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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
PTC
2251
Private Trust Company
Cleveland,
Ohio
| $307M | +$41.9M | +16% | 4.55% | 79.6% | 2,128 | 17.06% | 0.8 |
|
| 2252 |
HCM
2252
Hilton Capital Management
Garden City,
New York
| $307M | +$50.5M | +20% | 7.36% | 58.2% | 102 | 20.59% | 0.7 |
|
| 2253 |
HC
2253
HHG & Company
Darien,
Connecticut
| $307M | +$14M | +5% | 3.53% | 22% | 178 | 7.3% | 0.9 |
|
| 2254 |
HPBT
2254
High Point Bank & Trust
High Point,
North Carolina
| $307M | -$135K | -0% | 3.28% | 16.5% | 420 | 5% | 0.9 |
|
| 2255 |
SC
2255
Schooner Capital
Vero Beach,
Florida
| $306M | +$66.5M | +28% | 27.8% | 31.1% | 2 | 0% | 0.6 |
|
| 2256 |
DHFB
2256
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $306M | +$17.8M | +6% | 7.4% | 63.5% | 201 | 18.41% | 0.7 |
|
| 2257 |
SH
2257
SeaTown Holdings
Singapore
| $306M | +$38.7M | +14% | 1.6% | 220% | 25 | 72% | 0.2 |
|
| 2258 |
GC
2258
Gibson Capital
Wexford,
Pennsylvania
| $305M | +$21.1M | +7% | 4.46% | 60.4% | 32 | 25% | 0.6 |
|
| 2259 |
TAM
2259
Toscafund Asset Management
London,
United Kingdom
| $305M | -$141M | -32% | 1.24% | 80.9% | 18 | 44.44% | 0.8 |
|
| 2260 |
GJCM
2260
Grand Jean Capital Management
San Francisco,
California
| $304M | +$27M | +10% | 8.49% | 61.4% | 42 | 23.81% | 0.7 |
|
| 2261 |
TVM
2261
Tiger Veda Management
New York
| $304M | +$10.9M | +4% | 8.14% | – | 20 | 35% | 0.6 |
|
| 2262 |
2262
Fund Evaluation Group
Cincinnati,
Ohio
| $304M | +$28M | +10% | 6.16% | 51.6% | 13 | 7.69% | 0.8 |
|
| 2263 |
CAM
2263
Cubic Asset Management
Boston,
Massachusetts
| $304M | +$13.1M | +5% | 5.3% | 40.5% | 159 | 8.81% | 0.9 |
|
| 2264 |
FWCM
2264
First Western Capital Management
Los Angeles,
California
| $303M | +$19.7M | +7% | 8.08% | 43% | 143 | 24.48% | 0.4 |
|
| 2265 |
MBT
2265
Monroe Bank & Trust
Monroe,
Michigan
| $302M | +$2.96M | +1% | 2.91% | 24.7% | 320 | 6.56% | 0.8 |
|
| 2266 |
WEC
2266
Winslow Evans & Crocker
Boston,
Massachusetts
| $302M | +$12.1M | +4% | 5.39% | 76.2% | 1,371 | 11.89% | 0.5 |
|
| 2267 |
DCM
2267
Destrier Capital Management
New York
| $302M | +$99.4M | +49% | 6% | 5.28% | 43 | 44.19% | 0.3 |
|
| 2268 |
MP
2268
Mangrove Partners
Greenwich,
Connecticut
| $302M | +$1.88M | +0.6% | 5.06% | 185% | 46 | 30.43% | 0.5 |
|
| 2269 |
RO
2269
Reservoir Operations
New York
| $301M | +$42.3M | +16% | 4.25% | 12% | 34 | 11.76% | 0.4 |
|
| 2270 |
JWBC
2270
J.W. Burns & Co
Dewitt,
New York
| $301M | +$18.9M | +7% | 4.2% | 78.5% | 160 | 7.5% | 0.9 |
|
| 2271 |
CNBT
2271
Canandaigua National Bank & Trust
Canandaigua,
New York
| $301M | +$5.16M | +2% | 3.22% | – | 192 | 7.29% | 0.9 |
|
| 2272 |
FBP
2272
Flippin Bruce & Porter
Lynchburg,
Virginia
| $301M | -$12.8M | -4% | 4.33% | 44.4% | 90 | 15.56% | 0.9 |
|
| 2273 |
DMAM
2273
Del Mar Asset Management
New York
| $300M | +$161M | +116% | 7.47% | – | 51 | 62.75% | 0.3 |
|
| 2274 |
2274
Stratos Wealth Partners
Beachwood,
Ohio
| $300M | – | – | 5.73% | 83.3% | 314 | – | 0 |
|
| 2275 |
BS
2275
Bow Street
New York
| $300M | +$90M | +43% | 8.67% | 43.3% | 48 | 77.08% | 0.1 |
|