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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Marvin & Palmer Associates
Wilmington,
Delaware
| $154M | -$67.7M | -31% | 0.44% | 392% | 39 | 56.41% | 0.7 |
|
| 5302 |
5302
Prairiewood Capital
Fargo,
North Dakota
| $154M | +$5.05M | +3% | 1.45% | 42.6% | 75 | 6.67% | 1.8 |
|
| 5303 |
5303
Orion Capital Management
Coronado,
California
| $154M | +$1.8M | +1% | 3.67% | 75.3% | 507 | 72.98% | 0.6 |
|
| 5304 |
5304
Pinion Investment Advisors
Wichita,
Kansas
| $154M | +$6.4M | +4% | 2.88% | 75.4% | 169 | 13.02% | 2.5 |
|
| 5305 |
5305
Beaton Management Company
Haverhill,
Massachusetts
| $154M | -$4.04M | -3% | 3.35% | 95.9% | 133 | 4.51% | 4.6 |
|
| 5306 |
5306
Arch Venture Management
Chicago,
Illinois
| $154M | -$7.99M | -5% | 3.71% | 228% | 7 | 14.29% | 1.3 |
|
| 5307 |
5307
Baron Financial Group
Fair Lawn,
New Jersey
| $154M | -$8M | -5% | 3.84% | 55.5% | 53 | 9.43% | 2.5 |
|
| 5308 |
5308
Banyan Capital Management
Atlanta,
Georgia
| $154M | +$2.68M | +2% | 0.92% | 42.5% | 19 | 15.79% | 3.7 |
|
| 5309 |
5309
Soviero Asset Management
New York
| $154M | -$47.8M | -24% | 3.93% | 676% | 39 | 38.46% | 0.7 |
|
| 5310 |
5310
Idaho Trust Bank
Boise,
Idaho
| $154M | -$5.6M | -4% | 3.64% | 47.5% | 82 | 12.2% | 0.2 |
|
| 5311 |
5311
One Plus One Wealth Management
Jupiter,
Florida
| $154M | -$2.97M | -2% | 1.28% | 71.9% | 99 | 19.19% | 1.6 |
|
| 5312 |
5312
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $153M | +$30.6M | +25% | 0.5% | 140% | 33 | 33.33% | 1.4 |
|
| 5313 |
5313
Pacific Financial Group
Bellevue,
Washington
| $153M | +$891K | +0.6% | 2.89% | 61.1% | 60 | 8.33% | 5.6 |
|
| 5314 |
5314
Inherent Group
New York
| $153M | -$211M | -58% | 2.8% | 61.7% | 15 | 26.67% | 2.1 |
|
| 5315 |
5315
Standard General
New York
| $153M | -$34.9M | -19% | 17.1% | 259% | 4 | 25% | 5.1 |
|
| 5316 |
5316
AllSquare Wealth Management
Albany,
New York
| $153M | -$493K | -0.3% | 2.71% | 62.4% | 575 | 6.96% | 4.6 |
|
| 5317 |
5317
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $153M | -$19.2M | -11% | 11.1% | 121% | 1 | 0% | 3.8 |
|
| 5318 |
5318
Colonial River Investments
Midlothian,
Virginia
| $153M | +$1.02M | +0.7% | 2.5% | 156% | 184 | 27.17% | 1.4 |
|
| 5319 |
5319
Peoples Bank (Ohio)
Marietta,
Ohio
| $153M | -$10.3M | -6% | 2.88% | 78.9% | 122 | 18.85% | 4.6 |
|
| 5320 |
5320
Fairfield, Bush & Co
Darien,
Connecticut
| $153M | -$210M | -58% | 3.48% | 112% | 563 | 80.46% | 6.4 |
|
| 5321 |
5321
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $153M | -$1.56M | -1% | 3.68% | 65.5% | 404 | 9.65% | 4.1 |
|
| 5322 |
EP
5322
Elkhorn Partners
Omaha,
Nebraska
| $153M | -$3.69M | -2% | 1.56% | 32.2% | 57 | 24.56% | 4.2 |
|
| 5323 |
CWM
5323
CCG Wealth Management
San Diego,
California
| $153M | -$6.46M | -4% | 3.17% | 82.6% | 71 | 19.72% | 2.9 |
|
| 5324 |
CIA
5324
Citadel Investment Advisory
Chesterland,
Ohio
| $153M | -$1.87M | -1% | 0.38% | 66.1% | 81 | 1.23% | 2.5 |
|
| 5325 |
5325
Private Wealth Group
Tampa,
Florida
| $153M | +$55.5M | +57% | 3.39% | 52.9% | 55 | 12.73% | 2.7 |
|