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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
New England Professional Planning Group
Westerly,
Rhode Island
| $74.2M | +$6.38M | +9% | 2.61% | 59% | 46 | 10.87% | 0.2 |
|
| 3902 |
3902
Apis Capital Advisors
New York
| $73.2M | -$16.8M | -19% | 13% | 1,532% | 53 | 41.51% | 0.2 |
|
| 3903 |
3903
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| $72.3M | -$49.1M | -40% | 5.85% | – | 1 | 0% | 1.8 |
|
| 3904 |
CCP
3904
Centaur Capital Partners
Southlake,
Texas
| $72M | +$10M | +16% | 0.25% | 48.5% | 36 | 38.89% | 0.5 |
|
| 3905 |
FTB
3905
First Trust Bank
Nassau,
Bahamas
| $72M | -$21.1M | -23% | 5.32% | 64.2% | 19 | 73.68% | 0.3 |
|
| 3906 |
3906
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $71.7M | +$2.22M | +3% | 1.83% | 72.7% | 72 | 6.94% | 1.5 |
|
| 3907 |
ST
3907
Sphinx Trading
Chicago,
Illinois
| $71.3M | -$51.6M | -42% | 0.29% | – | 150 | 54% | 0.1 |
|
| 3908 |
3908
Gator Capital Management
Tampa,
Florida
| $71.2M | -$8.61M | -11% | 3.47% | 245% | 64 | 15.63% | 0.2 |
|
| 3909 |
AIM
3909
Acuity Investment Management
Toronto,
Ontario, Canada
| $70.8M | -$53.7M | -43% | 2.44% | – | 169 | 23.67% | 1 |
|
| 3910 |
BC
3910
Banced Corp
Edwardsville,
Illinois
| $70.8M | -$21.1M | -23% | 2.37% | 27.5% | 195 | 31.28% | 1.2 |
|
| 3911 |
MSTVIM
3911
Messner & Smith Theme Value Investment Management
San Diego,
California
| $70.2M | +$11.2M | +19% | 5.8% | 48.7% | 90 | 33.33% | 1 |
|
| 3912 |
3912
Wealthquest
Cincinnati,
Ohio
| $69.4M | -$28.4M | -29% | 1.1% | 52.1% | 56 | 12.5% | 0.2 |
|
| 3913 |
3913
Yale University
New Haven,
Connecticut
| $69M | -$60.2M | -47% | 6.27% | 33.7% | 11 | 90.91% | 0.3 |
|
| 3914 |
3914
Quadrature Capital
London,
United Kingdom
| $68.7M | +$41.6M | +154% | 1.58% | 212% | 167 | 94.01% | 0 |
|
| 3915 |
ACM
3915
Ayer Capital Management
San Francisco,
California
| $68.3M | – | – | 36.5% | – | 2 | – | 0 |
|
| 3916 |
3916
Summit Rock Advisors
New York
| $68.2M | -$961K | -1% | 1.76% | – | 3 | 0% | 1.8 |
|
| 3917 |
ACMM
3917
American Capital Mortgage Management
Bethesda,
Maryland
| $68M | -$250K | -0.4% | 0.76% | – | 2 | 0% | 0.8 |
|
| 3918 |
3918
Alpenglow Capital
San Carlos,
California
| $67.9M | -$51.8M | -43% | 2.03% | – | 40 | 82.5% | 0.1 |
|
| 3919 |
BIM
3919
Beach Investment Management
West Conshohocken,
Pennsylvania
| $67.9M | -$3.24M | -5% | 0.97% | 18.9% | 56 | 28.57% | 1 |
|
| 3920 |
3920
Steamboat Ventures Asia Manager
Grand Cayman,
Cayman Islands
| $67.7M | -$9.7M | -12% | 12.5% | – | 1 | 0% | 0.3 |
|
| 3921 |
HMC
3921
Higher Moment Capital
Boston,
Massachusetts
| $67.6M | -$15M | -18% | 1.58% | 11.8% | 7 | 28.57% | 0.7 |
|
| 3922 |
3922
Portland Investment Counsel
Burlington,
Ontario, Canada
| $67.6M | -$4.57M | -6% | 4.49% | 108% | 44 | 6.82% | 0.9 |
|
| 3923 |
3923
Sunbelt Securities
Houston,
Texas
| $67.3M | -$8.83M | -12% | 0.76% | 83.5% | 130 | 20% | 0.2 |
|
| 3924 |
3924
Column Group LP
San Francisco,
California
| $66.7M | -$30.3M | -31% | 31.4% | – | 1 | 0% | 0.3 |
|
| 3925 |
3925
LBN Advisers
Central,
Hong Kong
| $66.7M | +$37.6M | +129% | 9.17% | – | 7 | 85.71% | 0.1 |
|