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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Rikoon Group
Santa Fe,
New Mexico
| $225M | -$900K | -0.4% | 2.28% | 63.3% | 171 | 5.26% | 0.7 |
|
| 2977 |
2977
Benefit Street Partners
New York
| $225M | +$76.4M | +51% | 5.73% | – | 33 | 51.52% | 0.3 |
|
| 2978 |
2978
Diker Management
New York
| $225M | +$9.04M | +4% | 1.84% | 210% | 79 | 49.37% | 1.2 |
|
| 2979 |
2979
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $225M | -$16.5M | -7% | 2.79% | 109% | 135 | 5.93% | 2.7 |
|
| 2980 |
2980
G2 Investment Partners Management
New York
| $225M | -$28.9M | -11% | 14.7% | 1,145% | 91 | 58.24% | 0.6 |
|
| 2981 |
2981
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $225M | +$2.54M | +1% | 1.52% | 174% | 155 | 7.74% | 2.9 |
|
| 2982 |
CT
2982
Chicago Trust
Grayslake,
Illinois
| $225M | -$1.03M | -0.5% | 2.43% | 85.9% | 168 | 11.9% | 1.9 |
|
| 2983 |
2983
BCWM LLC
Overland Park,
Kansas
| $225M | +$2.85M | +1% | 3.61% | – | 77 | 16.88% | 2.1 |
|
| 2984 |
2984
Endeavour Capital Advisors
Greenwich,
Connecticut
| $225M | +$3.74M | +2% | 0.78% | 105% | 62 | 58.06% | 1.7 |
|
| 2985 |
2985
Bronson Point Management
Fairfield,
Connecticut
| $224M | -$130M | -37% | 1.22% | 7.56% | 76 | 69.74% | 0.3 |
|
| 2986 |
2986
Proffitt & Goodson
Knoxville,
Tennessee
| $224M | +$10.7M | +5% | 2.89% | 48.5% | 53 | 11.32% | 2.7 |
|
| 2987 |
HIS
2987
Horizon Investment Services
Hammond,
Indiana
| $224M | -$275K | -0.1% | 4.04% | 250% | 126 | 30.95% | 1.4 |
|
| 2988 |
2988
Bodenholm Capital
Stockholm,
Sweden
| $223M | +$47.9M | +27% | 6.05% | 86% | 11 | 45.45% | 0.2 |
|
| 2989 |
2989
Riggs Asset Management
Dallas,
Pennsylvania
| $223M | +$23.5M | +12% | 4.72% | 207% | 315 | 16.83% | 1.8 |
|
| 2990 |
2990
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $223M | +$1.42M | +0.6% | 1.71% | 147% | 191 | 27.75% | 2.7 |
|
| 2991 |
2991
Argus Investors Counsel
New York
| $223M | +$8.62M | +4% | 2.8% | 132% | 53 | 0% | 3.8 |
|
| 2992 |
2992
Hendershot Investments
Centreville,
Virginia
| $223M | +$7.36M | +3% | 3.49% | 50.5% | 70 | 10% | 3 |
|
| 2993 |
2993
Hartford Financial Management
Hartford,
Connecticut
| $223M | +$56.6M | +34% | 1.97% | 87.9% | 414 | 28.5% | 1.7 |
|
| 2994 |
CCM
2994
Castine Capital Management
Boston,
Massachusetts
| $222M | -$20.1M | -8% | 2.89% | 13.9% | 38 | 26.32% | 1.8 |
|
| 2995 |
2995
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $222M | +$71.8M | +48% | 2.51% | 52.3% | 33 | 6.06% | 0.3 |
|
| 2996 |
NAMP
2996
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $222M | -$1.7M | -0.8% | 2.89% | 90.2% | 119 | 13.45% | 3 |
|
| 2997 |
2997
Watermark Asset Management
San Ramon,
California
| $222M | +$10M | +5% | 2.25% | – | 261 | 5.75% | 0.2 |
|
| 2998 |
2998
Intellectus Partners
San Francisco,
California
| $222M | +$25.3M | +13% | 3.15% | 157% | 848 | 24.17% | 0.4 |
|
| 2999 |
2999
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $222M | +$2.73M | +1% | 2.41% | 70.2% | 620 | 10.97% | 1.1 |
|
| 3000 |
KS
3000
Karpas Strategies
Litchfield,
Connecticut
| $222M | +$2.92M | +1% | 1.74% | 16.1% | 124 | 4.84% | 3.3 |
|