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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)
Mariner Investment Group
4526
Mariner Investment Group
New York
$346M -$1.37B -80% 8.1% 68.7% 159 63.52% 0.4
Prairiewood Capital
4527
Prairiewood Capital
North Dakota
$346M +$23.8M +7% 2.69% 42.6% 82 14.63% 3
AlphaGrep UK
4528
AlphaGrep UK
$346M +$46.2M +15% 1.88% – 959 52.35% 0.2
PFMOSF
4529
Philadelphia Financial Management of San Francisco
California
$346M -$586M -63% 2.27% 209% 82 76.83% 0.3
Osprey Private Wealth
4530
Osprey Private Wealth
New York
$345M -$2.13M -0.6% 4.94% – 83 12.05% 1
Aikya Investment Management
4531
Aikya Investment Management
United Kingdom
$345M -$96.2M -22% 22.6% 11.1% 4 0% 1.9
Bouvel Investment Partners
4532
Bouvel Investment Partners
Pennsylvania
$345M -$2.24M -0.6% 1.34% 199% 88 20.45% 2.3
III Capital Management
4533
III Capital Management
Florida
$344M -$335M -49% 4.85% 28.7% 80 61.25% 0.4
Presidio Capital Management
4534
Presidio Capital Management
California
$344M +$11.5M +3% 0.31% 56.1% 84 15.48% 1.8
S.E.E.D. Planning Group
4535
S.E.E.D. Planning Group
New York
$344M -$6.53M -2% 1.73% 57.3% 100 25% 3
Greenlea Lane Capital Management
4536
Greenlea Lane Capital Management
Connecticut
$344M +$1.64M +0.5% 9.08% 99.7% 10 30% 3.8
Threadgill Financial
4537
Threadgill Financial
Texas
$344M +$101M +42% 1.93% 49.3% 59 32.2% 1.8
Field & Main Bank
4538
Field & Main Bank
Kentucky
$344M -$3.32M -1% 0.76% 107% 266 4.14% 6.7
Smart Money Group
4539
Smart Money Group
Texas
$344M +$851K +0.2% 1.65% 58.9% 88 7.95% 3
Thrive Capital Management (New York)
4540
Thrive Capital Management (New York)
New York
$344M -$8.4M -2% 29.5% 205% 5 20% 1.9
Ballast Advisors
4541
Ballast Advisors
Minnesota
$344M -$18.9M -5% 1.82% 66.7% 408 58.09% 2
CWM
4542
Cedar Wealth Management
California
$344M +$9.23M +3% 0.59% 68.1% 237 64.14% 4.8
Long Walk Management
4543
Long Walk Management
Connecticut
$344M -$106M -24% 9.77% 302% 13 38.46% 1.1
Warburg Pincus
4544
Warburg Pincus
New York
$343M -$641M -65% 16.2% 3.59% 4 25% 2.8
MJP
4545
Michael J. Puzo
$343M -$23.9M -7% 1.69% 90.3% 77 20.78% 7.1
Eleva Capital
4546
Eleva Capital
France
$343M – – 14.1% – 24 – 0.1
Joule Financial
4547
Joule Financial
Kentucky
$343M +$9.5M +3% 1.5% 55.5% 119 12.61% 2.4
Trust Company of Oklahoma
4548
Trust Company of Oklahoma
Oklahoma
$343M +$322K +0.1% 0.37% 101% 151 19.87% 5.8
Lawson Kroeker Investment Management
4549
Lawson Kroeker Investment Management
Nebraska
$343M +$7.05M +2% 10.2% 69.7% 62 4.84% 6.5
Westbourne Investment Advisors
4550
Westbourne Investment Advisors
Maryland
$343M -$19.4M -5% 4.51% 107% 122 10.66% 3.8