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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 |
2276
Narwhal Capital Management
Marietta,
Georgia
| $318M | +$12.2M | +4% | 4.87% | 93.8% | 138 | 10.87% | 2.1 |
|
| 2277 |
2277
South Street Advisors
New York
| $318M | +$15.3M | +5% | 2.12% | 169% | 62 | 9.68% | 2 |
|
| 2278 |
2278
Independent Portfolio Consultants
Boca Raton,
Florida
| $318M | -$40M | -11% | 2.78% | 32.4% | 798 | 15.04% | 1.6 |
|
| 2279 |
VCM
2279
Violich Capital Management
San Francisco,
California
| $317M | +$5.7M | +2% | 2% | 111% | 99 | 4.04% | 2.4 |
|
| 2280 |
2280
Think Investments
San Francisco,
California
| $316M | +$68.4M | +28% | 9.86% | 285% | 12 | 50% | 0.6 |
|
| 2281 |
2281
Hilton Capital Management
Garden City,
New York
| $316M | +$11.6M | +4% | 5.71% | 58.2% | 103 | 16.5% | 1.4 |
|
| 2282 |
2282
American Assets Inc
San Diego,
California
| $316M | +$12.7M | +4% | 4.02% | 63.2% | 11 | 27.27% | 1 |
|
| 2283 |
IMAS
2283
ID Management A/S
Randers,
Denmark
| $316M | +$3.89M | +1% | 2.76% | – | 334 | 22.75% | 0.9 |
|
| 2284 |
2284
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $316M | +$29.2M | +10% | 3.78% | 62% | 46 | 6.52% | 1.7 |
|
| 2285 |
KCP
2285
KDI Capital Partners
Raleigh,
North Carolina
| $316M | +$2.44M | +0.8% | 2.88% | 77.1% | 44 | 20.45% | 1.9 |
|
| 2286 |
2286
Next Financial Group
Houston,
Texas
| $315M | +$31.4M | +11% | 3.43% | 85.4% | 1,985 | 10.98% | 1.5 |
|
| 2287 |
2287
Manitou Investment Management
Toronto,
Ontario, Canada
| $315M | +$74.2M | +31% | 0.08% | 69.3% | 45 | 40% | 0.5 |
|
| 2288 |
MCP
2288
Moab Capital Partners
Southampton,
New York
| $315M | +$29M | +10% | 11.9% | 89.3% | 40 | 47.5% | 0.7 |
|
| 2289 |
2289
Hilltop Holdings
Dallas,
Texas
| $315M | -$4.96M | -2% | 4.37% | 96.7% | 315 | 13.65% | 1.7 |
|
| 2290 |
TC
2290
Tyvor Capital
Oak Brook,
Illinois
| $314M | -$97.8M | -24% | 10.6% | 20.6% | 59 | 66.1% | 0.3 |
|
| 2291 |
2291
Glendon Capital Management
Santa Monica,
California
| $314M | +$76.2M | +32% | 3.38% | 142% | 24 | 0% | 1.1 |
|
| 2292 |
CC
2292
Cognios Capital
Leawood,
Kansas
| $314M | +$46.7M | +17% | 2.07% | 28.5% | 125 | 32% | 1.1 |
|
| 2293 |
2293
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $314M | +$422K | +0.1% | 2.92% | 55.7% | 113 | 2.65% | 2.6 |
|
| 2294 |
2294
Feinberg Stephen
| $314M | -$824M | -72% | 13.7% | 54.3% | 8 | 37.5% | 1.4 |
|
| 2295 |
2295
MDP Global Investors II
Chicago,
Illinois
| $313M | – | – | 17.7% | – | 1 | – | 0 |
|
| 2296 |
2296
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $313M | +$6.96M | +2% | 3.24% | 63.5% | 174 | 9.2% | 2.2 |
|
| 2297 |
2297
YCG LLC
Austin,
Texas
| $313M | -$4.58M | -1% | 1.15% | 27% | 59 | 13.56% | 2.4 |
|
| 2298 |
2298
Colonial Trust Advisors
Spartanburg,
South Carolina
| $313M | +$6.12M | +2% | 2.85% | 80% | 142 | 9.15% | 2.4 |
|
| 2299 |
2299
Hudson Valley Investment Advisors
Goshen,
New York
| $312M | +$3.94M | +1% | 3.9% | 102% | 156 | 6.41% | 2.2 |
|
| 2300 |
2300
First Wilshire Securities Management
Pasadena,
California
| $311M | +$9.12M | +3% | 9.64% | 135% | 121 | 6.61% | 2.3 |
|