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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $205M | -$2.23M | -1% | 1.47% | 147% | 190 | 2.63% | 1.2 |
|
| 2702 |
2702
Advance Capital I
Southfield,
Michigan
| $205M | -$7.7M | -4% | 0.09% | 34.1% | 130 | 1.54% | 0.4 |
|
| 2703 |
MFM
2703
Mohican Financial Management
Wilton,
Connecticut
| $205M | +$4.6M | +2% | 0.01% | 0% | 45 | 24.44% | 0.7 |
|
| 2704 |
WM
2704
WCG Management
New York
| $204M | -$39.6M | -16% | 3.19% | 29.5% | 35 | 48.57% | 0.5 |
|
| 2705 |
2705
Taylor Cottrill
New London,
New Hampshire
| $204M | -$1.91M | -0.9% | 1.87% | – | 103 | 5.83% | 1.1 |
|
| 2706 |
2706
L & S Advisors
Los Angeles,
California
| $204M | -$46.9M | -19% | 6.77% | 231% | 91 | 56.04% | 0.6 |
|
| 2707 |
2707
Financial Architects (New Jersey)
Marlton,
New Jersey
| $204M | -$3.08M | -1% | 1.69% | 31.3% | 1,041 | 26.22% | 0.4 |
|
| 2708 |
2708
Old Second National Bank of Aurora
Aurora,
Illinois
| $204M | +$520K | +0.3% | 1.86% | 93.7% | 256 | 8.2% | 1.1 |
|
| 2709 |
2709
Consolidated Investment Group
Englewood,
Colorado
| $204M | +$7.71M | +4% | 0.27% | 140% | 70 | 20% | 0.9 |
|
| 2710 |
2710
Equinox Fund Management
Denver,
Colorado
| $204M | -$864K | -0.4% | 0.42% | – | 4 | 0% | 1.3 |
|
| 2711 |
2711
Orleans Capital Management
Mandeville,
Louisiana
| $203M | -$10.3M | -5% | 1.34% | 94.6% | 110 | 15.45% | 1.1 |
|
| 2712 |
2712
Stairway Partners
Chicago,
Illinois
| $203M | -$11.7M | -5% | 3.03% | 48.1% | 8 | 0% | 1.3 |
|
| 2713 |
ST
2713
Semper Trust
King Of Prussia,
Pennsylvania
| $203M | -$51.5M | -20% | 0.5% | – | 165 | 17.58% | 1.1 |
|
| 2714 |
2714
MU Investments Company
Tokyo,
Japan
| $203M | -$15.1M | -7% | 0.84% | 40.4% | 342 | 10.23% | 1.1 |
|
| 2715 |
2715
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $203M | -$30.5M | -13% | 1.49% | 174% | 161 | 16.15% | 1.1 |
|
| 2716 |
2716
Americafirst Capital Management
Roseville,
California
| $203M | – | – | 1.69% | 32.9% | 211 | – | 0 |
|
| 2717 |
2717
Wright Investors Service
Shelton,
Connecticut
| $203M | -$18.7M | -8% | 2.34% | 146% | 234 | 24.36% | 0.9 |
|
| 2718 |
OCM
2718
Otter Creek Management
West Palm Beach,
Florida
| $203M | -$16.7M | -8% | 4.67% | – | 89 | 40.45% | 0.6 |
|
| 2719 |
2719
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $202M | +$5.77M | +3% | 2.09% | – | 4 | 0% | 0.9 |
|
| 2720 |
CFSG
2720
Community Financial Services Group
Newport,
Vermont
| $202M | +$451K | +0.2% | 1.89% | – | 246 | 12.2% | 0.6 |
|
| 2721 |
2721
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $202M | +$25.6M | +15% | 7.25% | 282% | 40 | 37.5% | 0.3 |
|
| 2722 |
2722
Robotti Robert
| $202M | -$53.3M | -21% | 10.2% | 107% | 65 | 7.69% | 1.1 |
|
| 2723 |
2723
Kopp Investment Advisors
Bloomington,
Minnesota
| $202M | -$15.5M | -7% | 2.4% | 109% | 73 | 10.96% | 1 |
|
| 2724 |
SCP
2724
Syntal Capital Partners
Midland,
Texas
| $202M | -$4.23M | -2% | 4.55% | 102% | 254 | 31.5% | 0.3 |
|
| 2725 |
2725
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $202M | -$4.48M | -2% | 0.25% | 62% | 38 | 10.53% | 0.6 |
|