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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
3AM
2276
3D Asset Management
Hartford,
Connecticut
| $333M | +$2.44M | +0.7% | 1.41% | 0.82% | 44 | 6.82% | 1.7 |
|
| 2277 |
JIP
2277
Jaffetilchin Investment Partners
Tampa,
Florida
| $333M | +$2.73M | +0.8% | 0.99% | 78.5% | 264 | 44.32% | 0.7 |
|
| 2278 |
BIA
2278
Biondo Investment Advisors
Milford,
Pennsylvania
| $333M | -$4.01M | -1% | 2.38% | 83.4% | 85 | 7.06% | 1.6 |
|
| 2279 |
VC
2279
Vestor Capital
Chicago,
Illinois
| $333M | +$33.6M | +11% | 0.17% | 186% | 110 | 18.18% | 1.1 |
|
| 2280 |
GC
2280
Garde Capital
Seattle,
Washington
| $333M | +$2.87M | +0.9% | 0.94% | 57.6% | 151 | 10.6% | 0.8 |
|
| 2281 |
FBC
2281
Fairfield, Bush & Co
Darien,
Connecticut
| $332M | -$10.4M | -3% | 1.16% | 112% | 176 | 5.68% | 1.6 |
|
| 2282 |
DP
2282
DW Partners
New York
| $332M | +$57.6M | +21% | 2.29% | 44.5% | 41 | 53.66% | 0.5 |
|
| 2283 |
SMI
2283
Shelter Mutual Insurance
Columbia,
Missouri
| $332M | +$12.7M | +4% | 2.33% | 51.2% | 43 | 4.65% | 1.8 |
|
| 2284 |
PCM
2284
Piermont Capital Management
St. Louis,
Missouri
| $331M | +$2.98M | +0.9% | 1.29% | 33.2% | 285 | 41.05% | 0.5 |
|
| 2285 |
HAM
2285
Hillcrest Asset Management
Plano,
Texas
| $331M | +$748K | +0.2% | 0.44% | 97.2% | 50 | 10% | 0.7 |
|
| 2286 |
SE
2286
Summit Equities
Parsippany,
New Jersey
| $331M | +$27M | +9% | 0.8% | 40.7% | 24 | 16.67% | 1 |
|
| 2287 |
CF
2287
Cypress Funds
Los Angeles,
California
| $331M | -$49.6M | -13% | 2.79% | 100% | 26 | 57.69% | 0.5 |
|
| 2288 |
GCA
2288
Greenwood Capital Associates
Greenwood,
South Carolina
| $331M | -$18.5M | -5% | 0.26% | 81.3% | 179 | 25.7% | 0.9 |
|
| 2289 |
2289
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $330M | -$59M | -15% | 2.54% | 271% | 601 | 31.28% | 1.1 |
|
| 2290 |
JCM
2290
JD Capital Management
Darien,
Connecticut
| $330M | +$212M | +179% | 1.25% | 47.8% | 22 | 59.09% | 0.5 |
|
| 2291 |
SFSG
2291
Stearns Financial Services Group
Greensboro,
North Carolina
| $330M | +$5.64M | +2% | 0.81% | 26.1% | 110 | 4.55% | 1.8 |
|
| 2292 |
2292
SNS Financial Group
Minneapolis,
Minnesota
| $330M | +$55.1M | +20% | 0.41% | 54.2% | 144 | 40.28% | 1 |
|
| 2293 |
TCM
2293
Tang Capital Management
San Diego,
California
| $330M | +$142M | +75% | 65.4% | 493% | 9 | 44.44% | 1 |
|
| 2294 |
JAM
2294
JW Asset Management
Miami Beach,
Florida
| $329M | +$97.7M | +42% | 27.1% | 251% | 53 | 20.75% | 0.4 |
|
| 2295 |
GC
2295
Gibson Capital
Wexford,
Pennsylvania
| $329M | -$7.37M | -2% | 3.19% | 60.4% | 34 | 0% | 1.4 |
|
| 2296 |
MHP
2296
Manatuck Hill Partners
Westport,
Connecticut
| $328M | -$43.2M | -12% | 4.75% | 556% | 110 | 44.55% | 0.9 |
|
| 2297 |
MCM
2297
Mitchell Capital Management
Leawood,
Kansas
| $328M | +$4.32M | +1% | 3.17% | 219% | 37 | 8.11% | 1.4 |
|
| 2298 |
2298
Moneta Group Investment Advisors
St Louis,
Missouri
| $328M | +$94.5M | +40% | 0.44% | 64% | 169 | 43.79% | 1.3 |
|
| 2299 |
HH
2299
Harbinger Holdings
New York
| $328M | -$102M | -24% | 4.17% | 43.3% | 1 | 0% | 2 |
|
| 2300 |
FNT
2300
First Nebraska Trust
Lincoln,
Nebraska
| $327M | -$12.1M | -4% | 2.2% | 67.9% | 104 | 5.77% | 1.7 |
|