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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 |
2251
Loeb Partners Corp
New York
| $342M | +$5.22M | +2% | 2.67% | 34.4% | 194 | 14.95% | 1.2 |
|
| 2252 |
2252
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $341M | +$7.25M | +2% | 1.01% | 25.1% | 5 | 20% | 0.8 |
|
| 2253 |
2253
Boltwood Capital Management
Walnut Creek,
California
| $341M | -$9.18M | -3% | 0.81% | 63% | 93 | 4.3% | 1.6 |
|
| 2254 |
2254
Chatham Capital Group
Savannah,
Georgia
| $341M | +$5.96M | +2% | 1.95% | 97% | 169 | 15.38% | 1.1 |
|
| 2255 |
2255
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $341M | -$7.9M | -2% | 0.37% | 39.8% | 171 | 7.6% | 1.5 |
|
| 2256 |
GWM
2256
Gupta Wealth Management
San Diego,
California
| $340M | – | – | 1.58% | – | 1,171 | – | 0 |
|
| 2257 |
2257
Insight Equity Management Company
Southlake,
Texas
| $340M | -$55M | -14% | 12.2% | – | 1 | 0% | 0.5 |
|
| 2258 |
2258
Berkshire Money Management
Dalton,
Massachusetts
| $340M | +$5.35M | +2% | 1.09% | 61.8% | 19 | 5.26% | 1 |
|
| 2259 |
2259
First Nebraska Trust
Lincoln,
Nebraska
| $339M | -$5.48M | -2% | 1.09% | 67.9% | 107 | 7.48% | 1.4 |
|
| 2260 |
2260
Checchi Capital Advisers
Beverly Hills,
California
| $338M | +$72.2M | +27% | 0.65% | 68% | 372 | 16.4% | 0.8 |
|
| 2261 |
2261
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $338M | +$16.7M | +5% | 5.79% | 63.5% | 211 | 20.85% | 1.2 |
|
| 2262 |
2262
South Street Advisors
New York
| $338M | +$35.6M | +12% | 3.61% | 169% | 65 | 13.85% | 1.4 |
|
| 2263 |
TLCM
2263
Tiger Legatus Capital Management
New York
| $338M | +$60.4M | +22% | 12.4% | 19.1% | 20 | 40% | 0.8 |
|
| 2264 |
NC
2264
Nokomis Capital
Dallas,
Texas
| $338M | +$21.3M | +7% | 2.55% | 145% | 43 | 27.91% | 1 |
|
| 2265 |
2265
Fiduciary Trust International
Lincoln,
Massachusetts
| $337M | -$14.3M | -4% | 2.19% | 36.8% | 140 | 32.14% | 1.3 |
|
| 2266 |
2266
Biondo Investment Advisors
Milford,
Pennsylvania
| $337M | +$4.74M | +1% | 1.02% | 83.4% | 90 | 18.89% | 1.4 |
|
| 2267 |
2267
Gibson Capital
Wexford,
Pennsylvania
| $336M | +$12.7M | +4% | 1.68% | 67.2% | 39 | 15.38% | 1.2 |
|
| 2268 |
2268
NTV Asset Management
Charleston,
West Virginia
| $336M | -$1.93M | -0.6% | 0.73% | 110% | 206 | 5.34% | 1.5 |
|
| 2269 |
2269
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $336M | +$56.1M | +20% | 12.5% | 34.1% | 10 | 20% | 1.4 |
|
| 2270 |
LA
2270
Leonetti & Associates
Buffalo Grove,
Illinois
| $336M | +$14.9M | +5% | 4.48% | 49.5% | 46 | 23.91% | 1.1 |
|
| 2271 |
2271
Timpani Capital Management
Milwaukee,
Wisconsin
| $335M | +$80.8M | +32% | 15.3% | 383% | 101 | 32.67% | 0.7 |
|
| 2272 |
2272
Highstreet Asset Management
London,
Ontario, Canada
| $335M | -$66.9M | -17% | 2.16% | 22.5% | 152 | 27.63% | 1 |
|
| 2273 |
TCOT
2273
Trust Company of Toledo
Holland,
Ohio
| $334M | +$3.86M | +1% | 0.15% | 109% | 184 | 4.35% | 1.5 |
|
| 2274 |
2274
First Western Capital Management
Los Angeles,
California
| $333M | -$5.83M | -2% | 4.44% | 43% | 139 | 22.3% | 0.9 |
|
| 2275 |
2275
Canandaigua National Bank & Trust
Canandaigua,
New York
| $333M | +$19.3M | +6% | 0.41% | – | 210 | 10.48% | 1.4 |
|