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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $420M | -$3.61M | -0.9% | 7.94% | 57.2% | 67 | 8.96% | 3.9 |
|
| 3152 |
TF
3152
TimeScale Financial
Danvers,
Massachusetts
| $420M | +$32.8M | +8% | 5.53% | 31.3% | 581 | 15.66% | 1.6 |
|
| 3153 |
3153
Sicart Associates
New York
| $420M | +$41.9M | +11% | 4.62% | 99.1% | 115 | 8.7% | 2 |
|
| 3154 |
3154
Squadra Investments
Rio De Janeiro,
Brazil
| $420M | +$173M | +70% | 10% | 1.55% | 5 | 40% | 0.6 |
|
| 3155 |
3155
Cable Hill Partners
Portland,
Oregon
| $420M | +$55.2M | +15% | 6.56% | 20.3% | 141 | 26.24% | 3 |
|
| 3156 |
MAS
3156
Managed Account Services
Coconut Grove,
Florida
| $420M | +$37.6M | +10% | 5.75% | 32.4% | 111 | 8.11% | 2.8 |
|
| 3157 |
3157
Cary Street Partners Asset Management
Richmond,
Virginia
| $419M | +$12.8M | +3% | 6.19% | 25.3% | 185 | 21.08% | 0.5 |
|
| 3158 |
3158
Willow Creek Wealth Management
Sebastopol,
California
| $419M | +$147M | +54% | 1.97% | – | 112 | 16.07% | 2.2 |
|
| 3159 |
JCP
3159
JB Capital Partners
Armonk,
New York
| $419M | +$38.2M | +10% | 17.6% | 142% | 91 | 12.09% | 0.2 |
|
| 3160 |
3160
Websterrogers Financial Advisors
Florence,
South Carolina
| $419M | +$49.1M | +13% | 5.19% | 42.9% | 63 | 17.46% | 0.4 |
|
| 3161 |
3161
Intrua Financial
Houston,
Texas
| $419M | +$25M | +6% | 7.81% | 71% | 313 | 14.38% | 0.7 |
|
| 3162 |
3162
Summit Wealth Partners
Orlando,
Florida
| $419M | +$28.6M | +7% | 5.24% | 44.9% | 160 | 10.63% | 1.1 |
|
| 3163 |
3163
Stockman Wealth Management
Billings,
Montana
| $419M | +$59.5M | +17% | 5.13% | 77.5% | 201 | 7.46% | 3.2 |
|
| 3164 |
3164
Prentice Capital Management
Greenwich,
Connecticut
| $419M | +$96.7M | +30% | 4.1% | 128% | 32 | 53.13% | 0.4 |
|
| 3165 |
3LCM
3165
3D/L Capital Management
Hartford,
Connecticut
| $419M | +$23.8M | +6% | 4.14% | 13.9% | 127 | 11.81% | 0.3 |
|
| 3166 |
FAG
3166
Financial Advisory Group
Houston,
Texas
| $418M | +$27.5M | +7% | 5.54% | 20.6% | 96 | 18.75% | 3.5 |
|
| 3167 |
3167
Invenomic Capital Management
Boston,
Massachusetts
| $418M | -$30.8M | -7% | 4.65% | 6.61% | 163 | 50.92% | 0.5 |
|
| 3168 |
3168
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $417M | +$10.2M | +3% | 2.52% | 184% | 1 | 0% | 4.5 |
|
| 3169 |
3169
Marotta Asset Management
Charlottesville,
Virginia
| $417M | +$25.8M | +7% | 4.64% | 51% | 102 | 8.82% | 1.1 |
|
| 3170 |
PCR
3170
Potrero Capital Research
San Francisco,
California
| $416M | -$1.59M | -0.4% | 13.1% | 226% | 142 | 54.93% | 0.6 |
|
| 3171 |
3171
Westwind Capital
Las Cruces,
New Mexico
| $416M | +$70.4M | +20% | 15% | 87.6% | 43 | 16.28% | 2.3 |
|
| 3172 |
3172
Bright Rock Capital Management
Hanover,
Massachusetts
| $416M | +$24.5M | +6% | 7.8% | 53.1% | 80 | 11.25% | 4.2 |
|
| 3173 |
3173
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $415M | +$16M | +4% | 7.34% | 99.9% | 75 | 5.33% | 3.9 |
|
| 3174 |
3174
Kavar Capital Partners Group
Leawood,
Kansas
| $414M | +$43.3M | +12% | 7.36% | 77.2% | 152 | 8.55% | 3.6 |
|
| 3175 |
3175
Berkshire Bank
Pittsfield,
Massachusetts
| $414M | +$15.9M | +4% | 7.31% | 76.2% | 128 | 7.03% | 0.7 |
|