.9% | 8 | 87.5% | 1.4 |
|
| 4400 |
PAM
4400
Pegasus Asset Management
Montebello,
New York
| $106M | -$13.7M | -11% | 12.1% | 89% | 69 | 7.25% | 0.9 |
|