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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
BCH
3226
Berkshire Capital Holdings
San Jose,
California
| $232M | +$82.4M | +55% | 37.9% | 2,748% | 40 | 40% | 0.5 |
|
| 3227 |
3227
Patten Group
Chattanooga,
Tennessee
| $232M | +$21.4M | +10% | 12.2% | 99% | 610 | 69.67% | 3.6 |
|
| 3228 |
3228
Zhang Financial
Portage,
Michigan
| $232M | +$25.2M | +12% | 11.7% | 67.9% | 89 | 11.24% | 3.6 |
|
| 3229 |
SCM
3229
Symons Capital Management
Pittsburgh,
Pennsylvania
| $232M | -$8.49M | -4% | 11.7% | 25.4% | 81 | 32.1% | 1.3 |
|
| 3230 |
CT
3230
Chicago Trust
Grayslake,
Illinois
| $232M | +$21M | +10% | 10.6% | 96.7% | 188 | 16.49% | 2.7 |
|
| 3231 |
3231
Family Management
New York
| $232M | -$6.75M | -3% | 10.6% | 69% | 154 | 33.12% | 1.2 |
|
| 3232 |
3232
JHL Capital Group
Chicago,
Illinois
| $232M | -$70M | -23% | 12% | – | 15 | 66.67% | 0.4 |
|
| 3233 |
3233
DAFNA Capital Management
Los Angeles,
California
| $232M | +$30.7M | +15% | 31.8% | 313% | 89 | 17.98% | 1.8 |
|
| 3234 |
3234
Northwest Bancshares
Warren,
Pennsylvania
| $232M | +$24.5M | +12% | 11.9% | 84.8% | 143 | 13.29% | 1.1 |
|
| 3235 |
SFSIG
3235
San Francisco Sentry Investment Group
San Francisco,
California
| $232M | +$19.6M | +9% | 14.6% | 436% | 1,125 | 21.96% | 1.6 |
|
| 3236 |
LDFR
3236
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $232M | +$30.6M | +15% | 11.2% | 37.5% | 195 | 9.74% | 0.2 |
|
| 3237 |
3237
Wind River Trust Company
Jackson,
Wyoming
| $232M | +$22.3M | +11% | 11.5% | 62.1% | 9 | 0% | 4.2 |
|
| 3238 |
3238
Armbruster Capital Management
Pittsford,
New York
| $231M | +$29.6M | +15% | 12.3% | 66.7% | 72 | 8.33% | 2.8 |
|
| 3239 |
3239
Summit Trail Advisors
New York
| $231M | -$51.6M | -18% | 13.9% | 74.8% | 145 | 71.72% | 0.5 |
|
| 3240 |
SC
3240
Saybrook Capital
Winston Salem,
North Carolina
| $231M | +$21.2M | +10% | 13.1% | 72.5% | 48 | 4.17% | 4.7 |
|
| 3241 |
3241
Benedict Financial Advisors
Atlanta,
Georgia
| $231M | +$28M | +14% | 11.9% | 72.4% | 106 | 3.77% | 3.5 |
|
| 3242 |
3242
HT Partners
Centerbrook,
Connecticut
| $231M | +$23M | +11% | 9.33% | 71.1% | 29 | 13.79% | 2.8 |
|
| 3243 |
3243
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $230M | +$26M | +13% | 14% | 83.3% | 87 | 4.6% | 2.4 |
|
| 3244 |
3244
RiverPark Advisors
New York
| $230M | +$2.39M | +1% | 18% | 87.5% | 53 | 11.32% | 2.5 |
|
| 3245 |
AC
3245
Argentiere Capital
Zug,
Switzerland
| $230M | -$90.2M | -28% | 18% | 1.96% | 93 | 76.34% | 0.3 |
|
| 3246 |
CCM
3246
Compton Capital Management
Providence,
Rhode Island
| $230M | +$20.4M | +10% | 14.1% | 75.6% | 140 | 10% | 4.5 |
|
| 3247 |
3247
Principal Street Partners
Memphis,
Tennessee
| $230M | – | – | 13.4% | 91% | 77 | – | 0 |
|
| 3248 |
3248
Redmond Asset Management
Henrico,
Virginia
| $230M | +$20.9M | +10% | 14.9% | 68.2% | 172 | 16.86% | 2.8 |
|
| 3249 |
3249
Glassman Wealth Services
Vienna,
Virginia
| $230M | +$44M | +24% | 12.8% | 62.6% | 1,312 | 30.64% | 1.5 |
|
| 3250 |
KC
3250
Keenan Capital
Burlingame,
California
| $230M | +$46.6M | +25% | 28.2% | 110% | 13 | 7.69% | 1 |
|