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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
PI
3426
Pennant Investors
Summit,
New Jersey
| $352M | -$68.7M | -16% | 3.92% | 372% | 25 | 32% | 1.3 |
|
| 3427 |
3427
Wright Investors Service
Shelton,
Connecticut
| $352M | -$16.7M | -5% | 0.39% | 146% | 163 | 25.77% | 3 |
|
| 3428 |
CNBTD
3428
Citizens National Bank Trust Department
Meridian,
Mississippi
| $352M | +$2.36M | +0.7% | 1.1% | 114% | 142 | 4.93% | 1.3 |
|
| 3429 |
3429
Canaan Partners X
Menlo Park,
California
| $351M | +$285M | +428% | 19.8% | 55.4% | 5 | 40% | 1.1 |
|
| 3430 |
3430
Canal Capital Management
Richmond,
Virginia
| $351M | +$4.99M | +1% | 2.77% | 67.8% | 139 | 10.79% | 3.1 |
|
| 3431 |
LIC
3431
Laurus Investment Counsel
Toronto,
Canada
| $351M | +$25.5M | +8% | 4.1% | 14.1% | 45 | 26.67% | 2.3 |
|
| 3432 |
MP
3432
Mediatel Partners
Fort Worth,
Texas
| $351M | -$8M | -2% | 2.22% | 11.6% | 2 | 0% | 8.3 |
|
| 3433 |
FCT
3433
Family Capital Trust
Peabody,
Massachusetts
| $351M | -$3.3M | -0.9% | 0.52% | 39.1% | 52 | 0% | 5.9 |
|
| 3434 |
3434
Emerald Advisors
Bellevue,
Washington
| $351M | +$30.3M | +9% | 8.95% | 71.8% | 101 | 8.91% | 1.2 |
|
| 3435 |
PPP
3435
Private Portfolio Partners
Paramus,
New Jersey
| $350M | +$5.33M | +2% | 1.45% | 16.9% | 272 | 11.4% | 1.8 |
|
| 3436 |
3436
Cobalt Capital Management
Short Hills,
New Jersey
| $350M | +$64.7M | +23% | 4.99% | 235% | 48 | 58.33% | 0.5 |
|
| 3437 |
3437
Armbruster Capital Management
Pittsford,
New York
| $350M | -$4.47M | -1% | 1.12% | 66.7% | 99 | 6.06% | 3.5 |
|
| 3438 |
3438
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $350M | -$1.82M | -0.5% | 0.79% | 86.1% | 214 | 5.14% | 5 |
|
| 3439 |
PTB
3439
Pioneer Trust Bank
Salem,
Oregon
| $350M | -$2.27M | -0.6% | 0.87% | 61.4% | 74 | 8.11% | 5.9 |
|
| 3440 |
3440
Bender Robert & Associates
Pasadena,
California
| $349M | -$2.6M | -0.7% | 1.38% | 146% | 51 | 11.76% | 5.8 |
|
| 3441 |
3441
Vida Ventures Advisors
Boston,
Massachusetts
| $349M | -$49.7M | -12% | 10.6% | 154% | 9 | 11.11% | 0.8 |
|
| 3442 |
3442
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $349M | -$8.65M | -2% | 3.44% | – | 172 | 4.65% | 1.3 |
|
| 3443 |
WCA
3443
Windsor Creek Advisors
Bethel,
Vermont
| $349M | -$37.8M | -10% | 5.33% | 48.3% | 184 | 41.3% | 1.3 |
|
| 3444 |
3444
Northwest Quadrant Wealth Management
Bend,
Oregon
| $349M | +$1.72M | +0.5% | 1.04% | 45.6% | 65 | 1.54% | 3.3 |
|
| 3445 |
3445
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $349M | -$7.76M | -2% | 4.48% | 1,119% | 21 | 4.76% | 0.9 |
|
| 3446 |
3446
Bayberry Capital Partners
New York
| $348M | -$4.77M | -1% | 3.1% | 99.7% | 24 | 29.17% | 0.8 |
|
| 3447 |
3447
Bourne Lent Asset Management
Pawling,
New York
| $348M | -$7.67M | -2% | 0.23% | 76.1% | 62 | 1.61% | 4.5 |
|
| 3448 |
3448
Littlejohn & Co
Greenwich,
Connecticut
| $348M | +$8.18M | +2% | 5.25% | 56.2% | 223 | 11.66% | 0.3 |
|
| 3449 |
CH
3449
Canton Hathaway
Providence,
Rhode Island
| $348M | +$5.96M | +2% | 0.16% | 87.8% | 322 | 38.2% | 1.2 |
|
| 3450 |
3450
Integral Health Asset Management
New York
| $348M | -$15.4M | -4% | 1.34% | 564% | 95 | 51.58% | 0.6 |
|