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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4626 |
NC
4626
Nixon Capital
Austin,
Texas
| $196M | -$32.1M | -14% | 0.65% | 118% | 26 | 23.08% |
|
| 4627 |
CPC
4627
Congress Park Capital
Saratoga Springs,
New York
| $195M | -$4.12M | -2% | 1.36% | 95.6% | 152 | 20.39% |
|
| 4628 |
ARIS
4628
Advanced Research Investment Solutions
Los Angeles,
California
| $195M | +$84.1M | +76% | 1.59% | 13.1% | 140 | 45.71% |
|
| 4629 |
SCM
4629
Seascape Capital Management
Portsmouth,
New Hampshire
| $195M | +$2.98M | +2% | 1% | 111% | 99 | 18.18% |
|
| 4630 |
LF
4630
Lantz Financial
Naperville,
Illinois
| $195M | +$511K | +0.3% | 0.58% | 67.1% | 147 | 3.4% |
|
| 4631 |
CP
4631
Camelot Portfolios
Maumee,
Ohio
| $195M | -$52.9M | -21% | 1.78% | 41.3% | 260 | 23.08% |
|
| 4632 |
FC
4632
Fore Capital
New York
| $195M | -$134M | -41% | 0.56% | 25.4% | 77 | 64.94% |
|
| 4633 |
PAM
4633
Peninsula Asset Management
Bradenton,
Florida
| $195M | +$3.37M | +2% | 0.03% | 44.1% | 46 | 0% |
|
| 4634 |
LD
4634
Lipe & Dalton
Syracuse,
New York
| $195M | +$2.3M | +1% | 0.24% | 89.6% | 107 | 2.8% |
|
| 4635 |
TA
4635
Trellis Advisors
Ellensburg,
Washington
| $195M | +$2.07M | +1% | 0.58% | 23.3% | 81 | 6.17% |
|
| 4636 |
GWM
4636
GSB Wealth Management
Guilford,
Connecticut
| $195M | -$126M | -39% | 0.86% | 61.8% | 225 | 34.22% |
|
| 4637 |
OFS
4637
Oldfather Financial Services
Kearney,
Nebraska
| $195M | +$11.7M | +6% | 1.44% | 60.8% | 65 | 12.31% |
|
| 4638 |
GFPC
4638
Global Financial Private Client
Sarasota,
Florida
| $194M | +$15.4M | +9% | 0.68% | 90.4% | 612 | 3.27% |
|
| 4639 |
LCM
4639
LH Capital Markets
New York
| $194M | -$242M | -55% | 8.74% | 12.2% | 72 | 77.78% |
|
| 4640 |
LAS
4640
Lloyd Advisory Services
Suwanee,
Georgia
| $194M | -$3.53M | -2% | 0.05% | 47.7% | 427 | 10.3% |
|
| 4641 |
DM
4641
Diker Management
New York
| $194M | -$33.4M | -15% | 1.06% | 210% | 39 | 17.95% |
|
| 4642 |
CG
4642
Castellan Group
Louisville,
Kentucky
| $194M | -$44.2M | -19% | 1.48% | 196% | 93 | 37.63% |
|
| 4643 |
BIMC
4643
Benson Investment Management Company
Roanoke,
Virginia
| $194M | -$2.19M | -1% | 2.11% | 91.6% | 73 | 30.14% |
|
| 4644 |
BSA
4644
Bull Street Advisors
Savannah,
Georgia
| $194M | +$6.7M | +4% | 0.79% | 41.9% | 95 | 2.11% |
|
| 4645 |
MWVC
4645
Morgens Waterfall Vintiadis & Co
New York
| $194M | -$1.74M | -0.9% | 8.13% | 594% | 39 | 43.59% |
|
| 4646 |
OWP
4646
Old Well Partners
Charlotte,
North Carolina
| $194M | -$26.6M | -12% | 5.95% | 97.8% | 52 | 48.08% |
|
| 4647 |
HBCM
4647
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $194M | +$12.9M | +7% | 0.59% | 58.9% | 75 | 10.67% |
|
| 4648 |
3F
4648
360 Financial
Wayzata,
Minnesota
| $194M | +$1.22M | +0.6% | 1.49% | 82.5% | 98 | 16.33% |
|
| 4649 |
RCA
4649
Rex Capital Advisors
Providence,
Rhode Island
| $194M | -$13.4M | -6% | 4.92% | 7.31% | 22 | 4.55% |
|
| 4650 |
XSC
4650
X-Square Capital
Guaynabo,
Puerto Rico
| $193M | -$17.2M | -8% | 4.1% | 158% | 158 | 16.46% |
|