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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
Kettle Hill Capital Management
New York
| $388M | +$93.9M | +32% | 39.3% | 37.4% | 71 | 81.69% | 0.1 |
|
| 2552 |
2552
Tradewinds Capital Management
Bellingham,
Washington
| $388M | +$68.6M | +21% | 15.8% | 96.9% | 758 | 16.62% | 3.5 |
|
| 2553 |
2553
Toews Corporation
Northfield,
New Jersey
| $388M | +$278M | +253% | 4.1% | 22% | 116 | 94.83% | 1.1 |
|
| 2554 |
2554
Dow Chemical Company
Midland,
Michigan
| $387M | +$65.8M | +20% | 24.6% | 29.4% | 9 | 44.44% | 2.3 |
|
| 2555 |
2555
Tortoise Investment Management
White Plains,
New York
| $387M | +$42.2M | +12% | 14.1% | 40.2% | 585 | 15.21% | 4.2 |
|
| 2556 |
2556
FRG Family Wealth Advisors
Bellevue,
Washington
| $387M | +$51.7M | +15% | 18.7% | 76.4% | 118 | 5.93% | 3.7 |
|
| 2557 |
2557
Tarbox Family Office
Newport Beach,
California
| $387M | +$77.9M | +25% | 21.6% | 66.4% | 1,299 | 17.94% | 2.7 |
|
| 2558 |
2558
Chatham Capital Group
Savannah,
Georgia
| $386M | +$47.6M | +14% | 16.5% | 97% | 167 | 13.77% | 4.1 |
|
| 2559 |
2559
NTV Asset Management
Charleston,
West Virginia
| $386M | +$81.9M | +27% | 18.4% | 110% | 190 | 14.21% | 4.5 |
|
| 2560 |
CCPM
2560
Cooper Creek Partners Management
New York
| $386M | +$71.6M | +23% | 45.5% | 86.4% | 156 | 66.03% | 0.3 |
|
| 2561 |
2561
Harber Asset Management
Asheville,
North Carolina
| $386M | +$3.89M | +1% | 15.4% | 63.6% | 40 | 37.5% | 1.3 |
|
| 2562 |
CFMC
2562
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $386M | +$55.1M | +17% | 15.5% | 69.6% | 172 | 15.12% | 4.4 |
|
| 2563 |
2563
Clear Creek Financial Management
Silverdale,
Washington
| $386M | +$123M | +47% | 15.7% | 86.1% | 277 | 48.01% | 0.4 |
|
| 2564 |
2564
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $386M | +$52.3M | +16% | 13.6% | 54.8% | 597 | 18.43% | 3.4 |
|
| 2565 |
2565
Private Capital Advisors
Darien,
Connecticut
| $386M | +$70.1M | +22% | 20.5% | 132% | 89 | 19.1% | 4 |
|
| 2566 |
2566
Soltis Investment Advisors
St. George,
Utah
| $386M | +$63.6M | +20% | 17.2% | 95.1% | 200 | 29% | 0.4 |
|
| 2567 |
2567
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $385M | +$89.8M | +30% | 24% | 63.5% | 192 | 16.15% | 4.2 |
|
| 2568 |
2568
Faithward Advisors
Lancaster,
Pennsylvania
| $385M | +$30.3M | +9% | 18.5% | 119% | 260 | 27.69% | 0.5 |
|
| 2569 |
2569
Rockbridge Investment Management
Syracuse,
New York
| $385M | – | – | 13.8% | 38.6% | 646 | – | 0 |
|
| 2570 |
2570
EFG Asset Management (Americas)
Miami,
Florida
| $385M | +$73.5M | +24% | 31.1% | 112% | 137 | 26.28% | 2.4 |
|
| 2571 |
2571
V Wealth Advisors
Overland Park,
Kansas
| $385M | +$65.5M | +21% | 23.5% | 36.9% | 397 | 33.25% | 1.6 |
|
| 2572 |
2572
MGO One Seven
Beachwood,
Ohio
| $385M | +$90.4M | +31% | 24.1% | 98.8% | 481 | 23.49% | 1.5 |
|
| 2573 |
2573
Adams Natural Resources Fund
Baltimore,
Maryland
| $384M | +$85.8M | +29% | 30% | 50.6% | 58 | 5.17% | 3.7 |
|
| 2574 |
2574
Overbrook Management Corp
New York
| $384M | +$165M | +75% | 24.9% | 157% | 115 | 45.22% | 2.2 |
|
| 2575 |
2575
FCG Advisors
Chatham,
New Jersey
| $383M | +$32.7M | +9% | 16.9% | 19.7% | 179 | 16.76% | 3.2 |
|