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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Traynor Capital Management
Malvern,
Pennsylvania
| $246M | +$12.2M | +5% | 3.74% | 225% | 194 | 20.62% | 1.8 |
|
| 3002 |
3002
Genesee Valley Trust
Pittsford,
New York
| $246M | +$6.91M | +3% | 0.3% | 30.2% | 238 | 12.61% | 2.4 |
|
| 3003 |
OH
3003
Overlook Holdings
Tortola,
British Virgin Islands
| $246M | -$175M | -42% | 18.7% | – | 2 | 50% | 4.8 |
|
| 3004 |
3004
Birinyi Associates
Westport,
Connecticut
| $246M | +$21.7M | +10% | 4.19% | 113% | 109 | 24.77% | 2.9 |
|
| 3005 |
3005
Litman Gregory Wealth Management
Larkspur,
California
| $245M | -$87.1M | -26% | 0.53% | 55.5% | 174 | 62.07% | 0.6 |
|
| 3006 |
3006
SC US (TTGP)
Menlo Park,
California
| $245M | +$9.5M | +4% | 26.2% | 65.2% | 6 | 16.67% | 2.2 |
|
| 3007 |
3007
Harfst & Associates
Sheridan,
Wyoming
| $245M | -$1.9M | -0.8% | 0.4% | 88.1% | 87 | 12.64% | 1.6 |
|
| 3008 |
3008
Gifford Fong Associates
Lafayette,
California
| $245M | – | – | 0.22% | 180% | 76 | – | 0 |
|
| 3009 |
SM
3009
SG3 Management
Dorado,
Puerto Rico
| $244M | -$61.2M | -20% | 14.2% | 38.7% | 168 | 80.36% | 0.2 |
|
| 3010 |
3010
FCA Corp
Houston,
Texas
| $244M | -$6.9M | -3% | 2.6% | 57.4% | 168 | 14.88% | 2.5 |
|
| 3011 |
LCM
3011
Lafitte Capital Management
Austin,
Texas
| $244M | +$1.29M | +0.5% | 0.99% | 55.2% | 12 | 0% | 1.9 |
|
| 3012 |
AC
3012
Athos Capital
Hong Kong
| $244M | +$141M | +136% | 1.81% | 110% | 36 | 44.44% | 0.5 |
|
| 3013 |
3013
HT Partners
Centerbrook,
Connecticut
| $244M | -$1.45M | -0.6% | 1.12% | 71.1% | 23 | 4.35% | 2.5 |
|
| 3014 |
3014
Patten Group
Chattanooga,
Tennessee
| $244M | -$8.73M | -3% | 1.05% | 99% | 660 | 15.45% | 2.4 |
|
| 3015 |
3015
Strategic Point Investment Advisors
Providence,
Rhode Island
| $244M | -$11.7M | -5% | 1.01% | 51.9% | 20 | 10% | 2.1 |
|
| 3016 |
3016
Gargoyle Investment Advisor
Englewood,
New Jersey
| $244M | -$7.71M | -3% | 3.29% | 34.5% | 213 | 38.5% | 1 |
|
| 3017 |
3017
Northwest Bancshares
Warren,
Pennsylvania
| $243M | -$1.39M | -0.6% | 1.87% | 84.8% | 153 | 11.76% | 0.2 |
|
| 3018 |
3018
Capital Impact Advisors
Boston,
Massachusetts
| $243M | +$11.7M | +5% | 8.25% | – | 164 | 39.02% | 1.9 |
|
| 3019 |
3019
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $243M | -$10.5M | -4% | 2.66% | 52% | 611 | 11.29% | 3.1 |
|
| 3020 |
3020
Riggs Asset Management
Dallas,
Pennsylvania
| $243M | -$5.3M | -2% | 0.09% | 207% | 303 | 16.83% | 2.2 |
|
| 3021 |
DMK
3021
David M. Knott
| $243M | -$8.83M | -4% | 5.8% | 81% | 127 | 29.92% | 2 |
|
| 3022 |
TAA
3022
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $242M | -$26.7M | -10% | 11.2% | 312% | 23 | 30.43% | 0.5 |
|
| 3023 |
3023
Versant Capital Management
Phoenix,
Arizona
| $242M | -$4.93M | -2% | 1.6% | 97.3% | 1,791 | 7.71% | 1.9 |
|
| 3024 |
MGA
3024
MatlinPatterson Global Advisers
New York
| $242M | -$1.36B | -85% | 6.8% | 4.97% | 2 | 100% | 0 |
|
| 3025 |
SA
3025
Strategic Advisors
New York
| $242M | -$3.03M | -1% | 1.48% | 106% | 144 | 15.28% | 2.8 |
|