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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Peregrine Asset Advisers
Portland,
Oregon
| $196M | -$23.7M | -11% | 3.63% | 182% | 162 | 46.3% | 1.8 |
|
| 4627 |
4627
GYL Financial Synergies
West Hartford,
Connecticut
| $196M | +$2.15M | +1% | 0.08% | 36% | 194 | 8.76% | 1.8 |
|
| 4628 |
4628
Curran Financial Partners
Daniel Island,
South Carolina
| $196M | +$13.7M | +8% | 0.64% | 49.4% | 65 | 9.23% | 0.6 |
|
| 4629 |
4629
Nixon Capital
Austin,
Texas
| $196M | -$32.1M | -14% | 0.65% | 118% | 26 | 23.08% | 0.6 |
|
| 4630 |
4630
Congress Park Capital
Saratoga Springs,
New York
| $195M | -$4.12M | -2% | 1.36% | 99.9% | 152 | 20.39% | 1.9 |
|
| 4631 |
ARIS
4631
Advanced Research Investment Solutions
Los Angeles,
California
| $195M | +$84.1M | +76% | 1.59% | 13.1% | 140 | 45.71% | 0.5 |
|
| 4632 |
4632
Seascape Capital Management
Portsmouth,
New Hampshire
| $195M | +$2.98M | +2% | 1% | 111% | 99 | 18.18% | 1.2 |
|
| 4633 |
4633
Lantz Financial
Naperville,
Illinois
| $195M | +$511K | +0.3% | 0.58% | 74.3% | 147 | 3.4% | 1.8 |
|
| 4634 |
4634
Camelot Portfolios
Maumee,
Ohio
| $195M | -$52.9M | -21% | 1.78% | 41.3% | 260 | 23.08% | 2.8 |
|
| 4635 |
FC
4635
Fore Capital
New York
| $195M | -$134M | -41% | 0.56% | 25.4% | 77 | 64.94% | 0.8 |
|
| 4636 |
4636
Peninsula Asset Management
Bradenton,
Florida
| $195M | +$3.37M | +2% | 0.03% | 44.1% | 46 | 0% | 5.9 |
|
| 4637 |
4637
Lipe & Dalton
Syracuse,
New York
| $195M | +$2.3M | +1% | 0.24% | 101% | 107 | 2.8% | 3.9 |
|
| 4638 |
4638
Trellis Advisors
Ellensburg,
Washington
| $195M | +$2.07M | +1% | 0.58% | 23.3% | 81 | 6.17% | 2.3 |
|
| 4639 |
GWM
4639
GSB Wealth Management
Guilford,
Connecticut
| $195M | -$126M | -39% | 0.86% | 61.8% | 225 | 34.22% | 1.2 |
|
| 4640 |
4640
Oldfather Financial Services
Kearney,
Nebraska
| $195M | +$11.7M | +6% | 1.44% | 60.8% | 65 | 12.31% | 1.4 |
|
| 4641 |
4641
Global Financial Private Client
Sarasota,
Florida
| $194M | +$15.4M | +9% | 0.68% | 100% | 612 | 3.27% | 1.3 |
|
| 4642 |
LCM
4642
LH Capital Markets
New York
| $194M | -$242M | -55% | 8.74% | 12.2% | 72 | 77.78% | 0.2 |
|
| 4643 |
4643
Lloyd Advisory Services
Suwanee,
Georgia
| $194M | -$3.53M | -2% | 0.05% | 47.7% | 427 | 10.3% | 1.1 |
|
| 4644 |
4644
Diker Management
New York
| $194M | -$33.4M | -15% | 1.06% | 210% | 39 | 17.95% | 2 |
|
| 4645 |
4645
Castellan Group
Louisville,
Kentucky
| $194M | -$44.2M | -19% | 1.48% | 184% | 93 | 37.63% | 0.5 |
|
| 4646 |
BIMC
4646
Benson Investment Management Company
Roanoke,
Virginia
| $194M | -$2.19M | -1% | 2.11% | 99.8% | 73 | 30.14% | 2 |
|
| 4647 |
4647
Bull Street Advisors
Savannah,
Georgia
| $194M | +$6.7M | +4% | 0.79% | 48.5% | 95 | 2.11% | 1.8 |
|
| 4648 |
4648
Morgens Waterfall Vintiadis & Co
New York
| $194M | -$1.74M | -0.9% | 8.13% | 594% | 39 | 43.59% | 1.6 |
|
| 4649 |
4649
Old Well Partners
Charlotte,
North Carolina
| $194M | -$26.6M | -12% | 5.95% | 97.8% | 52 | 48.08% | 0.7 |
|
| 4650 |
4650
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $194M | +$12.9M | +7% | 0.59% | 58.9% | 75 | 10.67% | 0.6 |
|