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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
PI
3926
Pachira Investments
Dana Point,
California
| $110M | +$4.94M | +5% | 3.41% | 82.3% | 11 | 27.27% | 0.3 |
|
| 3927 |
MP
3927
Manifold Partners
San Francisco,
California
| $110M | +$4.82M | +5% | 5.57% | 24.9% | 23 | 52.17% | 0.5 |
|
| 3928 |
IP
3928
Ironsides Partners
Boston,
Massachusetts
| $110M | -$93.7M | -46% | 11.2% | – | 24 | 58.33% | 0.1 |
|
| 3929 |
OIM
3929
Orca Investment Management
Roseburg,
Oregon
| $110M | +$7.1M | +7% | 6.44% | 122% | 76 | 18.42% | 1.9 |
|
| 3930 |
TCM
3930
Tegean Capital Management
New York
| $110M | +$1.07M | +1% | 4.11% | – | 20 | 45% | 1.2 |
|
| 3931 |
LSC
3931
Lesa Sroufe & Co
Seattle,
Washington
| $109M | -$5.24M | -5% | 3.12% | – | 48 | 22.92% | 2.3 |
|
| 3932 |
BCFS
3932
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $109M | +$922K | +0.9% | 5.38% | 81% | 135 | 7.41% | 1.8 |
|
| 3933 |
BCIM
3933
Bishop & Co Investment Management
Erie,
Pennsylvania
| $109M | +$3.91M | +4% | 4.11% | 47.6% | 18 | 11.11% | 1.1 |
|
| 3934 |
PMLI
3934
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $109M | -$13M | -11% | 6.33% | 1.64% | 25 | 20% | 1.9 |
|
| 3935 |
GG
3935
Gores Group
Beverly Hills,
California
| $109M | -$35.7M | -25% | 15.9% | – | 1 | 0% | 0.3 |
|
| 3936 |
PIA
3936
Peachtree Investment Advisors
Atlanta,
Georgia
| $109M | +$7.28M | +7% | 5.93% | 24.2% | 90 | 10% | 2.8 |
|
| 3937 |
OC
3937
Oppenheimer & Close
New York
| $109M | -$2.14M | -2% | 6.18% | 149% | 41 | 12.2% | 2.7 |
|
| 3938 |
IP
3938
InvenTrust Properties
Downers Grove,
Illinois
| $109M | -$72.3M | -40% | 15% | 7.56% | 18 | 77.78% | 2 |
|
| 3939 |
TA
3939
TMD & Associates
Scottsdale,
Arizona
| $109M | -$6.36M | -6% | 3.73% | 20.5% | 29 | 24.14% | 0.9 |
|
| 3940 |
SAMC
3940
Spectrum Asset Management (California)
Newport Beach,
California
| $109M | +$5.47M | +5% | 5.37% | 62.9% | 69 | 14.49% | 1.1 |
|
| 3941 |
BWM
3941
Biltmore Wealth Management
Tempe,
Arizona
| $109M | +$823K | +0.8% | 3.38% | 59.8% | 31 | 19.35% | 1.4 |
|
| 3942 |
HWA
3942
Heritage Way Advisors
Rockford,
Illinois
| $108M | +$6.99M | +7% | 4.04% | 79.4% | 62 | 14.52% | 0.2 |
|
| 3943 |
SSW
3943
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $108M | +$4.55M | +4% | 5.72% | 90.2% | 128 | 8.59% | 0.2 |
|
| 3944 |
RCA
3944
Restructuring Capital Associates
Stamford,
Connecticut
| $108M | -$5.46M | -5% | 4.15% | 71.2% | 8 | 0% | 2.3 |
|
| 3945 |
B
3945
Bellecapital
Zurich,
Switzerland
| $108M | -$4.14M | -4% | 8.08% | 128% | 89 | 23.6% | 1.4 |
|
| 3946 |
LA
3946
Lucus Advisors
New York
| $108M | +$65.6M | +154% | 4.28% | 16.7% | 221 | 85.52% | 0.1 |
|
| 3947 |
BRC
3947
Bell Rock Capital
Rehoboth Beach,
Delaware
| $108M | +$13.2M | +14% | 7.89% | – | 390 | 12.82% | 0.2 |
|
| 3948 |
ETM
3948
Euclidean Technologies Management
Seattle,
Washington
| $108M | -$719K | -0.7% | 1.85% | 124% | 60 | 16.67% | 1.4 |
|
| 3949 |
NWM
3949
Northwest Wealth Management
Spencer,
Iowa
| $108M | +$9.91M | +10% | 5.21% | 63.4% | 94 | 6.38% | 0.2 |
|
| 3950 |
TIA
3950
Tiemann Investment Advisors
Menlo Park,
California
| $108M | +$5.65M | +6% | 6.13% | 77% | 166 | 9.04% | 2.4 |
|