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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Broadmark Asset Management
San Francisco,
California
| $305M | +$181M | +145% | 6.46% | 39.6% | 4 | 75% | 0.6 |
|
| 2327 |
2327
American Assets Inc
San Diego,
California
| $305M | -$5.12M | -2% | 2.28% | 63.2% | 7 | 0% | 1.1 |
|
| 2328 |
2328
Barton Investment Management
West Conshohocken,
Pennsylvania
| $305M | +$29.5M | +11% | 10.9% | 80.3% | 102 | 55.88% | 1 |
|
| 2329 |
2329
GCA Investment Management
New York
| $305M | – | – | 5.92% | 27.3% | 28 | – | 0.3 |
|
| 2330 |
2330
Argent Trust
San Antonio,
Texas
| $305M | +$216M | +246% | 6.87% | 25.8% | 211 | 57.82% | 0.4 |
|
| 2331 |
2331
Acadia Trust
Portland,
Maine
| $304M | +$28.1M | +10% | 7.96% | 36.1% | 84 | 16.67% | 1.9 |
|
| 2332 |
2332
Foundation Asset Management
White Plains,
New York
| $304M | -$52.1M | -15% | 2.51% | 126% | 23 | 43.48% | 1.1 |
|
| 2333 |
IHM
2333
Iguana Healthcare Management
New York
| $304M | +$49.6M | +20% | 16.2% | 141% | 96 | 59.38% | 0.5 |
|
| 2334 |
2334
FundX Investment Group
San Francisco,
California
| $304M | +$101M | +49% | 7.19% | 94.6% | 25 | 56% | 0.6 |
|
| 2335 |
2335
G.F.W. Energy X
Dallas,
Texas
| $304M | -$93.3M | -23% | 13.3% | 71.3% | 4 | 0% | 1.4 |
|
| 2336 |
2336
Cisco Systems
San Jose,
California
| $303M | -$119M | -28% | 28.2% | 210% | 2 | 0% | 2 |
|
| 2337 |
2337
Brandywine Managers
Hockessin,
Delaware
| $303M | +$2.88M | +1% | 3.76% | 96.3% | 3 | 0% | 0.8 |
|
| 2338 |
2338
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $303M | +$8.17M | +3% | 4.89% | 55.7% | 112 | 3.57% | 2.2 |
|
| 2339 |
2339
SCF Partners
Houston,
Texas
| $302M | +$6.06M | +2% | 2.05% | 2.1% | 1 | 0% | 2.5 |
|
| 2340 |
JA
2340
JVL Advisors
Houston,
Texas
| $302M | +$10.8M | +4% | 5.96% | 89.4% | 22 | 40.91% | 1 |
|
| 2341 |
2341
Toth Financial Advisory
Leesburg,
Virginia
| $302M | +$29.1M | +11% | 7.82% | 90.4% | 117 | 11.97% | 2 |
|
| 2342 |
2342
Peconic Partners
New York
| $302M | -$310M | -51% | 3.31% | 300% | 40 | 30% | 1.6 |
|
| 2343 |
2343
Fiduciary Trust International
Lincoln,
Massachusetts
| $302M | +$5.68M | +2% | 5.86% | 36.8% | 93 | 16.13% | 2.1 |
|
| 2344 |
VCM
2344
Violich Capital Management
San Francisco,
California
| $302M | +$16.2M | +6% | 7.59% | 111% | 101 | 11.88% | 2.1 |
|
| 2345 |
RCM
2345
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $302M | -$7.56M | -2% | 5.47% | 31.2% | 37 | 13.51% | 1.3 |
|
| 2346 |
2346
Biondo Investment Advisors
Milford,
Pennsylvania
| $301M | +$674K | +0.2% | 13% | 83.4% | 85 | 11.76% | 1.9 |
|
| 2347 |
2347
Insight Holdings Group
New York
| $301M | +$144M | +91% | 4.93% | 111% | 7 | 42.86% | 1 |
|
| 2348 |
2348
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $301M | +$4.88M | +2% | 3.45% | 47.7% | 12 | 16.67% | 2.1 |
|
| 2349 |
2349
Colonial Trust Advisors
Spartanburg,
South Carolina
| $301M | +$2.97M | +1% | 5.75% | 80% | 137 | 3.65% | 2.1 |
|
| 2350 |
2350
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $300M | +$6.3M | +2% | 6.34% | 40.2% | 85 | 7.06% | 1.8 |
|