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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)
Orchard Capital Management
3401
Orchard Capital Management
Illinois
$320M -$31.5M -9% 21.2% 140% 53 11.32% 1.1
Jackson Hole Capital Partners
3402
Jackson Hole Capital Partners
Oklahoma
$320M -$27.3M -8% 8.34% 71.4% 256 10.16% 2.4
Consolidated Planning Corp
3403
Consolidated Planning Corp
Georgia
$320M +$176M +122% 15.4% 84.6% 120 51.67% 1
Bayberry Capital Partners
3404
Bayberry Capital Partners
New York
$320M +$6.63M +2% 9.02% 99.7% 18 44.44% 0.8
Walkner Condon Financial Advisors
3405
Walkner Condon Financial Advisors
Wisconsin
$319M -$32.2M -9% 12% 56.8% 230 13.04% 0.8
Cedar Brook Financial Partners
3406
Cedar Brook Financial Partners
Ohio
$319M -$66.1M -17% 13.6% 47% 398 18.09% 2.2
Sweet Financial Partners
3407
Sweet Financial Partners
Minnesota
$319M -$54.3M -15% 13.5% 22.4% 185 16.76% 0.4
Monetary Management Group
3408
Monetary Management Group
Missouri
$319M -$58.5M -16% 13.8% 138% 358 7.26% 5.1
Kirr Marbach & Co
3409
Kirr Marbach & Co
Indiana
$319M -$52.6M -14% 12.4% 121% 51 11.76% 3.9
Fulcrum Capital
3410
Fulcrum Capital
Washington
$318M -$55.3M -15% 16.5% 102% 84 29.76% 2.5
Kerrisdale Advisers
3411
Kerrisdale Advisers
Florida
$318M -$9.48M -3% 20.8% 78.8% 79 62.03% 0.4
PT
3412
Plimoth Trust
Massachusetts
$317M -$59.4M -16% 12.8% 94% 168 4.17% 3.8
Asio Capital
3413
Asio Capital
Kentucky
$317M -$38.7M -11% 13.8% 98% 132 25% 1.4
Legacy Financial Group (Iowa)
3414
Legacy Financial Group (Iowa)
Iowa
$317M -$24.2M -7% 11% 44.3% 46 13.04% 1.1
Atlas Venture Advisors
3415
Atlas Venture Advisors
Massachusetts
$317M -$148M -32% 30.3% 29.2% 7 0% 2.5
Northside Capital Management
3416
Northside Capital Management
Oregon
$317M -$59.2M -16% 14.5% 99.6% 95 10.53% 4
MayTech Global Investments
3417
MayTech Global Investments
New York
$316M -$119M -27% 23.7% 158% 76 6.58% 2.3
High Probability Advisors
3418
High Probability Advisors
New York
$316M +$9.7M +3% 11.5% 52.6% 48 14.58% 1.1
JT Stratford LLC
3419
JT Stratford LLC
Georgia
$316M -$26.4M -8% 12.8% 103% 240 29.17% 2.1
RiverPark Advisors
3420
RiverPark Advisors
New York
$315M -$231M -42% 16.7% 87.5% 227 51.54% 1.4
Hengistbury Investment Partners
3421
Hengistbury Investment Partners
United Kingdom
$315M -$165M -34% 12.9% 108% 7 14.29% 3
Private Capital Management (Colorado)
3422
Private Capital Management (Colorado)
Colorado
$315M $0 0% 15.4% 20% 153 0% 1.9
Covenant Asset Management
3423
Covenant Asset Management
New Jersey
$315M -$55.3M -15% 16.7% 177% 159 15.09% 3.4
Partners in Financial Planning
3424
Partners in Financial Planning
Virginia
$315M -$3.22M -1% 12.1% 38.9% 97 10.31% 0.9
Stanley Capital Management
3425
Stanley Capital Management
Texas
$314M -$28.5M -8% 17.9% 158% 45 15.56% 3.2