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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
IR
2751
IAT Reinsurance
New York
| $518M | +$28.9M | +6% | 2.6% | 60.2% | 85 | 9.41% | 4.6 |
|
| 2752 |
CANC
2752
Culbertson A N & Co
Charlottesville,
Virginia
| $517M | +$27.9M | +6% | 6.55% | 87.5% | 117 | 1.71% | 7.2 |
|
| 2753 |
2753
Bornite Capital Management
New York
| $517M | +$222M | +75% | 7.34% | 208% | 70 | 44.29% | 0.4 |
|
| 2754 |
2754
400 Capital Management
New York
| $517M | +$491M | +1,891% | 83.8% | – | 6 | 33.33% | 0.8 |
|
| 2755 |
2755
World Investment Advisors
Santa Barbara,
California
| $517M | +$37M | +8% | 5.01% | 65.4% | 273 | 16.12% | 2.2 |
|
| 2756 |
2756
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $516M | +$78.2M | +18% | 12% | 174% | 175 | 8.57% | 5.6 |
|
| 2757 |
2757
Amarillo National Bank
Amarillo,
Texas
| $515M | +$18.1M | +4% | 4.63% | 63.5% | 103 | 11.65% | 5.4 |
|
| 2758 |
2758
Curated Wealth Partners
El Segundo,
California
| $515M | +$70.6M | +16% | 15.5% | 39.9% | 143 | 11.19% | 1.7 |
|
| 2759 |
2759
Herald Investment Management
London,
United Kingdom
| $515M | +$64.9M | +14% | 27.5% | 493% | 100 | 4% | 4.8 |
|
| 2760 |
2760
Moody Aldrich Partners
Marblehead,
Massachusetts
| $515M | +$19.4M | +4% | 13.4% | 336% | 184 | 33.7% | 1.3 |
|
| 2761 |
CCM
2761
Cohen Capital Management
Corte Madera,
California
| $515M | +$20.1M | +4% | 5.18% | 91.5% | 139 | 4.32% | 6.1 |
|
| 2762 |
2762
Tarbox Family Office
Newport Beach,
California
| $514M | +$19.3M | +4% | 5.15% | 66.4% | 102 | 4.9% | 6.6 |
|
| 2763 |
2763
Navellier & Associates
Reno,
Nevada
| $513M | +$38.1M | +8% | 9.25% | 361% | 315 | 32.7% | 1.6 |
|
| 2764 |
2764
Claret Asset Management
Montreal,
Quebec, Canada
| $513M | +$6.19M | +1% | 3.58% | 73.3% | 172 | 21.51% | 3.4 |
|
| 2765 |
2765
TrinityPoint Wealth
Milford,
Connecticut
| $512M | +$45.6M | +10% | 6.88% | 28.4% | 293 | 11.95% | 2.8 |
|
| 2766 |
2766
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $512M | +$44.4M | +10% | 5.75% | 76.1% | 267 | 7.49% | 3.7 |
|
| 2767 |
2767
Laidlaw Wealth Management
New York City,
New York
| $511M | +$21.4M | +4% | 7.61% | 150% | 381 | 12.6% | 1.7 |
|
| 2768 |
2768
Camden National Bank
Camden,
Maine
| $511M | +$18.2M | +4% | 5.66% | 48.8% | 125 | 8.8% | 4.2 |
|
| 2769 |
2769
KLCM Advisors
Milwaukee,
Wisconsin
| $511M | +$6.95M | +1% | 1.25% | 122% | 147 | 14.29% | 4.1 |
|
| 2770 |
2770
Compass Rose Asset Management
New York
| $511M | +$371M | +266% | 9.35% | 41% | 7 | 85.71% | 0.1 |
|
| 2771 |
2771
Great Point Partners
Greenwich,
Connecticut
| $511M | +$1.51M | +0.3% | 2.79% | 710% | 56 | 50% | 0.5 |
|
| 2772 |
2772
TBH Global Asset Management
Brentwood,
Tennessee
| $510M | +$41.5M | +9% | 5.53% | 70.7% | 220 | 12.73% | 1.8 |
|
| 2773 |
2773
Cyrus Capital Partners
New York
| $510M | -$18.4M | -3% | 0.99% | 163% | 9 | 11.11% | 3.8 |
|
| 2774 |
2774
Adventist Health System West
Roseville,
California
| $510M | +$26.3M | +5% | 5.57% | 60.2% | 5 | 0% | 2.8 |
|
| 2775 |
2775
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $510M | +$124M | +32% | 10.8% | 46% | 2 | 50% | 0.8 |
|