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