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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
WCM
5626
Westerly Capital Management
San Francisco,
California
| $152M | – | – | 0.12% | 116% | 45 | – | 0.6 |
|
| 5627 |
5627
Saiph Capital
Wyckoff,
New Jersey
| $152M | – | – | 10.1% | 52.4% | 38 | – | 0 |
|
| 5628 |
5628
Equinox Partners Investment Management
Stamford,
Connecticut
| $152M | -$8.63M | -5% | 5.98% | 241% | 14 | 21.43% | 1.8 |
|
| 5629 |
5629
Jentner Corp
Akron,
Ohio
| $152M | +$5.43M | +4% | 4% | 38.9% | 35 | 8.57% | 3.2 |
|
| 5630 |
5630
Range Financial Group
Tigard,
Oregon
| $152M | +$12.8M | +9% | 12.9% | 195% | 177 | 14.12% | 0.6 |
|
| 5631 |
GECH
5631
Garnet Equity Capital Holdings
New York
| $152M | +$45.1M | +42% | 1.65% | 302% | 59 | 55.93% | 0.7 |
|
| 5632 |
5632
Members Advisory Group
Williamsville,
New York
| $151M | – | – | 5.13% | 70.6% | 22 | – | 0 |
|
| 5633 |
5633
Courage Capital Management
Nashville,
Tennessee
| $151M | -$35.3M | -19% | 0.69% | 86.5% | 43 | 11.63% | 1.6 |
|
| 5634 |
5634
McGinn Penninger Investment Management
Alexandria,
Virginia
| $151M | +$12.5M | +9% | 11.3% | 51.9% | 41 | 17.07% | 0.8 |
|
| 5635 |
5635
Totem Point Management
New York
| $151M | -$2.29M | -1% | 19.6% | 577% | 18 | 33.33% | 1.3 |
|
| 5636 |
SAMT
5636
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $151M | +$12.6M | +9% | 9.49% | 68.4% | 68 | 10.29% | 3 |
|
| 5637 |
FP
5637
Factorial Partners
Mt. Kisco,
New York
| $151M | +$4.08M | +3% | 4.98% | 88.7% | 102 | 18.63% | 2.1 |
|
| 5638 |
5638
Mangham Associates
Charlottesville,
Virginia
| $151M | -$4.26M | -3% | 7.24% | 24.4% | 8 | 12.5% | 1.9 |
|
| 5639 |
5639
Rutabaga Capital Management
Boston,
Massachusetts
| $151M | -$55.5M | -27% | 0.37% | 57% | 54 | 7.41% | 3.3 |
|
| 5640 |
5640
Peterson Wealth Services
South Ogden,
Utah
| $151M | – | – | 12% | 160% | 87 | – | 0 |
|
| 5641 |
5641
Garrison Point Advisors
Walnut Creek,
California
| $151M | +$13.1M | +10% | 10% | 81.5% | 157 | 8.92% | 2.3 |
|
| 5642 |
5642
Ardent Capital Management
Cincinnati,
Ohio
| $151M | – | – | 8.53% | 87.2% | 28 | – | 0 |
|
| 5643 |
5643
Cohen & Co Financial Management
New York
| $151M | -$88M | -37% | 0.04% | – | 189 | 61.38% | 0.2 |
|
| 5644 |
5644
SVB Investment Services
Salt Lake City,
Utah
| $150M | +$406K | +0.3% | 5.3% | – | 39 | 5.13% | 1.8 |
|
| 5645 |
TWS
5645
Thomas W. Smith
| $150M | +$4.94M | +3% | 3.33% | – | 8 | 0% | 6.7 |
|
| 5646 |
5646
WealthTrust Asset Management
Destin,
Florida
| $150M | +$38M | +34% | 8.96% | 102% | 81 | 19.75% | 0.4 |
|
| 5647 |
5647
Solitude Financial Services
Charlottesville,
Virginia
| $150M | +$5.11M | +4% | 7.45% | 62.4% | 44 | 15.91% | 0.9 |
|
| 5648 |
TMC
5648
Trellus Management Company
Delray Beach,
Florida
| $150M | +$13M | +9% | 4.18% | 268% | 79 | 55.7% | 1.6 |
|
| 5649 |
5649
Berkeley Inc
Boise,
Idaho
| $150M | +$14.4M | +11% | 6.58% | 49.4% | 94 | 11.7% | 0.8 |
|
| 5650 |
5650
Planning Directions
Glen Mills,
Pennsylvania
| $150M | +$12.8M | +9% | 6.92% | 46.3% | 78 | 7.69% | 1.5 |
|