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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
HT Partners
Centerbrook,
Connecticut
| $238M | +$105K | +0% | 0.33% | 71.1% | 30 | 3.33% | 3 |
|
| 3202 |
3202
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $238M | -$2.53M | -1% | 1.49% | 78.3% | 196 | 11.73% | 4.2 |
|
| 3203 |
JPC
3203
Jabodon PT Co
Reno,
Nevada
| $238M | +$109M | +85% | 2.59% | 61.9% | 26 | 38.46% | 0.7 |
|
| 3204 |
3204
Howard Capital Management
Roswell,
Georgia
| $237M | +$11.8M | +5% | 0.18% | 144% | 44 | 25% | 0.6 |
|
| 3205 |
3205
Siris Capital Group
New York
| $237M | +$1.78M | +0.8% | 0.76% | – | 1 | 0% | 1 |
|
| 3206 |
CT
3206
Chicago Trust
Grayslake,
Illinois
| $237M | +$2.3M | +1% | 1.38% | 85.9% | 202 | 11.39% | 2.9 |
|
| 3207 |
SC
3207
Saybrook Capital
Winston Salem,
North Carolina
| $237M | +$35K | +0% | 0.2% | 67.1% | 49 | 4.08% | 5 |
|
| 3208 |
3208
Stewardship Financial Advisors
Stockbridge,
Georgia
| $237M | +$5.45M | +2% | 1.73% | 39.1% | 75 | 13.33% | 2.1 |
|
| 3209 |
3209
Zhang Financial
Portage,
Michigan
| $237M | -$2.35M | -1% | 0.69% | 67.9% | 92 | 7.61% | 3.9 |
|
| 3210 |
3210
SFE Investment Counsel
Los Angeles,
California
| $237M | +$2.99M | +1% | 0.5% | 105% | 118 | 5.93% | 3.6 |
|
| 3211 |
3211
Harbour Capital Advisors
Tysons Corner,
Virginia
| $236M | +$3.22M | +1% | 0.44% | 168% | 218 | 14.68% | 2.3 |
|
| 3212 |
3212
Financial Planning & Information Services
De Pere,
Wisconsin
| $236M | +$5.22M | +2% | 0.82% | 13% | 50 | 4% | 3.7 |
|
| 3213 |
3213
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $236M | +$105M | +80% | 5.36% | 80.8% | 67 | 11.94% | 1.1 |
|
| 3214 |
AC
3214
AMS Capital
Sao Paulo,
Brazil
| $236M | +$95.5M | +68% | 7.92% | 63.1% | 31 | 54.84% | 0.5 |
|
| 3215 |
FCA
3215
FLC Capital Advisors
Palm Desert,
California
| $236M | -$7.03M | -3% | 1.45% | 59.3% | 136 | 10.29% | 0.6 |
|
| 3216 |
PCM
3216
Perritt Capital Management
Chicago,
Illinois
| $236M | -$17.4M | -7% | 4.02% | 80.9% | 244 | 12.3% | 3.3 |
|
| 3217 |
3217
Wildcat Capital Management
New York
| $235M | +$4.3M | +2% | 2.82% | 126% | 41 | 56.1% | 0.9 |
|
| 3218 |
3218
Winmill & Co
Walpole,
New Hampshire
| $235M | – | – | 2.03% | 146% | 108 | – | 0 |
|
| 3219 |
3219
Wind River Trust Company
Jackson,
Wyoming
| $235M | +$108K | +0% | 0.01% | 62.1% | 9 | 0% | 4.7 |
|
| 3220 |
3220
Permit Capital
West Conshohocken,
Pennsylvania
| $235M | +$9.21M | +4% | 4.74% | 121% | 26 | 0% | 5 |
|
| 3221 |
3221
Cheviot Value Management
Beverly Hills,
California
| $235M | +$3.69M | +2% | 1.1% | 77.8% | 69 | 10.14% | 3.4 |
|
| 3222 |
3222
Henry James International Management
New York
| $235M | +$1.25M | +0.5% | 0.84% | 125% | 145 | 9.66% | 0.8 |
|
| 3223 |
3223
RDA Financial Network
Akron,
Iowa
| $234M | +$12.3M | +6% | 1.45% | 93.4% | 253 | 12.65% | 0.4 |
|
| 3224 |
HA
3224
Hamel Associates
Chatham,
New Jersey
| $234M | +$6.14M | +3% | 3.98% | 50.6% | 86 | 4.65% | 3.9 |
|
| 3225 |
3225
Montgomery Investment Management
Rockville,
Maryland
| $234M | +$5.26M | +2% | 3.45% | 98.4% | 94 | 7.45% | 4.7 |
|