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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Jackson Square Capital
San Francisco,
California
| $311M | +$49.3M | +19% | 13.3% | 423% | 186 | 15.59% | 1 |
|
| 3727 |
3727
Bar Harbor Trust Services
Ellsworth,
Maine
| $311M | +$38.7M | +14% | 7.47% | 86.4% | 125 | 8% | 2.5 |
|
| 3728 |
3728
Discerene Group
Stamford,
Connecticut
| $311M | +$38.5M | +14% | 3.5% | 48.6% | 12 | 16.67% | 0.4 |
|
| 3729 |
3729
Continental Grain Company
New York
| $311M | -$33.9M | -10% | 1.58% | 5.73% | 8 | 0% | 1.4 |
|
| 3730 |
SP
3730
StackLine Partners
New York
| $311M | -$28.9M | -8% | 3.96% | 12.7% | 19 | 31.58% | 1.2 |
|
| 3731 |
3731
Hidden Lake Asset Management
New York
| $311M | +$55.1M | +22% | 3.01% | 849% | 34 | 70.59% | 0.1 |
|
| 3732 |
3732
SeaBridge Investment Advisors
Summit,
New Jersey
| $310M | +$7.68M | +3% | 4.87% | 128% | 134 | 6.72% | 4.7 |
|
| 3733 |
PGF
3733
Pelham Global Financials
London,
United Kingdom
| $310M | +$60.8M | +24% | 9.88% | 24.5% | 12 | 16.67% | 1.1 |
|
| 3734 |
3734
Capital Impact Advisors
Boston,
Massachusetts
| $310M | +$24.3M | +8% | 12% | – | 141 | 32.62% | 1.6 |
|
| 3735 |
3735
CAZ Investments
Houston,
Texas
| $310M | +$84.1M | +37% | 4.39% | 263% | 46 | 19.57% | 1.3 |
|
| 3736 |
3736
Argyle Capital Management
Center Valley,
Pennsylvania
| $309M | +$12.7M | +4% | 5.2% | 95.8% | 133 | 5.26% | 6.3 |
|
| 3737 |
3737
Accel Growth Fund IV Associates
Palo Alto,
California
| $309M | +$255M | +467% | 1.66% | 61.4% | 3 | 66.67% | 0.3 |
|
| 3738 |
3738
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $309M | +$66.4M | +27% | 6.37% | 84.1% | 349 | 20.63% | 0.8 |
|
| 3739 |
3739
Providence Capital Advisors
Charlotte,
North Carolina
| $309M | +$34.2M | +12% | 5.79% | 47.4% | 356 | 26.97% | 1.6 |
|
| 3740 |
PLFAM
3740
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $309M | +$14.6M | +5% | 6.13% | 81.6% | 111 | 2.7% | 4.7 |
|
| 3741 |
3741
Siena Capital Partners
Chicago,
Illinois
| $309M | +$25.9M | +9% | 1.09% | 44.2% | 115 | 12.17% | 2.2 |
|
| 3742 |
3742
APEIRON Capital Ltd
Hong Kong
| $309M | +$76.3M | +33% | 20.6% | 487% | 11 | 18.18% | 0.4 |
|
| 3743 |
3743
Covalis Capital
London,
United Kingdom
| $309M | -$179M | -37% | 6.09% | 37.9% | 200 | 92.5% | 0 |
|
| 3744 |
3744
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $308M | +$20M | +7% | 9.13% | 147% | 224 | 2.68% | 3.8 |
|
| 3745 |
3745
Chesapeake Wealth Management
Williamsburg,
Virginia
| $308M | +$9.5M | +3% | 6.64% | 65.9% | 228 | 7.46% | 2.2 |
|
| 3746 |
3746
Timber Creek Capital Management
Boston,
Massachusetts
| $308M | +$48.2M | +19% | 7.99% | 139% | 128 | 4.69% | 4.7 |
|
| 3747 |
3747
Harrell Investment Partners
Austin,
Texas
| $308M | +$25.4M | +9% | 7.6% | 121% | 104 | 8.65% | 1.1 |
|
| 3748 |
EC
3748
Euclidean Capital
New York
| $308M | +$9.21M | +3% | 6.2% | 79.7% | 15 | 20% | 0.4 |
|
| 3749 |
3749
Inspire Advisors
Meridian,
Idaho
| $307M | +$30.4M | +11% | 6.36% | 60.2% | 101 | 36.63% | 0.4 |
|
| 3750 |
3750
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $307M | +$73.1M | +31% | 7.03% | – | 110 | 23.64% | 3.7 |
|