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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
BIM
2551
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $226M | +$4.03M | +2% | 3.32% | 74.8% | 140 | 6.43% | 0.7 |
|
| 2552 |
RPA
2552
Rock Point Advisors
Burlington,
Vermont
| $226M | -$2.15M | -0.9% | 3.72% | 82.8% | 83 | 7.23% | 0.7 |
|
| 2553 |
CICI
2553
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $226M | +$5.34M | +2% | 0.6% | 153% | 160 | 6.25% | 0.7 |
|
| 2554 |
NOCM
2554
Night Owl Capital Management
Greenwich,
Connecticut
| $226M | -$1.7M | -0.7% | 1.66% | 162% | 24 | 20.83% | 0.7 |
|
| 2555 |
ACP
2555
Aquiline Capital Partners
New York
| $225M | -$3.74M | -2% | 1.24% | 14.7% | 3 | 0% | 0.8 |
|
| 2556 |
GC
2556
Gratia Capital
Los Angeles,
California
| $225M | +$102M | +82% | 3.41% | 42.4% | 54 | 57.41% | 0.1 |
|
| 2557 |
GIA
2557
Gargoyle Investment Advisor
Englewood,
New Jersey
| $224M | +$12.8M | +6% | 6.27% | 34.5% | 148 | 29.73% | 0.5 |
|
| 2558 |
GIP
2558
Greatmark Investment Partners
Columbus,
Georgia
| $224M | +$13.2M | +6% | 0.33% | 62% | 88 | 10.23% | 0.7 |
|
| 2559 |
BHTS
2559
Bar Harbor Trust Services
Ellsworth,
Maine
| $224M | +$505K | +0.2% | 1.74% | 86.4% | 92 | 17.39% | 0.6 |
|
| 2560 |
EM
2560
Endicott Management
New York
| $224M | -$10.6M | -5% | 0.74% | 229% | 14 | 14.29% | 0.7 |
|
| 2561 |
2561
SNS Financial Group
Minneapolis,
Minnesota
| $224M | +$7.29M | +3% | 1.24% | 54.2% | 150 | 55.33% | 0.4 |
|
| 2562 |
GPSPJS
2562
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $224M | +$72.5M | +48% | 2.51% | 116% | 16 | 0% | 0.6 |
|
| 2563 |
2563
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $223M | +$4.64M | +2% | 1.73% | 86% | 192 | 18.23% | 0.6 |
|
| 2564 |
PAS
2564
Partnervest Advisory Services
Santa Barbara,
California
| $223M | +$8.37M | +4% | 1.41% | 45.1% | 1,114 | 15.62% | 0.6 |
|
| 2565 |
BC
2565
Barnett & Company
Chattanooga,
Tennessee
| $223M | +$8.4M | +4% | 3.66% | 65.9% | 206 | 12.14% | 0.6 |
|
| 2566 |
WIS
2566
Wright Investors Service
Shelton,
Connecticut
| $223M | -$4.27M | -2% | 2.79% | 146% | 236 | 17.8% | 0.6 |
|
| 2567 |
CAM
2567
CG Asset Management
New York
| $222M | +$3.77M | +2% | 4.48% | 62.7% | 150 | 30% | 0.2 |
|
| 2568 |
GIM
2568
Groesbeck Investment Management
Paramus,
New Jersey
| $222M | -$18.5M | -8% | 1.15% | 147% | 88 | 11.36% | 0.6 |
|
| 2569 |
SA
2569
Steadfast Advisors
New York
| $222M | +$10.3M | +5% | 7.75% | 81.4% | 70 | 45.71% | 0.4 |
|
| 2570 |
2570
Waverly Advisors
Birmingham,
Alabama
| $221M | -$63M | -22% | 2.19% | 67.6% | 907 | 30.87% | 0.4 |
|
| 2571 |
HS
2571
Huntington Steele
Oaks,
Pennsylvania
| $221M | -$1.71M | -0.8% | 0.99% | 69.8% | 68 | 7.35% | 0.7 |
|
| 2572 |
TCMG
2572
TSP Capital Management Group
Summit,
New Jersey
| $221M | -$9.48M | -4% | 1.36% | 186% | 71 | 0% | 0.7 |
|
| 2573 |
BBI
2573
Baxter Bros Inc
Riverside,
Connecticut
| $220M | +$6.79M | +3% | 2.23% | 73.8% | 102 | 9.8% | 0.6 |
|
| 2574 |
IMIM
2574
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $220M | +$1.15M | +0.5% | 4.28% | 39.9% | 52 | 5.77% | 0.7 |
|
| 2575 |
CC
2575
Caspian Capital
New York
| $220M | -$65.9M | -23% | 5.6% | – | 18 | 50% | 0.4 |
|