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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)
B. Riley Wealth Management
3151
B. Riley Wealth Management
Tennessee
$135M – – 2.26% 32.2% 1,091 – 0
OM
3152
Opaleye Management
Massachusetts
$135M +$7.99M +6% 21.6% 748% 34 44.12% 0.2
TAA
3153
TB Alternative Assets
Cayman Islands
$135M +$16.4M +14% 7.6% 312% 13 23.08% 0.4
Paragon Capital Management (Colorado)
3154
Paragon Capital Management (Colorado)
Colorado
$135M +$228K +0.2% 0.14% 109% 74 14.86% 0.6
TM
3155
Tikvah Management
North Carolina
$135M – – 2.6% 169% 17 – 0
KCM
3156
Key Colony Management
Arkansas
$135M +$18.2M +16% 5.95% 113% 22 31.82% 0.5
Private Ocean
3157
Private Ocean
California
$135M +$10.8M +9% 2.07% 2.82% 243 23.87% 0.2
Trutina Financial
3158
Trutina Financial
Washington
$135M +$18.8M +16% 1.39% 20.5% 344 79.65% 0.1
Peoples Financial Services Corp
3159
Peoples Financial Services Corp
Pennsylvania
$135M -$16.9M -11% 1.35% 104% 366 8.74% 0.2
Arkansas Financial Group
3160
Arkansas Financial Group
Arkansas
$135M +$5.75M +4% 1.03% 39.1% 20 5% 0.2
Jolley Asset Management
3161
Jolley Asset Management
North Carolina
$134M +$7.64M +6% 0.01% 3.47% 132 13.64% 0.7
Fidelity National Financial
3162
Fidelity National Financial
Florida
$134M -$444K -0.3% 0.29% 2.54% 16 0% 0.8
Kistler-Tiffany Companies
3163
Kistler-Tiffany Companies
Pennsylvania
$134M +$725K +0.5% 1.52% 52% 599 5.51% 0.7
Credential Securities
3164
Credential Securities
$134M – – 1.7% 32.5% 199 – 0
AC
3165
Aperimus Capital
California
$134M +$2.93M +2% 1.57% 44% 4 25% 0.8
Trustees of Dartmouth College
3166
Trustees of Dartmouth College
New Hampshire
$134M +$3.83M +3% 3.09% 52.5% 4 0% 0.3
THCM
3167
Tipp Hill Capital Management
New York
$134M -$11.1M -8% 6.54% 1.13% 36 47.22% 0.3
MIM
3168
Midwest Investment Management
Ohio
$134M -$391K -0.3% 3.32% 26% 65 13.85% 0.7
Whetstone Capital Advisors
3169
Whetstone Capital Advisors
Kansas
$134M – – 3.55% 282% 28 – 0
MA
3170
Menlo Advisors
California
$133M -$950K -0.7% 2.74% 108% 36 13.89% 0.6
Marathon Capital Management
3171
Marathon Capital Management
Maryland
$133M -$5.54M -4% 7.78% 70.9% 100 22% 0.5
Confluence Wealth Management
3172
Confluence Wealth Management
Oregon
$133M – – 1.09% 31.9% 82 – 0
Ridgemont Partners Management
3173
Ridgemont Partners Management
North Carolina
$133M +$25.7M +24% 11% 45.6% 4 0% 0.8
Elizabeth Park Capital Advisors
3174
Elizabeth Park Capital Advisors
Ohio
$132M -$13.1M -9% 7.13% 119% 56 32.14% 0.2
RCM
3175
Royal Capital Management
New York
$132M -$14.9M -10% 3.25% – 23 34.78% 0.5