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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Stairway Partners
Chicago,
Illinois
| $209M | +$3.36M | +2% | 0.5% | 48.1% | 8 | 0% | 0.8 |
|
| 2652 |
FGA
2652
Flood Gamble Associates
New York
| $208M | +$5.4M | +3% | 2.46% | – | 54 | 14.81% | 0.6 |
|
| 2653 |
2653
First Financial Corp
Terre Haute,
Indiana
| $208M | -$5.68M | -3% | 0.9% | 95.3% | 498 | 11.65% | 0.7 |
|
| 2654 |
2654
Hatteras Alternative Mutual Funds
Raleigh,
North Carolina
| $208M | +$29.7M | +17% | 6.51% | – | 194 | 45.88% | 0.4 |
|
| 2655 |
III
2655
Independent Investors Inc
Nesconset,
New York
| $208M | +$469K | +0.2% | 0.82% | 61.6% | 90 | 4.44% | 0.7 |
|
| 2656 |
2656
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| $208M | -$29.5M | -12% | 1.49% | – | 486 | 17.28% | 0.7 |
|
| 2657 |
2657
Hengistbury Investment Partners
London,
United Kingdom
| $208M | -$58.6M | -22% | 5.95% | 108% | 5 | 40% | 0.2 |
|
| 2658 |
PCM
2658
Piermont Capital Management
St. Louis,
Missouri
| $208M | +$8.22M | +4% | 2.53% | 33.2% | 178 | 46.63% | 0.2 |
|
| 2659 |
2659
Rodgers Brothers
Harmony,
Pennsylvania
| $208M | +$5.8M | +3% | 0.54% | 108% | 174 | 10.34% | 0.6 |
|
| 2660 |
2660
Brevan Howard Capital Management
St. Helier,
Jersey
| $207M | -$80.3M | -28% | 2.49% | 148% | 29 | 72.41% | 0.2 |
|
| 2661 |
2661
Gateway Advisory
Westfield,
New Jersey
| $207M | +$25.8M | +14% | 1.29% | 26% | 51 | 39.22% | 0.4 |
|
| 2662 |
UIM
2662
Underhill Investment Management
Greenbrae,
California
| $207M | -$3.1M | -1% | 1.74% | 59.8% | 25 | 16% | 0.6 |
|
| 2663 |
TSBJ
2663
Trevor, Stewart, Burton & Jacobsen
New York
| $206M | -$12.2M | -6% | 1.01% | – | 57 | 7.02% | 0.7 |
|
| 2664 |
2664
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $206M | +$8.41M | +4% | 1.32% | 33.7% | 100 | 4% | 0.7 |
|
| 2665 |
2665
INCA Investments
Miami,
Florida
| $206M | +$62.1M | +43% | 1.88% | 128% | 12 | 16.67% | 0.7 |
|
| 2666 |
2666
Tang Capital Management
San Diego,
California
| $206M | +$63.2M | +44% | 18.6% | 493% | 16 | 37.5% | 0.5 |
|
| 2667 |
2667
Birinyi Associates
Westport,
Connecticut
| $206M | +$8.24M | +4% | 0.19% | 113% | 84 | 16.67% | 0.6 |
|
| 2668 |
2668
Roundview Capital
Princeton,
New Jersey
| $206M | -$12.3M | -6% | 1.31% | 77.7% | 148 | 28.38% | 0.6 |
|
| 2669 |
2669
Eagle Ridge Investment Management
Stamford,
Connecticut
| $206M | +$6.29M | +3% | 3.73% | 28.2% | 64 | 21.88% | 0.6 |
|
| 2670 |
2670
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $206M | +$8.96M | +5% | 1.24% | 50.4% | 7 | 28.57% | 0.7 |
|
| 2671 |
NCM
2671
Newland Capital Management
New York
| $206M | +$120M | +140% | 0.52% | – | 76 | 81.58% | 0.1 |
|
| 2672 |
2672
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $206M | -$13.7M | -6% | 1.88% | 68.7% | 124 | 19.35% | 0.2 |
|
| 2673 |
2673
Corrado Advisors
Ramsey,
New Jersey
| $205M | -$15.7M | -7% | 3.05% | 64% | 82 | 29.27% | 0.5 |
|
| 2674 |
MCM
2674
Mast Capital Management
Boston,
Massachusetts
| $205M | +$18.8M | +10% | 2.63% | – | 10 | 80% | 0.1 |
|
| 2675 |
2675
Symmetry Peak Management
Radnor,
Pennsylvania
| $205M | -$59.5M | -22% | 5.55% | 320% | 96 | 82.29% | 0.3 |
|