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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Wilkins Investment Counsel
3126
Wilkins Investment Counsel
Massachusetts
$444M -$9.31M -2% 1.44% 56.2% 84 9.52% 6.5
CRB
3127
Chad R. Baker
$443M -$39.7M -8% 7.95% 123% 53 9.43% 4.6
IBT
3128
International Biotechnology Trust
United Kingdom
$443M -$5.44M -1% 7.92% 11.1% 81 23.46% 1.7
Catterton Management Company
3129
Catterton Management Company
Connecticut
$443M -$202M -31% 24.4% 13.2% 3 0% 1.1
McRae Capital Management
3130
McRae Capital Management
New Jersey
$443M -$36.2M -8% 5.09% 78.2% 121 14.88% 4.4
GWSG
3131
GPS Wealth Strategies Group
Colorado
$443M -$10.8M -2% 4.99% 118% 1,194 18.76% 0.9
Cohanzick Management
3132
Cohanzick Management
New York
$443M -$123M -22% 0.27% 1.18% 542 45.2% 0.3
Bourgeon Capital Management
3133
Bourgeon Capital Management
Connecticut
$442M -$43.2M -9% 1.69% 121% 319 17.24% 2.1
Nellore Capital Management
3134
Nellore Capital Management
California
$442M +$72.1M +19% 13% 73.8% 28 32.14% 0.7
AGM
3135
Alpine Global Management
New York
$442M -$239M -35% 3.01% 149% 864 61% 0.4
Summit Wealth Partners
3136
Summit Wealth Partners
Florida
$442M -$24.7M -5% 4.66% 44.9% 174 12.07% 1.6
Private Capital Group
3137
Private Capital Group
Connecticut
$441M -$30.8M -7% 4.62% 30.1% 2,321 11.76% 2.9
Graham Holdings Co Master Retirement Trust
3138
Graham Holdings Co Master Retirement Trust
Virginia
$440M +$65.7M +18% 17.6% 46% 2 0% 0.3
Siguler Guff Advisers
3139
Siguler Guff Advisers
New York
$440M -$38.4M -8% 6.84% 37.7% 6 0% 0.8
Intercontinental Wealth Advisors
3140
Intercontinental Wealth Advisors
Texas
$439M -$35.2M -7% 6.21% 46.7% 301 11.63% 2.4
Viking Fund Management
3141
Viking Fund Management
North Dakota
$439M +$59.5M +16% 10.5% 105% 119 10.08% 3.3
Gilman Hill Asset Management
3142
Gilman Hill Asset Management
Connecticut
$439M -$9.8M -2% 1.54% 54.2% 228 13.16% 3.8
SCM
3143
Stamina Capital Management
New York
$439M +$53.5M +14% 1.58% 292% 46 39.13% 0.8
HughesLittle Investment Management
3144
HughesLittle Investment Management
$438M -$25.6M -6% 5.61% 106% 18 33.33% 4.5
Great Hill Partners
3145
Great Hill Partners
Massachusetts
$438M -$20.7M -5% 4.57% 24% 1 0% 0.8
Enstar Group
3146
Enstar Group
Bermuda
$438M +$149M +51% 6.82% 29.5% 13 7.69% 1.5
Strategic Point Investment Advisors
3147
Strategic Point Investment Advisors
Rhode Island
$438M -$5.46M -1% 4.25% 58.2% 29 17.24% 3.3
Marietta Investment Partners
3148
Marietta Investment Partners
Wisconsin
$438M -$36.3M -8% 2.9% 160% 192 11.98% 3.7
Iron Gate Global Advisors
3149
Iron Gate Global Advisors
Utah
$438M +$11.3M +3% 0.55% 106% 118 15.25% 2.1
Security National Bank
3150
Security National Bank
Nebraska
$437M -$4.4M -1% 1.51% 125% 117 17.95% 2.6