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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
FRGX
4776
First Reserve GP XII
Stamford,
Connecticut
| $85M | – | – | 5.11% | – | 1 | – | 0 |
|
| 4777 |
LSCM
4777
LaSalle Street Capital Management
Chicago,
Illinois
| $85M | +$15.3M | +22% | 14.5% | 30.5% | 99 | 18.18% | 9.2 |
|
| 4778 |
RCG
4778
Ruggie Capital Group
Tavares,
Florida
| $84.9M | -$139M | -62% | 10.6% | 22% | 530 | 71.13% | 7.2 |
|
| 4779 |
TIA
4779
Trust Investment Advisors
Indianapolis,
Indiana
| $84.9M | +$5.6M | +7% | 14.2% | 167% | 86 | 13.95% | 10.5 |
|
| 4780 |
NED
4780
Nancy E. Dempze
| $84.8M | +$12.8M | +18% | 15% | 83.1% | 68 | 5.88% | 11 |
|
| 4781 |
CC
4781
Caspian Capital
New York
| $84.7M | +$29.5M | +54% | 11.2% | – | 8 | 37.5% | 8.2 |
|
| 4782 |
LCM
4782
Lucas Capital Management
Red Bank,
New Jersey
| $84.7M | +$8.72M | +11% | 12.8% | 44.5% | 56 | 10.71% | 15.7 |
|
| 4783 |
EPIM
4783
Equinox Partners Investment Management
Stamford,
Connecticut
| $84.7M | +$5.79M | +7% | 28.5% | 241% | 12 | 41.67% | 3.4 |
|
| 4784 |
LI
4784
Longer Investments
Fayetteville,
Arkansas
| $84.6M | -$1.32M | -2% | 12.3% | 20.4% | 36 | 36.11% | 9.6 |
|
| 4785 |
BCP
4785
Berylson Capital Partners
Boston,
Massachusetts
| $84.5M | +$43.6M | +107% | 15.6% | 57.7% | 41 | 73.17% | 0.9 |
|
| 4786 |
VAS
4786
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $84.4M | -$32.7M | -28% | 9.08% | 89.7% | 30 | 20% | 5.3 |
|
| 4787 |
SCA
4787
Sippican Capital Advisors
Boston,
Massachusetts
| $84.1M | +$10.1M | +14% | 10.9% | 90.1% | 112 | 9.82% | 12.2 |
|
| 4788 |
PD
4788
Planning Directions
Glen Mills,
Pennsylvania
| $84.1M | +$3.23M | +4% | 9.53% | 46.3% | 55 | 16.36% | 3.3 |
|
| 4789 |
CASB
4789
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $84.1M | +$2.27M | +3% | 10.2% | 72.7% | 61 | 4.92% | 17.7 |
|
| 4790 |
CAM
4790
Costello Asset Management
Feasterville,
Pennsylvania
| $83.5M | +$6.28M | +8% | 12.4% | 65.9% | 57 | 15.79% | 0.9 |
|
| 4791 |
OC
4791
Oppenheimer & Close
New York
| $83.3M | -$3.16M | -4% | 8.51% | 149% | 42 | 11.9% | 14.8 |
|
| 4792 |
SCM
4792
Samson Capital Management
Leawood,
Kansas
| $83.3M | +$11.8M | +17% | 18.3% | 13.4% | 13 | 23.08% | 10.5 |
|
| 4793 |
GCA
4793
Genesee Capital Advisors
Auburn,
New York
| $83.1M | +$22M | +36% | 14.5% | 101% | 98 | 39.8% | 0.6 |
|
| 4794 |
KSCM
4794
Kamunting Street Capital Management
Miami Beach,
Florida
| $83M | -$25.9M | -24% | 11.2% | 7.47% | 53 | 60.38% | 2.5 |
|
| 4795 |
NCM
4795
Northwest Capital Management
Lake Oswego,
Oregon
| $82.9M | +$11.8M | +17% | 10.3% | 57% | 75 | 26.67% | 3.6 |
|
| 4796 |
ACA
4796
Apis Capital Advisors
New York
| $82.9M | +$8.31M | +11% | 32.8% | 1,532% | 34 | 32.35% | 2.3 |
|
| 4797 |
P3I
4797
Progeny 3 Inc
Kirkland,
Washington
| $82.9M | +$8.87M | +12% | 12% | 96.8% | 26 | 30.77% | 3.4 |
|
| 4798 |
MC
4798
Matisse Capital
Portland,
Oregon
| $82.8M | +$3.36M | +4% | 14% | 66.9% | 123 | 39.02% | 6.4 |
|
| 4799 |
CCM
4799
Community Capital Management
Plantation,
Florida
| $82.8M | +$15.3M | +23% | 16.2% | 55.6% | 178 | 33.71% | 0.8 |
|
| 4800 |
SWM
4800
Selective Wealth Management
Forest,
Virginia
| $82.8M | – | – | 23.2% | 62.6% | 26 | – | 1.2 |
|