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)
ABP
4226
Arthur B. Page
$115M +$1.21M +1% 5.6% 40.4% 62 8.06% 3.3
BA
4227
Bennicas & Associates
California
$115M -$2.72M -2% 3.93% 40.3% 90 6.67% 3.7
EF
4228
Exeter Financial
Arizona
$115M – – 8.82% 59.1% 71 – 0
OAM
4229
Orinda Asset Management
California
$115M +$5.66M +5% 2.02% 28.4% 46 39.13% 1
BRC
4230
Bishop Rock Capital
New York
$115M -$25.5M -18% 5.7% 35.4% 30 23.33% 0.8
DIV
4231
DCM International V
California
$115M -$15.6M -12% 6.56% – 2 0% 1.5
B
4232
Bridgeworth
Alabama
$115M +$43.5M +61% 5.14% 19.3% 68 35.29% 0.8
BP
4233
Barker Partnership
Cayman Islands
$115M – – 17.3% – 3 – 0
OIM
4234
Orca Investment Management
Oregon
$114M +$1.54M +1% 9.49% 122% 81 18.52% 2.2
HCM
4235
Hall Capital Management
Rhode Island
$114M +$5.83M +5% 7.65% – 88 5.68% 2.3
AWM
4236
Avondale Wealth Management
Texas
$114M – – 3.97% 78.6% 119 – 0
HMC
4237
Harvard Management Company
Massachusetts
$114M -$902M -89% 4.61% 123% 12 16.67% 3
RVM
4238
Robinson Value Management
Texas
$114M +$5.23M +5% 7.64% 70.8% 66 10.61% 0.8
RCA
4239
Rex Capital Advisors
Rhode Island
$114M -$14M -11% 4.58% 7.31% 36 61.11% 3
OCP
4240
Oakcliff Capital Partners
New York
$114M -$4.55M -4% 4.73% 133% 14 50% 0.5
PWM
4241
Paulson Wealth Management
Illinois
$114M – – 4.75% 57.1% 632 – 0
JC
4242
Jentner Corp
Ohio
$114M +$4.37M +4% 2.34% 38.9% 31 12.9% 0.9
FF
4243
Friedenthal Financial
New Jersey
$114M +$2.46M +2% 2.95% 111% 60 10% 1.5
LC
4244
LCNB Corp
Ohio
$114M +$7.03M +7% 4.55% 75.2% 123 8.13% 0.9
CAM
4245
Chandler Asset Management
California
$114M – – 3.63% 35.6% 20 – 0
FIAS
4246
FinTrust Investment Advisory Services
South Carolina
$114M +$9.26M +9% 4.56% – 122 11.48% 1.8
GCA
4247
Gideon Capital Advisors
New York
$113M +$12M +12% 5.08% 37.6% 466 81.97% 0.2
KCM
4248
Knoll Capital Management
Florida
$113M -$3.52M -3% 45.3% 258% 17 35.29% 1.9
PVMCV
4249
Polaris Venture Management Co V
Massachusetts
$113M -$2.91M -3% 11.5% 281% 10 10% 2.5
BGMBH
4250
Burda Gesellschaft mit beschrankter Haftung
Germany
$113M -$56.4M -33% 0% – 1 0% 0.8