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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
AIS
2976
AlphaOne Investment Services
West Chester,
Pennsylvania
| $242M | -$95.2M | -28% | 19.8% | 77.1% | 234 | 20.09% | 1.7 |
|
| 2977 |
2977
JGP Wealth Management
Bend,
Oregon
| $242M | -$8.15M | -3% | 9.86% | 87.8% | 126 | 14.29% | 0.5 |
|
| 2978 |
2978
Stadium Capital Management
New Canaan,
Connecticut
| $242M | -$18.7M | -7% | 19.4% | 10.9% | 16 | 31.25% | 1.7 |
|
| 2979 |
2979
Rikoon Group
Santa Fe,
New Mexico
| $241M | -$41M | -15% | 11% | 63.3% | 213 | 10.8% | 1.7 |
|
| 2980 |
2980
Tarbox Family Office
Newport Beach,
California
| $241M | -$35M | -13% | 13.8% | 66.4% | 674 | 12.31% | 3.6 |
|
| 2981 |
TC
2981
Tavio Capital
New York
| $241M | -$15.6M | -6% | 15.9% | 81.4% | 20 | 35% | 0.6 |
|
| 2982 |
SCM
2982
Symons Capital Management
Pittsburgh,
Pennsylvania
| $241M | -$60.4M | -20% | 8.79% | 25.4% | 93 | 41.94% | 1.3 |
|
| 2983 |
PI
2983
Pennant Investors
Summit,
New Jersey
| $241M | -$27.3M | -10% | 22.7% | 372% | 19 | 26.32% | 0.2 |
|
| 2984 |
2984
Hudock Inc
Williamsport,
Pennsylvania
| $241M | -$17.2M | -7% | 7.84% | 69.7% | 745 | 13.02% | 3.2 |
|
| 2985 |
2985
Gould Asset Management
Claremont,
California
| $241M | -$10.1M | -4% | 8.97% | 42.8% | 155 | 25.81% | 3.1 |
|
| 2986 |
2986
G2 Investment Partners Management
New York
| $240M | -$34.2M | -12% | 16.7% | 1,145% | 91 | 53.85% | 0.8 |
|
| 2987 |
2987
New Silk Road Investment
Singapore
| $240M | -$26.6M | -10% | 13.4% | 21.2% | 13 | 30.77% | 0.9 |
|
| 2988 |
2988
Traynor Capital Management
Malvern,
Pennsylvania
| $240M | -$67.9M | -22% | 19% | 225% | 202 | 26.73% | 2.4 |
|
| 2989 |
2989
Human Investing
Lake Oswego,
Oregon
| $240M | – | – | 10% | 56.9% | 420 | – | 0 |
|
| 2990 |
2990
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $240M | -$34.5M | -13% | 10.1% | 81.8% | 59 | 5.08% | 4.7 |
|
| 2991 |
2991
Lyell Wealth Management
Menlo Park,
California
| $240M | -$57.5M | -19% | 13.8% | 128% | 124 | 16.13% | 1.5 |
|
| 2992 |
2992
Forte Capital
Rochester,
New York
| $239M | -$38.7M | -14% | 12% | 98.3% | 91 | 8.79% | 3.4 |
|
| 2993 |
QCI
2993
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $239M | -$70.3M | -23% | 17.5% | 107% | 25 | 12% | 2.7 |
|
| 2994 |
2994
Arkansas Financial Group
Little Rock,
Arkansas
| $239M | -$13.2M | -5% | 8.9% | 41.4% | 27 | 11.11% | 3.5 |
|
| 2995 |
2995
TD Ameritrade Trust
Denver,
Colorado
| $239M | -$33.7M | -12% | 11.8% | 21.7% | 23 | 13.04% | 3.3 |
|
| 2996 |
2996
Gateway Advisory
Westfield,
New Jersey
| $239M | -$142M | -37% | 4.03% | 26% | 82 | 41.46% | 1.8 |
|
| 2997 |
2997
Family Management
New York
| $239M | +$67.5M | +39% | 11.3% | 69% | 139 | 58.99% | 1.1 |
|
| 2998 |
2998
Invesco Private Capital
New York
| $239M | -$31.3M | -12% | 19.1% | 41.9% | 10 | 60% | 1.6 |
|
| 2999 |
2999
Alambic Investment Management
Belvedere,
California
| $238M | +$112M | +88% | 22.4% | 47.6% | 433 | 66.51% | 0.6 |
|
| 3000 |
3000
Diker Management
New York
| $238M | -$43.6M | -16% | 18.6% | 210% | 67 | 41.79% | 1.8 |
|