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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Institutional Venture Management XIV
2626
Institutional Venture Management XIV
California
$324M +$31.9M +11% 5.75% 18.1% 3 0% 1.9
J.P. Marvel Investment Advisors
2627
J.P. Marvel Investment Advisors
Massachusetts
$324M -$4.32M -1% 0.16% 183% 84 2.38% 3.5
Atlantic Union Bankshares
2628
Atlantic Union Bankshares
Virginia
$323M +$188K +0.1% 2.11% 78.9% 144 14.58% 3
Robinson Capital Management
2629
Robinson Capital Management
Michigan
$323M +$115M +56% 5.97% 7.8% 111 42.34% 1.1
PI
2630
PHH Investments
Texas
$323M -$4.82M -1% 0.98% 30.9% 85 16.47% 0.9
Delta Dental Plan of Michigan
2631
Delta Dental Plan of Michigan
Michigan
$323M -$18.6M -5% 0.83% – 30 13.33% 0.2
Hanson & Doremus Investment Management
2632
Hanson & Doremus Investment Management
Vermont
$323M +$22.5M +7% 0.79% 86.3% 521 7.49% 3.2
Laurel Wealth Advisors (California)
2633
Laurel Wealth Advisors (California)
California
$323M -$24.7M -7% 2.39% 33% 389 23.39% 1.3
Dundas Partners
2634
Dundas Partners
United Kingdom
$323M – – 1.67% 87.6% 36 – 0
Manitou Investment Management
2635
Manitou Investment Management
Ontario, Canada
$322M -$27.9M -8% 2.62% 69.3% 32 12.5% 1.9
Jafra Capital Management
2636
Jafra Capital Management
New York
$322M -$33.7M -9% 6.42% – 118 61.02% 0.3
LVW Advisors
2637
LVW Advisors
New York
$322M -$20.2M -6% 2.3% 79.1% 149 15.44% 1.8
Well Done LLC
2638
Well Done LLC
Michigan
$322M +$15.5M +5% 0.14% 80.4% 604 81.95% 0.3
Koshinski Asset Management
2639
Koshinski Asset Management
Illinois
$322M -$77.7M -19% 0.89% 76.5% 437 24.03% 1.7
Brasada Capital Management
2640
Brasada Capital Management
Texas
$322M +$25M +8% 1.44% 76.5% 332 41.87% 0.2
Axar Capital Management
2641
Axar Capital Management
New York
$321M -$66.1M -17% 7.39% 680% 5 0% 1
EnTrust Global Partners Offshore
2642
EnTrust Global Partners Offshore
New York
$320M +$16.5M +5% 7% – 92 56.52% 0.1
George Kaiser Family Foundation
2643
George Kaiser Family Foundation
Oklahoma
$320M +$18.2M +6% 6.17% 106% 19 10.53% 1.8
NBW Capital
2644
NBW Capital
Massachusetts
$320M -$60M -16% 4.64% 86% 74 5.41% 2.7
CDIA
2645
Capital Directions Investment Advisors
Georgia
$318M -$2.03M -0.6% 0.16% 7.53% 104 9.62% 2.6
Cardinal Capital Management Inc (North Carolina)
2646
Cardinal Capital Management Inc (North Carolina)
North Carolina
$318M -$12.2M -4% 1.91% 86.4% 123 2.44% 3.6
Exchange Capital Management
2647
Exchange Capital Management
Michigan
$318M +$571K +0.2% 1.3% 57.8% 280 28.57% 1.7
D.L. Carlson Investment Group
2648
D.L. Carlson Investment Group
New Hampshire
$318M -$20.1M -6% 2.74% 113% 137 9.49% 3
Analyst IMS Investment Management Services
2649
Analyst IMS Investment Management Services
Israel
$317M -$10.1M -3% 3.3% 99.4% 110 8.18% 2.4
SAM
2650
Senzar Asset Management
New York
$317M -$74.8M -19% 4.04% 0.75% 40 50% 0.5