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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)
Phoenix Investment Adviser
3451
Phoenix Investment Adviser
New York
$100M -$49M -33% 5.03% 25% 53 28.3% 0.5
GBA
3452
Garrison Bradford & Associates
New York
$100M -$7.44M -7% 0.87% 63.5% 113 7.96% 1.1
Portola Group
3453
Portola Group
California
$100M -$20.6M -17% 11.3% – 103 31.07% 0.7
Independent Order of Foresters
3454
Independent Order of Foresters
Ontario, Canada
$100M -$11.2M -10% 3.71% 66.3% 136 13.24% 1.1
LC
3455
Lakeshore Capital
Alabama
$100M -$6.55M -6% 6.33% – 33 6.06% 1.1
SCM
3456
Silver Capital Management
New York
$99.3M -$5.63M -5% 5.03% 26.5% 57 40.35% 0.7
Bain Capital Credit
3457
Bain Capital Credit
Massachusetts
$99.2M +$98M +7,690% 5.41% 14.4% 14 100% 0
DAFNA Capital Management
3458
DAFNA Capital Management
California
$99.1M -$6.37M -6% 4.59% 313% 65 33.85% 0.7
QAM
3459
Quantres Asset Management
Cayman Islands
$98.9M +$8.53M +9% 7.37% 11% 255 81.96% 0.1
Van Hulzen Asset Management
3460
Van Hulzen Asset Management
California
$98.5M -$17.9M -15% 0.02% 86.3% 75 33.33% 0.5
Sippican Capital Advisors
3461
Sippican Capital Advisors
Massachusetts
$98.4M – – 4.62% 81.1% 104 – 0
Triangle Peak Partners
3462
Triangle Peak Partners
California
$98.3M -$13.1M -12% 3.51% – 38 2.63% 0.7
Marvin & Palmer Associates
3463
Marvin & Palmer Associates
Delaware
$98.3M -$16.9M -15% 4.47% 392% 83 46.99% 0.6
KCP
3464
Kortright Capital Partners
New York
$98.1M +$13.1M +15% 11.4% – 28 64.29% 0.2
RP
3465
Raiff Partners
New York
$98.1M -$40M -29% 5.03% 125% 44 86.36% 0.1
First United Bank & Trust
3466
First United Bank & Trust
Maryland
$97.9M +$1.87M +2% 0.21% 78% 86 6.98% 1.1
Pacific Financial Group
3467
Pacific Financial Group
Washington
$97.5M +$34.5M +55% 0.74% 61.1% 50 24% 1
IWC
3468
Integrated Wealth Counsel
California
$97.5M -$29.6M -23% 4.68% 8.52% 90 15.56% 1.2
IDG Technology Venture Investment III
3469
IDG Technology Venture Investment III
Hong Kong
$97.4M -$8.44M -8% 27.7% – 4 25% 0.4
Excalibur Management
3470
Excalibur Management
Massachusetts
$97.3M +$1.46M +2% 0.65% 81.7% 66 9.09% 1.1
Caxton Corporation
3471
Caxton Corporation
New Jersey
$97.2M -$32.6M -25% 25.6% 512% 4 0% 0.7
Old Dominion Capital Management
3472
Old Dominion Capital Management
Virginia
$97.1M -$7.62M -7% 1.98% 45.9% 52 7.69% 1
ZPR Investment Management
3473
ZPR Investment Management
Florida
$97M -$11.3M -10% 7.26% 14.7% 96 84.38% 0.3
AIA Group
3474
AIA Group
Hong Kong
$96.7M +$10.4M +12% 0.45% 82.6% 7 57.14% 0.3
Wedgewood Investors
3475
Wedgewood Investors
Pennsylvania
$96.7M -$194K -0.2% 0.02% – 125 4.8% 1.2