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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
Hartline Investment Corp
Winnetka,
Illinois
| $276M | -$25.2M | -8% | 5.62% | 201% | 117 | 20.51% | 1.8 |
|
| 2377 |
2377
Barton Investment Management
West Conshohocken,
Pennsylvania
| $275M | -$7.25M | -3% | 1.03% | 80.3% | 48 | 12.5% | 2 |
|
| 2378 |
2378
Longfellow Investment Management
Boston,
Massachusetts
| $275M | -$58.7M | -18% | 16.1% | 45.9% | 63 | 71.43% | 0.6 |
|
| 2379 |
2379
One Capital Management
Westlake Village,
California
| $275M | -$74M | -21% | 9.68% | 50.5% | 167 | 25.15% | 1.3 |
|
| 2380 |
2380
PL Capital Advisors
Naples,
Florida
| $275M | -$1.97M | -0.7% | 2.54% | 100% | 41 | 17.07% | 1.8 |
|
| 2381 |
2381
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $274M | -$19.4M | -7% | 6.16% | 33.7% | 96 | 4.17% | 2 |
|
| 2382 |
2382
Thomasville National Bank
Thomasville,
Georgia
| $274M | -$15.7M | -5% | 5.41% | – | 140 | 17.86% | 1.7 |
|
| 2383 |
2383
Toth Financial Advisory
Leesburg,
Virginia
| $273M | -$26.4M | -9% | 4.67% | 90.4% | 126 | 18.25% | 1.8 |
|
| 2384 |
2384
Stadium Capital Management
New Canaan,
Connecticut
| $273M | -$67.1M | -20% | 16.8% | 10.9% | 12 | 16.67% | 1.6 |
|
| 2385 |
2385
Monroe Bank & Trust
Monroe,
Michigan
| $273M | -$22.1M | -8% | 4.46% | 24.7% | 341 | 16.72% | 1.2 |
|
| 2386 |
2386
12th Street Asset Management Company
Nashville,
Tennessee
| $273M | -$37.3M | -12% | 5.48% | 106% | 16 | 12.5% | 0.7 |
|
| 2387 |
2387
Isthmus Partners
Madison,
Wisconsin
| $273M | -$30.1M | -10% | 9.84% | 73.7% | 292 | 8.56% | 0.7 |
|
| 2388 |
2388
Loeb Partners Corp
New York
| $272M | -$72.5M | -21% | 8.11% | 34.4% | 197 | 25.38% | 1.5 |
|
| 2389 |
2389
Baxter Bros Inc
Riverside,
Connecticut
| $272M | -$256K | -0.1% | 5.47% | 73.8% | 110 | 0.91% | 1.9 |
|
| 2390 |
2390
Ironwood Investment Management
Boston,
Massachusetts
| $272M | -$162M | -37% | 9.39% | 164% | 163 | 9.2% | 1.9 |
|
| 2391 |
RA
2391
Rovida Advisors
Fort Lauderdale,
Florida
| $272M | – | – | 14.9% | 24.8% | 13 | – | 0 |
|
| 2392 |
2392
Roanoke Asset Management
Jersey City,
New Jersey
| $272M | -$38.7M | -12% | 9.78% | 50.3% | 123 | 7.32% | 1.7 |
|
| 2393 |
2393
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $272M | -$53.2M | -16% | 2.55% | 63.5% | 198 | 21.21% | 1.6 |
|
| 2394 |
2394
Tang Capital Management
San Diego,
California
| $271M | -$58.4M | -18% | 11.4% | 493% | 7 | 28.57% | 1.2 |
|
| 2395 |
2395
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $271M | -$32.7M | -11% | 8.81% | 18.3% | 124 | 14.52% | 0.2 |
|
| 2396 |
SCM
2396
Stonehill Capital Management
New York
| $271M | +$32.7M | +14% | 21.9% | 117% | 12 | 33.33% | 1 |
|
| 2397 |
TCM
2397
Tradition Capital Management
Summit,
New Jersey
| $271M | -$36.3M | -12% | 8.81% | 43.5% | 140 | 8.57% | 1.9 |
|
| 2398 |
2398
Apriem Advisors
Irvine,
California
| $270M | -$20.8M | -7% | 4.97% | 74.3% | 727 | 26.69% | 1.5 |
|
| 2399 |
2399
Coe Capital Management
Highland Park,
Illinois
| $270M | -$5.01M | -2% | 7.84% | 84.4% | 280 | 48.57% | 0.8 |
|
| 2400 |
2400
Maple Capital Management
Montpelier,
Vermont
| $270M | -$22.2M | -8% | 7.14% | 100% | 133 | 12.03% | 1.8 |
|