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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
VNBTrust National Association
Charlottesville,
Virginia
| $205M | -$4.36M | -2% | 1.51% | 42.9% | 143 | 13.29% | 0.7 |
|
| 2677 |
GGPS
2677
Gary Goldberg Planning Services
Suffern,
New York
| $205M | +$32.9M | +19% | 2.2% | – | 494 | 35.83% | 0.5 |
|
| 2678 |
2678
Wynnefield Capital
New York
| $205M | -$18.6M | -8% | 8.77% | 52.1% | 33 | 24.24% | 0.6 |
|
| 2679 |
IFLIT
2679
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $205M | +$6.26M | +3% | 2.77% | 45.7% | 35 | 2.86% | 0.7 |
|
| 2680 |
DD
2680
Dominick & Dominick
New York
| $204M | -$4.72M | -2% | 1.61% | – | 223 | 27.35% | 0.6 |
|
| 2681 |
2681
Stonebridge Capital Advisors
St Paul,
Minnesota
| $204M | +$10.3M | +5% | 0.56% | 80.1% | 151 | 11.92% | 0.2 |
|
| 2682 |
2682
First New York Securities
New York
| $204M | +$39.4M | +24% | 2.16% | 119% | 565 | 81.24% | 0.1 |
|
| 2683 |
2683
Brouwer & Janachowski
Mill Valley,
California
| $204M | -$248K | -0.1% | 2.47% | 41.8% | 91 | 50.55% | 0.1 |
|
| 2684 |
LCM
2684
Lionstone Capital Management
New York
| $204M | -$3.2M | -2% | 2.52% | 74.1% | 16 | 0% | 0.7 |
|
| 2685 |
2685
Secor Capital Advisors
New York
| $204M | -$47M | -19% | 0.06% | 43.5% | 477 | 80.92% | 0.1 |
|
| 2686 |
2686
Argyle Capital Management
Center Valley,
Pennsylvania
| $204M | +$5.05M | +3% | 3.23% | 95.8% | 111 | 3.6% | 0.7 |
|
| 2687 |
2687
Noesis Capital Mangement
Boca Raton,
Florida
| $204M | +$565K | +0.3% | 1.27% | 128% | 107 | 8.41% | 0.7 |
|
| 2688 |
2688
Kerrisdale Advisers
Miami,
Florida
| $203M | -$23.3M | -10% | 1.62% | 78.8% | 65 | 50.77% | 0.4 |
|
| 2689 |
2689
Brian C. Broderick
| $203M | +$2.55M | +1% | 1.8% | 98.6% | 98 | 11.22% | 0.7 |
|
| 2690 |
2690
Rothschild Capital Partners
New York
| $203M | -$9.25M | -4% | 4.93% | 90.8% | 47 | 25.53% | 0.6 |
|
| 2691 |
2691
First Heartland Consultants
Lake St. Louis,
Missouri
| $203M | +$25.5M | +14% | 2.22% | 59.2% | 256 | 25.39% | 0.5 |
|
| 2692 |
CFSG
2692
Community Financial Services Group
Newport,
Vermont
| $203M | +$18.3M | +10% | 2.06% | – | 232 | 71.98% | 0.2 |
|
| 2693 |
2693
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $203M | +$1.13M | +0.6% | 1.51% | 147% | 198 | 2.53% | 0.7 |
|
| 2694 |
DA
2694
DSC Advisors
Chicago,
Illinois
| $203M | -$2.44M | -1% | 5.07% | 3.18% | 84 | 59.52% | 0.3 |
|
| 2695 |
2695
Destrier Capital Management
New York
| $203M | +$51.9M | +34% | 0.64% | 5.28% | 43 | 55.81% | 0.1 |
|
| 2696 |
2696
Strategic Point Investment Advisors
Providence,
Rhode Island
| $202M | -$5.23M | -3% | 1.72% | 51.9% | 13 | 23.08% | 0.5 |
|
| 2697 |
2697
SkyTop Capital Management
Rutherford,
New Jersey
| $202M | -$5.11M | -2% | 4.3% | 50.2% | 23 | 34.78% | 0.4 |
|
| 2698 |
LCP
2698
Lamond Capital Partners
San Francisco,
California
| $202M | +$11.5M | +6% | 5.28% | 54.3% | 21 | 61.9% | 0.3 |
|
| 2699 |
2699
Greenwood Gearhart
Fayetteville,
Arkansas
| $202M | +$9.8M | +5% | 1.28% | 70.6% | 53 | 3.77% | 0.7 |
|
| 2700 |
2700
Pomelo Capital
New York
| $202M | -$27.5M | -12% | 1.29% | 4.35% | 110 | 54.55% | 0.4 |
|