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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Hellman Jordan Management Company
Quincy,
Massachusetts
| $89.4M | -$49.6M | -36% | 20.5% | 205% | 67 | 61.19% | 0.6 |
|
| 4652 |
4652
Banyan Capital Management
Atlanta,
Georgia
| $89.4M | – | – | 13.8% | 42.5% | 37 | – | 0 |
|
| 4653 |
4653
Piper Sandler & Co
Minneapolis,
Minnesota
| $89.4M | -$31M | -26% | 0.1% | 0.04% | 21 | 57.14% | 0.1 |
|
| 4654 |
4654
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $89.4M | -$13.4M | -13% | 9.72% | 61.1% | 113 | 14.16% | 3.4 |
|
| 4655 |
4655
Atwater Malick
Lancaster,
Pennsylvania
| $89.4M | – | – | 7.95% | 83.4% | 34 | – | 0 |
|
| 4656 |
4656
Cowbird Capital
New York
| $89.3M | – | – | 17.2% | 21.3% | 12 | – | 0 |
|
| 4657 |
4657
Concourse Capital Management
Atlanta,
Georgia
| $89.2M | -$82.5M | -48% | 15.2% | 107% | 73 | 76.71% | 0.8 |
|
| 4658 |
4658
EDMP Inc
Lutz,
Florida
| $89.1M | -$17M | -16% | 10.4% | 78% | 60 | 16.67% | 3.3 |
|
| 4659 |
4659
Diamant Asset Management
Ridgefield,
Connecticut
| $89.1M | -$18.8M | -17% | 12.6% | 66.9% | 83 | 9.64% | 0.9 |
|
| 4660 |
4660
Spitfire Capital
Mill Valley,
California
| $89.1M | -$103M | -54% | 22.1% | 25.9% | 18 | 11.11% | 4 |
|
| 4661 |
4661
Signet Investment Advisory Group
Providence,
Rhode Island
| $89.1M | – | – | 8.88% | 59.6% | 201 | – | 0 |
|
| 4662 |
4662
Tieton Capital Management
Yakima,
Washington
| $89.1M | -$36.3M | -29% | 23.3% | 172% | 31 | 12.9% | 2.8 |
|
| 4663 |
RHDIC
4663
R.H. Dinel Investment Counsel
Los Angeles,
California
| $89M | – | – | 10.1% | 55.9% | 47 | – | 4.4 |
|
| 4664 |
4664
LDR Capital Management
New York
| $88.8M | -$34M | -28% | 5.6% | 28.4% | 21 | 23.81% | 0.7 |
|
| 4665 |
AGC
4665
Alden Global Capital
Brandon,
Florida
| $88.8M | +$66.4M | +297% | 14.2% | 99.8% | 11 | 81.82% | 0.2 |
|
| 4666 |
4666
Northern Right Capital Management
Darien,
Connecticut
| $88.8M | -$49.9M | -36% | 13.2% | 187% | 20 | 40% | 1.7 |
|
| 4667 |
4667
NovaQuest Capital Management
Raleigh,
North Carolina
| $88.4M | +$18.1M | +26% | 31.4% | 45.1% | 2 | 0% | 1 |
|
| 4668 |
4668
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $88.3M | – | – | 7.81% | 72.3% | 65 | – | 0 |
|
| 4669 |
LM
4669
Litespeed Management
New York
| $88.2M | -$7.81M | -8% | 15.9% | 73.7% | 17 | 58.82% | 0.5 |
|
| 4670 |
4670
Peachtree Investment Partners
Indian River Shores,,
Florida
| $88.1M | – | – | 14% | 92.2% | 52 | – | 0 |
|
| 4671 |
SSCM
4671
Summit Street Capital Management
New York
| $88M | -$14.6M | -14% | 15.6% | 217% | 37 | 32.43% | 1.5 |
|
| 4672 |
KCM
4672
Knoll Capital Management
Miami,
Florida
| $87.9M | -$30.4M | -26% | 20.2% | 258% | 18 | 22.22% | 1.5 |
|
| 4673 |
4673
Cordasco Financial Network
Naples,
Florida
| $87.8M | -$17.3M | -16% | 12% | 31.1% | 427 | 19.67% | 2.1 |
|
| 4674 |
4674
Jabre Capital Partners
Geneva,
Switzerland
| $87.8M | -$215M | -71% | 2.24% | 62.9% | 130 | 86.15% | 0.3 |
|
| 4675 |
CHA
4675
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $87.7M | -$15.8M | -15% | 11.9% | 39.7% | 126 | 17.46% | 0.9 |
|