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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Bar Harbor Trust Services
Ellsworth,
Maine
| $223M | -$12M | -5% | 0.11% | 86.4% | 96 | 13.54% | 0.9 |
|
| 2602 |
2602
New England Investment & Retirement Group
North Andover,
Massachusetts
| $223M | +$38.9M | +21% | 0.72% | 72.5% | 70 | 32.86% | 0.7 |
|
| 2603 |
2603
Hengistbury Investment Partners
London,
United Kingdom
| $223M | -$90.5M | -29% | 0.43% | 108% | 7 | 42.86% | 0.4 |
|
| 2604 |
2604
Lafayette Investments
Ashton,
Maryland
| $223M | -$4.88M | -2% | 0.3% | 77.9% | 66 | 3.03% | 1.2 |
|
| 2605 |
CCM
2605
Castine Capital Management
Boston,
Massachusetts
| $223M | -$8.86M | -4% | 2.95% | 13.9% | 47 | 19.15% | 0.9 |
|
| 2606 |
FGA
2606
Flood Gamble Associates
New York
| $223M | +$5.36M | +2% | 1.06% | – | 59 | 8.47% | 1 |
|
| 2607 |
2607
VHCP Management
New York
| $223M | +$35.4M | +19% | 6.48% | 234% | 19 | 15.79% | 0.7 |
|
| 2608 |
2608
Roundview Capital
Princeton,
New Jersey
| $222M | -$24.9M | -10% | 1.13% | 77.7% | 155 | 21.94% | 1 |
|
| 2609 |
2609
Rosenblum Silverman Sutton
San Francisco,
California
| $222M | +$8.22M | +4% | 0.67% | 90.1% | 76 | 21.05% | 0.8 |
|
| 2610 |
2610
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $222M | -$13.4M | -6% | 2.17% | 116% | 16 | 0% | 1.1 |
|
| 2611 |
III
2611
Independent Investors Inc
Nesconset,
New York
| $222M | +$1.47M | +0.7% | 2.16% | 61.6% | 90 | 0% | 1.2 |
|
| 2612 |
2612
America First Investment Advisors
Omaha,
Nebraska
| $222M | -$1.39M | -0.6% | 1.03% | 78.2% | 184 | 21.74% | 1 |
|
| 2613 |
SCM
2613
Samson Capital Management
Leawood,
Kansas
| $222M | +$6M | +3% | 0.14% | 13.4% | 23 | 8.7% | 0.8 |
|
| 2614 |
2614
Whalerock Point Partners
Providence,
Rhode Island
| $222M | +$11.1M | +5% | 4.12% | 103% | 157 | 12.74% | 0.6 |
|
| 2615 |
2615
TRB Advisors
New York
| $221M | -$3.94M | -2% | 8.41% | 64% | 4 | 75% | 0.5 |
|
| 2616 |
2616
Hanson & Doremus Investment Management
Burlington,
Vermont
| $221M | +$3.44M | +2% | 1.4% | 86.3% | 433 | 4.39% | 1.1 |
|
| 2617 |
SFG
2617
Sather Financial Group
Victoria,
Texas
| $221M | +$28.4M | +15% | 2% | 70% | 52 | 7.69% | 1 |
|
| 2618 |
2618
JNBA Financial Advisors
Bloomington,
Minnesota
| $220M | +$14.2M | +7% | 1.47% | 61.8% | 618 | 19.26% | 0.9 |
|
| 2619 |
2619
Aquiline Capital Partners
New York
| $220M | -$7.71M | -3% | 2.92% | 14.7% | 3 | 0% | 1.3 |
|
| 2620 |
HCP
2620
Holt Capital Partners
Fort Worth,
Texas
| $220M | +$35.3M | +19% | 0.54% | 69.5% | 228 | 60.53% | 0.6 |
|
| 2621 |
SWK
2621
Stephen W. Kidder
| $220M | +$69.5M | +46% | 0.11% | 94.7% | 99 | 37.37% | 0.7 |
|
| 2622 |
SGH
2622
Sivik Global Healthcare
Greenwich,
Connecticut
| $220M | +$21.9M | +11% | 6.6% | 83.8% | 89 | 43.82% | 0.5 |
|
| 2623 |
2623
Family Management
New York
| $220M | +$14.4M | +7% | 0.24% | 69% | 103 | 31.07% | 0.7 |
|
| 2624 |
2624
Birinyi Associates
Westport,
Connecticut
| $220M | +$1.62M | +0.7% | 0.56% | 113% | 101 | 22.77% | 0.9 |
|
| 2625 |
2625
FCM Investments
Dallas,
Texas
| $220M | +$1.47M | +0.7% | 1.72% | 40.1% | 101 | 5.94% | 1.2 |
|