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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Snowden Capital Advisors
New York
| $330M | +$36.9M | +13% | 3.21% | 100% | 299 | 21.74% | 0.2 |
|
| 2227 |
2227
Jaffetilchin Investment Partners
Tampa,
Florida
| $330M | +$13.5M | +4% | 3.86% | 88.1% | 260 | 48.46% | 0.7 |
|
| 2228 |
2228
Shelter Mutual Insurance
Columbia,
Missouri
| $330M | +$4.01M | +1% | 4.16% | 51.2% | 46 | 8.7% | 2.4 |
|
| 2229 |
2229
Clearfield Capital Management
New York
| $330M | +$51.7M | +19% | 5.63% | 421% | 13 | 38.46% | 0.4 |
|
| 2230 |
2230
Hutchinson Capital Management
San Rafael,
California
| $330M | +$13.5M | +4% | 0.67% | 52.6% | 56 | 14.29% | 2.6 |
|
| 2231 |
2231
Oak Management Corp
Wilton,
Connecticut
| $329M | +$2.54M | +0.8% | 8.01% | 96.4% | 9 | 0% | 0.5 |
|
| 2232 |
JWBC
2232
J.W. Burns & Co
Dewitt,
New York
| $328M | +$13.7M | +4% | 2.96% | 95.4% | 157 | 6.37% | 2.4 |
|
| 2233 |
FIMG
2233
Financial & Investment Management Group
Traverse City,
Michigan
| $328M | -$46.9M | -13% | 7.9% | 18.9% | 112 | 19.64% | 1.6 |
|
| 2234 |
2234
Toth Financial Advisory
Leesburg,
Virginia
| $328M | +$22M | +7% | 3.32% | 90.4% | 121 | 14.05% | 2.2 |
|
| 2235 |
DP
2235
DSAM Partners
London,
United Kingdom
| $328M | +$104M | +46% | 11.4% | 343% | 35 | 65.71% | 0.2 |
|
| 2236 |
2236
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $328M | -$14.4M | -4% | 4.8% | 17.2% | 271 | 23.62% | 2.5 |
|
| 2237 |
IAA
2237
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $327M | -$73.7M | -18% | 3.27% | 49.3% | 210 | 39.05% | 1.4 |
|
| 2238 |
2238
Stelac Advisory Services
New York
| $326M | +$15.8M | +5% | 2.07% | 84.9% | 71 | 28.17% | 1.4 |
|
| 2239 |
DCM
2239
Dulcet Capital Management
New York
| $326M | +$35.7M | +12% | 9.74% | – | 13 | 38.46% | 0.3 |
|
| 2240 |
2240
TD Ameritrade Trust
Denver,
Colorado
| $326M | -$29.9M | -8% | 2.06% | 21.7% | 47 | 17.02% | 2.3 |
|
| 2241 |
2241
Acadia Trust
Portland,
Maine
| $326M | +$17.8M | +6% | 4.75% | 36.1% | 74 | 4.05% | 2.5 |
|
| 2242 |
2242
Everence Capital Management
Goshen,
Indiana
| $326M | +$4.22M | +1% | 2.43% | 108% | 319 | 14.73% | 2.2 |
|
| 2243 |
2243
Contravisory Investment Management
Norwell,
Massachusetts
| $326M | -$16.8M | -5% | 4.47% | 135% | 243 | 34.98% | 0.8 |
|
| 2244 |
2244
NBW Capital
Boston,
Massachusetts
| $326M | +$10.8M | +3% | 12.8% | 86% | 78 | 6.41% | 2 |
|
| 2245 |
BIM
2245
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $326M | +$15.1M | +5% | 9.6% | 48.4% | 92 | 8.7% | 2.2 |
|
| 2246 |
KLC
2246
Knowledge Leaders Capital
Denver,
Colorado
| $325M | -$41.2M | -11% | 4.94% | 51.6% | 41 | 36.59% | 0.9 |
|
| 2247 |
2247
Greenwood Capital Associates
Greenwood,
South Carolina
| $325M | +$7.54M | +2% | 2.87% | 81.3% | 197 | 28.93% | 1.1 |
|
| 2248 |
CA
2248
Continental Advisors
Park City,
Utah
| $324M | -$28.9M | -8% | 2.3% | 73.6% | 146 | 28.77% | 1.7 |
|
| 2249 |
2249
Lido Advisors
Los Angeles,
California
| $324M | +$27.2M | +9% | 0.35% | 75% | 182 | 33.52% | 0.2 |
|
| 2250 |
2250
Maple-Brown Abbott
Barangaroo,
Australia
| $324M | +$23M | +8% | 10% | 7.92% | 19 | 10.53% | 1.3 |
|