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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
RJA
3476
Robshaw & Julian Associates
Williamsville,
New York
| $129M | +$10.9M | +9% | 6.29% | 19.3% | 45 | 22.22% | 1.6 |
|
| 3477 |
3477
Yost Capital Management
Houston,
Texas
| $129M | +$25.1M | +24% | 4.96% | 125% | 11 | 54.55% | 0.5 |
|
| 3478 |
3478
Dock Street Asset Management
Palm Beach,
Florida
| $129M | -$633K | -0.5% | 5.34% | 175% | 36 | 22.22% | 1.9 |
|
| 3479 |
3479
Lenox Wealth Management
Cincinnati,
Ohio
| $129M | +$6.39M | +5% | 6.01% | 24.7% | 279 | 51.61% | 1 |
|
| 3480 |
3480
West Oak Capital
Westlake Village,
California
| $129M | +$4.92M | +4% | 3.36% | 110% | 311 | 9.32% | 2.2 |
|
| 3481 |
GCM
3481
Goldman Capital Management
New York
| $129M | -$11.4M | -8% | 1.91% | 24.8% | 28 | 7.14% | 2.1 |
|
| 3482 |
3482
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $129M | – | – | 6.27% | 52.3% | 10 | – | 0 |
|
| 3483 |
3483
Summit Financial Strategies
Columbus,
Ohio
| $129M | +$8.04M | +7% | 3.38% | 59.4% | 50 | 20% | 0.8 |
|
| 3484 |
3484
SC US (TTGP)
Menlo Park,
California
| $128M | -$99.1M | -44% | 1.63% | 65.2% | 7 | 42.86% | 0.8 |
|
| 3485 |
3485
Harbour Investment Management
Edmonds,
Washington
| $128M | +$4.11M | +3% | 7.1% | 58.8% | 75 | 4% | 2.3 |
|
| 3486 |
3486
Vector Wealth Management
Minneapolis,
Minnesota
| $128M | +$1.25M | +1% | 1.19% | 2.13% | 78 | 1.28% | 1.7 |
|
| 3487 |
EGA
3487
Emerging Global Advisors
New York
| $128M | -$13.2M | -9% | 7.61% | 0.93% | 20 | 25% | 1.5 |
|
| 3488 |
3488
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $128M | +$4.06M | +3% | 4.17% | 52.2% | 568 | 6.51% | 1.9 |
|
| 3489 |
3489
Technology Crossover Management V
Menlo Park,
California
| $128M | -$1.55M | -1% | 1.07% | 2.5% | 2 | 0% | 2.5 |
|
| 3490 |
3490
Addison Capital
Conshohocken,
Pennsylvania
| $128M | +$20.1M | +19% | 5.55% | 59.7% | 110 | 27.27% | 1.1 |
|
| 3491 |
3491
Carl Domino
West Palm Beach,
Florida
| $128M | +$2.99M | +2% | 7.02% | 38.3% | 154 | 11.69% | 1.8 |
|
| 3492 |
3492
Tieton Capital Management
Yakima,
Washington
| $127M | +$20.3M | +19% | 20.1% | 172% | 30 | 0% | 1.6 |
|
| 3493 |
3493
Polaris Venture Management Co V
Boston,
Massachusetts
| $127M | -$19.5M | -13% | 8.45% | 281% | 9 | 0% | 1.3 |
|
| 3494 |
GCMG
3494
Gyroscope Capital Management Group
Naples,
Florida
| $127M | +$9.9M | +8% | 7.64% | 24.8% | 73 | 23.29% | 0.7 |
|
| 3495 |
3495
Progeny 3 Inc
Kirkland,
Washington
| $127M | -$2.17M | -2% | 0.09% | 96.8% | 12 | 25% | 1.3 |
|
| 3496 |
3496
Independent Order of Foresters
Toronto,
Ontario, Canada
| $127M | +$10M | +9% | 4.62% | 66.3% | 109 | 5.5% | 2 |
|
| 3497 |
3497
Brandywine Trust
Hockessin,
Delaware
| $127M | +$8.25M | +7% | 5.51% | 32.7% | 21 | 4.76% | 2.2 |
|
| 3498 |
3498
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $127M | – | – | 4.64% | 70.2% | 118 | – | 0 |
|
| 3499 |
3499
AMI Investment Management
Kendallville,
Indiana
| $127M | +$12.4M | +11% | 4.72% | 47.9% | 45 | 8.89% | 1.8 |
|
| 3500 |
3500
Lattice Strategies
Wayne,
Pennsylvania
| $127M | -$15.1M | -11% | 1.32% | 19.9% | 82 | 17.07% | 2 |
|