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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
Stillwater Capital Advisors
Devon,
Pennsylvania
| $622M | -$34.6M | -5% | 4.51% | 121% | 82 | 14.63% | 4.3 |
|
| 2552 |
2552
Stewart & Patten Company
Lafayette,
California
| $622M | -$47.4M | -7% | 3.98% | 27.5% | 96 | 9.38% | 6.1 |
|
| 2553 |
2553
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $622M | -$3.64M | -0.6% | 0.79% | 34.5% | 419 | 11.69% | 2.4 |
|
| 2554 |
2554
Singapore Technologies Telemedia
Singapore
| $622M | -$125M | -17% | 16.8% | 173% | 1 | 0% | 5 |
|
| 2555 |
2555
Koss-Olinger Consulting
Gainesville,
Florida
| $621M | -$27.4M | -4% | 4.11% | 57.9% | 240 | 24.58% | 0.7 |
|
| 2556 |
KFS
2556
Kurt F. Somerville
| $621M | -$101M | -14% | 5.16% | 92.9% | 134 | 11.94% | 5 |
|
| 2557 |
2557
Zuckerman Investment Group
Chicago,
Illinois
| $620M | -$24.9M | -4% | 2.96% | 111% | 122 | 11.48% | 2.6 |
|
| 2558 |
2558
Longfellow Investment Management
Boston,
Massachusetts
| $620M | +$4.76M | +0.8% | 7.94% | 45.9% | 435 | 18.16% | 1 |
|
| 2559 |
2559
Land & Buildings Investment Management
Stamford,
Connecticut
| $620M | +$183K | +0% | 1.78% | 53.9% | 22 | 36.36% | 1 |
|
| 2560 |
2560
Trinity Street Asset Management
London,
United Kingdom
| $619M | -$291M | -32% | 7.5% | 76.9% | 22 | 13.64% | 1.4 |
|
| 2561 |
2561
Tufton Capital Management
Hunt Valley,
Maryland
| $619M | -$32.6M | -5% | 1.26% | 96.1% | 134 | 7.46% | 5.5 |
|
| 2562 |
2562
Traphagen Investment Advisors
Oradell,
New Jersey
| $618M | +$8.25M | +1% | 3.85% | 65.8% | 150 | 18% | 2.1 |
|
| 2563 |
2563
Institute for Wealth Management
Denver,
Colorado
| $618M | +$4.28M | +0.7% | 4.75% | 137% | 570 | 19.12% | 2.3 |
|
| 2564 |
2564
Perry Creek Capital
New York
| $618M | -$15.4M | -2% | 6.19% | 51.2% | 24 | 0% | 1.1 |
|
| 2565 |
2565
WBI Investments
Red Bank,
New Jersey
| $618M | -$6.27M | -1% | 4.01% | 97.3% | 249 | 60.24% | 0.7 |
|
| 2566 |
2566
Gilbert & Cook
West Des Moines,
Iowa
| $618M | -$3.62M | -0.6% | 4.46% | 63.2% | 215 | 10.23% | 2.4 |
|
| 2567 |
2567
Crescent Park Management
East Palo Alto,
California
| $618M | +$3.39M | +0.6% | 9.52% | 87% | 45 | 28.89% | 1.2 |
|
| 2568 |
2568
VR Adviser
New York
| $617M | -$114M | -16% | 9.21% | 1,698% | 32 | 34.38% | 0.7 |
|
| 2569 |
2569
City Holding Co
Charleston,
West Virginia
| $617M | +$17.9M | +3% | 3.41% | 89.2% | 518 | 2.51% | 5 |
|
| 2570 |
2570
Tradewinds Capital Management
Bellingham,
Washington
| $617M | -$35.5M | -5% | 3.01% | 96.9% | 879 | 13.2% | 4 |
|
| 2571 |
2571
Stansberry Asset Management
Westlake,
Texas
| $616M | -$8.08M | -1% | 2.22% | 79.6% | 112 | 26.79% | 0.9 |
|
| 2572 |
2572
Elite Wealth Management
Kirkland,
Washington
| $614M | -$94.1M | -13% | 7.06% | 142% | 61 | 11.48% | 3 |
|
| 2573 |
2573
Consolidated Investment Group
Englewood,
Colorado
| $613M | -$17.7M | -3% | 6.34% | 140% | 81 | 16.05% | 3.5 |
|
| 2574 |
2574
Gagnon Securities
New York
| $613M | -$53.6M | -8% | 5.06% | 129% | 111 | 12.61% | 3.2 |
|
| 2575 |
2575
IQ EQ Fund Management
Dublin 2,
Ireland
| $613M | -$39.3M | -6% | 5.35% | 109% | 234 | 20.94% | 2.7 |
|