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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
JIP
2351
Jaffetilchin Investment Partners
Tampa,
Florida
| $280M | +$24.5M | +10% | 5.36% | 78.5% | 261 | 53.64% | 0.4 |
|
| 2352 |
CCM
2352
Coe Capital Management
Highland Park,
Illinois
| $280M | -$62.9M | -18% | 8.2% | 84.4% | 293 | 50.51% | 0.4 |
|
| 2353 |
HCM
2353
Harvey Capital Management
Palm Beach,
Florida
| $279M | +$28.7M | +11% | 8.4% | 147% | 82 | 15.85% | 0.7 |
|
| 2354 |
NC
2354
NewSquare Capital
Newtown Square,
Pennsylvania
| $279M | +$30.5M | +12% | 3.36% | 76.5% | 305 | 28.2% | 0.6 |
|
| 2355 |
GIPM
2355
G2 Investment Partners Management
New York
| $279M | +$9.38M | +3% | 4.95% | 1,145% | 115 | 62.61% | 0.2 |
|
| 2356 |
EGA
2356
Emerging Global Advisors
New York
| $279M | +$26.2M | +10% | 7.21% | 0.93% | 29 | 37.93% | 0.3 |
|
| 2357 |
SCM
2357
Summit Capital Management
Seattle,
Washington
| $279M | -$4.24M | -1% | 4.83% | 12.4% | 72 | 37.5% | 0.6 |
|
| 2358 |
HIC
2358
Hartline Investment Corp
Winnetka,
Illinois
| $278M | -$14M | -5% | 3.71% | 201% | 114 | 8.77% | 0.9 |
|
| 2359 |
BAS
2359
Brown Advisory Securities
Baltimore,
Maryland
| $278M | +$24M | +9% | 5.31% | 51.2% | 324 | 12.65% | 0.8 |
|
| 2360 |
CL
2360
CPWM LLC
Seattle,
Washington
| $278M | +$18.4M | +7% | 7.14% | 36.6% | 145 | 17.93% | 0.8 |
|
| 2361 |
AA
2361
Alta Advisers
London,
United Kingdom
| $277M | -$21.5M | -7% | 15% | 114% | 55 | 3.64% | 0.9 |
|
| 2362 |
NMIS
2362
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $277M | +$43.9M | +19% | 3.34% | – | 189 | 76.72% | 0.1 |
|
| 2363 |
KCMRT
2363
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $277M | +$11M | +4% | 5.46% | 21.9% | 100 | 11% | 0.9 |
|
| 2364 |
2364
Sageworth Trust
Lancaster,
Pennsylvania
| $277M | +$12.7M | +5% | 4.29% | 64.5% | 27 | 3.7% | 0.9 |
|
| 2365 |
ZCG
2365
Zesiger Capital Group
New York
| $277M | +$1.52M | +0.6% | 4.63% | – | 22 | 0% | 0.8 |
|
| 2366 |
CAMI
2366
Concord Asset Management (Illinois)
Chicago,
Illinois
| $277M | +$8.98M | +3% | 3.86% | – | 58 | 13.79% | 0.8 |
|
| 2367 |
SCP
2367
Sandhill Capital Partners
Buffalo,
New York
| $277M | +$12.4M | +5% | 9.2% | 64.9% | 87 | 5.75% | 0.9 |
|
| 2368 |
GCA
2368
Gideon Capital Advisors
New York
| $276M | +$95.4M | +53% | 1.42% | 37.6% | 355 | 78.31% | 0.1 |
|
| 2369 |
KAS
2369
Kemnay Advisory Services
New York
| $276M | +$76.9M | +39% | 5.37% | 167% | 57 | 40.35% | 0.3 |
|
| 2370 |
JA
2370
JLB & Associates
Plymouth,
Michigan
| $275M | +$7.11M | +3% | 1.76% | 69.5% | 75 | 1.33% | 1 |
|
| 2371 |
AAI
2371
American Assets Inc
San Diego,
California
| $275M | +$9.23M | +3% | 3.5% | 63.2% | 2 | 0% | 1 |
|
| 2372 |
MCM
2372
Maple Capital Management
Montpelier,
Vermont
| $275M | +$15.9M | +6% | 4.55% | 100% | 130 | 6.92% | 0.9 |
|
| 2373 |
DLCIG
2373
D.L. Carlson Investment Group
Concord,
New Hampshire
| $275M | +$8.66M | +3% | 6.49% | 113% | 146 | 27.4% | 0.7 |
|
| 2374 |
HPCM
2374
High Pointe Capital Management
Chicago,
Illinois
| $275M | +$16M | +6% | 4.45% | 92.4% | 177 | 23.16% | 0.7 |
|
| 2375 |
BCM
2375
Birmingham Capital Management
Birmingham,
Alabama
| $274M | +$10.3M | +4% | 4.39% | 103% | 105 | 2.86% | 1 |
|