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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Wilkins Investment Counsel
Boston,
Massachusetts
| $288M | +$7.65M | +3% | 4.33% | 56.2% | 83 | 4.82% | 1.3 |
|
| 2427 |
2427
Steadfast Advisors
New York
| $288M | +$20.9M | +8% | 6.88% | 81.4% | 74 | 45.95% | 0.5 |
|
| 2428 |
2428
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $288M | +$11.2M | +4% | 5.62% | 183% | 90 | 10% | 1.3 |
|
| 2429 |
CC
2429
Cambrian Capital
San Francisco,
California
| $287M | -$10.5M | -4% | 17.3% | 17.3% | 57 | 35.09% | 1.1 |
|
| 2430 |
2430
Toscafund Asset Management
London,
United Kingdom
| $287M | -$43.2M | -13% | 4.86% | 80.9% | 13 | 30.77% | 1 |
|
| 2431 |
FA
2431
FMA Advisory
Harrisburg,
Pennsylvania
| $287M | +$15.2M | +6% | 5.38% | 46.7% | 135 | 8.89% | 1.3 |
|
| 2432 |
2432
Crosspoint Capital Strategies
Orinda,
California
| $287M | +$152M | +112% | 9.71% | – | 755 | 41.72% | 0.6 |
|
| 2433 |
2433
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $287M | +$24.5M | +9% | 3.99% | 86% | 223 | 13.9% | 1.1 |
|
| 2434 |
HJA
2434
Hugh Johnson Advisors
Albany,
New York
| $287M | +$6.71M | +2% | 4.53% | 41.5% | 101 | 24.75% | 1.2 |
|
| 2435 |
2435
Raub Brock Capital Management
Larkspur,
California
| $286M | +$7.71M | +3% | 5.16% | 54.7% | 39 | 12.82% | 1.2 |
|
| 2436 |
2436
New England Securities
New York
| $285M | -$994K | -0.3% | 2.01% | – | 1,829 | 14.11% | 1.2 |
|
| 2437 |
RIG
2437
Raveneur Investment Group
New York
| $284M | – | – | 13% | – | 20 | – | 0 |
|
| 2438 |
2438
Glynn Capital Management
Menlo Park,
California
| $284M | -$3.65M | -1% | 1.99% | 252% | 46 | 4.35% | 1.3 |
|
| 2439 |
2439
Hengehold Capital Management
Cincinnati,
Ohio
| $283M | -$11.7M | -4% | 3.58% | 54.5% | 86 | 29.07% | 1 |
|
| 2440 |
GCM
2440
Gabalex Capital Management
New York
| $283M | +$30.1M | +12% | 4.93% | 24.9% | 14 | 21.43% | 1.1 |
|
| 2441 |
2441
Evanston Advisors
Schaumburg,
Illinois
| $283M | -$11.9M | -4% | 3.65% | 16% | 67 | 13.43% | 1 |
|
| 2442 |
2442
Palouse Capital Management
Spokane,
Washington
| $283M | +$21M | +8% | 6.52% | 67.8% | 133 | 16.54% | 1 |
|
| 2443 |
2443
Sylebra Capital (HK)
Hong Kong
| $283M | – | – | 0.6% | 16.6% | 9 | – | 0 |
|
| 2444 |
2444
Estate Counselors
Thiensville,
Wisconsin
| $283M | +$23.2M | +9% | 2.88% | 60% | 64 | 28.13% | 1.1 |
|
| 2445 |
2445
Sarissa Capital Management
Greenwich,
Connecticut
| $283M | +$23.6M | +9% | 13.1% | 80% | 18 | 27.78% | 0.6 |
|
| 2446 |
2446
Bow Street
New York
| $282M | +$1.61M | +0.6% | 5.7% | 43.3% | 45 | 55.56% | 0.3 |
|
| 2447 |
2447
Summit Equities
Parsippany,
New Jersey
| $282M | +$17.6M | +7% | 0.66% | 40.7% | 24 | 20.83% | 0.6 |
|
| 2448 |
PCM
2448
Piermont Capital Management
St. Louis,
Missouri
| $281M | +$23.3M | +9% | 11.5% | 33.2% | 226 | 37.61% | 0.5 |
|
| 2449 |
TFP
2449
Triple Frond Partners
San Francisco,
California
| $281M | +$65.5M | +30% | 8.28% | 92.9% | 7 | 42.86% | 0.8 |
|
| 2450 |
2450
Wisconsin Capital Management
Madison,
Wisconsin
| $281M | +$10.9M | +4% | 5.51% | 153% | 130 | 14.62% | 1.2 |
|