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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
JCM
2151
Jasinkiewicz Capital Management
Summit,
New Jersey
| $307M | +$7.4M | +2% | 7.85% | – | 94 | 61.7% | 0.2 |
|
| 2152 |
TCM
2152
Tradition Capital Management
Summit,
New Jersey
| $306M | +$22.9M | +8% | 9.19% | 43.5% | 139 | 9.35% | 0.5 |
|
| 2153 |
2153
Boltwood Capital Management
Walnut Creek,
California
| $305M | +$29.3M | +11% | 8.78% | 63% | 88 | 2.27% | 0.5 |
|
| 2154 |
2154
Gratry & Company
Beachwood,
Ohio
| $305M | +$21.8M | +8% | 8.35% | 44.3% | 75 | 21.33% | 0.4 |
|
| 2155 |
2155
Vantage Investment Partners
Kansas City,
Missouri
| $305M | -$12M | -4% | 2.03% | 66.8% | 49 | 14.29% | 0.5 |
|
| 2156 |
2156
Kemper
Chicago,
Illinois
| $305M | +$3.13M | +1% | 5.21% | 28.6% | 55 | 1.82% | 0.5 |
|
| 2157 |
2157
Hollow Brook Wealth Management
Katonah,
New York
| $305M | +$19.3M | +7% | 14.6% | 92.8% | 70 | 21.43% | 0.4 |
|
| 2158 |
2158
Fosun International
Hong Kong,
China
| $305M | – | – | 14.7% | 41.3% | 8 | – | 0 |
|
| 2159 |
2159
First Merchants Corp
Muncie,
Indiana
| $304M | +$9.46M | +3% | 8.52% | 55.6% | 130 | 5.38% | 0.5 |
|
| 2160 |
2160
Smith Hayes Advisers
Lincoln,
Nebraska
| $304M | +$42.3M | +16% | 10.3% | 35.2% | 261 | 9.96% | 0.4 |
|
| 2161 |
DVC
2161
Deer VI & Co
Larchmont,
New York
| $304M | +$24.7M | +9% | 8.95% | 1,560% | 3 | 0% | 0.5 |
|
| 2162 |
2162
Sterne Agee Group
Birmingham,
Alabama
| $304M | +$45.7M | +18% | 8.2% | – | 328 | 58.54% | 0.3 |
|
| 2163 |
2163
GHP Investment Advisors
Denver,
Colorado
| $303M | +$28.1M | +10% | 9.78% | 81.4% | 268 | 6.72% | 0.5 |
|
| 2164 |
2164
ACK Asset Management
Greenwich,
Connecticut
| $303M | +$43.2M | +17% | 11.5% | 132% | 47 | 61.7% | 0.2 |
|
| 2165 |
FPCM
2165
Financial Partners Capital Management
New York
| $303M | +$51.8M | +21% | 7.68% | 34.2% | 117 | 24.79% | 0.4 |
|
| 2166 |
CG
2166
Clinton Group
New York
| $303M | -$25.5M | -8% | 4.23% | 10.2% | 494 | 77.73% | 0.1 |
|
| 2167 |
2167
Newport Asia
San Francisco,
California
| $302M | +$25.6M | +9% | 29.6% | – | 5 | 20% | 0.4 |
|
| 2168 |
2168
Covalent Partners
Concord,
Massachusetts
| $302M | +$13.8M | +5% | 7.07% | 36.6% | 34 | 41.18% | 0.4 |
|
| 2169 |
HPBT
2169
High Point Bank & Trust
High Point,
North Carolina
| $302M | +$13.3M | +5% | 5.79% | 16.5% | 447 | 8.5% | 0.5 |
|
| 2170 |
2170
Phillips Financial Management
Fort Wayne,
Indiana
| $302M | +$19M | +7% | 5.14% | 45.6% | 61 | 1.64% | 0.5 |
|
| 2171 |
2171
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $301M | -$62M | -17% | 26.2% | 219% | 12 | 50% | 0.3 |
|
| 2172 |
2172
Oakwood Capital Management
Los Angeles,
California
| $301M | +$27.1M | +10% | 4.85% | 72.7% | 79 | 16.46% | 0.4 |
|
| 2173 |
2173
Canal Insurance Company
Greenville,
South Carolina
| $300M | -$994K | -0.3% | 7.66% | 114% | 86 | 9.3% | 0.5 |
|
| 2174 |
2174
Crosspoint Capital Strategies
Orinda,
California
| $300M | – | – | 20.4% | – | 578 | – | 0 |
|
| 2175 |
TFP
2175
Triple Frond Partners
San Francisco,
California
| $300M | -$27.9M | -9% | 12.9% | 92.9% | 10 | 10% | 0.4 |
|