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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)
Essex Investment Management
2926
Essex Investment Management
Massachusetts
$508M -$105M -17% 17.4% 370% 385 25.71% 3.4
Running Oak Capital
2927
Running Oak Capital
Minnesota
$508M +$118M +30% 11% 32.7% 62 12.9% 2.4
Fiduciary Alliance
2928
Fiduciary Alliance
South Carolina
$508M +$74.9M +17% 10% 104% 196 20.92% 0.7
Gratus Wealth Advisors
2929
Gratus Wealth Advisors
Virginia
$507M – – 9.73% 65.2% 129 – 0
ORIX Corp
2930
ORIX Corp
Japan
$506M +$39.2M +8% 8.4% 11.7% 1 0% 6
Carrhae Capital
2931
Carrhae Capital
United Kingdom
$506M +$215M +74% 18.3% 182% 28 71.43% 0.5
Ithaka Group
2932
Ithaka Group
Virginia
$506M +$71.5M +16% 19.6% 143% 39 15.38% 4.3
McGlone Suttner Wealth Management
2933
McGlone Suttner Wealth Management
Wisconsin
$506M +$74.5M +17% 9.95% 61.6% 847 80.64% 0.2
Iron Gate Global Advisors
2934
Iron Gate Global Advisors
Utah
$506M +$61.3M +14% 13.3% 106% 99 7.07% 3
Endurance Services Ltd
2935
Endurance Services Ltd
New York
$505M – – 8.36% – 11 – 0
J.P. Marvel Investment Advisors
2936
J.P. Marvel Investment Advisors
Massachusetts
$505M +$40.3M +9% 10.6% 195% 73 8.22% 5.9
P.J. Schmidt Investment Management (PJS)
2937
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505M +$38.2M +8% 10.1% 65.9% 182 14.29% 5.1
Irenic Capital Management
2938
Irenic Capital Management
New York
$505M +$152M +43% 18.7% 93.6% 28 46.43% 0.4
BSW Wealth Partners
2939
BSW Wealth Partners
Colorado
$504M +$54.8M +12% 10.4% 75.4% 283 15.9% 3.3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2940
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$504M +$34.8M +7% 11.7% 80.8% 89 17.98% 2.7
AO
2941
Allen Operations
New York
$504M +$51.4M +11% 27.2% 218% 40 20% 4.7
EnCap Energy Capital Fund XI
2942
EnCap Energy Capital Fund XI
Texas
$504M -$267M -35% 4.1% 21% 3 66.67% 0.3
Ophir Asset Management
2943
Ophir Asset Management
Australia
$504M +$79.4M +19% 18.1% 282% 38 47.37% 0.6
Crawford Fund Management
2944
Crawford Fund Management
Massachusetts
$503M – – 13.4% – 247 – 0
PSquared Asset Management
2945
PSquared Asset Management
Switzerland
$503M -$591M -54% 13.4% 178% 21 66.67% 0.3
NWF Advisory Services
2946
NWF Advisory Services
California
$502M +$77.6M +18% 10.6% 120% 322 15.22% 0.6
Coppell Advisory Solutions
2947
Coppell Advisory Solutions
Texas
$502M +$211M +73% 9.03% – 1,944 49.49% 0.4
FinTrust Capital Advisors
2948
FinTrust Capital Advisors
South Carolina
$502M +$51.3M +11% 9.47% 23.6% 1,378 19.23% 2.9
Stockman Wealth Management
2949
Stockman Wealth Management
Montana
$501M +$47.1M +10% 9.74% 77.5% 190 9.47% 4.7
Front Street Capital Management
2950
Front Street Capital Management
Montana
$501M +$45.7M +10% 9.61% 316% 96 10.42% 3.5