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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Ashford Capital Management
Wilmington,
Delaware
| $668M | +$23.1M | +4% | 8.53% | 150% | 96 | 14.58% | 4.4 |
|
| 2302 |
2302
German American Bancorp
Jasper,
Indiana
| $668M | +$35.8M | +6% | 6.9% | 92.3% | 122 | 7.38% | 2.8 |
|
| 2303 |
2303
Southeast Asset Advisors
Thomasville,
Georgia
| $667M | +$37.1M | +6% | 3.67% | 91.5% | 148 | 12.84% | 4.1 |
|
| 2304 |
2304
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $666M | +$81.6M | +14% | 6.28% | 66.9% | 44 | 34.09% | 2.2 |
|
| 2305 |
2305
First Heartland Consultants
Lake St. Louis,
Missouri
| $665M | +$44.1M | +7% | 4.5% | 59.2% | 403 | 19.35% | 3.3 |
|
| 2306 |
2306
JLB & Associates
Plymouth,
Michigan
| $665M | +$37M | +6% | 5.53% | 69.9% | 75 | 5.33% | 6.8 |
|
| 2307 |
2307
Atlas Merchant Capital
New York
| $664M | +$42.8M | +7% | 1.79% | 65.7% | 219 | 49.77% | 0.2 |
|
| 2308 |
2308
Clearline Capital
New York
| $663M | +$105M | +19% | 10.7% | 57.4% | 143 | 39.86% | 1.1 |
|
| 2309 |
2309
Caxton Associates (New York)
New York
| $663M | -$835M | -56% | 10.1% | 73.9% | 684 | 66.81% | 0.3 |
|
| 2310 |
2310
Abner Herrman & Brock
Jersey City,
New Jersey
| $662M | +$11.4M | +2% | 2.5% | 156% | 105 | 13.33% | 4.7 |
|
| 2311 |
2311
Alpine Woods Capital Investors
Purchase,
New York
| $662M | -$24.7M | -4% | 4.39% | 105% | 188 | 13.83% | 4.4 |
|
| 2312 |
2312
Tairen Capital
Hong Kong
| $661M | -$197M | -23% | 23.9% | 462% | 44 | 68.18% | 0.3 |
|
| 2313 |
2313
Mirabella Financial Services
London,
United Kingdom
| $661M | -$459M | -41% | 10.3% | 86.2% | 641 | 82.06% | 0.2 |
|
| 2314 |
2314
Berkshire Money Management
Dalton,
Massachusetts
| $660M | +$28.4M | +4% | 4.25% | 61.8% | 50 | 20% | 2.4 |
|
| 2315 |
2315
Trust Company
Manhattan,
Kansas
| $660M | +$42.4M | +7% | 4.83% | 40.6% | 329 | 10.03% | 4.6 |
|
| 2316 |
2316
Pier Capital
Stamford,
Connecticut
| $659M | +$48.7M | +8% | 17.4% | 223% | 119 | 22.69% | 1.5 |
|
| 2317 |
2317
Fort Point Capital Partners
San Francisco,
California
| $659M | +$17.9M | +3% | 6.24% | 62.2% | 307 | 20.52% | 2.7 |
|
| 2318 |
2318
Managed Asset Portfolios
Rochester,
Michigan
| $659M | +$19.3M | +3% | 7.84% | 99.2% | 41 | 9.76% | 4.2 |
|
| 2319 |
2319
Zuckerman Investment Group
Chicago,
Illinois
| $658M | +$25.3M | +4% | 8.36% | 111% | 136 | 12.5% | 2.9 |
|
| 2320 |
2320
Magnus Financial Group
New York
| $657M | +$42.5M | +7% | 5.62% | 78.2% | 293 | 13.65% | 2.3 |
|
| 2321 |
2321
Commodore Capital
New York
| $657M | -$6.71M | -1% | 10.9% | 2,121% | 38 | 23.68% | 0.9 |
|
| 2322 |
2322
Technology Crossover Management X
Menlo Park,
California
| $655M | +$96.8M | +17% | 18.1% | 73.1% | 7 | 0% | 1.7 |
|
| 2323 |
2323
ACK Asset Management
Greenwich,
Connecticut
| $655M | +$110M | +20% | 14.8% | 132% | 28 | 28.57% | 1.5 |
|
| 2324 |
2324
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $655M | +$15.6M | +2% | 4.92% | 83.4% | 331 | 10.57% | 4.6 |
|
| 2325 |
2325
West Coast Financial
Santa Barbara,
California
| $654M | +$63.6M | +11% | 7.14% | 22.2% | 138 | 10.87% | 4.6 |
|