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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Pettee Investors
Rowayton,
Connecticut
| $105M | +$1.69M | +2% | 3.46% | 96.1% | 64 | 6.25% | 2.6 |
|
| 3952 |
3952
Manifold Partners
San Francisco,
California
| $105M | -$13.4M | -11% | 2.09% | 24.9% | 28 | 67.86% | 0.5 |
|
| 3953 |
3953
RFG Advisory
Birmingham,
Alabama
| $105M | -$4.4M | -4% | 0.45% | 52.3% | 85 | 1.18% | 0.9 |
|
| 3954 |
PI
3954
Pachira Investments
Dana Point,
California
| $105M | – | – | 6.71% | 82.3% | 11 | – | 0 |
|
| 3955 |
3955
Rational Advisors
Huntington,
New York
| $105M | -$47.1M | -31% | 5.71% | 37.7% | 338 | 61.24% | 0.4 |
|
| 3956 |
3956
AUA Capital Management
Camp Hill,
Pennsylvania
| $105M | – | – | 0.13% | 70.2% | 202 | – | 0 |
|
| 3957 |
ABP
3957
Arthur B. Page
| $105M | +$2.82M | +3% | 0.72% | 40.4% | 68 | 8.82% | 2.4 |
|
| 3958 |
3958
Morgens Waterfall Vintiadis & Co
New York
| $105M | -$10M | -9% | 19.4% | 594% | 69 | 69.57% | 0.3 |
|
| 3959 |
GA
3959
Greytown Advisors
Miami,
Florida
| $104M | – | – | 1.51% | 14.1% | 62 | – | 0 |
|
| 3960 |
3960
Fernwood Investment Management
Quincy,
Massachusetts
| $104M | -$4.81M | -4% | 2.1% | 83.4% | 132 | 12.12% | 2.1 |
|
| 3961 |
3961
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $104M | – | – | 3.75% | 98.6% | 126 | – | 0 |
|
| 3962 |
3962
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $104M | – | – | 2.74% | 82% | 51 | – | 0 |
|
| 3963 |
3963
Kettle Hill Capital Management
New York
| $104M | – | – | 11.1% | 37.4% | 37 | – | 0 |
|
| 3964 |
KCM
3964
KSA Capital Management
Morristown,
New Jersey
| $104M | -$216M | -68% | 6.3% | 109% | 27 | 59.26% | 1.3 |
|
| 3965 |
3965
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $104M | -$63.5M | -38% | 24.1% | 47.7% | 8 | 25% | 3.4 |
|
| 3966 |
AH
3966
Aviva Holdings
New Providence,
Bahamas
| $104M | +$90.4M | +687% | 2.57% | 36.5% | 2 | 50% | 0.5 |
|
| 3967 |
3967
First Houston Capital
Houston,
Texas
| $104M | +$4.34M | +4% | 6.25% | 39.2% | 66 | 25.76% | 1.8 |
|
| 3968 |
3968
O'Dell Group
Cincinnati,
Ohio
| $103M | – | – | 2.69% | 72.2% | 33 | – | 0 |
|
| 3969 |
3969
Spectrum Asset Management (California)
Newport Beach,
California
| $103M | +$10.7M | +12% | 2.36% | 68.3% | 67 | 38.81% | 1 |
|
| 3970 |
3970
Pecaut & Co
Sioux City,
Iowa
| $103M | +$10.1M | +11% | 10.3% | 67.6% | 49 | 10.2% | 2 |
|
| 3971 |
3971
American Trust Investment Advisors
Lebanon,
New Hampshire
| $103M | +$3.69M | +4% | 4.04% | 91% | 82 | 31.71% | 1.1 |
|
| 3972 |
3972
Versant Venture Management
San Francisco,
California
| $103M | +$13M | +15% | 33.1% | 409% | 7 | 0% | 1.3 |
|
| 3973 |
3973
Nixon Peabody Trust
Boston,
Massachusetts
| $103M | +$827K | +0.8% | 2.8% | 101% | 68 | 4.41% | 1 |
|
| 3974 |
HCM
3974
Hall Capital Management
Barrington,
Rhode Island
| $103M | – | – | 3.59% | – | 77 | – | 1.7 |
|
| 3975 |
3975
Orca Investment Management
Roseburg,
Oregon
| $103M | +$6.6M | +7% | 5.28% | 122% | 80 | 28.75% | 1.8 |
|