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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
YCG LLC
Austin,
Texas
| $238M | +$15.9M | +7% | 9.47% | 27% | 94 | 20.21% | 0.5 |
|
| 2452 |
2452
Lisanti Capital Growth
New York
| $238M | +$18.4M | +8% | 22.3% | 1,490% | 151 | 62.25% | 0.2 |
|
| 2453 |
2453
Baystate Wealth Management
Boston,
Massachusetts
| $238M | +$26.1M | +12% | 5.5% | 14.6% | 44 | 47.73% | 0.3 |
|
| 2454 |
2454
Financial Sense Advisors
San Diego,
California
| $238M | +$7.37M | +3% | 8.86% | 152% | 144 | 27.08% | 0.4 |
|
| 2455 |
2455
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| $238M | -$42.2M | -15% | 8.68% | – | 505 | 12.48% | 0.5 |
|
| 2456 |
2456
Aviance Capital Partners
Naples,
Florida
| $237M | +$23.6M | +11% | 13.3% | 98.2% | 233 | 20.17% | 0.4 |
|
| 2457 |
2457
HeadInvest LLC
Portland,
Maine
| $237M | +$7.95M | +3% | 8.63% | 59.1% | 102 | 5.88% | 0.5 |
|
| 2458 |
2458
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $237M | +$18M | +8% | 6.62% | 65.9% | 130 | 10% | 0.4 |
|
| 2459 |
2459
InterOcean Capital
Chicago,
Illinois
| $237M | +$40M | +20% | 8.66% | 32.1% | 99 | 23.23% | 0.4 |
|
| 2460 |
CCM
2460
Castine Capital Management
Boston,
Massachusetts
| $236M | +$27M | +13% | 12.9% | 13.9% | 51 | 17.65% | 0.4 |
|
| 2461 |
AAM
2461
AR Asset Management
West Hollywood,
California
| $236M | +$10.1M | +4% | 7.97% | 64.9% | 113 | 7.96% | 0.5 |
|
| 2462 |
2462
Toth Financial Advisory
Leesburg,
Virginia
| $236M | +$22.3M | +10% | 10% | 90.4% | 113 | 14.16% | 0.4 |
|
| 2463 |
2463
Lathrop Investment Management
Little Rock,
Arkansas
| $236M | +$22.4M | +10% | 9.9% | 72.2% | 58 | 10.34% | 0.5 |
|
| 2464 |
KCM
2464
Kempner Capital Management
Galveston,
Texas
| $236M | -$10.8M | -4% | 8.24% | 60.9% | 54 | 5.56% | 0.5 |
|
| 2465 |
2465
Eidelman Virant Capital
Saint Louis,
Missouri
| $236M | +$41.8M | +22% | 11.2% | 46.2% | 228 | 38.6% | 0.3 |
|
| 2466 |
2466
Coliseum Capital Management
Rowayton,
Connecticut
| $236M | +$28.3M | +14% | 1.5% | 41.1% | 13 | 38.46% | 0.3 |
|
| 2467 |
2467
Merriman Wealth Management
Seattle,
Washington
| $235M | +$44.2M | +23% | 4.87% | 18.3% | 94 | 52.13% | 0.2 |
|
| 2468 |
2468
Golden Gate Private Equity
San Francisco,
California
| $235M | – | – | 1.67% | 8.72% | 18 | – | 0 |
|
| 2469 |
2469
Endicott Management
New York
| $235M | +$10.9M | +5% | 13.2% | 229% | 17 | 23.53% | 0.4 |
|
| 2470 |
2470
Glazer Capital LLC
New York
| $234M | -$102M | -30% | 10.3% | 323% | 69 | 82.61% | 0.1 |
|
| 2471 |
2471
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $233M | -$36.3M | -13% | 0% | 4.8% | 12 | 0% | 0.3 |
|
| 2472 |
2472
Raub Brock Capital Management
Larkspur,
California
| $233M | +$19.5M | +9% | 6.1% | 54.7% | 39 | 17.95% | 0.4 |
|
| 2473 |
GCM
2473
Grisanti Capital Management
New York
| $232M | +$15.5M | +7% | 16.3% | 17.9% | 58 | 18.97% | 0.4 |
|
| 2474 |
2474
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $232M | -$87M | -27% | 5.92% | 98.1% | 68 | 61.76% | 0.3 |
|
| 2475 |
KCP
2475
Kenmare Capital Partners
New York
| $232M | +$26.2M | +13% | 18.6% | 48.8% | 17 | 17.65% | 0.4 |
|