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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Spearhead Capital Advisors
Wellington,
Florida
| $629M | +$105M | +20% | 15.2% | 25.2% | 192 | 16.15% | 1.3 |
|
| 2302 |
2302
PSquared Asset Management
Zurich,
Switzerland
| $629M | +$118M | +23% | 4.06% | 150% | 9 | 55.56% | 0.3 |
|
| 2303 |
2303
Landscape Capital Management
Englewood,
New Jersey
| $629M | +$82.2M | +15% | 22.7% | 98.2% | 422 | 52.61% | 0.4 |
|
| 2304 |
2304
Bristlecone Advisors
Bellevue,
Washington
| $629M | +$80.5M | +15% | 12.4% | 103% | 209 | 15.79% | 2.4 |
|
| 2305 |
2305
Evanson Asset Management
Carmel,
California
| $629M | +$75.3M | +14% | 13.4% | 66.6% | 278 | 15.11% | 3.8 |
|
| 2306 |
2306
Gagnon Securities
New York
| $628M | +$159M | +34% | 37.2% | 210% | 107 | 14.02% | 3 |
|
| 2307 |
2307
DT Investment Partners
Chadds Ford,
Pennsylvania
| $628M | -$66.6M | -10% | 12.6% | 64.3% | 122 | 18.03% | 1.9 |
|
| 2308 |
2308
Artemis Wealth Advisors
New York
| $628M | +$219M | +53% | 27.9% | 180% | 96 | 36.46% | 1.5 |
|
| 2309 |
2309
CFS Investment Advisory Services
Totowa,
New Jersey
| $628M | – | – | 10.6% | 59.7% | 175 | – | 0 |
|
| 2310 |
2310
Arena Capital Advisors
Los Angeles,
California
| $627M | – | – | 11.8% | 127% | 85 | – | 0 |
|
| 2311 |
2311
Olstein Capital Management
Purchase,
New York
| $627M | +$75.1M | +14% | 24.7% | 16.6% | 107 | 14.02% | 3.9 |
|
| 2312 |
2312
Lyell Wealth Management
Menlo Park,
California
| $626M | +$92.4M | +17% | 12.8% | 144% | 163 | 19.63% | 2 |
|
| 2313 |
2313
FourThought Financial
Venice,
Florida
| $626M | – | – | 13% | – | 1,496 | – | 0 |
|
| 2314 |
2314
Sandbar Asset Management
London,
United Kingdom
| $625M | +$223M | +56% | 25.6% | 128% | 61 | 59.02% | 0.4 |
|
| 2315 |
2315
Stieven Capital Advisors
St. Louis,
Missouri
| $625M | +$199M | +47% | 47.5% | 117% | 53 | 22.64% | 2.9 |
|
| 2316 |
2316
Harbor Investment Advisory
Lutherville,
Maryland
| $624M | +$102M | +19% | 13.9% | 97.5% | 1,278 | 12.52% | 0.8 |
|
| 2317 |
2317
GeoWealth Management
Chicago,
Illinois
| $624M | +$293M | +89% | 8.01% | 62.9% | 227 | 39.21% | 0.5 |
|
| 2318 |
2318
Elephas Investment Management
Hong Kong
| $623M | +$136M | +28% | 69.9% | 422% | 13 | 92.31% | 0.2 |
|
| 2319 |
2319
RWWM Inc
Rocklin,
California
| $623M | +$208M | +50% | 23.9% | 40.6% | 13 | 7.69% | 3.7 |
|
| 2320 |
2320
Professional Advisory Services
Vero Beach,
Florida
| $622M | +$61.8M | +11% | 13.5% | 69.3% | 71 | 8.45% | 4.1 |
|
| 2321 |
2321
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $622M | +$383M | +160% | 9.72% | 82.6% | 175 | 11.43% | 4 |
|
| 2322 |
2322
Resources Management Corp
West Hartford,
Connecticut
| $622M | +$67.8M | +12% | 13.7% | 78.5% | 508 | 15.35% | 1.8 |
|
| 2323 |
TC
2323
Teilinger Capital
Houston,
Texas
| $621M | +$516M | +491% | 6.65% | 8.46% | 25 | 76% | 0.2 |
|
| 2324 |
2324
Whitney & Co
Rochester,
New York
| $620M | +$86.6M | +16% | 11.3% | 110% | 127 | 14.96% | 3.5 |
|
| 2325 |
2325
Moody Aldrich Partners
Marblehead,
Massachusetts
| $620M | +$142M | +30% | 33.7% | 312% | 190 | 28.42% | 0.9 |
|