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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $414M | -$10.7M | -3% | 2.29% | 4.78% | 17 | 0% | 0.5 |
|
| 3077 |
3077
Brandywine Trust
Hockessin,
Delaware
| $414M | -$40M | -9% | 5.34% | 32.7% | 29 | 10.34% | 8 |
|
| 3078 |
3078
Naviter Wealth
Little Rock,
Arkansas
| $414M | +$21M | +5% | 0.51% | 87.1% | 238 | 14.71% | 1.1 |
|
| 3079 |
3079
Peak Asset Management
Louisville,
Colorado
| $414M | -$18.3M | -4% | 3.06% | 70.1% | 142 | 7.04% | 5.1 |
|
| 3080 |
3080
Fagan Associates
Troy,
New York
| $414M | +$1.57M | +0.4% | 1.65% | 127% | 114 | 7.02% | 4.7 |
|
| 3081 |
3081
Frank Rimerman Advisors
Palo Alto,
California
| $413M | -$5.08M | -1% | 3.32% | 149% | 114 | 13.16% | 1.9 |
|
| 3082 |
3082
Eudaimonia Partners
Winchester,
Tennessee
| $413M | -$31.9M | -7% | 3.08% | – | 363 | 13.77% | 2.4 |
|
| 3083 |
CPRC
3083
Consolidated Portfolio Review Corp
Woodbury,
New York
| $412M | -$8.53M | -2% | 3.49% | 65.4% | 340 | 15% | 0.4 |
|
| 3084 |
3084
Chandler Asset Management
San Diego,
California
| $412M | +$30.8M | +8% | 4.42% | 35.6% | 23 | 0% | 4 |
|
| 3085 |
3085
White Lighthouse Investment Management
Bedford,
Massachusetts
| $412M | -$7.04M | -2% | 3.53% | 62% | 119 | 4.2% | 4.3 |
|
| 3086 |
3086
Scarborough Advisors
Annapolis,
Maryland
| $412M | -$6.29M | -2% | 3.87% | 63.3% | 82 | 24.39% | 1 |
|
| 3087 |
3087
Catterton Management Company
Greenwich,
Connecticut
| $411M | +$375M | +1,022% | 40.7% | 13.2% | 5 | 40% | 1.1 |
|
| 3088 |
3088
Abacus Planning Group
Columbia,
South Carolina
| $411M | -$2.43M | -0.6% | 3.21% | 59.1% | 206 | 11.17% | 3.5 |
|
| 3089 |
3089
Twin Securities
New York
| $411M | +$231M | +128% | 10.8% | 506% | 19 | 73.68% | 0.1 |
|
| 3090 |
3090
Faithward Advisors
Lancaster,
Pennsylvania
| $411M | -$22.8M | -5% | 3.31% | 119% | 282 | 17.38% | 1.8 |
|
| 3091 |
3091
Ionic Capital Management
New York
| $411M | +$60.1M | +17% | 4.07% | 163% | 317 | 40.69% | 1.1 |
|
| 3092 |
CAM
3092
Centre Asset Management
New York
| $410M | -$41.9M | -9% | 2.02% | 45.3% | 80 | 16.25% | 2.1 |
|
| 3093 |
3093
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $410M | -$2.56M | -0.6% | 3.21% | 46.5% | 104 | 9.62% | 2.2 |
|
| 3094 |
3094
G2 Investment Partners Management
New York
| $410M | -$3.65M | -0.9% | 9.52% | 1,145% | 107 | 42.99% | 1 |
|
| 3095 |
3095
Leelyn Smith
Geneva,
Illinois
| $410M | -$4.16M | -1% | 2.69% | 77.3% | 119 | 13.45% | 3 |
|
| 3096 |
3096
Bright Rock Capital Management
Hanover,
Massachusetts
| $409M | -$19.5M | -5% | 1.76% | 53.1% | 80 | 10% | 5 |
|
| 3097 |
3097
Titan Global Capital Management USA
New York
| $409M | -$12.6M | -3% | 0.41% | 191% | 63 | 9.52% | 1.4 |
|
| 3098 |
3098
Cisco Systems
San Jose,
California
| $409M | +$11.7M | +3% | 3.91% | 210% | 4 | 0% | 0.9 |
|
| 3099 |
3099
Rollins Financial
Atlanta,
Georgia
| $409M | +$42.8M | +12% | 4.2% | – | 116 | 18.1% | 1.8 |
|
| 3100 |
3100
Goehring & Rozencwajg Associates
New York
| $408M | +$60.8M | +17% | 17.5% | 148% | 50 | 0% | 0.7 |
|