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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Trustco Bank (New York)
Albany,
New York
| $90.9M | +$1.68M | +2% | 2.63% | 131% | 68 | 1.47% | 3.4 |
|
| 4652 |
4652
Colrain Capital
Boston,
Massachusetts
| $90.9M | +$1.8M | +2% | 1.64% | – | 42 | 0% | 4 |
|
| 4653 |
4653
Portland Investment Counsel
Burlington,
Ontario, Canada
| $90.4M | -$103M | -53% | 1.46% | 108% | 45 | 20% | 3.6 |
|
| 4654 |
4654
Coe Capital Management
Highland Park,
Illinois
| $90.3M | -$49K | -0.1% | 1.99% | 84.4% | 85 | 10.59% | 3.3 |
|
| 4655 |
4655
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $90.2M | -$112M | -55% | 54.5% | 82.7% | 2 | 0% | 1 |
|
| 4656 |
4656
First Reserve GP XII
Stamford,
Connecticut
| $90.1M | -$14.3M | -14% | 13.7% | – | 1 | 0% | 0.5 |
|
| 4657 |
4657
Oppenheimer & Close
New York
| $90.1M | +$3.45M | +4% | 0.23% | 149% | 43 | 6.98% | 3.6 |
|
| 4658 |
4658
FFL Partners
San Francisco,
California
| $90M | -$11.2M | -11% | 20.2% | 36.1% | 1 | 0% | 1.8 |
|
| 4659 |
4659
Flossbach von Storch AG Zurich
Zurich,
Switzerland
| $90M | +$5.38M | +6% | 0.21% | – | 20 | 15% | 0.6 |
|
| 4660 |
SCA
4660
Strategic Capital Advisers
Denver,
Colorado
| $89.9M | -$4.9M | -5% | 2.5% | 51.4% | 80 | 33.75% | 1 |
|
| 4661 |
PI
4661
Pachira Investments
Dana Point,
California
| $89.9M | -$339K | -0.4% | 0.33% | 82.3% | 15 | 0% | 1.7 |
|
| 4662 |
4662
Horan Securities
Cincinnati,
United States
| $89.8M | +$2.1M | +2% | 1.72% | 50.1% | 307 | 22.8% | 1.9 |
|
| 4663 |
4663
Signia Capital Management
Spokane,
Washington
| $89.7M | +$9.46M | +12% | 4.76% | 27% | 30 | 33.33% | 1.6 |
|
| 4664 |
4664
Kessler Investment Group
Columbus,
Indiana
| $89.6M | -$5.66M | -6% | 1.49% | 251% | 134 | 29.1% | 1.9 |
|
| 4665 |
4665
Covalis Capital
London,
United Kingdom
| $89.6M | -$57.1M | -39% | 2.41% | 37.9% | 17 | 70.59% | 0.3 |
|
| 4666 |
4666
Meridian Financial Partners
Warrenton,
Virginia
| $89.1M | -$332K | -0.4% | 0.73% | 73.1% | 51 | 5.88% | 0.7 |
|
| 4667 |
4667
Caxton Corporation
Princeton,
New Jersey
| $88.7M | +$635K | +0.7% | 12.5% | 512% | 43 | 34.88% | 0.7 |
|
| 4668 |
RCA
4668
Reitz Capital Advisors
Freeland,
Michigan
| $88.1M | -$584K | -0.7% | 1.23% | 11% | 46 | 26.09% | 0.6 |
|
| 4669 |
AM
4669
Account Management
Boxford,
Massachusetts
| $87.6M | -$28.5M | -25% | 1.2% | 87.4% | 23 | 0% | 4 |
|
| 4670 |
TA
4670
Thor Advisors
New York
| $87.5M | – | – | 0.03% | – | 289 | – | 0.2 |
|
| 4671 |
4671
Sustainable Insight Capital Management
New York
| $87.4M | +$1.51M | +2% | 2.92% | 150% | 62 | 32.26% | 0.8 |
|
| 4672 |
4672
Vishria Bird Financial Group
Memphis,
Tennessee
| $87.4M | -$12.8M | -13% | 0.89% | 74.3% | 56 | 23.21% | 0.9 |
|
| 4673 |
WA
4673
WP Advisors
San Francisco,
California
| $87.2M | -$2.44M | -3% | 0.52% | 113% | 61 | 4.92% | 2.3 |
|
| 4674 |
4674
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $87.2M | +$2.33M | +3% | 1.88% | 61% | 93 | 8.6% | 3.4 |
|
| 4675 |
4675
Deer VII & Co
Larchmont,
New York
| $86.6M | -$27.6M | -24% | 35.4% | 241% | 5 | 20% | 2.6 |
|