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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8326 |
8326
Trailhead Planners
Edina,
Minnesota
| $103M | -$771K | -0.7% | 10.6% | – | 62 | 29.03% | 0.4 |
|
| 8327 |
8327
Freemont Management
Vaud,
Switzerland
| $103M | -$557M | -84% | 7.93% | 113% | 137 | 90.51% | 2.6 |
|
| 8328 |
8328
Arrow Investment Advisors
Laurel,
Maryland
| $103M | +$9.45M | +10% | 8.14% | 36.3% | 85 | 42.35% | 0.8 |
|
| 8329 |
ICM
8329
Incision Capital Management
San Francisco,
California
| $103M | +$12.6M | +14% | 15.3% | – | 5 | 20% | 0.4 |
|
| 8330 |
8330
Blantyre Capital
London,
United Kingdom
| $103M | +$20.4M | +25% | 24.6% | – | 1 | 0% | 2.5 |
|
| 8331 |
8331
Shelter Rock Management
Jericho,
New York
| $103M | +$8.82M | +9% | 21.3% | – | 40 | 20% | 0.4 |
|
| 8332 |
8332
UG Investment Advisers
Taipei,
Taiwan
| $103M | -$45.1M | -30% | 0.78% | 172% | 17 | 58.82% | 0.9 |
|
| 8333 |
8333
Palladiem
Bryn Mawr,
Pennsylvania
| $103M | -$1.71M | -2% | 8.49% | – | 176 | 32.95% | 1.4 |
|
| 8334 |
8334
Courant Investment Management
Franklin,
Tennessee
| $103M | +$629K | +0.6% | 1.52% | 35.2% | 7 | 0% | 4.4 |
|
| 8335 |
8335
Willow Creek Capital Management
Missoula,
Montana
| $103M | – | – | 22.3% | – | 100 | – | 0 |
|
| 8336 |
8336
J. Team Financial
Abilene,
Texas
| $103M | +$13.6M | +15% | 15.3% | – | 115 | 38.26% | 0.5 |
|
| 8337 |
PBK
8337
Peoples Bank (Kansas)
Pratt,
Kansas
| $103M | +$3.5M | +4% | 8.3% | 74.5% | 102 | 6.86% | 2.3 |
|
| 8338 |
8338
MLP3 LLC
Linwood,
New Jersey
| $103M | +$12M | +13% | 11.4% | – | 95 | 16.84% | 0.4 |
|
| 8339 |
8339
22C Capital
Boca Raton,
Florida
| $103M | +$16.7M | +19% | 19.5% | – | 1 | 0% | 0.5 |
|
| 8340 |
8340
Alua Capital Management
New York
| $103M | -$1.03B | -91% | 17.4% | 99.4% | 15 | 93.33% | 3.5 |
|
| 8341 |
8341
Independent Order of Foresters
Toronto,
Ontario, Canada
| $103M | +$808K | +0.8% | 15.3% | 66.3% | 2 | 0% | 6.3 |
|
| 8342 |
8342
Orchard Capital Management
Chicago,
Illinois
| $103M | +$6.75M | +7% | 28.4% | 140% | 51 | 23.53% | 2.2 |
|
| 8343 |
8343
Vima LLC
Troy,
Michigan
| $103M | – | – | 15.2% | – | 371 | – | 0.4 |
|
| 8344 |
8344
Langley Wealth Management
Corinth,
Mississippi
| $103M | – | – | 15.9% | – | 130 | – | 0 |
|
| 8345 |
AIP
8345
Alapocas Investment Partners
Beverly,
Massachusetts
| $102M | -$29.7M | -22% | 12.6% | 50% | 25 | 20% | 3 |
|
| 8346 |
8346
Sulzberger Capital Advisors
Miami,
Florida
| $102M | +$4.44M | +5% | 9.45% | – | 54 | 11.11% | 1.2 |
|
| 8347 |
SG
8347
Sherry Group
Mountain Home,
Arkansas
| $102M | +$10.8M | +12% | 10.7% | – | 52 | 21.15% | 0.4 |
|
| 8348 |
8348
Closed-End Fund Advisors
Richmond,
Virginia
| $102M | +$4.1M | +4% | 2.87% | – | 172 | 11.05% | 0.5 |
|
| 8349 |
HCM
8349
Helios Capital Management
Singapore
| $102M | +$7.3M | +8% | 7.63% | 124% | 28 | 32.14% | 1.9 |
|
| 8350 |
8350
Delphi Management
Brookline,
Massachusetts
| $102M | +$18.7M | +22% | 26.2% | 111% | 86 | 11.63% | 3.5 |
|