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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Phoenix Investment Adviser
New York
| $100M | -$49M | -33% | 5.03% | 25% | 53 | 28.3% | 0.5 |
|
| 3452 |
GBA
3452
Garrison Bradford & Associates
New York
| $100M | -$7.44M | -7% | 0.87% | 63.5% | 113 | 7.96% | 1.1 |
|
| 3453 |
3453
Portola Group
San Jose,
California
| $100M | -$20.6M | -17% | 11.3% | – | 103 | 31.07% | 0.7 |
|
| 3454 |
3454
Independent Order of Foresters
Toronto,
Ontario, Canada
| $100M | -$11.2M | -10% | 3.71% | 66.3% | 136 | 13.24% | 1.1 |
|
| 3455 |
LC
3455
Lakeshore Capital
Birmingham,
Alabama
| $100M | -$6.55M | -6% | 6.33% | – | 33 | 6.06% | 1.1 |
|
| 3456 |
SCM
3456
Silver Capital Management
New York
| $99.3M | -$5.63M | -5% | 5.03% | 26.5% | 57 | 40.35% | 0.7 |
|
| 3457 |
3457
Bain Capital Credit
Boston,
Massachusetts
| $99.2M | +$98M | +7,690% | 5.41% | 14.4% | 14 | 100% | 0 |
|
| 3458 |
3458
DAFNA Capital Management
Los Angeles,
California
| $99.1M | -$6.37M | -6% | 4.59% | 313% | 65 | 33.85% | 0.7 |
|
| 3459 |
QAM
3459
Quantres Asset Management
Cayman,
Cayman Islands
| $98.9M | +$8.53M | +9% | 7.37% | 11% | 255 | 81.96% | 0.1 |
|
| 3460 |
3460
Van Hulzen Asset Management
El Dorado Hills,
California
| $98.5M | -$17.9M | -15% | 0.02% | 86.3% | 75 | 33.33% | 0.5 |
|
| 3461 |
3461
Sippican Capital Advisors
Boston,
Massachusetts
| $98.4M | – | – | 4.62% | 81.1% | 104 | – | 0 |
|
| 3462 |
3462
Triangle Peak Partners
Carmel,
California
| $98.3M | -$13.1M | -12% | 3.51% | – | 38 | 2.63% | 0.7 |
|
| 3463 |
3463
Marvin & Palmer Associates
Wilmington,
Delaware
| $98.3M | -$16.9M | -15% | 4.47% | 392% | 83 | 46.99% | 0.6 |
|
| 3464 |
KCP
3464
Kortright Capital Partners
New York
| $98.1M | +$13.1M | +15% | 11.4% | – | 28 | 64.29% | 0.2 |
|
| 3465 |
RP
3465
Raiff Partners
New York
| $98.1M | -$40M | -29% | 5.03% | 125% | 44 | 86.36% | 0.1 |
|
| 3466 |
3466
First United Bank & Trust
Oakland,
Maryland
| $97.9M | +$1.87M | +2% | 0.21% | 78% | 86 | 6.98% | 1.1 |
|
| 3467 |
3467
Pacific Financial Group
Bellevue,
Washington
| $97.5M | +$34.5M | +55% | 0.74% | 61.1% | 50 | 24% | 1 |
|
| 3468 |
IWC
3468
Integrated Wealth Counsel
Carmel,
California
| $97.5M | -$29.6M | -23% | 4.68% | 8.52% | 90 | 15.56% | 1.2 |
|
| 3469 |
3469
IDG Technology Venture Investment III
Central,
Hong Kong
| $97.4M | -$8.44M | -8% | 27.7% | – | 4 | 25% | 0.4 |
|
| 3470 |
3470
Excalibur Management
Waltham,
Massachusetts
| $97.3M | +$1.46M | +2% | 0.65% | 81.7% | 66 | 9.09% | 1.1 |
|
| 3471 |
3471
Caxton Corporation
Princeton,
New Jersey
| $97.2M | -$32.6M | -25% | 25.6% | 512% | 4 | 0% | 0.7 |
|
| 3472 |
3472
Old Dominion Capital Management
Charlottesville,
Virginia
| $97.1M | -$7.62M | -7% | 1.98% | 45.9% | 52 | 7.69% | 1 |
|
| 3473 |
3473
ZPR Investment Management
Orange City,
Florida
| $97M | -$11.3M | -10% | 7.26% | 14.7% | 96 | 84.38% | 0.3 |
|
| 3474 |
3474
AIA Group
Hong Kong
| $96.7M | +$10.4M | +12% | 0.45% | 82.6% | 7 | 57.14% | 0.3 |
|
| 3475 |
3475
Wedgewood Investors
Erie,
Pennsylvania
| $96.7M | -$194K | -0.2% | 0.02% | – | 125 | 4.8% | 1.2 |
|