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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
NTCM
5101
Nine Ten Capital Management
Chicago,
Illinois
| $321M | +$6.53M | +2% | 22.4% | 166% | 8 | 0% | 5.5 |
|
| 5102 |
5102
Miramontes Capital
Newport,
California
| $321M | +$32.7M | +11% | 12.2% | – | 146 | 19.86% | 0.4 |
|
| 5103 |
HCM
5103
Hall Capital Management
Barrington,
Rhode Island
| $321M | +$41.4M | +15% | 8.25% | – | 116 | 15.52% | 6 |
|
| 5104 |
5104
First Bankers Trust
Louisville,
Kentucky
| $321M | +$25.1M | +8% | 13.3% | 78.9% | 158 | 10.76% | 6.8 |
|
| 5105 |
5105
Selkirk Management
Chatham,
New Jersey
| $321M | +$26.8M | +9% | 21.7% | 245% | 16 | 43.75% | 3.8 |
|
| 5106 |
5106
RJA Asset Management
Stamford,
Connecticut
| $321M | +$49.1M | +18% | 20.1% | 80.2% | 4 | 0% | 2.4 |
|
| 5107 |
5107
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $321M | +$30.9M | +11% | 10.9% | 63.1% | 643 | 9.49% | 2.6 |
|
| 5108 |
5108
GE Investment Management
Norwalk,
Connecticut
| $321M | +$77M | +32% | 31.6% | – | 4 | 0% | 2.4 |
|
| 5109 |
5109
TMB Capital Partners
Little Rock,
Arkansas
| $321M | +$23.2M | +8% | 8.8% | – | 189 | 13.23% | 0.5 |
|
| 5110 |
5110
Leisure Capital Management
Costa Mesa,
California
| $320M | +$34.7M | +12% | 21% | 98% | 162 | 8.02% | 5.2 |
|
| 5111 |
5111
Biltmore Wealth Management
Tempe,
Arizona
| $320M | +$39.2M | +14% | 9.94% | 59.8% | 65 | 18.46% | 4.5 |
|
| 5112 |
AFS
5112
Aft Forsyth & Sober
Valrico,
Florida
| $320M | -$7.78M | -2% | 17.7% | 94.6% | 63 | 6.35% | 4.9 |
|
| 5113 |
5113
Samalin Investment Counsel
Chappaqua,
New York
| $320M | +$38M | +13% | 11.4% | 68.3% | 352 | 13.92% | 3.1 |
|
| 5114 |
IP
5114
Investment Partners
New Philadelphia,
Ohio
| $320M | +$38.8M | +14% | 15.7% | 83.2% | 167 | 8.98% | 5.8 |
|
| 5115 |
5115
JW Asset Management
Miami Beach,
Florida
| $320M | +$76.4M | +31% | 63.3% | 251% | 24 | 33.33% | 1.6 |
|
| 5116 |
5116
Passive Capital Management
Baltimore,
Maryland
| $320M | -$15.1M | -5% | 9.49% | 37.7% | 109 | 18.35% | 2.6 |
|
| 5117 |
5117
Prospera Capital Management
Gilbert,
Arizona
| $320M | +$121M | +60% | 12.2% | – | 66 | 36.36% | 0.8 |
|
| 5118 |
LJCM
5118
Lee Johnson Capital Management
Fort Worth,
Texas
| $320M | +$40.9M | +15% | 34.9% | 118% | 101 | 39.6% | 1 |
|
| 5119 |
5119
Global Trust Asset Management
West Palm Beach,
Florida
| $320M | +$58.2M | +22% | 37.4% | 178% | 511 | 19.96% | 4.2 |
|
| 5120 |
5120
Burns Matteson Capital Management
Corning,
New York
| $320M | +$46.7M | +17% | 32.5% | 137% | 262 | 55.34% | 1.5 |
|
| 5121 |
5121
Seldon Capital
San Francisco,
California
| $320M | +$47.6M | +18% | 40.5% | 604% | 83 | 32.53% | 2.3 |
|
| 5122 |
5122
Burkett Financial Services
Rock Hill,
South Carolina
| $320M | +$27.8M | +10% | 11.4% | 63.6% | 288 | 20.83% | 1.7 |
|
| 5123 |
5123
WrapManager Inc
Mill Valley,
California
| $320M | +$31.7M | +11% | 13.7% | 64.6% | 160 | 21.88% | 4.9 |
|
| 5124 |
5124
Charles-Lim Capital
Central,
Hong Kong
| $319M | +$18.1M | +6% | 16.5% | 4.44% | 7 | 42.86% | 3.5 |
|
| 5125 |
5125
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $319M | +$37.8M | +13% | 15% | 60.2% | 72 | 12.5% | 3.4 |
|