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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
PFS Partners
Mine Hill,
New Jersey
| $247M | +$28.8M | +13% | 18.7% | 65.2% | 614 | 6.35% | 2.6 |
|
| 5877 |
5877
Fairfield University
Fairfield,
Connecticut
| $247M | +$47.4M | +24% | 14.3% | 61.9% | 4 | 0% | 6.7 |
|
| 5878 |
DFS
5878
Dixon Fnancial Services
Lafayette,
California
| $247M | +$24.2M | +11% | 13.2% | 76.6% | 48 | 8.33% | 2.4 |
|
| 5879 |
5879
Blue Square Asset Management
New York
| $247M | +$36.2M | +17% | 19.1% | 104% | 78 | 15.38% | 2.5 |
|
| 5880 |
5880
Tribune Investment Group
New York
| $247M | -$14.4M | -6% | 44.4% | – | 51 | 74.51% | 0.2 |
|
| 5881 |
5881
Garrison Point Advisors
Walnut Creek,
California
| $247M | +$27.4M | +12% | 14.8% | 81.5% | 179 | 7.82% | 4.8 |
|
| 5882 |
5882
TTP Investments
San Jose,
California
| $247M | +$6.62M | +3% | 43.6% | 197% | 47 | 61.7% | 1.7 |
|
| 5883 |
ASBI
5883
American State Bank (Iowa)
Sioux Center,
Iowa
| $247M | +$38.3M | +18% | 31.8% | 138% | 147 | 12.93% | 4.3 |
|
| 5884 |
5884
Archon Capital Management
Seattle,
Washington
| $246M | +$69.1M | +39% | 50.6% | 222% | 56 | 42.86% | 1 |
|
| 5885 |
5885
Unison Asset Management
North Miami Beach,
Florida
| $246M | +$27.5M | +13% | 11.4% | 81.4% | 32 | 0% | 3.7 |
|
| 5886 |
5886
Applied Capital LLC
Hollywood,
Florida
| $246M | +$34.4M | +16% | 8.99% | 78.3% | 96 | 7.29% | 2.5 |
|
| 5887 |
5887
Midwest Capital Advisors
Grand Rapids,
Michigan
| $246M | +$32.2M | +15% | 15.1% | – | 227 | 19.82% | 1.1 |
|
| 5888 |
5888
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $246M | +$30.4M | +14% | 12.7% | 66.8% | 141 | 6.38% | 2.2 |
|
| 5889 |
NAMNJ
5889
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $246M | +$38.9M | +19% | 18% | – | 110 | 16.36% | 1.8 |
|
| 5890 |
5890
Steinberganna Wealth Management
Huntington,
New York
| $246M | +$37.8M | +18% | 22.6% | – | 151 | 20.53% | 0.6 |
|
| 5891 |
5891
Taylor Securities Services
Harrisburg,
Pennsylvania
| $246M | +$31.7M | +15% | 12.1% | – | 64 | 15.63% | 0.4 |
|
| 5892 |
5892
Postrock Partners
Overland Park,
Oregon
| $246M | +$29.8M | +14% | 22% | – | 85 | 11.76% | 1.4 |
|
| 5893 |
5893
Socha Financial Group
Corning,
New York
| $246M | +$48.7M | +25% | 24.5% | 81.5% | 14 | 0% | 2.6 |
|
| 5894 |
5894
Warburton Capital Management
Tulsa,
Oklahoma
| $246M | +$40.8M | +20% | 15.2% | – | 83 | 27.71% | 1 |
|
| 5895 |
5895
Kieckhefer Group
Mequon,
Wisconsin
| $246M | +$34.1M | +16% | 27% | – | 67 | 16.42% | 1 |
|
| 5896 |
LFC
5896
LCC Family Corp
Toronto,
| $246M | -$46M | -16% | 10.6% | – | 1 | 0% | 1 |
|
| 5897 |
5897
Fire Capital Management
San Francisco,
California
| $246M | +$32.1M | +15% | 16.9% | – | 125 | 16% | 1.1 |
|
| 5898 |
5898
P2 Capital Partners
New York
| $246M | +$35.6M | +17% | 16% | 7.96% | 12 | 16.67% | 3 |
|
| 5899 |
WAM
5899
Westport Asset Management
Southport,
Connecticut
| $245M | +$19M | +8% | 9.95% | 64.2% | 80 | 2.5% | 7.1 |
|
| 5900 |
5900
Beaton Management Company
Haverhill,
Massachusetts
| $245M | +$20.9M | +9% | 16.1% | 95.9% | 159 | 9.43% | 5.7 |
|