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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $100M | +$421K | +0.4% | 2.92% | 36.4% | 104 | 2.88% | 1.7 |
|
| 4577 |
4577
Lingohr Asset Management
Duesseldorf,
Germany
| $100M | -$2.11M | -2% | 2.42% | 141% | 124 | 18.55% | 1.1 |
|
| 4578 |
TMC
4578
Trellus Management Company
Delray Beach,
Florida
| $100M | +$25.9M | +35% | 2.87% | 268% | 87 | 48.28% | 1.2 |
|
| 4579 |
4579
Mountaineer Partners Management
New York
| $99.3M | -$117M | -54% | 5.08% | 158% | 16 | 31.25% | 0.5 |
|
| 4580 |
4580
Grace Capital
Quincy,
Massachusetts
| $99M | -$111M | -53% | 1.35% | 127% | 195 | 38.46% | 1.4 |
|
| 4581 |
4581
Progeny 3 Inc
Kirkland,
Washington
| $99M | +$3.84M | +4% | 3.76% | 96.8% | 20 | 30% | 1.2 |
|
| 4582 |
4582
Elmwood Wealth Management
Berkeley,
California
| $98.9M | -$14.2M | -13% | 0.19% | 42.1% | 293 | 8.53% | 1.3 |
|
| 4583 |
4583
Sanctuary Wealth Management
Pocatello,
Idaho
| $98.9M | -$9.5M | -9% | 0.63% | – | 30 | 16.67% | 1.1 |
|
| 4584 |
4584
Coyle Financial Counsel
Glenview,
Illinois
| $98.4M | -$13.6M | -12% | 1.75% | 62.4% | 60 | 13.33% | 1.2 |
|
| 4585 |
4585
Signet Investment Advisory Group
Providence,
Rhode Island
| $98.3M | +$2.51M | +3% | 2.29% | 59.6% | 75 | 6.67% | 0.7 |
|
| 4586 |
4586
Performa Ltd (US)
Charleston,
South Carolina
| $97.8M | $0 | 0% | 1.28% | 55.8% | 7 | 0% | 0.8 |
|
| 4587 |
4587
Steinberg Asset Management
New York
| $97.8M | -$8.54M | -8% | 2.26% | 130% | 36 | 8.33% | 3.6 |
|
| 4588 |
4588
TRV GP IV
Boston,
Massachusetts
| $97.7M | -$20.4M | -17% | 33.7% | 1,102% | 2 | 50% | 0.4 |
|
| 4589 |
4589
Hanseatic Management Services
Albuquerque,
New Mexico
| $97.5M | -$506K | -0.5% | 4.61% | – | 237 | 27.85% | 0.7 |
|
| 4590 |
4590
Fairbanks Capital Management
Rancho Santa Fe,
California
| $97.1M | +$3.31M | +4% | 0.94% | 81.3% | 57 | 12.28% | 1.3 |
|
| 4591 |
JPLA
4591
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $97.1M | +$1.74M | +2% | 0.47% | 74.3% | 488 | 6.15% | 0.4 |
|
| 4592 |
4592
Lansing Management
New York
| $97M | +$4.9M | +5% | 3.69% | 76.9% | 9 | 0% | 0.7 |
|
| 4593 |
4593
Dean Capital Management
Overland Park,
Kansas
| $96.8M | +$791K | +0.8% | 0.3% | 89.7% | 151 | 31.13% | 0.7 |
|
| 4594 |
DIS
4594
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $96.8M | -$7.15M | -7% | 2.77% | 86% | 36 | 13.89% | 3.3 |
|
| 4595 |
4595
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $96.7M | +$5.07M | +6% | 9.59% | 0.74% | 4 | 0% | 5.1 |
|
| 4596 |
4596
Solas Capital Management
Darien,
Connecticut
| $96.7M | -$1.21M | -1% | 1.42% | 62.5% | 25 | 20% | 0.5 |
|
| 4597 |
4597
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $96.4M | -$660K | -0.7% | 2.17% | 82.6% | 72 | 5.56% | 3.7 |
|
| 4598 |
SA
4598
Sunesis Advisors
Overland Park,
Kansas
| $96.4M | +$3.03M | +3% | 2.14% | – | 29 | 6.9% | 1 |
|
| 4599 |
4599
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $96.3M | -$10M | -9% | 0.64% | 91.9% | 72 | 18.06% | 1.9 |
|
| 4600 |
4600
Castle Rock Wealth Management
Walnut Creek,
California
| $96.3M | +$6.17M | +7% | 1.37% | 115% | 199 | 47.74% | 0.3 |
|