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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
E Fund Management (HK)
Central,
Hong Kong
| $297M | +$133M | +81% | 4.6% | 163% | 415 | 19.04% | 0.7 |
|
| 5027 |
5027
First Bankers Trust
Louisville,
Kentucky
| $297M | +$10.4M | +4% | 2.97% | 78.9% | 148 | 6.08% | 7 |
|
| 5028 |
5028
Orion Capital Management
Coronado,
California
| $297M | +$9.6M | +3% | 2.78% | 75.3% | 577 | 18.54% | 1.6 |
|
| 5029 |
5029
Helix Partners Management
New York
| $297M | +$58.6M | +25% | 2.82% | – | 14 | 50% | 0.6 |
|
| 5030 |
5030
Prudent Man Investment Management
Louisville,
Colorado
| $297M | +$117M | +65% | 2.39% | – | 195 | 27.18% | 0.8 |
|
| 5031 |
5031
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $297M | +$1.63M | +0.6% | 3.69% | 122% | 135 | 5.93% | 2.1 |
|
| 5032 |
5032
Vigilare Wealth Management
Scottsdale,
Arizona
| $297M | +$8.68M | +3% | 2.65% | 59.5% | 137 | 27.74% | 2.5 |
|
| 5033 |
5033
Yakira Capital Management
Westport,
Connecticut
| $297M | +$11.1M | +4% | 8.3% | 74.1% | 246 | 50.81% | 0.8 |
|
| 5034 |
5034
Olympus Peak Asset Management
Greenwich,
Connecticut
| $297M | +$3.48M | +1% | 19.4% | – | 1 | 0% | 1.3 |
|
| 5035 |
PCR
5035
Potrero Capital Research
San Francisco,
California
| $297M | -$572M | -66% | 5.43% | 226% | 51 | 54.9% | 0.6 |
|
| 5036 |
5036
Theory Financial
Fort Collins,
Colorado
| $297M | +$13.2M | +5% | 1.23% | 54.5% | 102 | 12.75% | 1.7 |
|
| 5037 |
BDA
5037
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $297M | -$6.18M | -2% | 0.96% | 44.2% | 66 | 9.09% | 3 |
|
| 5038 |
5038
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $296M | -$879K | -0.3% | 0.28% | 13.4% | 4 | 0% | 8.6 |
|
| 5039 |
5039
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $296M | -$111M | -27% | 7.89% | 407% | 1 | 0% | 4 |
|
| 5040 |
PH
5040
Pinnacle Holdings
Tulsa,
Oklahoma
| $296M | +$9.14M | +3% | 3.12% | 79.6% | 273 | 18.32% | 4.8 |
|
| 5041 |
5041
CRCM LP
San Francisco,
California
| $296M | -$49.7M | -14% | 28.7% | – | 13 | 38.46% | 0.6 |
|
| 5042 |
5042
WrapManager Inc
Mill Valley,
California
| $296M | -$29.1M | -9% | 2.24% | 64.6% | 159 | 16.98% | 5.2 |
|
| 5043 |
5043
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $296M | +$3.89M | +1% | 4.83% | 17.7% | 122 | 27.05% | 4.3 |
|
| 5044 |
5044
Campbell Capital Management
Miami,
Florida
| $295M | +$35.8M | +14% | 5.12% | – | 59 | 45.76% | 1.8 |
|
| 5045 |
5045
Maryland Capital Advisors
Chester,
Maryland
| $295M | +$16.1M | +6% | 1.78% | – | 277 | 10.11% | 2.8 |
|
| 5046 |
5046
Post Oak Energy Holdings
Houston,
Texas
| $295M | +$25.9M | +10% | 9.61% | 64.6% | 1 | 0% | 3 |
|
| 5047 |
TAP
5047
Tounjian Advisory Partners
Fort Myers,
Florida
| $295M | -$3.52M | -1% | 2.91% | – | 170 | 24.12% | 0.6 |
|
| 5048 |
5048
Union Heritage Capital
Bloomfield Hills,
Michigan
| $295M | -$13.1M | -4% | 2.43% | 82.1% | 63 | 4.76% | 4.1 |
|
| 5049 |
5049
RBA Wealth Management
Newport Beach,
California
| $295M | +$5.34M | +2% | 2.77% | 91% | 97 | 7.22% | 3 |
|
| 5050 |
ACA
5050
Acorn Capital Advisors
New York
| $295M | +$98.1M | +50% | 116% | – | 21 | 4.76% | 0.9 |
|