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