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