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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
VHCP Management
New York
| $181M | +$46.4M | +34% | 72.3% | 234% | 20 | 25% | 0.2 |
|
| 2577 |
2577
McRae Capital Management
Morristown,
New Jersey
| $181M | +$8.94M | +5% | 4.34% | 78.2% | 70 | 7.14% | 0.2 |
|
| 2578 |
2578
Eagle Ridge Investment Management
Stamford,
Connecticut
| $181M | +$7.93M | +5% | 5.97% | 28.2% | 53 | 20.75% | 0.2 |
|
| 2579 |
2579
West Coast Financial
Santa Barbara,
California
| $181M | -$2.87M | -2% | 8.43% | 22.2% | 91 | 5.49% | 0.2 |
|
| 2580 |
DD
2580
Dominick & Dominick
New York
| $180M | +$8.85M | +5% | 5.6% | – | 192 | 21.35% | 0.2 |
|
| 2581 |
2581
Renaissance Investment Group
Lenox,
Massachusetts
| $180M | +$4.3M | +2% | 5.53% | 99.6% | 72 | 9.72% | 0.2 |
|
| 2582 |
2582
PL Capital Advisors
Naples,
Florida
| $180M | +$19.3M | +12% | 8.02% | 100% | 58 | 15.52% | 0.2 |
|
| 2583 |
HA
2583
Havens Advisors
New York
| $180M | +$51.7M | +40% | 22.2% | 460% | 71 | 69.01% | 0.1 |
|
| 2584 |
2584
AH Equity Partners II
Menlo Park,
California
| $179M | +$90.5M | +102% | 102% | – | 1 | 0% | 0.3 |
|
| 2585 |
2585
Keating Investment Counselors
Delray Beach,
Florida
| $179M | +$1.85M | +1% | 2.89% | 50% | 53 | 0% | 0.3 |
|
| 2586 |
CFSG
2586
Community Financial Services Group
Newport,
Vermont
| $179M | +$11.2M | +7% | 4.86% | – | 249 | 12.45% | 0.2 |
|
| 2587 |
2587
Brian C. Broderick
| $179M | +$12.1M | +7% | 5.09% | 98.6% | 93 | 6.45% | 0.2 |
|
| 2588 |
2588
Dock Street Asset Management
Palm Beach,
Florida
| $179M | +$21.8M | +14% | 7.35% | 175% | 56 | 10.71% | 0.2 |
|
| 2589 |
2589
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $179M | +$16.7M | +10% | 14% | 192% | 95 | 68.42% | 0.1 |
|
| 2590 |
2590
Dillon & Associates
Jackson,
Michigan
| $179M | +$22.8M | +15% | 7.27% | 117% | 66 | 15.15% | 0.2 |
|
| 2591 |
OFG
2591
OTA Financial Group
Purchase,
New York
| $178M | -$39.1M | -18% | 3.12% | 320% | 124 | 79.84% | 0.1 |
|
| 2592 |
2592
Taylor Cottrill
New London,
New Hampshire
| $178M | +$5.13M | +3% | 3.8% | – | 94 | 14.89% | 0.2 |
|
| 2593 |
2593
Bright Rock Capital Management
Hanover,
Massachusetts
| $178M | +$15.1M | +9% | 5.33% | 53.1% | 89 | 17.98% | 0.2 |
|
| 2594 |
2594
Birinyi Associates
Westport,
Connecticut
| $177M | +$12.1M | +7% | 5.86% | 113% | 101 | 37.62% | 0.2 |
|
| 2595 |
IFLIT
2595
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $177M | +$19.5M | +12% | 7.57% | 45.7% | 33 | 0% | 0.3 |
|
| 2596 |
2596
Carl Domino
West Palm Beach,
Florida
| $176M | -$777K | -0.4% | 8.51% | 38.3% | 176 | 15.91% | 0.2 |
|
| 2597 |
DCMM
2597
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| $176M | +$11.5M | +7% | 14.5% | 96.7% | 71 | 33.8% | 0.2 |
|
| 2598 |
2598
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $176M | +$7.6M | +5% | 4.31% | 50.4% | 6 | 0% | 0.3 |
|
| 2599 |
2599
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $176M | +$7.21M | +4% | 5.25% | 86.4% | 92 | 10.87% | 0.2 |
|
| 2600 |
2600
Gateway Advisory
Westfield,
New Jersey
| $176M | +$8.83M | +5% | 3.8% | 26% | 36 | 30.56% | 0.2 |
|