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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Forest Hill Capital
Little Rock,
Arkansas
| $203M | -$543M | -73% | 9.18% | 112% | 54 | 11.11% | 2.1 |
|
| 2902 |
2902
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $203M | +$6.43M | +3% | 2.93% | – | 5 | 0% | 1.9 |
|
| 2903 |
2903
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $203M | +$7.74M | +4% | 2.17% | 52% | 773 | 28.72% | 2.5 |
|
| 2904 |
2904
S. Muoio & Co
New York
| $203M | -$9.5M | -4% | 8.15% | 327% | 122 | 44.26% | 1 |
|
| 2905 |
2905
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $202M | +$2.41M | +1% | 3.42% | 147% | 178 | 9.55% | 2.9 |
|
| 2906 |
MPEM
2906
Marathon Partners Equity Management
New York
| $202M | -$34.6M | -15% | 5.45% | – | 28 | 7.14% | 1.8 |
|
| 2907 |
AA
2907
Antipodean Advisors
New York
| $202M | +$36.7M | +22% | 10.4% | 67.8% | 25 | 56% | 0.6 |
|
| 2908 |
2908
Fruth Investment Management
Houston,
Texas
| $202M | -$8.38M | -4% | 1.77% | 79.4% | 196 | 6.12% | 2.8 |
|
| 2909 |
2909
Hendershot Investments
Centreville,
Virginia
| $202M | +$7.17M | +4% | 4.01% | 50.5% | 65 | 6.15% | 2.7 |
|
| 2910 |
RA
2910
Rovida Advisors
Fort Lauderdale,
Florida
| $201M | +$49.1M | +32% | 11.3% | 24.8% | 15 | 53.33% | 0.5 |
|
| 2911 |
2911
Marathon Capital Management
Hunt Valley,
Maryland
| $201M | +$6.48M | +3% | 2.18% | 70.9% | 101 | 22.77% | 1.7 |
|
| 2912 |
2912
Bank of Stockton
Stockton,
California
| $201M | +$13M | +7% | 3.07% | 99.2% | 110 | 10% | 2.5 |
|
| 2913 |
CCM
2913
Castine Capital Management
Boston,
Massachusetts
| $201M | -$7.16M | -3% | 11.3% | 13.9% | 44 | 27.27% | 1.5 |
|
| 2914 |
KWMG
2914
King Wealth Management Group
Naples,
Florida
| $201M | +$13.8M | +7% | 3.11% | 86% | 123 | 15.45% | 1.9 |
|
| 2915 |
2915
Formidable Asset Management
Cincinnati,
Ohio
| $201M | +$21.5M | +12% | 5.75% | 52.2% | 175 | 12% | 1.9 |
|
| 2916 |
2916
Koshinski Asset Management
Decatur,
Illinois
| $201M | +$17.8M | +10% | 3.07% | 76.5% | 304 | 22.7% | 1 |
|
| 2917 |
2917
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $201M | +$7.95M | +4% | 5.59% | 174% | 143 | 10.49% | 2.6 |
|
| 2918 |
ITIM
2918
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $200M | +$1.45M | +0.7% | 1.08% | 104% | 136 | 6.62% | 2.3 |
|
| 2919 |
2919
Interactive Financial Advisors
New Lenox,
Illinois
| $200M | +$9.9M | +5% | 1.95% | 47.6% | 111 | 18.02% | 2.1 |
|
| 2920 |
2920
Carderock Capital Management
Chevy Chase,
Maryland
| $200M | +$10.8M | +6% | 3.19% | 88.6% | 82 | 13.41% | 2.4 |
|
| 2921 |
2921
Punch Card Management
Winter Park,
Florida
| $200M | +$8.6M | +5% | 4.15% | 41% | 3 | 0% | 1.5 |
|
| 2922 |
2922
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $200M | +$4.2M | +2% | 4.01% | 48.8% | 236 | 11.44% | 2 |
|
| 2923 |
2923
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $199M | -$7.29M | -4% | 12.3% | 167% | 80 | 52.5% | 0.6 |
|
| 2924 |
2924
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $199M | +$26.4M | +15% | 0.42% | 7.8% | 130 | 33.08% | 0.6 |
|
| 2925 |
PLFAM
2925
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $199M | +$6.29M | +3% | 1.87% | 81.6% | 92 | 5.43% | 2.5 |
|