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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $363M | +$21.7M | +6% | 6.97% | 22.7% | 42 | 4.76% | 3.1 |
|
| 2552 |
2552
Private Capital Advisors
Darien,
Connecticut
| $362M | +$43.1M | +14% | 9.22% | 132% | 98 | 2.04% | 3.3 |
|
| 2553 |
JCM
2553
JS Capital Management
New York
| $362M | +$56.3M | +18% | 7.52% | 52.4% | 44 | 47.73% | 0.5 |
|
| 2554 |
OIA
2554
Optimum Investment Advisors
Chicago,
Illinois
| $362M | +$14.7M | +4% | 6.24% | 125% | 1,126 | 12.7% | 1.4 |
|
| 2555 |
HJA
2555
Hugh Johnson Advisors
Albany,
New York
| $362M | +$16.3M | +5% | 7.01% | 41.5% | 97 | 3.09% | 3.8 |
|
| 2556 |
2556
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $362M | +$17.5M | +5% | 7.51% | 63.5% | 183 | 9.84% | 3.4 |
|
| 2557 |
2557
Brasada Capital Management
Houston,
Texas
| $361M | +$35.4M | +11% | 6.23% | 76.5% | 416 | 40.38% | 0.4 |
|
| 2558 |
2558
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $361M | +$20.2M | +6% | 4.84% | 72.5% | 64 | 20.31% | 1.5 |
|
| 2559 |
AR
2559
Argyll Research
Wilmington,
Delaware
| $360M | -$23.1M | -6% | 5.57% | 0.8% | 2 | 0% | 4.1 |
|
| 2560 |
2560
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $360M | -$7.41M | -2% | 3.71% | 119% | 42 | 19.05% | 2.1 |
|
| 2561 |
2561
Founders Financial Securities
Towson,
Maryland
| $360M | +$34.9M | +11% | 4.3% | 64.3% | 108 | 26.85% | 1.4 |
|
| 2562 |
2562
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $360M | +$29.5M | +9% | 6.52% | 39.8% | 154 | 3.25% | 3.9 |
|
| 2563 |
2563
Quantitative Advantage
Minnetonka,
Minnesota
| $359M | +$15.3M | +4% | 4.64% | 45.9% | 59 | 20.34% | 1.4 |
|
| 2564 |
2564
Hutchinson Capital Management
San Rafael,
California
| $359M | +$37.7M | +12% | 6.6% | 52.6% | 55 | 7.27% | 3.7 |
|
| 2565 |
2565
Paradigm Asset Management
New York
| $359M | +$15.2M | +4% | 4.38% | 73.8% | 451 | 17.07% | 2 |
|
| 2566 |
2566
Mizuho Trust & Banking
Tokyo,
Japan
| $359M | -$84.8M | -19% | 4.85% | 36.1% | 16 | 50% | 0.6 |
|
| 2567 |
2567
Northcape Capital
Sydney,
Australia
| $358M | -$10.1M | -3% | 5.69% | – | 12 | 8.33% | 1.7 |
|
| 2568 |
2568
Shelter Mutual Insurance
Columbia,
Missouri
| $358M | +$20.1M | +6% | 7.02% | 51.2% | 45 | 0% | 4.2 |
|
| 2569 |
EVM
2569
Evelyn V. Moreno
| $357M | +$14.5M | +4% | 8.16% | 39.4% | 65 | 3.08% | 3.9 |
|
| 2570 |
2570
First Command Bank
Fort Worth,
Texas
| $357M | +$15.5M | +5% | 2.19% | 34.1% | 408 | 11.27% | 1.4 |
|
| 2571 |
2571
First Command Financial Services
Fort Worth,
Texas
| $357M | -$2.51B | -88% | 2.19% | 34.4% | 424 | 14.39% | 1.4 |
|
| 2572 |
2572
Greenwood Gearhart
Fayetteville,
Arkansas
| $357M | +$21.8M | +7% | 7.39% | 70.6% | 71 | 5.63% | 3.3 |
|
| 2573 |
2573
Stansberry Asset Management
Westlake,
Texas
| $357M | +$54.7M | +18% | 10.6% | 79.6% | 115 | 44.35% | 0.4 |
|
| 2574 |
2574
Fairfield, Bush & Co
Darien,
Connecticut
| $356M | +$16M | +5% | 10.4% | 112% | 163 | 6.13% | 3.5 |
|
| 2575 |
2575
LVW Advisors
Pittsford,
New York
| $356M | +$40.7M | +13% | 5.75% | 79.1% | 161 | 13.04% | 1.9 |
|