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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
JLB & Associates
Plymouth,
Michigan
| $301M | +$22.1M | +8% | 9.62% | 69.5% | 75 | 0% | 1.4 |
|
| 2377 |
2377
Next Financial Group
Houston,
Texas
| $301M | -$202M | -40% | 4.5% | 85.4% | 2,744 | 32.65% | 0.4 |
|
| 2378 |
2378
Signature Estate & Investment Advisors
Los Angeles,
California
| $301M | +$21M | +7% | 4.82% | 84.4% | 93 | 33.33% | 0.8 |
|
| 2379 |
MKCM
2379
Mount Kellett Capital Management
New York
| $301M | -$533M | -64% | 24.3% | 20.1% | 13 | 30.77% | 1.1 |
|
| 2380 |
2380
LVM Capital Management
Portage,
Michigan
| $301M | -$3.34M | -1% | 4.33% | 121% | 125 | 11.2% | 1.2 |
|
| 2381 |
NCM
2381
Numina Capital Management
New York
| $301M | – | – | 4.54% | 40.2% | 38 | – | 0 |
|
| 2382 |
2382
Arosa Capital Management
Miami Beach,
Florida
| $300M | – | – | 21.7% | 536% | 37 | – | 0 |
|
| 2383 |
2383
Hartline Investment Corp
Winnetka,
Illinois
| $299M | +$21.1M | +8% | 9.17% | 201% | 118 | 12.71% | 1.3 |
|
| 2384 |
2384
Samsung Asset Management (New York)
New York
| $299M | -$18.9M | -6% | 4.8% | 38% | 86 | 23.26% | 1 |
|
| 2385 |
2385
Union Square Opportunity
New York
| $298M | – | – | 7.98% | – | 1 | – | 0 |
|
| 2386 |
2386
Jaffetilchin Investment Partners
Tampa,
Florida
| $298M | +$25.5M | +9% | 4.58% | 88.1% | 278 | 63.31% | 0.6 |
|
| 2387 |
2387
Baker Ellis Asset Management
Vancouver,
Washington
| $298M | +$8.78M | +3% | 6.24% | 91.9% | 269 | 15.99% | 1.3 |
|
| 2388 |
CDIA
2388
Capital Directions Investment Advisors
Atlanta,
Georgia
| $297M | +$23.2M | +8% | 2.8% | 7.53% | 71 | 2.82% | 1.2 |
|
| 2389 |
2389
Canal Insurance Company
Greenville,
South Carolina
| $297M | -$18.1M | -6% | 2.5% | 114% | 102 | 23.53% | 1.3 |
|
| 2390 |
2390
NewSquare Capital
Newtown Square,
Pennsylvania
| $297M | +$16M | +6% | 2.69% | 76.5% | 355 | 13.8% | 0.9 |
|
| 2391 |
2391
White Pine Capital
Bloomington,
Minnesota
| $297M | +$3.51M | +1% | 4.19% | 143% | 235 | 14.04% | 1.2 |
|
| 2392 |
2392
Vident Investment Advisory
Alpharetta,
Georgia
| $297M | – | – | 8.14% | 82.6% | 544 | – | 0 |
|
| 2393 |
HPBT
2393
High Point Bank & Trust
High Point,
North Carolina
| $296M | -$4.65M | -2% | 2.42% | 16.5% | 452 | 11.5% | 1.3 |
|
| 2394 |
2394
MDV Management Company
Menlo Park,
California
| $296M | – | – | 8% | – | 5 | – | 0 |
|
| 2395 |
2395
Ensemble Capital Management
San Francisco,
California
| $296M | +$6.7M | +2% | 5.48% | 36.2% | 52 | 13.46% | 1.4 |
|
| 2396 |
ICM
2396
Indaba Capital Management
San Francisco,
California
| $295M | -$65K | -0% | 0.87% | 66.7% | 20 | 45% | 0.5 |
|
| 2397 |
2397
Monroe Bank & Trust
Monroe,
Michigan
| $295M | +$21.8M | +8% | 3.61% | 24.7% | 322 | 60.25% | 0.6 |
|
| 2398 |
2398
Stieven Capital Advisors
St. Louis,
Missouri
| $295M | +$27.8M | +10% | 8.79% | 117% | 65 | 13.85% | 1.2 |
|
| 2399 |
2399
Sandhill Capital Partners
Buffalo,
New York
| $295M | +$14.4M | +5% | 5.85% | 64.9% | 89 | 8.99% | 1.3 |
|
| 2400 |
2400
Kopernik Global Investors
Tampa,
Florida
| $295M | -$70.3M | -19% | 8.49% | 128% | 24 | 16.67% | 0.8 |
|